The Tech Strategy Podcast – Détails, épisodes et analyse

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The Tech Strategy Podcast

Jeffrey Towson

Technologie

Business & Entrepreneuriat

Actualités

Fréquence : 1 épisode/8j. Total Éps: 238

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.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.

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🇨🇦 Canada - technology
01/02/2025
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https://www.towsongroup.com/
297 partages
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https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS81OTMwODYucnNz
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The China Tech Tsunami: How DeepSeek, BYD, TikTok and Others Are Replacing US Tech Leadership (237)

Saison 1 · Épisode 237

dimanche 26 janvier 2025 • Durée 47:26

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 consumers
Manufacturing scale
Brainpower behemoth
Money

Here is DeepSeek. You can try it for free here:

chat.deepseek.com

And you can try Alibaba's Qwen here.

https://chat.qwenlm.ai/

You can try Kling AI here.

https://klingai.com/

———-

Related articles:

From the Concept Library, concepts for this article are:

EV AV Auto
Robotics
GenAI

From the Company Library, companies for this article are:

BYD
Unitree
Kuaishou / Kling AI
Huawei
Baidu AI Cloud
Alibaba Cloud
MiniMax / Hailuo AI
DeepSeek

------------

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

Lire plusRéduire

The 4 Engines of Alibaba's AI Plus Ecommerce Empire (236)

Saison 1 · Épisode 236

samedi 18 janvier 2025 • Durée 35:50

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 Business
Accelerating the Build Out of their Global Smart Logistics Network – Starting with Cross-Border Express Delivery
Big 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.

Why Every Business Must Run a Personalization Marathon (227)

Saison 1 · Épisode 227

vendredi 8 novembre 2024 • Durée 37:29

This week’s podcast is about personalization and never-ending customer improvements. This is a key operating activity. And sometimes it is a digital marathon that can create an operating advantage.

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 4 steps to start personalizing.

Step 1 is DOB3 (Digital Core) and DOB 6 (people, culture, teams). Do organizational change.
Step 2 is to identify 3-4 Use Cases:
- These will impact different functions differently.
Step 3 is to have an ROI within 6 months.
Step 4 is to get the process to 5-7 days.

Here are the 6 types of customers (from BCG).

Brand advocates
Multicategory
Single-category regulars
Deal seekers
Disengaged
Lapsed

Here are the 4 stages of extreme personalization and customer improvements.

Stage 1 - Personalization Marathon

Stage 2 - Repeat and Retain Machine.

Also move beyond just sales transactions. Do experience management.

Stage 3 - Surround Customers with Value. Add complementary services. Bundles. Consumption ecosystems.

How AB InBev and Zé Delivery Are Changing Ecommerce in Beverages (139)

Saison 1 · Épisode 139

dimanche 25 septembre 2022 • Durée 42:25

This week’s podcast is about AB InBev's rapidly rising beverage delivery service Ze Delivery. I visited the facilities and spoke with CEO Rudolfo Chung. It's a fascinating business model.

You can listen to this podcast here or at iTunes and Google Podcasts.

——–

Related articles:

From the Concept Library, concepts for this article are:

Linked businesses
Geographic density

From the Company Library, companies for this article are:

Ze Delivery
Ab InBev
iFood

——-I write, speak and consult about digital strategy and transformation.My book details how to measure competitive advantage in digital businesses.I also host , a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.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.

3 Big Digital Changes in Retail and Ecommerce (138)

Saison 1 · Épisode 138

jeudi 15 septembre 2022 • Durée 40:49

This week’s podcast is about important digital changes happening in ecommerce and retail, and that are mostly coming out of China / Asia.

You can listen to this podcast here or at iTunes and Google Podcasts.

—----

Related articles:

From the Concept Library, concepts for this article are:

Digital Operating Basics 2: Digital Core
Digital Operating Basics 3: Personalization and Customer Improvements

From the Company Library, companies for this article are:

——--I write, speak and consult about digital strategy and transformation.My book details how to measure competitive advantage in digital businesses.I also host , a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.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.

Steam, Garena and Specialty Gaming Business Models (137)

Saison 1 · Épisode 137

lundi 5 septembre 2022 • Durée 42:57

This week’s podcast is about Steam and Garena, which are good examples of specialty gaming businesses.

You can listen to this podcast here or at iTunes and Google Podcasts.

Here are my criteria for specialty ecommerce businesses.

Is the company sufficiently differentiated in the user experience?
Can the company compete and/or differentiate in logistics or infrastructure without ongoing spending?
Does the company have a strong competitive advantage in a circumscribed market?
Is there a clear path to significant operational cash flow?
Has the company avoided markets and situations that are attractive or strategic for the major ecommerce companies?

---—-

Related articles:

From the , concepts for this article are:

Why I Don't Like Netflix, Singapore Press and Most Digital Content Businesses (136)

Saison 1 · Épisode 136

vendredi 26 août 2022 • Durée 46:13

This week’s podcast is about digital content businesses, which are entirely digital economics. They can have great economics but absolutely need a moat.

You can listen to this podcast here or at iTunes and Google Podcasts.

Three digital content strategies I do like are:

Network effects with long-tail of UGC. Such as YouTube and TikTok.
Creates durable IP. Such as Disney.
Service and community businesses that uses content.

——-

Related articles:

From the Concept Library, concepts for this article are:

Economics of Digital / Information
Soft Advantages: Bundling and Cross-Selling

Why Economies of Scale Is Still the Default Digital Strategy (135)

Saison 1 · Épisode 135

mercredi 17 août 2022 • Durée 44:33

This week’s podcast is about economies of scale - and why it is still the standard strategy. Especially in specialized areas and niche markets.

You can listen to this podcast here or at iTunes and Google Podcasts.

-----

I write, speak and consult about digital strategy and transformation.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.

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

Lire plusRéduire

Lessons in Digital Operating Basics 5 and 6 from Majid Al Futtaim (134)

Saison 1 · Épisode 134

vendredi 5 août 2022 • Durée 42:32

This week’s podcast is about the human capital part of the digital operating basics. Specifically, DOB5: Leadership and management and DOB6: People, Culture and Teams. Middle Eastern retailer is a good example of a company that has been focusing on this area.

You can listen to this podcast here or at iTunes and Google Podcasts.

—––

Related articles:

From the Concept Library, concepts for this article are:

Operating Performance = Smarter, Faster, Better
DOB5: Leadership and Management
DOB6: People, Culture and Teams

From the Company Library, companies for this article are:

Majid Al Futtaim

——-

I write, speak and consult about digital strategy and transformation.

My book details how to measure competitive advantage in digital businesses.I also host , a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.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.

The 5 Important Concepts of Web3 (133)

Saison 1 · Épisode 133

mercredi 27 juillet 2022 • Durée 53:31

This week’s podcast is about web3 strategy and business models. It's a big confusing and still evolving space. But I think there are 5 really important concepts to understand (in terms of strategy).

You can listen to this podcast here or at iTunes and Google Podcasts.

—––

Related articles:

From the Concept Library, concepts for this article are:

Protocol Networks (Blockchain) with Property Rights
Composability
Value Creation vs. Value Distribution
Points of Control
Token economics

From the Company Library, companies for this article are:

Ethereum
Bitcoin

——-

Support the show

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The Tech Strategy Podcast – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other99+

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Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

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Podcasts Similaires Basées sur le Contenu

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