The Tech Strategy Podcast

This week’s podcast is about JD Logistics, which is building a smart logistics network at China scale. I spoke to one of its heads and this is what I learned.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to TechMoat Consulting.Here is the link to the China Tech Tour.--------Related podcasts and articles are:JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)From the Concept Library, concepts for this article are:N/AFrom the Company Library, companies for this article are:JD LogisticsJD-------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

This week’s podcast is about how generative AI can start improving your business and career.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here are three things you can (should) do right now:Step 1: Develop Staff and Skills in Gen AI (DOB 5, DOB6)Step 2: Use to Improve Internal Productivity Step 3: Use to Improve Products, Services, and the Customer Experience (DOB2)  Here are the tools I use all day long:ChatGPT4 with Plugins and Web BrowsingPlugins: Show Me, Zapier, SEO OptimizerGoogle BardBing AIMidjourney and Leonardo AIAgentGPTOther tools I am experimenting with:ZapierRunway MLOpus ClipsPDF.AIAskAIAI Transcriptions by Riverside and Otter.aiDocuaskLots of ChatGPT Plugins---—–Related articles:AutoGPT and Other Tech I Am Super Excited About (Tech Strategy – Podcast 162)The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)From the Concept Library, concepts for this article are:GPT and Generative AIFrom the Company Library, companies for this article are:OpenAI / GPT / ChatGPTGoogle / Bard--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

This week’s podcast is about the generative AI foundation models of OpenAI and Google. Will they have competitive defenses? Especially against open source.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here are the two articles mentioned:Google “We Have No Moat, And Neither Does OpenAI”.Who Owns the Generative AI Platform?My (working) conclusions are:Technology does not have moats. Business models have moats.We are looking for competitive defensibility, not moats.Adoption by dominant players with big moats that are not being impacted will be the biggest beneficiaries.Foundation models will likely advance from early mover plus digital marathon to defensible moats in platform business models.Innovation platforms. These are likely. And offer a model for coexistence with open source models.Learning platform. It is unclear how these will evolve. They will be different than search,-—–Related articles:AutoGPT and Other Tech I Am Super Excited About (Tech Strategy – Podcast 162)The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:GPT and Generative AIInnovation PlatformsLearning PlatformsFrom the Company Library, companies for this article are:OpenAI / GPT / ChatGPTGoogle / Bard--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

This week’s podcast is about AutoGPT / AgentGPT and how it is leading to the rise of digital agents. This will lead to the emergence of non-human platforms and business models.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the China Tech Tour.----—–Related articles:AutoGPT and Other Tech I Am Super Excited About (Tech Strategy – Podcast 162)The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)From the Concept Library, concepts for this article are:GPT and Generative AI: AutoGPTZero human operationsDigital AgentsNon Human Platforms and Business ModelsFrom the Company Library, companies for this article are:OpenAI / ChatGPTAgentGPT——–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

This week’s podcast is about AutoGPT / AgentGPT and two other cool new technologies.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the China Tech Tour.Here are the three technologies mentioned:5.5G and immersive and experiential video everywhere.AutoGPT and AgentGPT.Human organizational structure adopting software architecture.—–---Related articles:The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)From the Concept Library, concepts for this article are:GPT and Generative AI: AutoGPTFrom the Company Library, companies for this article are:OpenAI / ChatGPTAgentGPT——–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

This week’s podcast is TikTok's international success.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the China Tech Tour.Here are my three factors for succeeding internationally:1.  Has a 10x product and user experience. Plus early mover. Plus big spending (marketing, acquisitions, hiring, etc.)2. The service is standardizable cross-border. Little need for localization and/or local services.3. It build on advantages. Or the business builds competitive advantages and entrenches rapidly.—–Related articles:My Interview with Huawei’s Guo Ping on Managing People vs. Managing Rules and Systems (Tech Strategy – Daily Strategy)3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / Update)Questions for Huawei’s CEO, JD & Jingxi, Metcalfe’s Law Is Dumb (Asia Tech Strategy)From the Concept Library, concepts for this article are:n/aFrom the Company Library, companies for this article are:ByteDance / TikTok / DouyinWeChatKuaishouSheinTemu / Pinduoduo——–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

This week’s podcast is Huawei's recent 2022 financial results and big event.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the China Tech Tour.—–Related articles:My Interview with Huawei’s Guo Ping on Managing People vs. Managing Rules and Systems (Tech Strategy – Daily Strategy)3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / Update)Questions for Huawei’s CEO, JD & Jingxi, Metcalfe’s Law Is Dumb (Asia Tech Strategy)From the Concept Library, concepts for this article are:n/aFrom the Company Library, companies for this article are:Huawei——–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

This week’s podcast is about why Americans must protect TikTok.TikTok is not the big and proven threat to freedom and privacy. The US Censorship Regime is.For now, TikTok is necessary to break the censorship monopoly and restore free speech to Silicon Valley.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the China Tech Tour.Here is the statement by TikTok CEO Shou Zi Chew.Here is Glenn Greenwald's System Update——--Related articles:3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / Update)Questions for Huawei’s CEO, JD & Jingxi, Metcalfe’s Law Is Dumb (Asia Tech Strategy)From the Concept Library, concepts for this article are:Information flowsSocial mediaFrom the Company Library, companies for this article are:TikTokTwitterRumble——–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

This week’s podcast is about network effects, as described by James Courrier and NFX.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the China Tech Tour.Here is the NFx Network Effects manual.Here are NFX's 16 network effects, in order of strength:Physical (e.g. landline telephones)Protocol (e.g. Ethernet)Personal Utility (e.g. iMessage, WhatsApp)Personal (e.g. Facebook)Market Network (e.g. HoneyBook, AngelList)Marketplace (e.g. eBay, Craigslist)Platform (e.g. Windows, iOS, Android)Asymptotic Marketplace (e.g. Uber, Lyft)Data (e.g. Waze, Yelp!)Tech Performance (e.g. Bittorrent,Skype)Language (e.g. Google, Xerox)Belief (currencies, religions)Bandwagon (e.g. Slack, Apple)Expertise (Figma, Microsoft Excel)Tribal (Apple, Harvard, NY Yankees…)Hub-and-Spoke (TikTok, Medium, Craigslist)——Related articles:3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / Update)Questions for Huawei’s CEO, JD & Jingxi, Metcalfe’s Law Is Dumb (Asia Tech Strategy)From the Concept Library, concepts for this article are:Network EffectsData Advantages and Network EffectsEmbeddingBandwagon EffectsThis content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressedSupport the show

This week’s podcast is about machine learning and prediction as a capability.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is podcast on the intangible asset framework.Here is the link to the TechMoat Consulting.Here is the link to the China Tech Tour.——Related articles:An Intro to Discount Rates and Cost of Capital for Digital Valuation (Tech Strategy – Daily Lesson / Update)Why DCF Sucks for Digital Valuation. (Tech Strategy – Podcast 101)An Intro to Digital Valuation (Tech Strategy – Daily Lesson / Update)From the Concept Library, concepts for this article are:Capabilities, Resources and Assets (CRAs)Machine learning / AISMILE Marathon: Machine LearningFrom the Company Library, companies for this article are:n/a——–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show