The Tech Strategy Podcast

Oct 22 2024 227 ep. 47 mins 79
The Tech Strategy Podcast artwork

A podcast by TechMoat Consulting on the strategies of the best digital companies in the US and China / Asia.

Tech Strategy offers:

-Deep dives into the strategies and business models of leading tech companies.

-Lessons on 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.

  Technology  Business  News
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Tribe and Belief Network Effects Have Gone Digital (i.e., Why Everything is Now Political) (226)

Oct 22 2024 38 mins  
This week’s podcast is about how non-rational behavior plays out products / services, consumer behavior and network effects.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 Tech Tour.Point 1: Digital is super-charging consumer products,

My 6 Questions for Network Effects. And Its 4 Big Effects. (225)

Oct 17 2024 36 mins  
This week’s podcast is about network effects. And my 6 questions to look for.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 Tech Tour.Here are the 4 network effects questions:What is the asymptotic scale?What is the minimum viable sca

Why TikTok Is More Powerful than Netflix. 5 Lessons from Consumer Video. (224)

Oct 05 2024 41 mins  
This week’s podcast is about TikTok vs. Netflix. And how consumer behavior combines with digital tools in the video space.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 Tech Tour.Here is the interview with Jonathan Haidt. And his book

3 Lessons from the Fall (and Maybe Rise) of Coinbase (223)

Sep 26 2024 46 mins  
This week’s podcast is about Coinbase, which has been coming back in terms of share price and revenue.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 Tech Tour.Here are the three lessons:Lesson 1: Don’t get seduced by stories and coo

5 Reasons Travis Kalanick’s CloudKitchens Is Better Than Uber. In Theory. (222)

Sep 17 2024 36 mins  
This week’s podcast is about CloudKitchens, the new venture of former Uber CEO Travis Kalanick. And why I think it is a better business model than Uber. In theory.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 Tech Tour.Here is the in

Is Profitable Kuaishou an Investment Opportunity? (221)

Sep 11 2024 36 mins  
This week’s podcast is about Kuaishou. And the key questions that determine its future.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 Tech Tour.Here are my three longer-term questions for Kuaishou.What is the future relationship with

Porter's Five Forces and Why You Shouldn't Be an Influencer / KOL (220)

Sep 05 2024 33 mins  
This week’s podcast is about Ruhnn Holding, KOLs / Influencers and Michael Porter's Five Forces.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 Tech Tour.Here are some factors to consider when assessing the bargaining power of buyers.C

Can Bilibili Get to Sustainable Scale and Profits in Specialty Video? (219)

Aug 25 2024 42 mins  
This week’s podcast is about Bilibili and its choice between staying with specialty video or going mass market video service.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 Tech Tour. ----------Related articles:When Microsoft’s Bundl

The 3 Growth Engines of Lazada (218)

Aug 14 2024 40 mins  
This week’s podcast is about Lazada and the current state of ecommerce in Southeast Asia.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 Tech Tour.--------I write, speak and consult about how to win (and not lose) in digital strategy a

Fans, Collectors and Gamblers: The Consumer Behaviors of Pop Mart (217)

Aug 07 2024 55 mins  
This week’s podcast is about Pop Mart and its ability to tap into really interesting consumer behaviors.Fan and enthusiast behaviorCollecting behaviorGambling and rewards behaviorYou 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 manageme