The Tech Strategy Podcast

This week’s podcast is about the high profile events at both Apple and Huawei in China this month. Here’s my breakdown on what it means.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.---------Related articles:What TikTok Can Learn From Huawei About the Role of the State (Jeff’s Asia Tech Class – Podcast 39)How Tsingtao, CR Snow and the Other Beer SOEs Won Big in China (Pt 2 of 2)From the Concept Library, concepts for this article are:Role of the StateChinaFrom the Company Library, companies for this article are:AppleHuawei -----------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 some big moves at JD.com - especially their big strategic move to go after the low-cost market of China. Here's my breakdown on what it means.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting—-Related articles:JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)JD’s Is Making a Big Strategic Move into the Low-Cost Market (2 of 3) (Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:Marketplace PlatformsDigital Physical HybridFrom the Company Library, companies for this article are:JD.com--------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.Support the show

This week’s podcast is about the current hyper-politicization of all things China. It's my take for assessing what it means.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.----—-Related articles:Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesson / Update)Ant Financial’s Big Money is in Asset-Light Credit Tech (Jeff’s Asia Tech Class – Daily Lesson / Update)From the Concept Library, concepts for this article are:Role of the StateFrom 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.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 podcast discusses the 3 rules for winning big in the digital world: speed, intangibles, and leadership. It also explores the importance of intangible assets in digital businesses and the challenges faced by companies in digital transformation. The episode emphasizes the need for invisible engines for digital success and draws parallels with 'The Matrix' to highlight the role of leadership in navigating the digital divide.

This week’s podcast is about my visit to Ant Group.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.--------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 digital / information economics.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.—--Related articles:Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Tech Strategy – Podcast 82)Alibaba Takes Over Sun Art Retail. Is It Going to Take Off? Or Is It Infrastructure? (pt 1 of 2) (Asia Tech Strategy – Daily Update)Could Sun Art Grow +30% Under Alibaba? (pt 2 of 2) (Asia Tech Strategy – Daily Update)From the Concept Library, concepts for this article are:Digital CostsPricing / VersioningWillingness to Pay / Consumer SurplusFrom 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

This week's podcast is about my visit to iQIYI. And what I think is coming next for video entertainment under major digital disruption.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. --------Related articles:Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Tech Strategy – Podcast 82)Alibaba Takes Over Sun Art Retail. Is It Going to Take Off? Or Is It Infrastructure? (pt 1 of 2) (Asia Tech Strategy – Daily Update)Could Sun Art Grow +30% Under Alibaba? (pt 2 of 2) (Asia Tech Strategy – Daily Update)From the Concept Library, concepts for this article are:4 Intangible AssetsAudience-builder platformsGenerative AIFrom the Company Library, companies for this article are:iQIYI--------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 the recent launch of Threads, Meta's clone of Twitter.My assessment is that Threads will likely beat Twitter. However, this depends on Treads getting product market fit. They have to get and retain actual engagement at significant. If that doesn't happen, then none of my strategy analysis matters.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.———Related articles:Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Tech Strategy – Podcast 82)Alibaba Takes Over Sun Art Retail. Is It Going to Take Off? Or Is It Infrastructure? (pt 1 of 2) (Asia Tech Strategy – Daily Update)Could Sun Art Grow +30% Under Alibaba? (pt 2 of 2) (Asia Tech Strategy – Daily Update)From the Concept Library, concepts for this article are:Complementary platformsAudience-builder platformsSMILE Marathon: Sustained InnovationFrom the Company Library, companies for this article are:TwitterMeta / Facebook / Instagram / Threads——--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 my visit to the Shanghai Mobile World Conference. And the Huawei 5.5G R&D Center. These are my takeaways for what is going to happen next in digital infrastructure.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. ———Related articles:Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Tech Strategy – Podcast 82)Alibaba Takes Over Sun Art Retail. Is It Going to Take Off? Or Is It Infrastructure? (pt 1 of 2) (Asia Tech Strategy – Daily Update)Could Sun Art Grow +30% Under Alibaba? (pt 2 of 2) (Asia Tech Strategy – Daily Update)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.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 my visit to ByteDance, which is just a fascinating company. Lots of good lessons that I will be writing about. Two clarifications:This was a visit to a ByteDance office. Which is a different group than TikTok.The ecommerce GMV numbers cited are from external reports - and not ByteDance or TikTok. And these numbers are likely probably guesses and only somewhat accurate.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you're interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. ———Related articles:Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Tech Strategy – Podcast 82)Alibaba Takes Over Sun Art Retail. Is It Going to Take Off? Or Is It Infrastructure? (pt 1 of 2) (Asia Tech Strategy – Daily Update)Could Sun Art Grow +30% Under Alibaba? (pt 2 of 2) (Asia Tech Strategy – Daily Update)From the Concept Library, concepts for this article are:Externalization of Capabilities4 Terrains and StrategiesFrom the Company Library, companies for this article are:ByteDance -----------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