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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.com

To 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.

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22 episodes
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Avg 46 min
English

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S1 · E294
Tuesday · 44 min
Huawei and China Unicom Pioneered "Robot-Native Networks" at the World Humanoid Robot Competition (294)
This week’s podcast is about the robot-native network Huawei and China Unicom built for the World Humanoid Robot Games (WHRG) in Beijing. 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 our Tech Tours. Disclosure. I have had a paid consulting relationship with Huawei in the past twelve months. ----------- I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here. I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below. My Moats and Marathons book series is 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
- Transcript
S1 · E293
August 17 · 45 min
5 Take-Aways from the Unitree Filing (293)
This week’s podcast is about Unitree, which is about to go public. Plus, there is a quick intro to Tencent's Robot Brain (Tairos). 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 our Tech Tours. Here are my 5 take-aways: A good growth story in robodogs and humanoids. Rapid growth. Highly diversified. In both product categories. Unitree has frontier-level expertise in robot bodies and agility. Unitree was late to embodied AI capabilities. The hands don’t appear advanced. Only 10 DoF? Operationally, Unitree is still a relatively small company 516 FTEs, versus 1,500 at Agibot Disclosure. I have had a paid consulting relationship with Tencent in the past twelve months. ----------- I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here. I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below. My Moats and Marathons book series is 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
- Transcript
S1 · E292
August 9 · 53 min
Shein vs. the Ecommerce Giants: Why Cross-Border Fashion Is Not Enough (292)
This week’s podcast is about Shein, which is about to go public. It has had a lot of success as a specialist in cross-border fashion ecommerce. But it needs to move beyond this going forward. 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 our Tech Tours. Here are my 5 questions (thus far) for assessing the viability of a specialty ecommerce company. Is the company sufficiently differentiated in the user experience? Can the company compete and/or differentiate in logistics or infrastructure without ongoing spending? Does the company have a strong competitive advantage in a circumscribed market? No Is there a clear path to significant operational cash flow? Has the company avoided markets and situations that are attractive or strategic for the major ecommerce companies? I spoke about this in a past podcast. Early Etsy Was a Great Example of Specialty Ecommerce. But Things Are Changing. (1 of 3) (Tech Strategy) The future of Shein depends on what business you think Shein is in: Connecting China manufacturers with foreign consumers. China manufacturing gets you low cost and big variety. Ultra fast fashion. This is about speed and flexible production. Test, learn, restock. Digital-first fashion. This is a compelling future position. --------- I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here. I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below. My Moats and Marathons book series is 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
- Transcript
S1 · E291
August 2 · 49 min
DEEP Robotics, Galbot, and Booster Robotics Have Compelling Use Cases (291)
This week’s podcast is about rising robot companies that I have found compelling. That have clear use cases that scale. And that have indications of competitive advantages. They are: AgiBot (discussed in last podcast) Galbot Booster Robotics DEEP Robotics 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. ---------- I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here. I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below. My Moats and Marathons book series is 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
- Transcript
S1 · E290
July 26 · 1 hr 4 min
Why I Like AgiBot Robotics (290)
This week’s podcast is about AgiBot, a fast rising full stack robot business in Shanghai. 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. Why I like AgiBot: Has rapidly expanded into a full suite of robots Going after all the humanoid industries and use cases Building an almost full AI tech stack. Everything except chips. Founded and run by Huawei executives. Moving very fast. A good strategy. It appears similar to Huawei. AgiBot’s strategy is to flood the market with affordable humanoids while growing the entire ecosystem with open datasets and open models. They are scaling fast in manufacturing, usage and training. They mass-produce the hardware at scale so thousands of identical robots can collect real-world data in homes and factories. At the same time they open-source the entire stack: the million-trajectory AgiBot World dataset, the GO-1 foundation model, the training tools, and the GenieSim simulation twin—so researchers and developers can build skills and applications on top without paying anything. AgiBot’s affordable humanoid platform as infrastructure. Hardware sales and ecosystem services become the revenue, not software licensing. Now in the top 1-2 in humanoid sales. AgiBot shipped approximately 5168 humanoid units in 2025. --------- I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here. I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below. My Moats and Marathons book series is 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
- Transcript
S1 · E289
July 21 · 41 min
My 4 Take-Aways from WAIC 2026 (289)
This week’s podcast is about my visit to WAIC 2026 in Shanghai. 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. Take-Aways: Robots and AI are converging rapidly There is a convergence of world models / building, video generation and 3D model generation Tencent has a very rapid product cadence. "Choose Your Buddy" is a user-friendly approach. We are seeing lots creativity and combinatorial innovation. A Cambrian explosion, -------- I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here. I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below. My Moats and Marathons book series is 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
- Transcript
S1 · E288
July 12 · 47 min
Meituan's LongCat Has Just Made China AI Independent (288)
This week’s podcast is about the development and launch of Meituan's LongCat 2.0 LLM. This 1.6T parameter, frontier model was trained entirely on domestic hardware. That's a big milestone. 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. --------- I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here. I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below. My Moats and Marathons book series is 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
- Transcript
S1 · E287
July 5 · 48 min
5 Steps to Get Started in Agentic Commerce (287)
This week’s podcast is about the emergence of agentic commerce. This is a big change to traditional omnichannel. Plus, there is a bit more of a rant about the recent Anthropic and OpenAI ban. My prediction is the future of AI outside of the USA is now: Open source, downloadable and non-embargoable models plus Low cost, tech agnostic AI architecture Which probably means China. And probably Nvidia. 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 5 steps to get into agentic commerce are: Start building a council of LLMs. This means a couple of frontier models and lots of open source (a symphony of models). The net is a composable model with a router than directs all queries. The key AI and agents need to be able to code. That is their superpower. Get to the tipping point where an end-to-end workflow has agents and AI, with no humans in the loop. Then you can scale up to 100-200 agents. This means fixing the quality problems before you scale. Get to the tipping point where agents create agents (an agent factory). This gest you to thousands of agents. This includes onboarding, training and oversight of agents. Centralize enterprise data and context for AI and agents. You need updated centralized data that your enterprise AI can access. A lot of data is born somewhere else. Salesforce. System of record. ERP systems. -------- I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here. I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below. My Moats and Marathons book series is 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
- Transcript
S1 · E286
June 15 · 50 min
Innovation and Strategy Lessons from My Visit to CATL - Part 1 (286)
This week’s podcast is about my recent visit to the CATL headquarters in Ningde, Fujian. Plus, there is a bit of a rant about the recent Anthropic ban. My prediction is the future of AI outside of the USA is now: Open source, downloadable and non-embargoable models plus Low cost, tech agnostic AI architecture Which probably means China. 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. ----------- I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here. I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below. My Moats and Marathons book series is 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
- Transcript
S1 · E285
June 6 · 44 min
What the SpaceX IPO Filing Teaches Us About AI and Tech Strategy (285)
This week’s podcast is about the recent S-1 IPO filing of SpaceX. It has some pretty good lessons in both AI and 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. Here is the link to our Tech Tours. Here are the 3 mentioned steps in Elon's approach (in my opinion). This is an interesting example of a Shaping Strategy. Step 1: Identify a huge TAM. Ideally over $1T. Ideally with a weak incumbent. Step 2: Solve the problem with world-class engineering. Step 3: Run an innovation marathon focused on rapid improvements and cost reductions. Vertical integration and repeatability are key to this. Here is the book by Chris Zook on Repeatability. --------- I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here. I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below. My Moats and Marathons book series is 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
- Transcript
S1 · E239
June 6 · 42 min
The Huawei Trifold Smartphone is Awesome. Why Is Huawei More Innovative than Apple? (239)
This week’s podcast is about Huawei's next products. And why they are so much more innovative than Apple. 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. ------- 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
- Transcript
S1 · E247
June 6 · 47 min
The 6 Pillars of Huawei’s “Cloud for AI” Strategy (247)
This week’s podcast is about Huawei's AI strategy. Specifically it's "Cloud for AI" approach to hardware and infrastructure. 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. —– 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
- Transcript
S1 · E277
June 6 · 43 min
3 Lessons from the Launch of Huawei’s GT Runner 2 Smartwatch in Madrid (277)
This week’s podcast is about Huawei's new GT Runner 2 smartwatch. And their other new consumer products. These have some good strategy lessons for smart devices. 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 my 3 lessons. Lesson 1: In wearables, Huawei is pulling ahead of the pack in screens and battery tech Lesson 2: "Breakthrough tech" plus "emotional resonance" is a good consumer electronics strategy Lesson 3: Runners are a great customer group for smart products and services -------- I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats. 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. 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
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S1 · E278
June 6 · 48 min
My 5 Takeaways from Mobile World Congress 2026 (278)
This week’s podcast is about Mobile World Congress 2026. And my main takeaways. Thanks to Huawei for covering my travel and hotel to attend this event. My opinions and experiences shared here are my own. 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 my 5 takeaways. Huawei’s Atlas 950 SuperPOD is a Shift to Massively Integrated AI Compute The UnifiedBus. This is How Huawei Solves the 8,192 NPU Connection Problem Building Ecosystems is the Key to US vs. China AI Cloud Get Ready for Agent-Native Networks AI Data Platforms are really important. It’s hard to separate KVCache / memory, data and knowledge. -------------- 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
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S1 · E283
June 6 · 51 min
How Do You Actually Win in Consumer Electronics? Lessons from Huawei. (283)
This week’s podcast is about consumer electronics. And lessons I learned from Huawei's recent product event. 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. 4 dimensions for consumer electronics. Ecosystem building. Software and AI. Emotional impact and resonance. Tech leadership. Cheers, Jeff Huawei Breaks into High Fashion with a Luxury, Jeweled Smartwatch (2 of 3) (Tech Strategy) ——— 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
- Transcript
S1 · E284
June 5 · 39 min
My Explanation of Tencent's Big, Revamped Push in AI and Agents (284)
This week’s podcast is about Tencent's revamped approach to AI and agents. 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 is the McKinsey & Co article on arenas. Here is what Tencent has been doing in AI and agentic products. Tencent Rebuilt Its Model Building Infrastructure Tencent Kicked Things Off with the Hunyuan Hy3 Preview Additional Models Are Being Developed. I’m Pretty Excited about the World Models. Tencent is Accelerating the Release of New and Upgraded AI Products. And Agents (i.e., Lobsters) Are the Current Focus. Here is my explanation: Pillar 1: Anchor Your AI Agent Strategy on High Value, Scalable Use Cases Pillar 2: Balance Aggressive Market Share Growth with Incremental Revenue Capture Pillar 3: Prepare for Large, Ongoing Investments and Escalating Industry Competition as the Cost of Dominating this New Economic Arena --------- 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
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S1 · E282
May 1 · 45 min
What Matters in China Tech Right Now (282)
This week’s podcast is about 5 big, recent events in China tech. 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 five topics are: New operating model: “Humans agents robots” China semiconductor biz Foundation models It’s all about agents Robots and embodied AI --------------- 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
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S1 · E281
April 21 · 36 min
2 Problems with Scaling Agentic AI (281)
This week’s podcast is about quality datasets and the context layer. Both are needed to scale agentic AI operating systems. 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 my past articles on data operations: Data Network Effects and Data Scale Aren’t Moats (1 of 2) (Tech Strategy) My Playbook for Data-Empowered Operations (2 of 2) (Tech Strategy) The GenAI / Agentic Operating Basics (Tech Strategy) Here is the mentioned McKinsey & Co and a16z articles. Building the foundations for agentic AI at scale Your Data Agents Need Context -------- 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
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S1 · E280
April 6 · 44 min
The First 1-Person Billion Dollar Firm!! MEDVi’s 5 Lessons in Agentic Ecommerce (280)
This week’s podcast is about MEDVi, the world's first +1B revenue company with only one employee. It was founded in 2024 by Michael Gallagher. 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 5 lessons: GenAI and agents are creating powerful new position as the primary user interface ABCs (assistants, brokers, concierges) are going to cut off a lot of merchants and brands from buyers. Human users are going to become much hard to reach. You need their eyeballs. MEDVi is a good examples of the ability of GenAI to enable new types of ecommerce coordination. Agent workers are a powerful organizational structure. It is going to disrupt human heavy businesses. ------ 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
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S1 · E279
April 2 · 36 min
Moats and Marathons: Chapter 1 - Introduction (279)
This week’s podcast is a summary of Chapter 1 (Introduction) of my updated Moats and Marathons books. 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. -------- 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
- Transcript

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