The Tech Strategy Podcast

This week’s podcast is about my visit to Tencent AI Cloud in Beijing.

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 our Tech Tours.

My are my 3 take-aways:

1. Take-Away 1: Tencent Cloud is Doing “Fast-Follower with Advantages” in AI.
2. WeChat and Tencent Cloud Are Going International Leading wi...

This week’s podcast is about how Alibaba.com restructured its business and re-ignited growth in 2017-2018.

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 our Tech Tours.

My summary of the Alibaba Management Playbook:

• Diagnose the problem:
  • What is the chief complaint?
    • Stagnant growth?...

This week’s podcast is about how Alibaba's Amap quickly dethroned market leader Baidu Maps.

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 our Tech Tours.

Here is the Amap case study.

My summary of the Alibaba Management Playbook:

• Diagnose the problem: 
  • Stagnant growth? Negative NPS...

This week’s podcast is about scale advantages. Which are different than economies of scale.

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 our Tech Tours.

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

1. There are lots of absolute (not relative) scale advantag...

This week’s podcast is about fragmented industries. And other industry structures that are overly competitive. It summarizes a lot of Michael Porter's writing on this subject.

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 our Tech Tours.

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I write, speak and consult about ho...

This week’s podcast is about my visits to Tencent. Which is becoming much more about AI.

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 our Tech Tours.

My 3 take-aways:

1. WeChat Has Way More Functions That I Knew. They Have 26 Years of Experience Messengers.
2. Tencent Is “All In” on Yuanbao, Hu...

This week’s podcast is about learning and adaptation as a core capability. Which is becoming much more important with AI.

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 our Tech Tours.

6 Levels of Rate of Learning and Adaptation.

• Tactics: Such as marketing, inventory and assortment, store ...

This week’s podcast is about Huawei's AI strategy. Specifically it's "Cloud for AI" approach to hardware and infrastructure.

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 our Tech Tours.

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I write, speak and consult about how to win (and not lose) in digital strategy and ...

This week’s podcast is about audience builder platforms.

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 our Tech Tours.

Here are the main points:

• Misconception 1: Audience Builder Platforms Are Just Content Hubs with Libraries
• Misconception 2: Audience Builder Platforms Are Highly Profitabl...

This week’s podcast is about my visit to Alibaba Cloud headquarters in Hangzhou.

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 our Tech Tours.

Here are the main points:

1-Social and community platform commerce. 

• Livestreaming (entertaining plus impulse shopping)
• Community platforms. Interes...

This week’s podcast is about my visit to Baidu.

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 our Tech Tours.

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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 hel...

This week’s podcast is about my visits to Xiaomi and Horizon Robotics.

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 our Tech Tours.

Lessons from Xiaomi

• Consumption ecosystem. Car, person, home
• High performance management
• Rapid manufacturing build out as a capability. Cheap. But also fast a...

This week’s podcast is about WeRide. And about real-world AI.

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 our Tech Tours.

Major Factors:

• Tech capabilities and progress
• Commercialization and adoption of products
• Economies of scope
• Management performance

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I write, speak and con...

This week’s podcast is about Horizon Robotics. And about real-world AI. Especially when coming out of China.

I am also trying to figure out how ecosystems of developers can become strengths for business. Especially when amplified by 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 is the link to ...

This week’s podcast is about Huawei's next products. And why they are so much more innovative than Apple.

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 our Tech Tours.

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the found...

This week’s podcast is about what businesses should know about AI Agents.

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 our Tech Tours.

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consu...

This week’s podcast is about the recent wave of Chinese tech companies that is shocking Western businesses and politicians.

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 our Tech Tours.

The mega-trends that matter here are:

• Rising Chinese consumers
• M...

This week’s podcast is about Alibaba.

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 our Tech Tours.

Here are the 4 engines:

1. Re-Igniting Growth in Their Now Re-Organized Ecommerce Business
2. Accelerating the Build Out of their Global Smart Logistics Net...

This week’s podcast is about economies of scale.

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 our Tech Tours.

Here are the 5 things everyone gets wrong:

1 -  Not breaking economies of scale into its multiple types

2 – Overlooking the...