The Tech Strategy Podcast
Jeffrey Towson
A podcast by TechMoat Consulting on the strategies and best practices of leading digital companies. Especially in China / Asia. Tech Strategy offers:-Deep dives into the strategies and business models of leading tech companies. -Best practices and lessons in important digital concepts.Lots more information available at Jefftowson.com and techmoatconsulting.comTo marketers, I do not have podcast guests. This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.
Episodes
Mentioned books
May 1, 2026 • 45min
What Matters in China Tech Right Now (282)
A tour of five big shifts shaping China tech right now. Topics include a new operating model centered on humans, AI agents, and robots. Deep dives into China’s semiconductor push and Huawei’s chip momentum. Discussions on foundation models, open source strategies, and the rising economics of agent-driven businesses. A look at video generation startups and how agent traffic could reshape advertising and billing.
Apr 21, 2026 • 37min
2 Problems with Scaling Agentic AI (281)
A deep dive into two scaling problems for agentic AI: exploding data demands and the need for a robust context layer. Discussion covers single‑agent versus multi‑agent workflows and new ways to measure scale like agent counts and token budgets. Practical focus on layered data architecture, vector stores, and quick wins by modernizing high‑impact workflows.
5 snips
Apr 6, 2026 • 45min
The First 1-Person Billion Dollar Firm!! MEDVi’s 5 Lessons in Agentic Ecommerce (280)
A deep dive into a one-person, billion-dollar ecommerce model powered by agentic AI. Discussion of AI assistants as the new user interface and agents replacing human-heavy operations. Exploration of ABCs—assistants, brokers, concierges—and how they reshape merchant access to buyers. Concerns about agents consuming content and making human eyeballs harder to reach.
Apr 2, 2026 • 37min
Moats and Marathons: Chapter 1 - Introduction (279)
A rewrite of a multibook framework on building long-term digital defensibility is introduced. The conversation contrasts structural moats with speed and operating performance. Stories include Diapers.com versus Amazon and Chewy’s empathy-driven counterstrategy. A six-level moat hierarchy and KPIs for speed, scale, and smarts are outlined. The impact of AI and digital change on competitive advantage is explored.
Mar 8, 2026 • 48min
My 5 Takeaways from Mobile World Congress 2026 (278)
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.
Feb 28, 2026 • 43min
3 Lessons from the Launch of Huawei’s GT Runner 2 Smartwatch in Madrid (277)
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.
15 snips
Feb 16, 2026 • 60min
The Winners and Losers in Seedance’s Total Disruption of Hollywood (276)
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.
Feb 9, 2026 • 44min
Alibaba's 8 Big AI Apps (275)
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.
12 snips
Jan 31, 2026 • 52min
How I Think About Digital Moats (274)
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.
Jan 23, 2026 • 40min
7 Take-Aways from My Visit to Alibaba (273)
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.
