The Tech Strategy Podcast

The Tech Strategy Podcast


Latest Episodes

3 Ecommerce Lessons from My Visits to China’s Digital Leaders (230)
December 02, 2024

This weeks podcast is what I learned about ecommerce from my visits to China's leading players.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

How Cainiao Will Win in Smart Logistics Everywhere (229)
November 21, 2024

This weeks podcast is about how Cainiao is expanding internationally with smart logistics.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 Cons

Why Beauty Ecommerce and Beauty Tech Are So Attractive (228)
November 15, 2024

This weeks podcast is about why I like beauty ecommerce. And beauty tech.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 th

Why Every Business Must Run a Personalization Marathon (227)
November 08, 2024

This weeks 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

Tribe and Belief Network Effects Have Gone Digital (i.e., Why Everything is Now Political) (226)
October 22, 2024

This weeks podcast is about how non-rational behavior plays out products / services, consumer behavior and network effects.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here

My 6 Questions for Network Effects. And Its 4 Big Effects. (225)
October 17, 2024

This weeks podcast is about network effects. And my 6 questions to look for.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

Why TikTok Is More Powerful than Netflix. 5 Lessons from Consumer Video. (224)
October 05, 2024

This weeks podcast is about TikTok vs. Netflix. And how consumer behavior combines with digital tools in the video space.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here i

3 Lessons from the Fall (and Maybe Rise) of Coinbase (223)
September 26, 2024

This weeks podcast is about Coinbase, which has been coming back in terms of share price and revenue.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 Te

5 Reasons Travis Kalanick’s CloudKitchens Is Better Than Uber. In Theory. (222)
September 17, 2024

This weeks podcast is about CloudKitchens, the new venture of former Uber CEO Travis Kalanick. And why I think it is a better business model than Uber. In theory.You can listen to this podcast here, which has the slides and graphics mentioned. Also avail

Is Profitable Kuaishou an Investment Opportunity? (221)
September 11, 2024

This weeks podcast is about Kuaishou. And the key questions that determine its future.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 Consulti