The Tech Strategy Podcast

Jeffrey Towson
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12 snips
Sep 7, 2025 • 53min

Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260)

Discover why bundling is a game-changer in the digital marketplace, creating benefits for both sellers and buyers. Explore the complexities of product bundling and how factors like customer willingness to pay play a vital role. Unpack the myth of data moats and network effects, revealing that success is often about learning and adaptation. Dive into the nuanced relationship between data quality and decision-making, and hear intriguing case studies that reinforce these concepts. Plus, get a glimpse into personal travel experiences tied to business ventures!
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21 snips
Aug 31, 2025 • 47min

My Playbook for Digital Growth (259)

This week, the discussion centers on the multifaceted journey of digital growth, emphasizing the need for daily commitment and strategic decision-making. It dives into the distinction between core and adjacency growth strategies, revealing how companies can leverage their strengths while exploring new opportunities. Key insights into sustainable growth stress the importance of strong core businesses and customer loyalty. Plus, there's an intriguing reflection on the Alien franchise, blending film critique with broader themes of adaptation and innovation.
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Aug 24, 2025 • 42min

Habit Formation and 3 Other Psych Hacks You Can Copy from Gmail (258)

Dive into the intriguing world of habit formation and discover how Gmail’s clever design keeps users engaged. Learn about the psychological triggers that create lasting habits and how variable rewards offer motivation. The discussion also touches on AI's role in consumer interactions, with fun personal stories woven in. Plus, get insights on how companies can replicate these strategies to boost user retention and engagement. Perfect for anyone looking to enhance their understanding of digital product psychology!
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13 snips
Aug 17, 2025 • 46min

4 GenAI Take-Aways from Sangeet Choudary’s Book Reshuffle (257)

Dive into the fascinating world of generative AI and its role in transforming business strategies. Discover how it enhances coordination, revolutionizing communication and operational efficiency. Hear examples from industries like shipping and construction that showcase its potential. Personal anecdotes add a unique touch, including a memorable trip to Krabi, Thailand, and exciting travel plans to China. This engaging discussion reveals how AI is reshaping traditional business models and creating new avenues for value within ecosystems.
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Aug 7, 2025 • 42min

Cainiao's Big Growth Despite an Uncertain Strategy. An Example of Alibaba’s Management Playbook. (256)

Discover the remarkable rise of Cainiao, Alibaba's logistics arm, despite its unclear strategy. The discussion reveals how organizations can thrive amidst uncertainty. Get insights into an exciting new tech tour in Shenzhen that allows deeper engagement with tech leaders. Explore the transformation of logistics in e-commerce and the blurred lines with technology. Also, learn about innovative AI advancements, including a voice-command image generation tool that’s changing the landscape of digital media.
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Jul 27, 2025 • 53min

Understanding Pinduoduo and Search vs. Engagement-Focused Ecommerce (255)

Dive into the intriguing world of e-commerce as search-focused strategies clash with engagement-driven models. Discover Pinduoduo's unique approach that incorporates community, entertainment, and innovative recommendations. The discussion highlights the transformative impact of smartphone usage and AI on shopping experiences. Plus, catch fascinating anecdotes from a panel on low altitude economies, featuring drones and unexpected TV appearances. It's a captivating exploration of how the digital landscape is evolving!
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Jul 18, 2025 • 39min

3 Lessons from My Visit to Tencent AI Cloud (254)

Discover insights from a fascinating visit to Tencent AI Cloud in Beijing. Learn how Tencent is strategically positioning itself as a 'fast-follower' in the AI landscape. Find out how WeChat and Tencent Cloud are making waves globally with tech services. The discussion highlights the potential for Tencent Cloud to become one of the world's top five AI cloud providers. Join in as key lessons on customer experience and digital moats are shared!
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Jul 7, 2025 • 42min

How Alibaba.com Re-Ignited Growth with the Alibaba Management Playbook (253)

Discover how Alibaba.com reignited its growth by shifting to a buyer-centric model, focusing on customer value and strategic project selection. The challenges from previous stagnation led to initiatives that not only realigned culture and talent but also emphasized agile tactics. Explore how tackling critical pain points contributed to overall success, and get insights into strategies that enhance financial metrics in operations. Plus, stay tuned for the upcoming urban technology tour that promises to delve deeper into China's infrastructure.
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Jun 27, 2025 • 48min

How Amap Beat Baidu Maps. My Summary of the Alibaba Playbook. (252)

Alibaba's Amap has revolutionized the mapping service landscape in China, outpacing Baidu Maps through strategic innovations. The podcast dives into how Amap focused on customer value and utilized data-driven decisions to enhance user engagement. It emphasizes the importance of agile tactics and effective team communication. Alongside industry insights, there's a lighter side as the speakers share humorous movie anecdotes and an unexpected passion for Formula One, blending entertainment with tech strategies.
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13 snips
Jun 19, 2025 • 47min

5 Things People Get Wrong about Scale Advantages, Economies of Scale and Moats (251)

Discover the key differences between scale advantages and economies of scale, as misconceptions are debunked. Learn how growth strategies can drastically shape financial returns, while understanding the dark side of being a large company, like bureaucracy. Explore the importance of distinguishing barriers to entry from competitive advantages in building a successful business. The conversation takes a personal turn with insights from teaching experiences in China and a humorous critique of a reality TV show.

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