This week’s podcast is about Ruhnn Holding, KOLs / Influencers and Michael Porter's Five Forces. 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 are some factors to consider when assessing the bargaining power of buyers. Concentration of buyers : Purchase size : Differentiation of products or services : Switching costs Price sens...
Sep 06, 2024•34 min•Season 1Ep. 220
This week’s podcast is about Bilibili and its choice between staying with specialty video or going mass market video service. 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 . ---------- Related articles: When Microsoft’s Bundles Are Good vs. Bad for Customers and Markets (Tech Strategy) Microsoft’s 3 Big Upgrades to its 2 Platform Busi...
Aug 26, 2024•42 min•Season 1Ep. 219
This week’s podcast is about Lazada and the current state of ecommerce in Southeast Asia. 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 consulting firm that helps retailers,...
Aug 14, 2024•40 min•Season 1Ep. 218
This week’s podcast is about Pop Mart and its ability to tap into really interesting consumer behaviors. Fan and enthusiast behavior Collecting behavior Gambling and rewards behavior 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 management sessions with the latest consumer-facing innovations by China’s digital leaders (here). Here is the link t...
Aug 07, 2024•56 min•Season 1Ep. 217
Today’s podcast is part of a new series on Growth Tactics , where we talk to digital businesses that are winning. And dig into what worked and what didn’t. This episode (located here ) is an interview with Ashley Dudarenok, the founder of Alarice (China-focused digital marketing agency) and ChoZan (China digital transformation consultancy. Ashley ( www.ashleydudarenok.com ) is a naturalized Chinese serial entrepreneur, award winning digital expert and book author, recognized by Thinkers50 as a “...
Aug 04, 2024•33 min•Season 2Ep. 2
This week’s podcast is about HubSpot and the really cool aspects of its business model. 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 are the 5 things I like about the business model: Software bundles. Especially integrated. Especially with freemium pricing. Recurring revenue Switching Costs: Financial, Procedural, Relational a...
Jul 31, 2024•45 min•Season 1Ep. 216
This week’s podcast is about Salesforce and how generative AI is going to impact its business. 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 are my 3 working conclusions. GenAI is going into their existing services, which are used by teams at their clients. Salesforce is well positioned for this. GenAI is going to get incorpora...
Jul 24, 2024•41 min•Season 1Ep. 215
This week’s podcast is about a common playbook for a digital attacker (whether a digital native or incumbent). 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 are the 3 steps of the digital attacker strategy. Step 1: A new digital tool enables a superior service to emerge. This is used to break into an existing business. This oft...
Jul 18, 2024•38 min•Season 1Ep. 214
This week’s podcast is about Constellation Software. And their approach to software investing. 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 . On the Constellation webpage, they actually list their criteria for both “exceptional” and “good” companies. Here’s what they say. Exceptional businesses Mid-to-large vertical market software b...
Jul 11, 2024•41 min•Season 1Ep. 213
Today's podcast is part of a new series on Growth Tactics , where we talk to digital businesses that are winning. And dig into what worked and what didn't. Our first episode is an interview with Alex Lee, the CEO and co-founder of beauty brand and DTC ecommerce site Depology . After years of struggle as a small ecommerce site, Alex pivoted to beauty and skin care products in 2019. And then grew rapidly to $10M in revenue in ten months. And within 3 years, Depology had grown to $20M in sales. Tha...
Jul 03, 2024•33 min•Season 2Ep. 1
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 change to ...
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 consult...
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 consulting fi...
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, brands, a...
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 helps ...
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
