The Tech Strategy Podcast

This week’s podcast is about the recent launch of Threads, Meta's clone of Twitter.My assessment is that Threads will likely beat Twitter. However, this depends on Treads getting product market fit. They have to get and retain actual engagement at significant. If that doesn't happen, then none of my strategy analysis matters.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.———Related articles:Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Tech Strategy – Podcast 82)Alibaba Takes Over Sun Art Retail. Is It Going to Take Off? Or Is It Infrastructure? (pt 1 of 2) (Asia Tech Strategy – Daily Update)Could Sun Art Grow +30% Under Alibaba? (pt 2 of 2) (Asia Tech Strategy – Daily Update)From the Concept Library, concepts for this article are:Complementary platformsAudience-builder platformsSMILE Marathon: Sustained InnovationFrom the Company Library, companies for this article are:TwitterMeta / Facebook / Instagram / Threads——--I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind 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

This week’s podcast is about my visit to the Shanghai Mobile World Conference. And the Huawei 5.5G R&D Center. These are my takeaways for what is going to happen next in digital infrastructure.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. ———Related articles:Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Tech Strategy – Podcast 82)Alibaba Takes Over Sun Art Retail. Is It Going to Take Off? Or Is It Infrastructure? (pt 1 of 2) (Asia Tech Strategy – Daily Update)Could Sun Art Grow +30% Under Alibaba? (pt 2 of 2) (Asia Tech Strategy – Daily Update)From the Concept Library, concepts for this article are:n/aFrom the Company Library, companies for this article are:Huawei---------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.Support the show

This week’s podcast is about my visit to ByteDance, which is just a fascinating company. Lots of good lessons that I will be writing about. Two clarifications:This was a visit to a ByteDance office. Which is a different group than TikTok.The ecommerce GMV numbers cited are from external reports - and not ByteDance or TikTok. And these numbers are likely probably guesses and only somewhat accurate.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you're interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. ———Related articles:Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Tech Strategy – Podcast 82)Alibaba Takes Over Sun Art Retail. Is It Going to Take Off? Or Is It Infrastructure? (pt 1 of 2) (Asia Tech Strategy – Daily Update)Could Sun Art Grow +30% Under Alibaba? (pt 2 of 2) (Asia Tech Strategy – Daily Update)From the Concept Library, concepts for this article are:Externalization of Capabilities4 Terrains and StrategiesFrom the Company Library, companies for this article are:ByteDance -----------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind 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

This week’s podcast is about NetEase and how gaming ecosystems (like Epic Games) have lots of important digital strategy lessons.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you are interesting in discussing your digital strategy, please contact us at TechMoat Consulting.——–Related podcasts and articles are:JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)From the Concept Library, concepts for this article are:Platforms vs. ecosystemsOnline GamingFrom the Company Library, companies for this article are:NetEaseEpic Games--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.Support the show

This week’s podcast is about WeChat, which really has reached a level of daily usage that makes it the "everything app". Here is my breakdown on how it got there strategically.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 TechMoat Consulting, with the Tech Tour.————I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.Support the show

This week’s podcast is about JD Logistics, which is building a smart logistics network at China scale. I spoke to one of its heads and this is what I learned.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 TechMoat Consulting.Here is the link to the China Tech Tour.--------Related podcasts and articles are:JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)From the Concept Library, concepts for this article are:N/AFrom the Company Library, companies for this article are:JD LogisticsJD-------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.Support the show

This week’s podcast is about how generative AI can start improving your business and career.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 are three things you can (should) do right now:Step 1: Develop Staff and Skills in Gen AI (DOB 5, DOB6)Step 2: Use to Improve Internal Productivity Step 3: Use to Improve Products, Services, and the Customer Experience (DOB2)  Here are the tools I use all day long:ChatGPT4 with Plugins and Web BrowsingPlugins: Show Me, Zapier, SEO OptimizerGoogle BardBing AIMidjourney and Leonardo AIAgentGPTOther tools I am experimenting with:ZapierRunway MLOpus ClipsPDF.AIAskAIAI Transcriptions by Riverside and Otter.aiDocuaskLots of ChatGPT Plugins---—–Related articles:AutoGPT and Other Tech I Am Super Excited About (Tech Strategy – Podcast 162)The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)From the Concept Library, concepts for this article are:GPT and Generative AIFrom the Company Library, companies for this article are:OpenAI / GPT / ChatGPTGoogle / Bard--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.Support the show

This week’s podcast is about the generative AI foundation models of OpenAI and Google. Will they have competitive defenses? Especially against open source.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 are the two articles mentioned:Google “We Have No Moat, And Neither Does OpenAI”.Who Owns the Generative AI Platform?My (working) conclusions are:Technology does not have moats. Business models have moats.We are looking for competitive defensibility, not moats.Adoption by dominant players with big moats that are not being impacted will be the biggest beneficiaries.Foundation models will likely advance from early mover plus digital marathon to defensible moats in platform business models.Innovation platforms. These are likely. And offer a model for coexistence with open source models.Learning platform. It is unclear how these will evolve. They will be different than search,-—–Related articles:AutoGPT and Other Tech I Am Super Excited About (Tech Strategy – Podcast 162)The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:GPT and Generative AIInnovation PlatformsLearning PlatformsFrom the Company Library, companies for this article are:OpenAI / GPT / ChatGPTGoogle / Bard--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.Support the show

This week’s podcast is about AutoGPT / AgentGPT and how it is leading to the rise of digital agents. This will lead to the emergence of non-human platforms and business models.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 the China Tech Tour.----—–Related articles:AutoGPT and Other Tech I Am Super Excited About (Tech Strategy – Podcast 162)The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)From the Concept Library, concepts for this article are:GPT and Generative AI: AutoGPTZero human operationsDigital AgentsNon Human Platforms and Business ModelsFrom the Company Library, companies for this article are:OpenAI / ChatGPTAgentGPT——–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.Support the show

This week’s podcast is about AutoGPT / AgentGPT and two other cool new technologies.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 the China Tech Tour.Here are the three technologies mentioned:5.5G and immersive and experiential video everywhere.AutoGPT and AgentGPT.Human organizational structure adopting software architecture.—–---Related articles:The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)From the Concept Library, concepts for this article are:GPT and Generative AI: AutoGPTFrom the Company Library, companies for this article are:OpenAI / ChatGPTAgentGPT——–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.Support the show