This week’s podcast is about Microsoft and how they use bundles to beat competitors. As Slack found out. 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 Tech Tour . Here is the link to the All In Podcast mentioned. The Microsoft discussion happens at 1 hour and 3 minutes. —– I write, speak and consult about how to win (and not lose) in digital st...
Jul 02, 2024•45 min•Season 1Ep. 212
This week’s podcast is about where GenAI and intelligence capabilities can create barriers to entry (not competitive advantages). 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 Tech Tour . —–-- 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 c...
Jun 26, 2024•43 min•Season 1Ep. 211
This week’s podcast is Step 2 in my playbook for CEOs and investors in Generative 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 . —---— 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 d...
Jun 20, 2024•43 min
This week’s podcast is about iQIYI's tech strategy. 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 . Cheers, Jeff --------- 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 chang...
Jun 11, 2024•31 min•Season 1Ep. 209
This week’s podcast is about our Beijing Tech Tour. And my 3 main lessons. 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 . My lessons are: JD is flooding money into logistics tech. Increasingly globally. Huawei is showing the future for turnkey digital infrastructure. iQIYI likely the future business model for movies and tv. Cheers, Jeff Support the show...
Jun 05, 2024•23 min•Season 1Ep. 208
This week’s podcast is about Alibaba and what they are doing in Generative 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 . Cheers, Jeff -------- 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 ...
May 14, 2024•42 min•Season 1Ep. 207
This week’s podcast is about ownership vs. access business models. It's a good framework for thinking about digital disruptors such as Airbnb, Uber and Mobike. 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 . ———- 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 co...
May 05, 2024•27 min•Season 1Ep. 206
This week’s podcast is about two interesting parts of the new GenAI Tech Stack. The data infrastructure layer. Where Huawei is a leader. Agent and model building. Where Baidu is a leader. 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 . ——- I write, speak and consult about how to win (and not lose) in digital strategy and transformation. I am the founder of TechMoat Cons...
Apr 26, 2024•38 min•Season 1Ep. 205
This week’s podcast is Part 2 on my framework for AI Strategy. Part 1 was in Podcast 203. 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 . Which has the details for the Beijing Tech Tour. ------- 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 help...
Apr 14, 2024•39 min•Season 1Ep. 204
This week’s podcast is a framework for thinking about AI Strategy. And an intro to the AI Tech Stack. 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 . ——- 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 compa...
Apr 10, 2024•44 min•Season 1Ep. 203
This week’s podcast is about how auto companies are changing into digital business models. Specifically, it is about three archetype business models we can see in BYD, Xiaomi and Tesla. 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 . The 3 EV business models are: EV Business Model 1 (i.e., BYD) is “Manufacturing Plus Services”. That’s Autos Plus Auto Services. Plus Link...
Apr 03, 2024•34 min•Season 1Ep. 202
This week’s podcast is Part 2 of Capabilities, Resources and Assets (CRAs) . They are a key part of strategy. And link operating performance with structural advantages. Here is Part 1 . 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 . Key points: Point 1: Operating performance and structural advantage are separate parts of strategy and management. Point 2: But they are a...
Dec 28, 2023•39 min•Season 1Ep. 201
This week’s podcast is part 2 of a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China’s AI leader. 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 four pillars: Pillar 1: Baidu AI Cloud Is an Innovation Platform Pushing to Reach Critical Mass Pillar 2: Baidu AI Cloud Is Also Moving to Become a Technology St...
Dec 27, 2023•40 min•Season 1Ep. 200
This week’s podcast is a deep dive into iQIYI's activities in generative AI, which is a natural evolution from their long focus on digital transformation. 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 . ——— 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 consulti...
Dec 26, 2023•41 min•Season 1Ep. 199
This week’s podcast is a deep dive into Reddit, the "community of communities, driven by interests and passions". 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 . ---------- 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,...
Dec 24, 2023•50 min•Season 1Ep. 198
This week’s podcast is a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China's AI leader. 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 . ———– 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 h...
Dec 23, 2023•36 min•Season 1Ep. 197
This week’s podcast is a deep dive into Alibaba Cloud, a leading provider of cloud and intelligence services. They recently had an AI and Big Data Summit in Singapore. 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 . ———– 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...
Dec 22, 2023•34 min•Season 1Ep. 196
This week’s podcast is a deep dive into Automatic Data Processing (ADP), a leading provider of software and services for human resources. ADP is a company that is surprisingly well positioned to use AI to better manage human capital and build non-human workforces. 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 . -------- I write, speak and consult about how to win (and n...
Dec 21, 2023•50 min•Season 1Ep. 195
This week’s podcast is a deep dive into Etsy. And how it is leaning into the creativity and human connection aspects of marketplaces. 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 my 5 questions (thus far) for assessing the viability of a specialty ecommerce company. Is the company sufficiently differentiated in the user experience? Can the company compete an...
Dec 20, 2023•43 min•Season 1Ep. 194
This week’s podcast is a deep dive into Facebook Meta. And how I break down the business model and the key factors. 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 . The 5-6 factors mentioned are: People networks Audience-builder platforms Limited ecosystems Profit vs engagement products Hierarchies of control Substitutes Photo by Brett Jordan on Unsplash ———– I write, sp...
Dec 19, 2023•38 min•Season 1Ep. 193
This week’s podcast is a deep dive into BYD. And about how Chinese manufacturers go international. 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 article on the AI influencer. ———– 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...
Dec 18, 2023•38 min•Season 1Ep. 192
This week’s podcast is a deep dive into Verisign, Inc (Nasdaq: VRSN). It focuses on the biggest factors for the future of the company. 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 . ——– Related articles: A Digital Strategy Breakdown of Salesforce. Spoiler: It’s Awesome (1 of 3) (Tech Strategy – Daily Article) A Strategy Breakdown of Arm Holdings (1 of 3) (Tech Strategy...
Dec 17, 2023•40 min•Season 1Ep. 191
This week’s podcast is Part 1 of Capabilities, Resources and Assets (CRAs) . They are a key part of strategy. And link operating performance with structural advantages. 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 China Tech Tour . Key points: Point 1: Operating performance and structural advantage are separate parts of strategy and management...
Dec 15, 2023•27 min•Season 1Ep. 190
This week’s podcast is a deep dive into Salesforce, Inc. It focuses on the biggest competitive strengths of the company. 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 comments by Eddie Wu at Alibaba: Aliviews: Eddie Wu on Alibaba’s Q2 Earnings ——– Related articles: A Digital Strategy Breakdown of Salesforce. Spoiler: It’s Awesome (1 of 3) (Tech Strategy –...
Dec 09, 2023•41 min•Season 1Ep. 189
This week’s podcast is part two of a deep dive into Arm Holdings. About how China and AI are external factors impacting its future trajectory. 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 . ——– Photo by Vishnu Mohanan on Unsplash ------ I write, speak and consult about how to win (and not lose) in digital strategy and transform...
Dec 08, 2023•33 min•Season 1Ep. 188
This week’s podcast is part of a company deep dive into Arm Holdings. 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 my summary of the 4 big digital concepts behind Arm Holdings: Standardization and Interconnection Network Effects Indirect Network Effects by linkage with Operating System Innovation Platform Economies of...
Dec 07, 2023•40 min•Season 1Ep. 187
This week’s podcast is Part 2 of an introductory explanation for the Digital Operating Basics. This is a very useful framework for thinking about digital transformation. 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 my summary of digital operating basics (Dr. Ram’s book combined with some of my own thinking): Rapid Gro...
Dec 06, 2023•29 min•Season 1Ep. 186
This week’s podcast is Part 1 of an introductory explanation for the Digital Operating Basics . This is a very useful framework for thinking about digital transformation. 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 my summary of digital operating basics (Dr. Ram’s book combined with some of my own thinking): Rapid Gr...
Nov 17, 2023•30 min•Season 1Ep. 185
This week’s podcast is an introductory explanation to Rate of Learning (and Adaptation) . This is an increasingly important concept in digital strategy. 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 . Big tech events from this week: Expanded export ban for GPUs to China ( here ) Eureka AI training robots in advanced tasks ( here...
Nov 02, 2023•26 min•Season 1Ep. 184
This week’s podcast is about Singles Day, which is coming up fast. Lots of stuff gets reported. But I am looking for 3 main things. 1: What is the fastest growing and most innovative frontier of ecommerce? 2: What are the big new bundles for consumers and the new products / services for merchants? 3: How did the company do in the stress test? 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 T...
Oct 23, 2023•30 min•Season 1Ep. 183
