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 ...
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Trying to scale your eCommerce business? We've been there! Sharehouse are a community of eCommerce professionals coming together to share knowledge with each other. Each episode we dive into eCommerce specific topics that apply to your business. We cover marketing, operations, finance, and more! Whether you're a founder or an operator, you'll level up your skills and scale your brand.
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A new era is upon us, and Tangent💚 is back with our fourth new limited series, hosted by Proptech entrepreneur Edward Cohen, and venture capitalists Jeffrey Berman (Partner at Camber Creek) and Zach Aarons (Co-founder and GP at MetaProp). Tangent unites Proptech founders💡, real estate investors🏢, urban leaders🏙 and passionate creators🌎 who are improving our communities and cities. Join us to learn how we can solve present day challenges with innovative technology and greater collaboration. 💚 ...
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Welcome to the Getting More Leads And Sales From Your Website Podcast, with host Dan Kaplan, CoFounder of periscopeUP. Learn how to increase traffic and conversions from your website. In each episode, Dan interviews a digital marketing leader or practitioner, asking them all the same question: How do you get more leads & sales from a website? Want to be a guest?
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Smarter Destiny Podcast: Quick Proven Growth Tactics From Founders You Can Use ASAP - Subscribe Now!
Smarter Destiny Podcast
We're on a mission. We're going to find and uncover the smartest, most successful entrepreneurs on the planet. Explore their highs, their lows and how they ultimately mastered the game. I'm Martyn Cook and I'm excited to welcome you to the Smarter Destiny Podcast. I'm grateful for you and your time, now let's level up together.
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Porter's Five Forces and Why You Shouldn't Be an Influencer / KOL (220)
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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 assess…
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Can Bilibili Get to Sustainable Scale and Profits in Specialty Video? (219)
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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. ---------- Relat…
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The 3 Growth Engines of Lazada (218)
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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…
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Fans, Collectors and Gamblers: The Consumer Behaviors of Pop Mart (217)
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This week’s podcast is about Pop Mart and its ability to tap into really interesting consumer behaviors. Fan and enthusiast behavior Collecting behavior Gambling and rewards behavior 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 Consul…
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How Ashley Dudarenok Founded and Grew to 2 China-Focused Businesses (Growth Tactics Podcast)
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Today’s podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn’t. This episode (located here) is an interview with Ashley Dudarenok, the founder of Alarice (China-focused digital marketing agency) and ChoZan (China digital transformation consultancy. Ashley (ww…
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5 Things I Love About the HubSpot Business Model (Sort of) (216)
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This week’s podcast is about HubSpot and the really cool aspects of its 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 the TechMoat Consulting. Here is the link to the Tech Tour. Here are the 5 things I like about the business model:…
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Is GenAI Disrupting Salesforce? (215)
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This week’s podcast is about Salesforce and how generative AI is going to impact its business. 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 3 working conclusions. GenAI is goi…
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The 3 Steps of a Digital Attacker Strategy (214)
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This week’s podcast is about a common playbook for a digital attacker (whether a digital native or incumbent). 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 3 steps of the dig…
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Housing Crisis | Revolutionizing Build-to-Rent Development, with a16z-backed Mosaic CEO Salman Ahmad
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Salman Ahmad is the CEO and Co-founder of a16z-backed Mosaic, a construction technology company that builds software that makes homebuilding more scalable and efficient. Mosaic was founded in 2017 by Salman and Sep Kamvar, whom were two computer scientists working together at MIT and Stanford developing machine learning algorithms applied in the re…
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Mastering Tech Investing: 4 Lessons from Constellation Software (213)
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This week’s podcast is about Constellation Software. And their approach to software investing. 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. On the Constellation webpage, they actually lis…
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How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series)
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Today's podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn't. Our first episode is an interview with Alex Lee, the CEO and co-founder of beauty brand and DTC ecommerce site Depology. After years of struggle as a small ecommerce site, Alex pivoted to beauty …
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Why Microsoft's Bundles Are So Powerful. As Slack Found Out. (212)
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This week’s podcast is about Microsoft and how they use bundles to beat competitors. As Slack found out. 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 link to the All In Podcas…
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How to Build Barriers to Entry with GenAI and Intelligence (211)
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This week’s podcast is about where GenAI and intelligence capabilities can create barriers to entry (not competitive 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 the Tech Tour. —–-- I write…
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My Generative AI Playbook: Step 2 (210)
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This week’s podcast is Step 2 in my playbook for CEOs and investors in Generative AI. 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 tr…
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Housing Crisis | The Rise of Home Equity Investments, with Point Co-founder Eoin Matthews
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Eoin Matthews is the Co-founder at Point, a home equity investment company making home equity wealth accessible to homeowners without creating a monthly debt obligation. Homeowners get upfront funds from Point in return for a portion of your home’s future appreciation. Point recently announced an oversubscribed $141M securitization, which marked it…
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iQIYI's Playbook for Tech-Empowered Entertainment (209)
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This week’s podcast is about iQIYI's 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. Cheers, Jeff --------- I write, speak and consult about how to win (and not lose) in digital strategy and transformation. I a…
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Lessons from Visits to JD, iQIYI and Huawei (208)
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This week’s podcast is about our Beijing Tech Tour. And my 3 main lessons. 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. My lessons are: JD is flooding money into logistics tech. Increasingly globally. Huawei is showing the…
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Alibaba’s Generative AI Strategy (207)
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This week’s podcast is about Alibaba and what they are doing in Generative AI. 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. Cheers, Jeff -------- I write, speak and consult about how to win (and not lose) in digital strate…
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Climate Tech | Sustainability & Economic Benefits From Decarbonizing Real Estate, with Cortex CRO Lisa Rockefeller
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Lisa Rockefeller is the Chief Revenue Officer at Cortex Sustainability Intelligence, the decarbonization platform built for commercial real estate, where she's driving the go-to market strategy. Cortex's advanced AI helps CRE teams amplify operational effectiveness, make informed decisions about capital investments, and tactically address regulatio…
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Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (206)
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This week’s podcast is about ownership vs. access business models. It's a good framework for thinking about digital disruptors such as Airbnb, Uber and Mobike. 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, spe…
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Huawei Is Building the New Data Architecture of Generative AI. Plus, Baidu's New Agent Builder. (205)
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This week’s podcast is about two interesting parts of the new GenAI Tech Stack. The data infrastructure layer. Where Huawei is a leader. Agent and model building. Where Baidu is a 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 C…
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How to Build GenAI into Operations - Part 2 (204)
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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 abo…
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The New Generation of Real Estate Tech Venture Capital, with RE Angels GP & Founder Alon Gorbonos
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Alon is the Founder and General Partner of RE Angels, a real estate technology angel fund solely composed of real estate experts with deep and diverse industry expertise focused on early stage startups. Alon also owns and manages several multifamily portfolios throughout the southeast (FL, NC & VA). Alon was the co-founder and managing partner of D…
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A Framework for GenAI Strategy - Part 1 (203)
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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 s…
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The 3 EV Business Models of BYD, Xiaomi and Tesla (202)
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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 Con…
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Future of Office | Coworking is Dead, Long Live Coworking: The New Flex Office Generation, with a16z-backed Codi CEO Christelle Rohaut
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Christelle Rohaut is the Founder and CEO of Codi (backed by a16z), where she's building the walk-to-work revolution. Codi offers turnkey, private office spaces with the most flexible terms on the market. In a matter of days, any company can find a space for their team, with full and part-time options, outsourced office management, and flexible leas…
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A New Way to Finance Tech-Enabled Real Estate Co's & Lessons from the Proptech Boom Cycle, with Cherry Lawn Capital Managing Partner Robert McDonald
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Robert McDonald is the Managing Partner at Cherry Lawn Capital, on a mission to provide businesses with the real estate capital necessary to scale and the operational capital needed for a successful next venture round. Robert joins Edward, Jeff and Zach to also discuss lessons and takeaways from the previous Proptech boom cycle, and how should foun…
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Climate Tech | How to Solve Real Estate's Greatest Challenge, with Measurabl CEO Matt Ellis
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Matt Ellis is the CEO of Measurabl, the world’s most widely adopted ESG solution for real estate. Customers use Measurabl to measure, manage, report, and act on ESG data on more than 15 billion square feet of commercial real estate across 92 countries. Measurabl empowers customers to optimize ESG performance, assess exposure to physical climate ris…
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Future of Office | The Boring Building Amenity That Makes CRE Investors Money, with Stuf CEO Kat Lau
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Katharine Lau is the CEO and Co-founder of Stuf, a self storage startup delivering modern, tech-enabled storage to consumers and businesses. Stuf partners with real estate owners to monetize basements, garages, and other spaces in commercial buildings as storage, creating new cash flow opportunities for landlords while providing neighborhoods with …
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Housing Crisis | Unlocking 2% Mortgages, with Roam Founder & CEO Raunaq Singh
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Raunaq Singh is the founder & CEO of Roam, the platform for purchasing a home with an assumable, low-rate mortgage included. Prior to founding Roam, Raunaq spent a decade in various product and operations roles across Uber, Opendoor and Culdesac. He received a Bachelor's degree in Political Economy from NYU and currently resides in New York City. (…
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Future of Office | Convene CEO Ryan Simonetti: Building the Largest Office Experience Provider, WeWork's Bankruptcy & Office Predictions for 2024
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Ryan Simonetti is the CEO and co-founder of Convene, a global hospitality company that owns and manages premium Meeting, Event & Workplace locations around the world. His unique expertise in real estate acquisitions, development, and finance has helped catapult Convene to become a pioneer in the commercial real estate industry. Ryan is also the co-…
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Housing Crisis | Jeff Bezos-backed Real Estate Company Allows Regular People to Invest in Rental Homes, with Arrived CEO Ryan Frazier
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Ryan Frazier is the Co-founder and CEO at Arrived Homes, the Real Estate tech company that Jeff Bezos and Marc Benioff invested in to make the wealth building potential of owning rental homes & vacation rentals more accessible. Ryan and the Arrived team believe they can do that by simplifying the process, and lowering the cost to get started. With …
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Housing Crisis | The Lawsuit That Will Change Real Estate Forever & Reimagining the Home Buying Experience, with Aalto CEO Nick Narodny
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Nick Narodny is the Founder and CEO at Aalto, a real estate marketplace that lets people buy and sell homes online. Nick previously co-founded Grovo, a microlearning company for real estate agents that was acquired by Cornerstone on Demand. Real Estate runs in the family for Nick, after being raised and inspired by his real estate agent mother and …
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Fundrise CEO Ben Miller on Real Estate & VC Investment Strategies, Macro Trends for 2024 & Building the Online Blackstone
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Ben Miller is the co-founder and CEO of Fundrise, the largest direct-to-consumer alternative asset manager in the US. Under his leadership, Fundrise has grown to over 2 million active users and over $3 billion in real estate private equity, private credit, and growth-stage venture capital. Ben also serves as Chairman of the Board of three publicly-…
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CRAs Are the Path From Digital Operating Activities to Moats (2 of 2) (201)
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This week’s podcast is Part 2 of Capabilities, Resources and Assets (CRAs). They are a key part of strategy. And link operating performance with structural advantages. Here is Part 1. 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 Consu…
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The 4 Pillars of Baidu's AI Cloud Strategy (2 of 2) (200)
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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: …
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Why iQIYI Is the GenAI Innovator to Watch in Video Entertainment (199)
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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…
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A Breakdown of Reddit's Really Simple Business Model (198)
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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…
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Baidu's AI Cloud Strategy Is Great. It's a Flywheel in Industry-Specific Intelligence. (197)
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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…
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3 Lessons from Alibaba Cloud’s AI and Big Data Summit (196)
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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 wr…
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Will Automatic Data Processing (ADP) Win Big in Human Capital and Non-Human Workforces? (195)
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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. Als…
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Future of Office | WeWork, Adam Neumann, & the Great Startup Delusion, with WSJ Best-seller Author Eliot Brown
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Eliot Brown is the co-author of The Cult of We (with Maureen Farrell), a WSJ best-selling book, and winner of the Financial Times, Fortune, and NPR Best Book of the Year Awards. Eliot covers startups and venture capital for The Wall Street Journal in London. He joined the Journal in 2010, when he was hired to cover commercial real estate in the wak…
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Why TikTok Shop is a Big Problem for Etsy (194)
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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 asse…
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Facebook Meta is Mostly 4 Networks and 2 Platforms (193)
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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 networks Audience-build…
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BYD Is Running China's "Manufacturing to the World” Playbook (192)
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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 abou…
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3 Factors Will Determine the Future of Verisign Inc. (191)
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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 B…
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Digital Strategy Lesson: CRAs Are the Path From Operating Activities to Competitive Advantage (1 of 2) (190)
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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 t…
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The 4 Digital Concepts Powering Salesforce, Inc. (Tech Strategy - Podcast 189)
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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: …
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The Arm Holdings' China Question (188)
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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…
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The 4 Digital Concepts Powering Arm Holdings (187)
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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 Holdin…
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