The Tech Strategy Podcast

Highlights from Mobile World Congress 2026 include Huawei’s massive Atlas 950 AI compute shift and its UnifiedBus optical mesh for chip-to-chip pooling. Discussion of superclusters and global AI infrastructure ambitions. Exploration of agent-native networks reshaping connectivity for continuous AI agents. Emphasis on AI data platforms blending KV cache, memory, and knowledge for faster retrieval.

A deep look at Huawei's GT Runner 2 launch in Madrid and why it shifts the wearables race. The conversation highlights major battery and screen breakthroughs and a novel 3D floating antenna for better GPS. It also explores why runners are a prime market and how emotional connection amplifies product strategy.

A discussion of Seedance 2.0’s sudden leap in video-generation and why it feels disruptive. A look at near-Hollywood visual quality and how creators can now direct scenes and characters. Exploration of who benefits—viewers, GPUs, IP owners, platforms—and who may lose out, from scale-dependent studios to local production jobs. Notes on geopolitical leadership in video AI and rumored future capabilities.

A tour of Alibaba’s AI playbook, from a multimodal consumer assistant to an enterprise agent OS. Discussion of spatial intelligence in maps and predictive navigation. Exploration of an AI browser, conversational shopping across marketplaces, and AI‑driven travel and video tools. Notes on cross‑border seller co‑pilots and B2B sourcing automation.

The conversation highlights striking new generative-AI content and how LLMs can create polished but hollow presentations. It explores limits of current deepfakes and where visuals still give away fakery. The host outlines a hierarchy of digital moats, contrasts moat-building with raw operating performance, and uses vivid analogies to show why some businesses compound advantages while others must constantly compete.

Highlights from a visit to Alibaba: the push for AI plus e-commerce and its global ambitions. The clash of instant commerce in China and why it mattered strategically. The rise of hyper-realistic digital influencers like Liya. New AI tools for sourcing and cross-border shops such as Accio and Aidge. Key apps to watch that turn AI into everyday interfaces.

This week’s podcast is a summary of my GenAI playbook. It is the summary of 12 articles.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 mentioned graphics are here.That’s it for the GenAI playbook.Cheers, Jeff -------I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Or read my Moats and Marathons book series, a 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

In this episode, the host shares bold tech predictions for 2026, emphasizing a big year for Google Gemini and the crucial role of GenAI data architecture in enterprises. The discussion includes the rivalry between AI service and platform business models, the rise of agentic e-commerce, and potential disruptions in brand-customer relationships. China is expected to lead in robotics and physical AI, while AI cloud businesses continue to thrive. Dive in for insights on navigating the future of technology!

Explore the transformative role of agentic e-commerce in tourism and online travel agencies. Discover a four-level AI strategy impacting business workflows and personalization. Learn how generative AI excels at connecting data, and why traditional models struggle with tourism's fragmented information. Delve into the ABC framework for commerce agents and their potential to revolutionize online retail and guest experiences. Finally, understand how agents can streamline personalized travel workflows and improve operational efficiency within hotels.

This week’s podcast is a summary of our visit to the Huawei AI Cloud exhibition in Shenzhen.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 mentioned articles about AI Infrastructure.Understanding AI Infrastructure Part 1: AI Data Centers (Tech Strategy)Understanding AI Infrastructure Part 2: AI Compute is Different (Tech Strategy)Understanding AI Infrastructure Part 3: GenAI Operating Costs (Tech Strategy)Understanding AI Infrastructure Part 4: The Cost of Correctness (Tech Strategy)------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a 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