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
This week’s podcast is about 5G and 5.5G (also called 5G-Advanced). This is a short-list of scenarios where they are going to have a big impact. 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 5 scenarios: Glasses Free 3D Self-Guided Vehicles Next Gen Manufacturing Cellular IoT Intelligent Computing Everywhere -----...
Oct 15, 2023•39 min•Season 1Ep. 182
This week’s podcast is about digital and AI 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 . Here is the podcast mentioned. —–-- Related articles: AutoGPT and Other Tech I Am Super Excited About (Tech Strategy – Podcast 162) The Winners and Losers...
Oct 09, 2023•35 min•Season 1Ep. 181
This week’s podcast is about Huawei's new AI tech stack, which is impressive in its ability to provide end-to-end solutions. Also their new "All Intelligence" Strategy. 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 ...
Sep 29, 2023•39 min•Season 1Ep. 180
This week’s podcast is about my interviews with Lazada CEO James Dong and CTO Howard Wang. Here are my 3 three take-aways. 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...
Sep 22, 2023•43 min•Season 1Ep. 179
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 Cl...
Sep 14, 2023•47 min•Season 1Ep. 178
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 ...
Sep 07, 2023•39 min•Season 1Ep. 177
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 / Up...
Aug 28, 2023•43 min•Season 1Ep. 176
This week’s podcast is about digital transformation, which is a long-term and complicated effort by established companies. This podcast is about what really 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 . Here are the three rules: Rule 1: The Need for Speed Rule 2: Intangibles - You Ne...
Aug 23, 2023•35 min•Season 1Ep. 175
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 retaile...
Aug 13, 2023•35 min•Season 1Ep. 174
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 Ta...
Aug 04, 2023•32 min
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? (T...
Jul 23, 2023•37 min•Season 1Ep. 172
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 s...
Jul 12, 2023•44 min•Season 1Ep. 171
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 Alibab...
Jul 03, 2023•30 min•Season 1Ep. 170
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...
Jun 24, 2023•43 min•Season 1Ep. 169
This week’s podcast is about NetEase and how gaming ecosystems (like Epic Games) have lots of important digital strategy lessons. You can listen to this podcast here , which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts . If you are interesting in discussing your digital strategy, please contact us at TechMoat Consulting . ——– Related podcasts and articles are: JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update) From the Co...
Jun 17, 2023•44 min•Season 1Ep. 168
This week’s podcast is about WeChat, which really has reached a level of daily usage that makes it the "everything app". Here is my breakdown on how it got there strategically. 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 , with 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 TechMoa...
Jun 10, 2023•45 min•Season 1Ep. 167
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 / Upda...
May 27, 2023•44 min•Season 1Ep. 166
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...
May 22, 2023•42 min•Season 1Ep. 165
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 d...
May 09, 2023•46 min•Season 1Ep. 164
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) Th...
May 04, 2023•43 min•Season 1Ep. 163
