Best Jeff Towson Podcasts (2024)

1
How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series) 33:10

7d ago33:10

33:10

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 …

1
Why Microsoft's Bundles Are So Powerful. As Slack Found Out. (212) 44:39

8d ago44:39

44:39

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…

1
How to Build Barriers to Entry with GenAI and Intelligence (211) 42:50

14d ago42:50

42:50

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…

1
My Generative AI Playbook: Step 2 (210) 43:17

20d ago43:17

43:17

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…

1
iQIYI's Playbook for Tech-Empowered Entertainment (209) 31:13

29d ago31:13

31:13

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…

1
Lessons from Visits to JD, iQIYI and Huawei (208) 23:22

1M ago23:22

23:22

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…

1
Alibaba’s Generative AI Strategy (207) 42:06

2M ago42:06

42:06

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…

1
Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (206) 27:28

2M ago27:28

27:28

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…

1
Huawei Is Building the New Data Architecture of Generative AI. Plus, Baidu's New Agent Builder. (205) 38:04

2M ago38:04

38:04

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…

1
How to Build GenAI into Operations - Part 2 (204) 39:22

3M ago39:22

39:22

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…

1
A Framework for GenAI Strategy - Part 1 (203) 44:07

3M ago44:07

44:07

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…

1
The 3 EV Business Models of BYD, Xiaomi and Tesla (202) 34:11

3M ago34:11

34:11

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…

1
CRAs Are the Path From Digital Operating Activities to Moats (2 of 2) (201) 38:49

7M ago38:49

38:49

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…

1
The 4 Pillars of Baidu's AI Cloud Strategy (2 of 2) (200) 40:12

7M ago40:12

40:12

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: …

1
Why iQIYI Is the GenAI Innovator to Watch in Video Entertainment (199) 41:15

7M ago41:15

41:15

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…

1
A Breakdown of Reddit's Really Simple Business Model (198) 50:06

7M ago50:06

50:06

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…

1
Baidu's AI Cloud Strategy Is Great. It's a Flywheel in Industry-Specific Intelligence. (197) 35:53

7M ago35:53

35:53

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…

1
3 Lessons from Alibaba Cloud’s AI and Big Data Summit (196) 34:21

7M ago34:21

34:21

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…

1
Will Automatic Data Processing (ADP) Win Big in Human Capital and Non-Human Workforces? (195) 49:51

7M ago49:51

49:51

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…

1
Why TikTok Shop is a Big Problem for Etsy (194) 43:02

7M ago43:02

43:02

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…

1
Facebook Meta is Mostly 4 Networks and 2 Platforms (193) 38:10

7M ago38:10

38:10

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…

1
BYD Is Running China's "Manufacturing to the World” Playbook (192) 37:37

7M ago37:37

37:37

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…

1
3 Factors Will Determine the Future of Verisign Inc. (191) 39:44

7M ago39:44

39:44

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…

1
Digital Strategy Lesson: CRAs Are the Path From Operating Activities to Competitive Advantage (1 of 2) (190) 26:56

7M ago26:56

26:56

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…

1
The 4 Digital Concepts Powering Salesforce, Inc. (Tech Strategy - Podcast 189) 41:24

7M ago41:24

41:24

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: …

1
The Arm Holdings' China Question (188) 33:22

7M ago33:22

33:22

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…

1
The 4 Digital Concepts Powering Arm Holdings (187) 39:51

7M ago39:51

39:51

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…

1
Digital Strategy Lesson: An Intro to the Digital Operating Basics (Part 2 of 2) (186) 29:03

7M ago29:03

29:03

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…

1
Digital Strategy Lesson: An Intro to the Digital Operating Basics (Part 1 of 2) (185) 30:02

8M ago30:02

30:02

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…

1
Digital Strategy Lesson: An Introduction to Rate of Learning (184) 25:33

8M ago25:33

25:33

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…

1
3 Things I'm Watching for on Singles' Day (183) 29:31

9M ago29:31

29:31

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 c…

1
5 Ways 5G and 5.5G Are Game Changers for Business (182) 39:12

9M ago39:12

39:12

This week’s podcast is about 5G and 5.5G (also called 5G-Advanced). This is a short-list of scenarios where they are going to have a big impact. 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 Te…

1
Is Life Just AI Agents Plus Gaming Engines? (181) 34:51

9M ago34:51

34:51

This week’s podcast is about digital and AI agents. This will lead to the emergence of non-human platforms and business models. 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 …

1
Huawei's New AI Tech Stack and "All Intelligence" Strategy (180) 38:33

10M ago38:33

38:33

This week’s podcast is about Huawei's new AI tech stack, which is impressive in its ability to provide end-to-end solutions. Also their new "All Intelligence" Strategy. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and …

1
3 Take-Aways from My Interview with Lazada CEO James Dong. And CTO Howard Wang (179) 42:59

10M ago42:59

42:59

This week’s podcast is about my interviews with Lazada CEO James Dong and CTO Howard Wang. Here are my 3 three take-aways. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us a…

1
My Predictions for Apple vs. Huawei in China (178) 47:07

10M ago47:07

47:07

This week’s podcast is about the high profile events at both Apple and Huawei in China this month. Here’s my breakdown on what it means. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business…

1
JD's Big Play for Low Cost China (177) 39:21

10M ago39:21

39:21

This week’s podcast is about some big moves at JD.com - especially their big strategic move to go after the low-cost market of China. Here's my breakdown on what it means. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy a…

1
Understanding Hyper-Politicized China (176) 43:16

11M ago43:16

43:16

This week’s podcast is about the current hyper-politicization of all things China. It's my take for assessing what it means. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us…

1
3 Rules for Winning Big in Digital (175) 34:58

11M ago34:58

34:58

This week’s podcast is about digital transformation, which is a long-term and complicated effort by established companies. This podcast is about what really matters. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and tra…

1
3 Strategy Lessons from My Visit to Ant (174) 35:25

11M ago35:25

35:25

This week’s podcast is about my visit to Ant Group. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. -------- I write, speak and consult about how to…

1
The Sexy But Dangerous Economics of Digital (173) 32:27

11M ago32:27

32:27

This week’s podcast is about digital / information economics. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. —-- Related articles: Can ByteDance Br…

1
What's Next for iQIYI and Video Entertainment? (172) 36:46

12M ago36:46

36:46

This week's podcast is about my visit to iQIYI. And what I think is coming next for video entertainment under major digital disruption. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business,…

1
Threads Will Beat Twitter (Assuming Good Engagement and Product Market Fit) (171) 43:48

12M ago43:48

43:48

This week’s podcast is about the recent launch of Threads, Meta's clone of Twitter. My assessment is that Threads will likely beat Twitter. However, this depends on Treads getting product market fit. They have to get and retain actual engagement at significant. If that doesn't happen, then none of my strategy analysis matters. You can listen to thi…

1
Huawei Launches 5.5G. Plus, Lessons from the Shanghai Mobile World Conference. (170) 30:19

1y ago30:19

30:19

This week’s podcast is about my visit to the Shanghai Mobile World Conference. And the Huawei 5.5G R&D Center. These are my takeaways for what is going to happen next in digital infrastructure. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talk…

1
3 Strategy Lessons from My Visit to ByteDance (169) 42:44

1y ago42:44

42:44

This week’s podcast is about my visit to ByteDance, which is just a fascinating company. Lots of good lessons that I will be writing about. Two clarifications: This was a visit to a ByteDance office. Which is a different group than TikTok. The ecommerce GMV numbers cited are from external reports - and not ByteDance or TikTok. And these numbers are…

1
3 Digital Strategy Lessons from Epic Games and NetEase (168) 44:00

1y ago44:00

44:00

This week’s podcast is about NetEase and how gaming ecosystems (like Epic Games) have lots of important digital strategy lessons. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you are interesting in discussing your digital strategy, please contact us at TechMoat Co…

1
How WeChat Became the Everything App (167) 44:55

1y ago44:55

44:55

This week’s podcast is about WeChat, which really has reached a level of daily usage that makes it the "everything app". Here is my breakdown on how it got there strategically. 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, with…

1
4 Insights from the Head of JD Smart Logistics Park (166) 44:09

1y ago44:09

44:09

This week’s podcast is about JD Logistics, which is building a smart logistics network at China scale. I spoke to one of its heads and this is what I learned. 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 th…

1
3 Steps to Supercharge Your Business and Career with Generative AI (165) 42:09

1y ago42:09

42:09

This week’s podcast is about how generative AI can start improving your business and career. 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 three things you can (should) do right now: Step 1: Develop Staff and Skill…

1
Yes, OpenAI and Google Will Likely Have Moats in Generative AI (164) 46:25

1y ago46:25

46:25

This week’s podcast is about the generative AI foundation models of OpenAI and Google. Will they have competitive defenses? Especially against open source. 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 two arti…

Podcasts Worth a Listen

Jeff Towson Podcasts

Podcasts Worth a Listen

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