The Tech Strategy Podcast – Details, episodes & analysis

Podcast details

Technical and general information from the podcast's RSS feed.

The Tech Strategy Podcast

Jeffrey Towson

Technology

Business

News

Frequency: 1 episode/8d. Total Eps: 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.

Recent rankings

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Apple Podcasts

🇨🇦 Canada - technology
01/02/2025
#98

Spotify

No recent rankings available

Shared links between episodes and podcasts

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https://www.towsongroup.com/
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https://jefftowson.com
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https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS81OTMwODYucnNz
210 shares

RSS feed quality and score

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RSS feed quality

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Score global : 62%

Publication history

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Latest published episodes

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The China Tech Tsunami: How DeepSeek, BYD, TikTok and Others Are Replacing US Tech Leadership (237)

Season 1 · Episode 237

Sunday, January 26, 2025 • Duration 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

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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

Read moreCollapse

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

Season 1 · Episode 236

Saturday, January 18, 2025 • Duration 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

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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)

Season 1 · Episode 227

Friday, November 8, 2024 • Duration 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)

Season 1 · Episode 139

Sunday, September 25, 2022 • Duration 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)

Season 1 · Episode 138

Thursday, September 15, 2022 • Duration 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)

Season 1 · Episode 137

Monday, September 5, 2022 • Duration 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?

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Related articles:

From the , concepts for this article are:

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

Season 1 · Episode 136

Friday, August 26, 2022 • Duration 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)

Season 1 · Episode 135

Wednesday, August 17, 2022 • Duration 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

The Tech Strategy Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

The Tech Strategy Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other99+

Apple Podcast5

Amazon27

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other99+

Apple Podcast5

Amazon27