The Tech Strategy Podcast

The Tech Strategy Podcast


Latest Episodes

Porter's Five Forces and Why You Shouldn't Be an Influencer / KOL (220)
September 06, 2024

This weeks podcast is about Ruhnn Holding, KOLs / Influencers and Michael Porter's Five Forces.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

Can Bilibili Get to Sustainable Scale and Profits in Specialty Video? (219)
August 26, 2024

This weeks podcast is about Bilibili and its choice between staying with specialty video or going mass market video service.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Her

The 3 Growth Engines of Lazada (218)
August 14, 2024

This weeks podcast is about Lazada and the current state of ecommerce in Southeast Asia.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 Consul

Fans, Collectors and Gamblers: The Consumer Behaviors of Pop Mart (217)
August 07, 2024

This weeks podcast is about Pop Mart and its ability to tap into really interesting consumer behaviors.Fan and enthusiast behaviorCollecting behaviorGambling and rewards behaviorYou can listen to this podcast here, which has the slides and graphics menti

How Ashley Dudarenok Founded and Grew to 2 China-Focused Businesses (Growth Tactics Podcast)
August 03, 2024

Todays podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didnt.This episode (located here) is an interview with Ashley Dudarenok, the founder of Alarice (China-focu

5 Things I Love About the HubSpot Business Model (Sort of) (216)
July 31, 2024

This weeks podcast is about HubSpot and the really cool aspects of its business 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 Consulti

Is GenAI Disrupting Salesforce? (215)
July 24, 2024

This weeks podcast is about Salesforce and how generative AI is going to impact its business. 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

The 3 Steps of a Digital Attacker Strategy (214)
July 18, 2024

This weeks podcast is about a common playbook for a digital attacker (whether a digital native or incumbent).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 t

Mastering Tech Investing: 4 Lessons from Constellation Software (213)
July 11, 2024

This weeks podcast is about Constellation Software. And their approach to software investing.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 C

How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series)
July 03, 2024

Today's podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn't.Our first episode is an interview with Alex Lee, the CEO and co-founder of beauty brand and DTC ecomm