PodcastsAdministraciónThe Tech Strategy Podcast

The Tech Strategy Podcast

Jeffrey Towson
The Tech Strategy Podcast
Último episodio

282 episodios

  • The Tech Strategy Podcast

    What Matters in China Tech Right Now (282)

    01/05/2026 | 45 min
    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
  • The Tech Strategy Podcast

    2 Problems with Scaling Agentic AI (281)

    21/04/2026 | 36 min
    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
  • The Tech Strategy Podcast

    The First 1-Person Billion Dollar Firm!! MEDVi’s 5 Lessons in Agentic Ecommerce (280)

    06/04/2026 | 44 min
    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
  • The Tech Strategy Podcast

    Moats and Marathons: Chapter 1 - Introduction (279)

    02/04/2026 | 36 min
    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
  • The Tech Strategy Podcast

    My 5 Takeaways from Mobile World Congress 2026 (278)

    08/03/2026 | 48 min
    This week’s podcast is about Mobile World Congress 2026. And my main takeaways.
    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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Acerca de The Tech Strategy Podcast

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.
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