This week’s podcast is Part 2 on my framework for AI Strategy. Part 1 was in Podcast 203. 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. Which has the details for the Beijing Tech Tour. ------- 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...

This week’s podcast is a framework for thinking about AI Strategy. And an intro to the AI Tech Stack. 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. ——- 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...

This week’s podcast is about how auto companies are changing into digital business models. Specifically, it is about three archetype business models we can see in BYD, Xiaomi and Tesla. 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. The 3 EV business models are: EV Business Model 1 (i.e., BYD) is “Manufacturing Plus Services”. That’s Autos Plus Auto Services. Plus...

This week’s podcast is part 2 of a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China’s AI leader. 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 are the four pillars: Pillar 1: Baidu AI Cloud Is an Innovation Platform Pushing to Reach Critical MassPillar 2: Baidu AI Cloud Is Also Moving to Become a Technology...

This week’s podcast is a deep dive into iQIYI's activities in generative AI, which is a natural evolution from their long focus on digital transformation. 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. ——— 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...

This week’s podcast is a deep dive into Reddit, the "community of communities, driven by interests and passions". 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. ---------- 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,...

This week’s podcast is a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China's AI leader. 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. ———– 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...

This week’s podcast is a deep dive into Alibaba Cloud, a leading provider of cloud and intelligence services. They recently had an AI and Big Data Summit in Singapore. 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. ———– 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...

This week’s podcast is a deep dive into Automatic Data Processing (ADP), a leading provider of software and services for human resources. ADP is a company that is surprisingly well positioned to use AI to better manage human capital and build non-human workforces. 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. -------- I write, speak and consult about how to win...

This week’s podcast is a deep dive into Etsy. And how it is leaning into the creativity and human connection aspects of marketplaces. 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 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...

This week’s podcast is a deep dive into Facebook Meta. And how I break down the business model and the key factors. 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. The 5-6 factors mentioned are: People networksAudience-builder platformsLimited ecosystemsProfit vs engagement productsHierarchies of controlSubstitutes  Photo by Brett Jordan on Unsplash ———– I write,...

This week’s podcast is a deep dive into BYD. And about how Chinese manufacturers go international. 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 article on the AI influencer. ———– 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...

This week’s podcast is a deep dive into Verisign, Inc (Nasdaq: VRSN). It focuses on the biggest factors for the future of the company. 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. ——– Related articles: A Digital Strategy Breakdown of Salesforce. Spoiler: It’s Awesome (1 of 3) (Tech Strategy – Daily Article)A Strategy Breakdown of Arm Holdings (1 of 3) (Tech...

This week’s podcast is Part 1 of Capabilities, Resources and Assets (CRAs). They are a key part of strategy. And link operating performance with structural advantages. 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 China Tech Tour. Key points: Point 1: Operating performance and structural advantage are separate parts of strategy and...

This week’s podcast is a deep dive into Salesforce, Inc. It focuses on the biggest competitive strengths of the company. 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 are the comments by Eddie Wu at Alibaba: Aliviews: Eddie Wu on Alibaba’s Q2 Earnings ——– Related articles: A Digital Strategy Breakdown of Salesforce. Spoiler: It’s Awesome (1 of 3) (Tech...

This week’s podcast is part two of a deep dive into Arm Holdings. About how China and AI are external factors impacting its future trajectory. 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 China Tech Tour. ——– Photo by Vishnu Mohanan on Unsplash ------   I write, speak and consult about how to win (and not lose) in digital strategy and...

This week’s podcast is part of a company deep dive into Arm Holdings. 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 China Tech Tour. Here is my summary of the 4 big digital concepts behind Arm Holdings: Standardization and Interconnection Network EffectsIndirect Network Effects by linkage with Operating System Innovation PlatformEconomies...

This week’s podcast is Part 2 of an introductory explanation for the Digital Operating Basics. This is a very useful framework for thinking about digital transformation. 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 China Tech Tour. Here is my summary of digital operating basics (Dr. Ram’s book combined with some of my own thinking): Rapid...

This week’s podcast is Part 1 of an introductory explanation for the Digital Operating Basics. This is a very useful framework for thinking about digital transformation. 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 China Tech Tour. Here is my summary of digital operating basics (Dr. Ram’s book combined with some of my own thinking): Rapid...

This week’s podcast is an introductory explanation to Rate of Learning (and Adaptation). This is an increasingly important concept in digital 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 the China Tech Tour. Big tech events from this week: Expanded export ban for GPUs to China (here)Eureka AI training robots in advanced tasks...

This week’s podcast is about Singles Day, which is coming up fast. Lots of stuff gets reported. But I am looking for 3 main things. 1: What is the fastest growing and most innovative frontier of ecommerce? 2: What are the big new bundles for consumers and the new products / services for merchants? 3: How did the company do in the stress test? 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...