The Tech Strategy Podcast

This week’s podcast is about the big release of Seedance 2.0 by Bytedance. 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 some videos I made (here). Here are the winners: Here are the losers: Here are my past articles / podcasts on this: Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)How Generative AI Is Going to Disrupt YouTube and TikTok (Tech Strategy – Podcast 152). Jan 2023How Generative AI Services Are Disrupting Platform Business Models (1 of 2) (Tech Strategy – Daily Article)------- I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats. I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here. I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below. Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses. Note: This content (articles, podcasts, website info) is not investment 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 Support the show

This week’s podcast is my watch list for what Alibaba is doing in AI Apps. 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 am watching: Plus, -------- I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats. I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here. I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below. Or read my Moats and Marathons book series, a 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

This week’s podcast is a summary of my approach to moats in digital businesses. 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 am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats. I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here. I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below. Or read my Moats and Marathons book series, a 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

This week’s podcast has my take-aways from my Nov 2026 visit to 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. The take-aways are: ------ I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats. I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here. I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below. Or read my Moats and Marathons book series, a 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

This week’s podcast is a summary of my GenAI playbook. It is the summary of 12 articles. 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 mentioned graphics are here. That’s it for the GenAI playbook. Cheers, Jeff ------- I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats. I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here. I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below. Or read my Moats and Marathons book series, a 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

This week’s podcast has my predictions for 2026. 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. My predictions are: 1) It Will be Another Big Year For Google Gemini 2) GenAI Data Architecture in Enterprises Will Be the Critical Capability 3) AI Service Business Models vs. Platform Business Models Is the Big Question. 4) AI Agents and Agent Operating Basics Are the Other Critical Capability for Businesses 5) Agentic Ecommerce Will Be a Major Disruption 6) AI Cloud Businesses Will Continue to Lead 7) China Will Shock the World with Robotics and Physical AI ---------- I am a consultant and keynote speaker on how to supercharge digital growth and build digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a 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

This week’s podcast is about the likely impact of agents on ecommerce. And specifically on tourism. 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 is the mentioned McKinsey report. ---------- I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a 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

This week’s podcast is a summary of our visit to the Huawei AI Cloud exhibition in Shenzhen. 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 mentioned articles about AI Infrastructure. Understanding AI Infrastructure Part 1: AI Data Centers (Tech Strategy)Understanding AI Infrastructure Part 2: AI Compute is Different (Tech Strategy)Understanding AI Infrastructure Part 3: GenAI Operating Costs (Tech Strategy)Understanding AI Infrastructure Part 4: The Cost of Correctness (Tech Strategy)------ I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a 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

This week’s podcast is about estimating the costs of providing GenAI products and services. And this is changing. 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. My approach to assessing GenAI operating costs is the below checklist. What is the cost of compute, including energy and cooling? Initial cost vs. ongoing?What is the cost of creating and maintaining the desired correctness over time?What are the cost implications of increasing scale? -------- I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a 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

This week’s podcast is about my trip to Xiaomi, Unitree and iQIYI. 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 am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a 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

This week’s podcast is about AI Agents transforming ecommerce. Likely all commerce. 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 is the McKinsey article I mentioned: The agentic commerce opportunity: How AI agents are ushering in a new era for consumers and merchantsHere is the BCG article I mentioned: When Brands Meet AI Bots: Customer Experience in the Era of Agents-------- I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses. Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research. Support the show

This week’s podcast is the first in a series about AI infrastructure. Both capabilities and costs. 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 is the article on the Agentic AI Operating Basics, which I wrote up last week. The GenAI / Agentic Operating Basics (Tech Strategy)Here is the Huawei whitepapers related to AI Data Centers AI-Ready Data Infrastructure Reference Architecture White Paper https://e.huawei.com/en/forms/2024/solutions/data-storage/ai-ready-data-infrastructure-white-paper AI Data Center Facility Reference Design https://digitalpower.huawei.com/upload-pro/index/index/Huawei-AI-Data-Center-Reference-Design.pdf Here are the slides from the mentioned Huawei whitepaper. ------- I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a 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

This week’s podcast is a summary of my approach to 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 our Tech Tours. The two key strategy questions are: Where to play?How to win?The four topics discussed are: Valuation: Measuring and Managing the Value of Companies (Wiley Finance) 8th EditionProfit from the Core: A Return to Growth in Turbulent Times Hardcover – Illustrated, January 26, 2010Rewired: The McKinsey Guide to Outcompeting in the Age of Digital and AIMy Playbook for Data-Empowered Operations (2 of 2) (Tech Strategy)The GenAI / Agentic Operating Basics (Tech Strategy)The mentioned graphics are here. ——– I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a 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

This week’s podcast is a plan for building an Agentic AI operating 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 our Tech Tours. Here are the mentioned articles. A lot of this thinking is from these McKinsey articles. The agentic organization: Contours of the next paradigm for the AI eraThe change agent: Goals, decisions, and implications for CEOs in the agentic ageHere are the building blocks for an Agentic AI Operating Model: ----------- I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a 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

This week’s podcast is a summary of how my visit to the Tencent Cloud Data Ecosystem Summit in Shenzhen. 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 am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a 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

This week’s podcast is a quick summary of how to use data in operations. 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 is my data playbook. ------ I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses. Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research. Support the show

This week’s podcast is about why bundling (and cross-selling and upselling) are so powerful in digital. Plus, some thoughts on why data moats are mostly not real. 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 is the article on bundling by Chris Dixon. How bundling benefits sellers and buyersA lot of thinking on data as a moat comes from these articles by Martin Casado, Julian Wright and Andre Hagiu. The Empty Promise of Data MoatsWhen Data Creates Competitive AdvantageHere are 7 complications I mentioned about bundling. ---------- I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a 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

This week’s podcast is about digital growth, which is really a process. It's a weekly grind to capture incremental growth as well and new waves. 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. Much of this thinking is by Chris Zook and Bain’s strategy practice. I am citing these books: Profit from the CoreBeyond the CoreHere is my favorite summary quote. Here's a quick summary of core vs. adjacency. Most all sustainable growth is based on 1-2 strong cores. A profitable core is centered on the strongest position in terms of loyal customers, competitive advantage, unique skills, and ability to earn profits. Growth adjacencies include: ------- I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a 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

This week’s podcast is about habit formation. And Gmail is a good example of a moderate version of this that can be copied. 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 psych hacks: A lot of this is from the book Hooked: How to Build Habit Forming Products, by Nir Eyal. --------- I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a 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

This week’s podcast is about generative AI strategy. And it's my summary of some key points of Sangeet Choudary's book "Reshuffle: Who wins when AI restacks the knowledge economy". 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. My take-aways are: Photo by Sanket Mishra on Unsplash -------- I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the Moats and Marathons book series, a 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