The Tech Strategy Podcast
Latest Episodes
Why Microsoft's Bundles Are So Powerful. As Slack Found Out. (212)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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