The Tech Strategy Podcast
- Episódios
- 290
- Publicação
- quinzenal
- Último episódio
- 7 nov 2026
Sobre o podcast
We help digital AI businesses build competitive moats. And launch agentic initiatives fast.
Hosted by a professor and founder of Agentic Org Now, the Tech Strategy Podcast delivers deep dives into digital strategy, platform economics, and emerging agentic business models.
Episodes combine lessons from tech giants (mostly Asian) and practical frameworks for management teams.
No guest interviews. No PR fluff. Just strategic analysis and lessons.
You can subscribe to The Agentic Frontier Email and get your free book at AgenticOrgNow.com.
Disclaimer: For educational purposes only. Not investment advice.
Episódios 290
Tencent's Big Audacious Plan to Make Every Business Agentic-First (303)
This week’s podcast is about agentic organizations. How Tencent Cloud is offering services to enable any business to become agentic-first.You can listen to this podcast here, which has the slides and graphics …
Notas do episódio
This week’s podcast is about agentic organizations. How Tencent Cloud is offering services to enable any business to become agentic-first.
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 Agentic Org Now.
Here is the link to our Tech Tours.
Here is my not-serious breakdown of tech vs. thinking.
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I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI 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.
What Happens to Amazon, Alibaba and Brands When Agents Do the Buying (302)
This week’s podcast is about agentic commerce. Who is winning and losing. And how to think about it. I have 6 basic points. See below.You can listen to this podcast here, which has the slides and graphics …
Notas do episódio
This week’s podcast is about agentic commerce. Who is winning and losing. And how to think about it. I have 6 basic points. See below.
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 Agentic Org Now.
Here is the link to our Tech Tours.
My 5 points are:
- Grok bot and AI Assistants are the iPhone moment.
- Buyers are delegating, and that changes everything downstream.
- Lots of brands will lose humans as customers. Attention, data and brand equity all fall. Selling to agents will be necessary.
- Brands win where humans don’t delegate. That's your core.
- Agents weaken marketplaces like Amazon. But strengthen platforms like YouTube and Payment.
- Alibaba is ahead of Amazon in most agentic commerce capabilities.
Here are the mentioned articles:
- Amazon vs Alibaba: Who’s Winning in Agentic Commerce? (1 of 2) (Tech Strategy)
- Alibaba vs. Amazon in Agentic Commerce: Every Merchant Gets an AI Team (Tech Strategy) (2 of 2) (Tech Strategy)
*Disclosure: AsiaTech Services, LLC has had a partnership with Alibaba within the past 12 months. This article received no financial sponsorship or backing.*
——–
I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI businesses.
Subscribe to My Free “Agentic Frontier Email”. And Get My Free Book.
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.
Cainiao’s Global 3 Day Delivery Beats Anything Amazon Offers (301)
This week’s podcast is about Cainiao's 3 big moves in 2026. Specifically their launch of Global 3 Day Delivery.You can listen to this podcast here, which has the slides and graphics mentioned. Also …
Notas do episódio
This week’s podcast is about Cainiao's 3 big moves in 2026. Specifically their launch of Global 3 Day Delivery.
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 Agentic Org Now.
Here is the link to our Tech Tours.
Here are the mentioned slides:
*Disclosure: AsiaTech Services, LLC has had a partnership with Alibaba within the past 12 months. This article received no financial sponsorship or backing.*
—--
I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI businesses.
Subscribe to My Free “Agentic Frontier Email”. And Get My Free Book.
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.
When Everyone Can Be Steven Spielberg, Be YouTube: iQIYI’s Big Pivot (300)
This week’s podcast is about iQIYI's 3 big moves in tech. Specifically offering video production capabilities as a service. And shifting towards a platform business model.You can listen to this podcast …
Notas do episódio
This week’s podcast is about iQIYI's 3 big moves in tech. Specifically offering video production capabilities as a service. And shifting towards a platform business model.
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 Agentic Org Now.
Here is the link to our Tech Tours.
-------
I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI 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.
My Firsthand Look at Embodied AI at JD: JoyAI and JoyInside (299)
This week’s podcast is about JD’s big moves in robotics and embodied AI. Specifically JoyAI and JoyInside.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at …
Notas do episódio
This week’s podcast is about JD’s big moves in robotics and embodied AI. Specifically JoyAI and JoyInside.
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 Agentic Org Now.
Here is the link to our Tech Tours.
Here are some photos from JD's exhibit at the World Robotics Conference.
-------
I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI 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.
JD Launches 101HOME, an Upgrade to Experiential Retail in Furniture (298)
This week’s podcast is about JD's new home furniture retail store 101HOME.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here …
Notas do episódio
This week’s podcast is about JD's new home furniture retail store 101HOME.
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 Agentic Org Now.
Here is the link to our Tech Tours.
Here are some photos from 101HOME.
Here are the mentioned articles:
- Why JD.com Built 101HOME: The Case for Experiential Furniture Retail (1 of 2) (Tech Strategy)
- Lessons in Competitive Advantage from My Visit to Warren Buffett’s Nebraska Furniture Mart (Tech Strategy)
- What Is Great Digital Strategy for Furniture Retail? My Visit to the JD-Qumei in China (1 of 2)
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I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI 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.
Lessons From Our First Alibaba E-Commerce Training Program (297)
This week’s podcast is about the recent Alibaba Ecommerce Training Program - and our trip to Alibaba HQ in Hangzhou.I outlined two companies visits:Geely / ZeekrDEEP RoboticsPlus a little about Fly Zoo Hotel.I …
Notas do episódio
This week’s podcast is about the recent Alibaba Ecommerce Training Program - and our trip to Alibaba HQ in Hangzhou.
I outlined two companies visits:
- Geely / Zeekr
- DEEP Robotics
- Plus a little about Fly Zoo Hotel.
I outlined two useful tools:
- QwenWork
- Accio and Aidge.
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 the articles with all the photos and videos:
- Day 1 of Our Alibaba Ecommerce Training Program: Visiting Geely / Zeekr (1 of 5) (Tech Strategy)
- Day 1 of Our Alibaba Ecommerce Program: Touring DEEP Robotics (2 of 5) (Tech Strategy)
- Day 4 of Our Alibaba Ecommerce Program: Accio, QwenWork and Fly Zoo Hotel (5 of 5) (Tech Strategy)
Disclosure. I have had a education partnership with Alibaba within the past twelve months.
--------
I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI 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.
Digital Avatars Are Ending Human Livestreamers. And What to Do About It. (296)
This week’s podcast is about my recent tour to Hangzhou and Alibaba headquarters. And my 3 take-aways from the epicenter of ecommerce meets AI and agents.You can listen to this podcast here, which has the …
Notas do episódio
This week’s podcast is about my recent tour to Hangzhou and Alibaba headquarters. And my 3 take-aways from the epicenter of ecommerce meets 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 TechMoat Consulting.
Here is the link to our Tech Tours.
My big take-aways are:
- Agentic Commerce Is Now an Arms Race
- Everyone needs to upgrade their capabilities with AI and agents to stay competitive.
- And then repeat.
- And repeat again.
- Human KOLs and Content Creators Have Already Peaked.
- Livestreaming is already shifting to digital avatars. Other content creator types will follow.
- The future of content creation and KOLs is mostly not-human.
- Digital Livestreamers Have Arrived in Ecommerce. Entertainment and Thought Leaders Are Next.
My playbook for human content creators / KOLs is:
- Focus on topics where being human matters:
- Taste and curation. What wine is better vs. what laptop is better.
- Irreversible and/or critical decisions. Situations where you can't do it over and judgement matters.
- There is an advancing frontier of knowledge. There is no existing online database of expertise. Think new AI tools, not history.
- Use a multi-format approach:
- Focus on building personal relationships. Such as in communities and events. Both online and offline.
- Make your content super authentic. Ideally videos instead of text or voice. Make it clear this is a human.
- Deploy an avatar army. Your solo content is not enough. You need an army creating content 24/7. This can be clones of yourself or similar personas.
The mentioned photos are here.
Disclosure. I have had a education partnership with Alibaba within the past twelve months.
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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.
- Agentic Commerce Is Now an Arms Race
WorkBuddy Goes Global. Other Tencent Buddies Will Follow. (295)
This week’s podcast is about WorkBuddy, Tencent's flagship Agent product. It is currently going international. And will likely be followed by Tencent's other "buddy" …
Notas do episódio
This week’s podcast is about WorkBuddy, Tencent's flagship Agent product. It is currently going international. And will likely be followed by Tencent's other "buddy" products:
- CodeBuddy
- Toast
- Marvis
- Ardot
- Miora
- ima Copilot
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 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.
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 …
Notas do episódio
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.
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 …
Notas do episódio
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.
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 …
Notas do episódio
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.
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.
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 …
Notas do episódio
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.
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 …
Notas do episódio
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.
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 …
Notas do episódio
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.
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 …
Notas do episódio
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.
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 …
Notas do episódio
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.
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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.
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 …
Notas do episódio
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.
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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.
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 …
Notas do episódio
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.
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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.
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 …
Notas do episódio
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.
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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.
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 …
Notas do episódio
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.
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 …
Notas do episódio
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
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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.
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 …
Notas do episódio
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.
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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.
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 …
Notas do episódio
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
———
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.
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 …
Notas do episódio
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
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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.
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 …
Notas do episódio
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
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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.
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 …
Notas do episódio
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.
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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.
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 …
Notas do episódio
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.
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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.
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 …
Notas do episódio
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.
The Winners and Losers in Seedance’s Total Disruption of Hollywood (276)
This week’s podcast is about the big release of Seedance 2.0 by Bytedance.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is …
Notas do episódio
This week’s podcast is about the big release of Seedance 2.0 by Bytedance.
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 some videos I made (here).
Here are the winners:
- Viewers. It's amazing.
- GPUs and data centers. Plus energy providers.
- IP holders that get lots of attention.
- Independent creators who will get lots attention and creative satisfaction.
- Business content creators - especially in ads and content.
- Platform biz models. Audience builders like YouTube and TikTok. Plus marketplaces like Taobao.
- iQiyi and combinations of streaming and audience builders.
- Netflix and pure streamers (maybe).
Here are the losers:
- Most professional production companies. Most tv and film studios. Basically, any business that has been relying on scale in content creation.
- Ad agencies focused on content creation.
- Individuals and firms with specialized skills related to tv and film production.
- Independent content creators trying to monetize
- Los Angeles?
- Hollywood's managerial class.
- Political activists embedded in entertainment.
Here are my past articles / podcasts on this:
- Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)
- How Generative AI Is Going to Disrupt YouTube and TikTok (Tech Strategy – Podcast 152). Jan 2023
- How Generative AI Services Are Disrupting Platform Business Models (1 of 2) (Tech Strategy – Daily Article)
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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.
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 r
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