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The Tech Strategy Podcast
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Moats and Marathons: Chapter 1 - Introduction (279)
36 mins; April 02, 2026
My 5 Takeaways from Mobile World Congress 2026 (278)
48 mins; March 08, 2026
3 Lessons from the Launch of Huawei’s GT Runner 2 Smartwatch in Madrid (277)
43 mins; February 28, 2026
The Winners and Losers in Seedance’s Total Disruption of Hollywood (276)
59 mins; February 16, 2026
Alibaba's 8 Big AI Apps (275)
44 mins; February 09, 2026
How I Think About Digital Moats (274)
51 mins; January 31, 2026
7 Take-Aways from My Visit to Alibaba (273)
39 mins; January 23, 2026
My 4 Step GenAI Strategy (272)
45 mins; January 11, 2026
7 Tech Predictions for 2026 (271)
33 mins; December 31, 2025
Can Agentic Ecommerce Finally Fix Tourism and OTAs? (270)
35 mins; December 18, 2025
AI Infrastructure Lessons from Our Visit to Huawei (269)
37 mins; December 03, 2025
What is the Cost of Maintaining the Correctness of a GenAI Service? (268)
45 mins; November 25, 2025
Lessons from My Visits to Xiaomi, Unitree and iQIYI (267)
43 mins; November 19, 2025
For Agentic Ecommerce Focus on the ABCs (Advisors, Brokers and Concierges) (266)
43 mins; November 10, 2025
4 GenAI Take-Aways from Sangeet Choudary’s Book Reshuffle (257)
44 mins; November 04, 2025
Habit Formation and 3 Other Psych Hacks You Can Copy from Gmail (258)
41 mins; November 04, 2025
Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260)
50 mins; November 04, 2025
My Take-Aways from the Tencent AI Cloud Summit (262)
33 mins; November 04, 2025
How to Build an Agentic AI Operating Model (263)
40 mins; November 04, 2025
Master These 4 Topics to Win in Digital (264)
33 mins; November 04, 2025
Understanding AI Infrastructure Part 1: Apps + AI, Saas + AI and AI Data Centers (265)
49 mins; October 27, 2025
My Playbook for Data-Empowered Operations (261)
33 mins; September 17, 2025
My Playbook for Digital Growth (259)
47 mins; August 31, 2025
Cainiao's Big Growth Despite an Uncertain Strategy. An Example of Alibaba’s Management Playbook. (256)
42 mins; August 07, 2025
Understanding Pinduoduo and Search vs. Engagement-Focused Ecommerce (255)
52 mins; July 27, 2025
3 Lessons from My Visit to Tencent AI Cloud (254)
38 mins; July 18, 2025
How Alibaba.com Re-Ignited Growth with the Alibaba Management Playbook (253)
42 mins; July 07, 2025
How Amap Beat Baidu Maps. My Summary of the Alibaba Playbook. (252)
48 mins; June 27, 2025
5 Things People Get Wrong about Scale Advantages, Economies of Scale and Moats (251)
46 mins; June 19, 2025
Strategies for Fragmented (and Other Highly Competitive) Industries (250)
44 mins; June 11, 2025
3 Take-Aways from My Visit to Tencent (249)
34 mins; June 01, 2025
From Learning and Adaptation to Intelligence (248)
42 mins; May 23, 2025
The 6 Pillars of Huawei’s “Cloud for AI” Strategy (247)
44 mins; May 15, 2025
The Audience Builder Platforms Behind YouTube, TikTok and Instagram (246)
48 mins; April 30, 2025
JD Logistics Steps Up Its International Push with Americas and EU Expansion (245)
47 mins; April 27, 2025
Lessons from My Visit to Alibaba Cloud (244)
49 mins; April 19, 2025
Lessons from My Visit to Baidu Headquarters (243)
29 mins; April 11, 2025
Lessons from My Visits to Xiaomi and Unitree Robotics (242)
53 mins; March 30, 2025
An Introduction to WeRide (241)
36 mins; March 18, 2025
Horizon Robotics and the Rise of Chinese AVs / Real World AI (240)
58 mins; March 09, 2025
The Huawei Trifold Smartphone is Awesome. Why Is Huawei More Innovative than Apple? (239)
41 mins; February 21, 2025
Start Launching AI Agent Pilots ASAP (238)
45 mins; February 06, 2025
The China Tech Tsunami: How DeepSeek, BYD, TikTok and Others Are Replacing US Tech Leadership (237)
47 mins; January 26, 2025
The 4 Engines of Alibaba's AI Plus Ecommerce Empire (236)
35 mins; January 18, 2025
5 Things Everyone Gets Wrong About Economies of Scale (235)
31 mins; January 12, 2025
3 Lessons from My Visit to Trip.com (234)
33 mins; December 26, 2024
Why Threads Might Beat X-Twitter After All (233)
42 mins; December 22, 2024
3 Take-Aways from My Interview with Alibaba Cloud (232)
31 mins; December 14, 2024
Extreme Personalization: How GenAI Can Supercharge Customer Improvements (231)
35 mins; December 07, 2024
3 Ecommerce Lessons from My Visits to China’s Digital Leaders (230)
33 mins; December 02, 2024
How Cainiao Will Win in Smart Logistics Everywhere (229)
38 mins; November 21, 2024
Why Beauty Ecommerce and Beauty Tech Are So Attractive (228)
38 mins; November 15, 2024
Why Every Business Must Run a Personalization Marathon (227)
37 mins; November 08, 2024
Everything is Politics Now: The Dark Side of Digital Networks (226)
38 mins; October 22, 2024
My 6 Questions for Network Effects. And Its 4 Big Effects. (225)
36 mins; October 17, 2024
Why TikTok Is More Powerful than Netflix. 5 Lessons from Consumer Video. (224)
41 mins; October 05, 2024
3 Lessons from the Fall (and Maybe Rise) of Coinbase (223)
46 mins; September 26, 2024
5 Reasons Travis Kalanick’s CloudKitchens Is Better Than Uber. In Theory. (222)
36 mins; September 17, 2024
Is Profitable Kuaishou an Investment Opportunity? (221)
36 mins; September 11, 2024
Porter's Five Forces and Why You Shouldn't Be an Influencer / KOL (220)
33 mins; September 06, 2024
Can Bilibili Get to Sustainable Scale and Profits in Specialty Video? (219)
42 mins; August 26, 2024
The 3 Growth Engines of Lazada (218)
40 mins; August 14, 2024
Fans, Collectors and Gamblers: The Consumer Behaviors of Pop Mart (217)
55 mins; August 07, 2024
How Ashley Dudarenok Grew 2 China-Focused Digital Businesses (Growth Tactics Podcast)
32 mins; August 03, 2024
5 Things I Love About the HubSpot Business Model (Sort of) (216)
44 mins; July 31, 2024
Is GenAI Disrupting Salesforce? (215)
40 mins; July 24, 2024
The 3 Steps of a Digital Attacker Strategy (214)
37 mins; July 18, 2024
4 Tech Investing Lessons from Constellation Software (213)
40 mins; July 11, 2024
How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series)
33 mins; July 03, 2024
Why Microsoft's Bundles Are So Powerful. As Slack Found Out. (212)
44 mins; July 02, 2024
How to Build Barriers to Entry with GenAI and Intelligence (211)
42 mins; June 26, 2024
My Generative AI Playbook: Step 2 (210)
43 mins; June 20, 2024
iQIYI's Playbook for Tech-Empowered Entertainment (209)
31 mins; June 11, 2024
Lessons from Visits to JD, iQIYI and Huawei (208)
23 mins; June 05, 2024
Alibaba’s Generative AI Strategy (207)
42 mins; May 14, 2024
Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (206)
27 mins; May 05, 2024
Huawei Is Building the New Data Architecture of Generative AI. Plus, Baidu's New Agent Builder. (205)
38 mins; April 26, 2024
How to Build GenAI into Operations - Part 2 (204)
39 mins; April 14, 2024
A Framework for GenAI Strategy - Part 1 (203)
44 mins; April 10, 2024
The 3 EV Business Models of BYD, Xiaomi and Tesla (202)
34 mins; April 03, 2024
CRAs Are the Path From Digital Operating Activities to Moats (2 of 2) (201)
38 mins; December 28, 2023
The 4 Pillars of Baidu's AI Cloud Strategy (2 of 2) (200)
40 mins; December 27, 2023
Why iQIYI Is the GenAI Innovator to Watch in Video Entertainment (199)
41 mins; December 26, 2023
A Breakdown of Reddit's Really Simple Business Model (198)
50 mins; December 24, 2023
Baidu's AI Cloud Strategy Is Great. It's a Flywheel in Industry-Specific Intelligence. (197)
35 mins; December 23, 2023
3 Lessons from Alibaba Cloud’s AI and Big Data Summit (196)
34 mins; December 21, 2023
Will Automatic Data Processing (ADP) Win Big in Human Capital and Non-Human Workforces? (195)
49 mins; December 20, 2023
Why TikTok Shop is a Big Problem for Etsy (194)
43 mins; December 20, 2023
Facebook Meta is Mostly 4 Networks and 2 Platforms (193)
38 mins; December 19, 2023
BYD Is Running China's "Manufacturing to the World” Playbook (192)
37 mins; December 18, 2023
3 Factors Will Determine the Future of Verisign Inc. (191)
39 mins; December 17, 2023
Digital Strategy Lesson: CRAs Are the Path From Operating Activities to Competitive Advantage (1 of 2) (190)
26 mins; December 15, 2023
The 4 Digital Concepts Powering Salesforce, Inc. (Tech Strategy - Podcast 189)
41 mins; December 08, 2023
The Arm Holdings' China Question (188)
33 mins; December 08, 2023
The 4 Digital Concepts Powering Arm Holdings (187)
39 mins; December 06, 2023
Digital Strategy Lesson: An Intro to the Digital Operating Basics (Part 2 of 2) (186)
29 mins; December 06, 2023
Digital Strategy Lesson: An Intro to the Digital Operating Basics (Part 1 of 2) (185)
30 mins; November 17, 2023
Digital Strategy Lesson: An Introduction to Rate of Learning (184)
25 mins; November 02, 2023
3 Things I'm Watching for on Singles' Day (183)
29 mins; October 23, 2023
5 Ways 5G and 5.5G Are Game Changers for Business (182)
39 mins; October 14, 2023
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