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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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The eCommerce Sharehouse

Russell Steed & Emerson Hammer

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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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Tangent 💚 Proptech

Edward Cohen, Jeff Berman & Zach Aarons

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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…
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Marshall Cox is a PhD in Electrical Engineering, and the Founder and CEO at Kelvin, winner of the MIT Clean energy prize, the Popular Science Innovation Award, and the Verizon Powerful Answers award. The Kelvin team has developed a system that eliminates overheating in pre-war buildings. The system, called the Cozy, is a wireless, low-cost, and eas…
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Marcus Räder started his first company when he was 11 years old. Since then, he's been learning about the world of business, growing up in an environment where global communication and connectivity gets better each day. With 10 years of experience in EdTech and online marketing at various startups, he decided it was time to help others. By founding…
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Bryan McLaren is the Chairman & CEO at Zoned Properties, providing regulated Cannabis Real Estate and knowledge since 2014. Cannabis is now legal across 37 US states, and NYC's recent roll-out has put the industry under scrutiny. In this episode, Edward Cohen & Zach Aarons explore the opportunities for Commercial Real Estate investors and retail ow…
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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…
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Groundfloor is a private real estate lending marketplace open to non-accredited investors. Groundfloor opens the door to short-term, high-yield returns backed by real estate. Their platform brings together individual investors looking for short-term lending investments and borrowers looking for short-term financing for their specific real estate pr…
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RCKRBX is the first real estate SaaS platform that puts the voice of the renter at the Multifamily developer's and investor's fingertips, including across key investment, development, marketing, leasing, and management decision points. The platform delivers actionable intelligence around the preferences, priorities, attitudes, and viewpoints that d…
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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 C…
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Remen Okoruwa is product-minded leader who's working to unlock data for the property management industry. Remen and his co-founders met while they were working at Hubspot, and are now bringing their deep expertise about integrations to streamline Multifamily property management operations for all stakeholders. Propify (YC W23) recently raised $3.3M…
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As the Co-Founder of DXD Capital, Cory Sylvester brings 14 years of Real Estate & Finance expertise to revolutionize the Self Storage industry. Passionate about utilizing data and technology, Cory is building the largest platform for building and buying self storage facilities in the US. His Self Storage journey began with co-founding Radius+, a su…
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