A podcast by TechMoat Consulting on the strategies of the best digital companies in the US and China / Asia. Tech Strategy offers:-Deep dives into the strategie...
The China Tech Tsunami: How DeepSeek, BYD, TikTok and Others Are Replacing US Tech Leadership (237)
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 consumersManufacturing scaleBrainpower behemothMoneyHere is DeepSeek. You can try it for free here:chat.deepseek.comAnd you can try Alibaba's Qwen here.https://chat.qwenlm.ai/You can try Kling AI here.https://klingai.com/———-Related articles:BYD Is Going for Global EV Leadership (1 of 2) (Tech Strategy – Daily Article)A Strategy Breakdown of Arm Holdings (1 of 3) (Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:EV AV AutoRoboticsGenAIFrom the Company Library, companies for this article are:BYDUnitreeKuaishou / Kling AIHuaweiBaidu AI CloudAlibaba CloudMiniMax / Hailuo AIDeepSeek------------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 grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
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47:26
The 4 Engines of Alibaba's AI Plus Ecommerce Empire (236)
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:Re-Igniting Growth in Their Now Re-Organized Ecommerce BusinessAccelerating the Build Out of their Global Smart Logistics Network – Starting with Cross-Border Express DeliveryBig Investments in Alibaba Cloud. With Price Cuts to Push Adoption.Pioneering New and Game Changing GenAI Services---—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 grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
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35:50
5 Things Everyone Gets Wrong About Economies of Scale (235)
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 types2 – Overlooking the Negative Impact of a Non-Circumscribed and / or High Growth Market3 – Not Understanding Minimum Efficient Scale, Indivisibility, and Scale Differentials4 - Impact of Digital Disruption5 – The Need for Demand Side Competitive Advantages-----------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 grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
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31:52
3 Lessons from My Visit to Trip.com (234)
This week’s podcast is about my visit to Trip.com in Shanghai.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 helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
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33:37
Why Threads Might Beat X-Twitter After All (233)
This week’s podcast is about Threads (Meta Facebook) vs. X (Twitter).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 helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
A podcast by TechMoat Consulting on the strategies of the best digital companies in the US and China / Asia. Tech Strategy offers:-Deep dives into the strategies and business models of leading tech companies. -Lessons on important digital concepts.Lots more information available at Jefftowson.com and techmoatconsulting.comTo 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.
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