We help digital AI businesses build competitive moats. And launch agentic initiatives fast.
Hosted by a professor and founder of Agentic Org Now, the Tech Strategy Podcast delivers deep dives into digital strategy, platform economics, and emerging agentic business models.
Episodes combine lessons from tech giants (mostly Asian) and practical frameworks for management teams.
No guest interviews. No PR fluff. Just strategic analysis and lessons.
You can subscribe to The Agentic Frontier Email and get your free book at AgenticOrgNow.com.
Disclaimer: For educational purposes only. Not investment advice.
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Données mises à jour le 19/10/2026
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Découvrez des podcasts liées à The Tech Strategy Podcast. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !
When Everyone Can Be Steven Spielberg, Be YouTube: iQIYI’s Big Pivot (300)
Saison 1 · Épisode 300
vendredi 16 octobre 2026 • Durée 36:01
This week’s podcast is about iQIYI's 3 big moves in tech. Specifically offering video production capabilities as a service. And shifting towards a platform business model.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI 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.
I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI businesses.
JD Launches 101HOME, an Upgrade to Experiential Retail in Furniture (298)
Saison 1 · Épisode 298
mercredi 30 septembre 2026 • Durée 49:42
This week’s podcast is about JD's new home furniture retail store 101HOME.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Digital Avatars Are Ending Human Livestreamers. And What to Do About It. (296)
Saison 1 · Épisode 296
mercredi 9 septembre 2026 • Durée 47:02
This week’s podcast is about my recent tour to Hangzhou and Alibaba headquarters. And my 3 take-aways from the epicenter of ecommerce meets AI and agents.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Everyone needs to upgrade their capabilities with AI and agents to stay competitive.
And then repeat.
And repeat again.
Human KOLs and Content Creators Have Already Peaked.
Livestreaming is already shifting to digital avatars. Other content creator types will follow.
The future of content creation and KOLs is mostly not-human.
Digital Livestreamers Have Arrived in Ecommerce. Entertainment and Thought Leaders Are Next.
My playbook for human content creators / KOLs is:
Focus on topics where being human matters:
Taste and curation. What wine is better vs. what laptop is better.
Irreversible and/or critical decisions. Situations where you can't do it over and judgement matters.
There is an advancing frontier of knowledge. There is no existing online database of expertise. Think new AI tools, not history.
Use a multi-format approach:
WorkBuddy Goes Global. Other Tencent Buddies Will Follow. (295)
Saison 1 · Épisode 295
dimanche 6 septembre 2026 • Durée 42:35
This week’s podcast is about WorkBuddy, Tencent's flagship Agent product. It is currently going international. And will likely be followed by Tencent's other "buddy" products:
CodeBuddy
Toast
Marvis
Ardot
Miora
ima Copilot
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Disclosure. I have had a paid consulting relationship with Tencent in the past twelve months.
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I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here.
I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital businesses.
Huawei and China Unicom Pioneered "Robot-Native Networks" at the World Humanoid Robot Competition (294)
Saison 1 · Épisode 294
mardi 25 août 2026 • Durée 44:28
This week’s podcast is about the robot-native network Huawei and China Unicom built for the World Humanoid Robot Games (WHRG) in Beijing.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Disclosure. I have had a paid consulting relationship with Huawei in the past twelve months.
-----------
I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here.
I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital businesses.
5 Take-Aways from the Unitree Filing (293)
Saison 1 · Épisode 293
lundi 17 août 2026 • Durée 45:04
This week’s podcast is about Unitree, which is about to go public.
Plus, there is a quick intro to Tencent's Robot Brain (Tairos).
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
A good growth story in robodogs and humanoids. Rapid growth. Highly diversified. In both product categories.
Unitree has frontier-level expertise in robot bodies and agility.
Unitree was late to embodied AI capabilities.
The hands don’t appear advanced. Only 10 DoF?
Operationally, Unitree is still a relatively small company
516 FTEs, versus 1,500 at Agibot
Disclosure. I have had a paid consulting relationship with Tencent in the past twelve months.
-----------
I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here.
Shein vs. the Ecommerce Giants: Why Cross-Border Fashion Is Not Enough (292)
Saison 1 · Épisode 292
dimanche 9 août 2026 • Durée 53:39
This week’s podcast is about Shein, which is about to go public.
It has had a lot of success as a specialist in cross-border fashion ecommerce. But it needs to move beyond this going forward.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
The future of Shein depends on what business you think Shein is in:
DEEP Robotics, Galbot, and Booster Robotics Have Compelling Use Cases (291)
Saison 1 · Épisode 291
dimanche 2 août 2026 • Durée 49:06
This week’s podcast is about rising robot companies that I have found compelling. That have clear use cases that scale. And that have indications of competitive advantages. They are:
AgiBot (discussed in last podcast)
Galbot
Booster Robotics
DEEP Robotics
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here.
I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.
My Moats and Marathons book series is 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.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI 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.
Disclosure. I have had a education partnership with Alibaba within the past twelve months.
--------
I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI 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.
Disclosure. I have had a education partnership with Alibaba within the past twelve months.
-------
I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here.
I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.
My Moats and Marathons book series is 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.
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.
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.
I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.
My Moats and Marathons book series is 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.
Connecting China manufacturers with foreign consumers.
China manufacturing gets you low cost and big variety.
Ultra fast fashion.
This is about speed and flexible production. Test, learn, restock.
Digital-first fashion. This is a compelling future position.
---------
I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here.
I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.
My Moats and Marathons book series is 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.
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.
