The Tech Strategy Podcast

A podcast by TechMoat Consulting on the strategies and best practices of leading digital companies. Especially in China / Asia.

Tech Strategy offers:

-Deep dives into the strategies and business models of leading tech companies.

-Best practices and lessons in important digital concepts.

Lots more information available at Jefftowson.com and techmoatconsulting.com

To marketers, I do not have podcast guests.

This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.

Last refreshed: June 10th, 2026 at 8:29 PM ⓘ

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Episodes

What the SpaceX IPO Filing Teaches Us About AI and Tech Strategy (285)

This week’s podcast is about the recent S-1 IPO filing of SpaceX. It has some pretty good lessons in both AI and 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 . Here is the link to our Tech Tours . Here are the 3 mentioned steps in Elon's approach (in my opinion). This is an interesting example of a Shaping Strategy. Step 1: Identify a huge TAM. Ideally o...

Jun 06, 2026•44 min•Season 1Ep. 285

The 6 Pillars of Huawei’s “Cloud for AI” Strategy (247)

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 . —– 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 consult...

Jun 06, 2026•48 min•Season 1Ep. 247

The Huawei Trifold Smartphone is Awesome. Why Is Huawei More Innovative than Apple? (239)

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 . ------- 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 ...

Jun 06, 2026•42 min•Season 1Ep. 239

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