The Tech Strategy Podcast

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.
Support the show

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
Support the show

This week’s podcast is my watch list for what Alibaba is doing in AI Apps.
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 watching:
Qwen
DingTalk
Amap
Quark
Plus,
Accio and Aidge
Tmall and Taobao
Fliggy
Youku and Wan
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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.
Support the show

This week’s podcast is a summary of my approach to moats in digital businesses.
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.
Support the show

This week’s podcast has my take-aways from my Nov 2026 visit to Alibaba.
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 take-aways are:
“AI Plus Ecommerce” Is the Big Focus Domestically
The China Instant Commerce War Was Entertaining
The Instant Commerce War Strategically Important for Alibaba
Alibaba’s Liya and Digital KOLs Are Amazing
Alibaba’s “AI Plus Ecommerce” Is Going International. Definitely Try These.Accio
Aidge

The Alibaba AI Apps I Am WatchingDingTalk
Quark
Amap
Qwen
Wan
Tongyi Deep Research

6 Six Alibaba values
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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.
Support the show