The Tech Strategy Podcast

The Tech Strategy Podcast


Latest Episodes

Why Microsoft's Bundles Are So Powerful. As Slack Found Out. (212)
July 02, 2024

This weeks podcast is about Microsoft and how they use bundles to beat competitors. As Slack found out.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

How to Build Barriers to Entry with GenAI and Intelligence (211)
June 26, 2024

This weeks podcast is about where GenAI and intelligence capabilities can create barriers to entry (not competitive advantages).You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts

My Generative AI Playbook: Step 2 (210)
June 20, 2024

This weeks podcast is Step 2 in my playbook for CEOs and investors in Generative AI.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

iQIYI's Playbook for Tech-Empowered Entertainment (209)
June 11, 2024

This weeks podcast is about iQIYI's tech strategy.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.Cheers, Jeff---------I write, spe

Lessons from Visits to JD, iQIYI and Huawei (208)
June 05, 2024

This weeks podcast is about our Beijing Tech Tour. And my 3 main lessons.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.My lessons

Alibaba’s Generative AI Strategy (207)
May 14, 2024

This weeks podcast is about Alibaba and what they are doing in Generative AI.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.Cheers

Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (206)
May 05, 2024

This weeks podcast is about ownership vs. access business models. It's a good framework for thinking about digital disruptors such as Airbnb, Uber and Mobike.You can listen to this podcast here, which has the slides and graphics mentioned. Also available

Huawei Is Building the New Data Architecture of Generative AI. Plus, Baidu's New Agent Builder. (205)
April 26, 2024

This weeks podcast is about two interesting parts of the new GenAI Tech Stack. The data infrastructure layer. Where Huawei is a leader.Agent and model building. Where Baidu is a leader.You can listen to this podcast here, which has the slides and graphic

How to Build GenAI into Operations - Part 2 (204)
April 14, 2024

This weeks podcast is Part 2 on my framework for AI Strategy. Part 1 was in Podcast 203.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

A Framework for GenAI Strategy - Part 1 (203)
April 10, 2024

This weeks podcast is a framework for thinking about AI Strategy. And an intro to the AI Tech Stack.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 Tec