All Episodes
The Tech Strategy Podcast — 282 episodes
What Matters in China Tech Right Now (282)
2 Problems with Scaling Agentic AI (281)
The First 1-Person Billion Dollar Firm!! MEDVi’s 5 Lessons in Agentic Ecommerce (280)
Moats and Marathons: Chapter 1 - Introduction (279)
My 5 Takeaways from Mobile World Congress 2026 (278)
3 Lessons from the Launch of Huawei’s GT Runner 2 Smartwatch in Madrid (277)
The Winners and Losers in Seedance’s Total Disruption of Hollywood (276)
Alibaba's 8 Big AI Apps (275)
How I Think About Digital Moats (274)
7 Take-Aways from My Visit to Alibaba (273)
My 4 Step GenAI Strategy (272)
7 Tech Predictions for 2026 (271)
Can Agentic Ecommerce Finally Fix Tourism and OTAs? (270)
AI Infrastructure Lessons from Our Visit to Huawei (269)
What is the Cost of Maintaining the Correctness of a GenAI Service? (268)
Lessons from My Visits to Xiaomi, Unitree and iQIYI (267)
For Agentic Ecommerce Focus on the ABCs (Advisors, Brokers and Concierges) (266)
Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260)
Habit Formation and 3 Other Psych Hacks You Can Copy from Gmail (258)
4 GenAI Take-Aways from Sangeet Choudary’s Book Reshuffle (257)
Master These 4 Topics to Win in Digital (264)
How to Build an Agentic AI Operating Model (263)
My Take-Aways from the Tencent AI Cloud Summit (262)
Understanding AI Infrastructure Part 1: Apps + AI, Saas + AI and AI Data Centers (265)
My Playbook for Data-Empowered Operations (261)
My Playbook for Digital Growth (259)
Cainiao's Big Growth Despite an Uncertain Strategy. An Example of Alibaba’s Management Playbook. (256)
Understanding Pinduoduo and Search vs. Engagement-Focused Ecommerce (255)
3 Lessons from My Visit to Tencent AI Cloud (254)
How Alibaba.com Re-Ignited Growth with the Alibaba Management Playbook (253)
How Amap Beat Baidu Maps. My Summary of the Alibaba Playbook. (252)
5 Things People Get Wrong about Scale Advantages, Economies of Scale and Moats (251)
Strategies for Fragmented (and Other Highly Competitive) Industries (250)
3 Take-Aways from My Visit to Tencent (249)
From Learning and Adaptation to Intelligence (248)
The 6 Pillars of Huawei’s “Cloud for AI” Strategy (247)
The Audience Builder Platforms Behind YouTube, TikTok and Instagram (246)
Lessons from My Visit to Alibaba Cloud (244)
Lessons from My Visit to Baidu Headquarters (243)
Lessons from My Visits to Xiaomi and Unitree Robotics (242)
An Introduction to WeRide (241)
Horizon Robotics and the Rise of Chinese AVs / Real World AI (240)
The Huawei Trifold Smartphone is Awesome. Why Is Huawei More Innovative than Apple? (239)
Start Launching AI Agent Pilots ASAP (238)
The China Tech Tsunami: How DeepSeek, BYD, TikTok and Others Are Replacing US Tech Leadership (237)
The 4 Engines of Alibaba's AI Plus Ecommerce Empire (236)
5 Things Everyone Gets Wrong About Economies of Scale (235)
3 Lessons from My Visit to Trip.com (234)
Why Threads Might Beat X-Twitter After All (233)
3 Take-Aways from My Interview with Alibaba Cloud (232)
Extreme Personalization: How GenAI Can Supercharge Customer Improvements (231)
3 Ecommerce Lessons from My Visits to China’s Digital Leaders (230)
How Cainiao Will Win in Smart Logistics Everywhere (229)
Why Beauty Ecommerce and Beauty Tech Are So Attractive (228)
Why Every Business Must Run a Personalization Marathon (227)
Everything is Politics Now: The Dark Side of Digital Networks (226)
My 6 Questions for Network Effects. And Its 4 Big Effects. (225)
Why TikTok Is More Powerful than Netflix. 5 Lessons from Consumer Video. (224)
3 Lessons from the Fall (and Maybe Rise) of Coinbase (223)
5 Reasons Travis Kalanick’s CloudKitchens Is Better Than Uber. In Theory. (222)
Is Profitable Kuaishou an Investment Opportunity? (221)
Porter's Five Forces and Why You Shouldn't Be an Influencer / KOL (220)
Can Bilibili Get to Sustainable Scale and Profits in Specialty Video? (219)
The 3 Growth Engines of Lazada (218)
Fans, Collectors and Gamblers: The Consumer Behaviors of Pop Mart (217)
How Ashley Dudarenok Grew 2 China-Focused Digital Businesses (Growth Tactics Podcast)
5 Things I Love About the HubSpot Business Model (Sort of) (216)
Is GenAI Disrupting Salesforce? (215)
The 3 Steps of a Digital Attacker Strategy (214)
4 Tech Investing Lessons from Constellation Software (213)
How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series)
Why Microsoft's Bundles Are So Powerful. As Slack Found Out. (212)
How to Build Barriers to Entry with GenAI and Intelligence (211)
My Generative AI Playbook: Step 2 (210)
iQIYI's Playbook for Tech-Empowered Entertainment (209)
Lessons from Visits to JD, iQIYI and Huawei (208)
Alibaba’s Generative AI Strategy (207)
Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (206)
Huawei Is Building the New Data Architecture of Generative AI. Plus, Baidu's New Agent Builder. (205)
How to Build GenAI into Operations - Part 2 (204)
A Framework for GenAI Strategy - Part 1 (203)
The 3 EV Business Models of BYD, Xiaomi and Tesla (202)
CRAs Are the Path From Digital Operating Activities to Moats (2 of 2) (201)
The 4 Pillars of Baidu's AI Cloud Strategy (2 of 2) (200)
Why iQIYI Is the GenAI Innovator to Watch in Video Entertainment (199)
A Breakdown of Reddit's Really Simple Business Model (198)
Baidu's AI Cloud Strategy Is Great. It's a Flywheel in Industry-Specific Intelligence. (197)
3 Lessons from Alibaba Cloud’s AI and Big Data Summit (196)
Will Automatic Data Processing (ADP) Win Big in Human Capital and Non-Human Workforces? (195)
Why TikTok Shop is a Big Problem for Etsy (194)
Facebook Meta is Mostly 4 Networks and 2 Platforms (193)
BYD Is Running China's "Manufacturing to the World” Playbook (192)
3 Factors Will Determine the Future of Verisign Inc. (191)
Digital Strategy Lesson: CRAs Are the Path From Operating Activities to Competitive Advantage (1 of 2) (190)
The 4 Digital Concepts Powering Salesforce, Inc. (Tech Strategy - Podcast 189)
The Arm Holdings' China Question (188)
The 4 Digital Concepts Powering Arm Holdings (187)
Digital Strategy Lesson: An Intro to the Digital Operating Basics (Part 2 of 2) (186)
Digital Strategy Lesson: An Intro to the Digital Operating Basics (Part 1 of 2) (185)
Digital Strategy Lesson: An Introduction to Rate of Learning (184)
3 Things I'm Watching for on Singles' Day (183)
5 Ways 5G and 5.5G Are Game Changers for Business (182)
Is Life Just AI Agents Plus Gaming Engines? (181)
Huawei's New AI Tech Stack and "All Intelligence" Strategy (180)
3 Take-Aways from My Interview with Lazada CEO James Dong. And CTO Howard Wang (179)
My Predictions for Apple vs. Huawei in China (178)
JD's Big Play for Low Cost China (177)
Understanding Hyper-Politicized China (176)
3 Rules for Winning Big in Digital (175)
3 Strategy Lessons from My Visit to Ant (174)
The Sexy But Dangerous Economics of Digital (173)
What's Next for iQIYI and Video Entertainment? (172)
Threads Will Beat Twitter (Assuming Good Engagement and Product Market Fit) (171)
Huawei Launches 5.5G. Plus, Lessons from the Shanghai Mobile World Conference. (170)
3 Strategy Lessons from My Visit to ByteDance (169)
3 Digital Strategy Lessons from Epic Games and NetEase (168)
How WeChat Became the Everything App (167)
4 Insights from the Head of JD Smart Logistics Park (166)
3 Steps to Supercharge Your Business and Career with Generative AI (165)
Yes, OpenAI and Google Will Likely Have Moats in Generative AI (164)
AutoGPT: The Rise of Digital Agents and Non-Human Platforms & Business Models (163)
AutoGPT and Other Tech I Am Super Excited About (162)
Why TikTok and Shein Won Internationally. And Why WeChat and Kuaishou Didn't (161).
3 Lessons from Huawei's 2022 Financial Report (160)
Why American Citizens Must Protect TikTok (For Now) (159)
NFX’s 16 Network Effects. Plus, Embedding and Other Small Digital Stuff (158)
Why Prediction and Machine Learning Are Not Competitive Advantages Yet (157)
Dingdong, Grab and the Struggle for Profits in Ecommerce Services (156)
Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (155)
Monster Energy and How CPG Brands Can Win in Digital (154)
Generative AI's 5 Digital Superpowers (153)
How Generative AI Is Going to Disrupt YouTube and TikTok (152)
4 Types of Intangible Assets in Digital Businesses (151)
Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (150)
4 Rules for CPG Brands Going Digital. Lessons from AB InBev, Nike, and Zé Delivery. (149)
My Valuation for Microsoft (148)
Mercado Libre vs. Magazine Luiza / Magalu in Brazil is an Awesome Strategy Question (147)
ChatGPT and the New Machine Human Interface (146)
Elon Musk's Strategy for Twitter is to Supercharge Performance - And Then 10x the Product (145)
Why Most Incumbents Should Forget About Platforms and Build Consumption Ecosystems (144)
What Grab Can Learn from Amazon About Growth - and Not From Meta (143)
Lessons in Purchasing Economies from Costco, JD and Pinduoduo (142)
Snowflake, Alibaba and My 3 Favorite Cloud Business Models (141)
3 Strategy Questions for Magazine Luiza / Magalu in Brazil (140)
How AB InBev and Zé Delivery Are Changing Ecommerce in Beverages (139)
3 Big Digital Changes in Retail and Ecommerce (138)
Steam, Garena and Specialty Gaming Business Models (137)
Why I Don't Like Netflix, Singapore Press and Most Digital Content Businesses (136)
Why Economies of Scale Is Still the Default Digital Strategy (135)
Lessons in Digital Operating Basics 5 and 6 from Majid Al Futtaim (134)
The 5 Important Concepts of Web3 (133)
Powerful New Digital Business Models by Walgreens and Ping An Good Doctor (132)
Amazon, Tencent and When Rate of Learning Becomes a Competitive Advantage (131)
What Xiaomi Can Learn About Strategy from Apple and Amazon (130)
Get Ready for Alipay+ and Ant Group 2.0 (129)
Why GE Failed in Digital (For Now) (128)
Can Elon Musk Fix Twitter and Save Civilization? (127)
Two Frameworks for Predicting Tech Disruption (126)
Amazon's Moat in Ecommerce is Growing. But Falling in Video. Just Like for Netflix. (125)
What Amazon Should Copy From Alibaba and Pinduoduo (124)
Will GoTo "Win it All" in Indonesia? (123)
Don't Underestimate Growth Plus the Digital Operating Basics (122)
Will Southeast Asian Grab Become Meituan or Didi? (121)
Why Uniswap's Protocol Is a Threat to Coinbase's PPH Marketplace (120)
An Intro to Customer Capture as a Competitive Advantage in Digital (119)
Alibaba, WeChat and How Nike Won as a Platform Participant in China (118)
Coinbase and How Web 3.0 Is Different (117)
5 Predictions for Nubank 2.0 (116)
How Digital Is Wrecking Havoc on Barriers to Entry (115)
Two Big Questions About SenseTime and AI Software Business Models (114)
Huawei's 4 Big Thailand Projects. My Interview with CEO Abel Deng. (113)
Snowflake, Confluent and 4 Types of Coordination Platforms (112)
Kroger and Part 2 on the External View and Base Rates (111)
An Intro to ANE Logistics and Franchised Physical Networks (110)
Berkshire-Invested Stone Co Has Now Dropped +80% in 2021 (109)
Tuya and How to Predict the Winners in Specialty Enterprise (108)
7 Things Everyone Is Getting Wrong About Alibaba Singles' Day (107)
Snowflake, Tuya and the Fight for Dominant Design in Cloud (106)
What Everyone is Getting Wrong About Snowflake (105)
Core vs. Adjacency Growth in Digital Businesses (104)
Info Dictators and Why Mark Zuckerberg Will Choose the Next President (103)
Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (102)
Why DCF Sucks for Digital Valuation. (101)
How Hillhouse Capital Invests In and Digitizes Chinese Companies. (100)
More Lessons in Digital Operating Basics from Ram Charan. Part 2 of 2 on “Rethinking Competitive Advantage”. (99)
Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (98)
Pinduoduo, Etsy, and OTC: How Specialty Ecommerce Can Thrive Against the Giants. (97)
What Worries Me About Alibaba Long-Term (96)
4 Reasons Why Didi and Ctrip Should Merge (95)
China Discussion with Kevin O'Leary. Plus Foodpanda, Digital Basics and the Standard Digital Playbook. (94)
How to Profit from Politics in China Tech (93)
How to Assess Political Risk in China Tech (92)
Lessons from Warren Buffett on Compounding and Competitive Advantage (91)
Can Dingdong Win in Groceries and Specialty Ecommerce? (90)
Truck Alliance’s Fight to Build Complicated Network Effects (89)
Skillz vs. Electronic Arts. And the Emergence of Digital Sin Stocks. (88)
Why Didi is Dominant But Still Unprofitable (87)
Ant Financial and the 3 Types of Network Effects (86)
Switching Costs, Wabco and Buffett's Critical Companies (85)
JD Logistics vs. DHL in Smart, IOT Logistics (84)
Shein Is Low-Priced DTC Apparel at the Speed of Algorithms. Is This a New Moat or Just Table Stakes? (83)
Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (82)
Adobe Inc. and the Power of Old School Software Economics (81)
Evil Moats: Tech-Created Habits and the Hijacking of Consumer Minds (80)
China's New OMO Platforms: Alibaba, Sun Art and Beike (79)
What is the Worst Case Scenario for Alibaba? (78)
Don’t Overvalue Cool China Tactics: Community Group Buying, Blind Boxes and Influencer Marketing. (77)
Can Baidu Thrive As a Stand-Alone Search Engine? (76)
My 9 Investment Standard Questions (75)
Fiverr and the Classic Marketplace Platform Playbook (74)
Can Huawei's HarmonyOS Break Android's Monopoly? (73)
Can JD, Alibaba and New Retail Go International? My Interview With the CEO of JD Central Thailand. (72)
Will JD Logistics Become a New Type of Ecosystem? (71)
How Coupang Is Building a Competitive Fortress in South Korea (70)
Why Revenue Scale and Operating Leverage Are Different for Software vs. AI. (69)
Is Roblox Going to Be the Next TikTok? Plus the Kuaishou IPO. (68)
The 3 Real Effects of Network Effects. Plus So-Young's Cool Marketplace. (67)
Pay Attention to the Potential Value of WeChat Mini Programs. (66)
The Difference Between Competitive Advantages and 7 Powers (65)
Economies of Scale and Switching Costs According to 7 Powers (64)
4 Problems with Michael Porter's 5 Forces (63)
4 Problems with Hamilton Helmer’s 7 Powers (62)
What Ant Financial Tells Us About the Future of Square. Plus, Why The External View Is So Hard in Digital. (61)
Tesla vs. Nio - And Why First Mover Advantage in Tech Can Suck. (60)
Airbnb Is Going to Get Crushed in Asia. Rethink Your Valuation. (59)
Introduction to Innovation, Elon Musk and Android's Dominant Design. (58)
Alibaba, Android and The Emerging Art of Ecosystem Management. (57)
Forget the "Alibaba Ecosystem". It's About Collaboration-Based Industries and Business Models. (56)
How Digital Creates and Destroys Competitive Advantage. Digital Economics II. (55)
5 Trends That Will Power Digital China / Asia for the Next Decade (54)
Digital Economics II: Why Pricing Is Getting Both Complicated and Critical. (53)
Why the Bytedance "Attention Factory" Is a Threat to Facebook (52)
The Fight Between Alibaba Cloud, AWS and Friedrich Hayek (51)
What is Alibaba's Best Growth Strategy? (50)
Ant Financial and the Sustained Innovation Trap of Network Effects (3 of 3) (49)
Adaptation, Innovation and Resilience at Alibaba. A Discussion with BCG's Martin Reeves. (2 of 3) (48)
How Ant Financial / Ant Group is Revolutionizing Finance (1 of 3) (47)
What is the Secret of Pinduoduo’s Success? (2 of 2) (46)
What is the Secret of Pinduoduo’s Success? With Matthew Brennan and Elliott Zaagman. (1 of 2) (45)
Can Xiaomi or Meitu Win as Platforms / Ecosystems? (2 of 2) (44)
Xiaomi, Meitu and Why Platforms Fail (1 of 2) (43)
Tencent Buys Sogou. Plus More Digital and Information Economics (42)
3 Ways Network Effects Suck (41)
Why Lazada vs. Shopee Is Faster Horse vs. Better Jockey (40)
What TikTok Can Learn From Huawei About the Role of the State (39)
Will Farfetch or Secoo Win in Luxury Ecommerce in China? (38)
Companies Can Have Digital Superpowers: Lazada vs. Grab. Luckin vs. Hellobike. (37)
WeChat, TikTok and Capturing the Consumer Mind in a Digital Age (36)
How Should Education Companies Like New Oriental Respond to AI Digital Natives Like LAIX? (35)
Huawei, Luckin and the SMILE Marathon (34)
3 Ways AI Is Transforming Fashion: My Interview with JD Vice President of Cloud & AI (33)
Grab vs. GoJek vs. Lazada: Who Will Win in Services in SE Asia? (32)
Products with Personalities? My Interview with JD About Conversational AI (31)
Should Starbucks Buy Luckin Coffee? Should Alibaba? HeyTea? (30)
Can Shopee / Garena Beat Lazada? Tencent vs. Alibaba In SE Asia. (29)
How Big Will Ant Financial / Alipay Become? (28)
How Can Meituan Compete with Alibaba? And Prepare for Next Gen Services Marketplaces? (27)
Is Baidu the New AT&T? The Basics of Physical vs. Virtual Networks. (26)
Alibaba to Lazada: The Stunning Future of Interconnected Asia (25)
My Interview With Huawei About Their 2019 Financials. Plus Fraud at Luckin Coffee. (24)
Why Didi Needs Driver Switching Costs. Uber Too. (23)
Meituan vs. Ctrip vs. Alibaba: Who Will Win in China Services? (22)
What Is the Secret of Zoom’s Success in Video Communications? (21)
What Is the Secret of TikTok / Douyin’s Success? (20)
The Coronavirus Quarantine Economy Is Supercharging Taobao Live & the China Digital Consumer Network (19)
JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (18)
How Should Huawei's Smartphone Business Respond to the US Tech Ban? Part 2 (17)
Review: Why Digital Platforms Are The Super Predators of Business (16)
Review: The Sexy But Dangerous Economics of Digital (15)
How Should Huawei Have Responded to the US Tech Ban? Part 1 (14)
My Visit to WeChat and Why They Are Smarter Than Apple and Facebook (13)
Why Digital Is Disrupting Business, Politics, Culture and Society (11)
My Visit to JD's E-Space: Is It a Game Changer for Department Stores in China? (10)
3 Lessons from Hotpot with Huawei Chairman Guo Ping (9)
Why Did Ofo Fail? What Should They Have Done? (8)
Should Vipshop Build a Logistics Network Like JD? (7)
Will Luckin, Mobike, Didi or WeWork Ever Be Profitable? (6)
Behind the Scenes with Alibaba on Singles' Day (5)
How Did Alibaba Beat Everyone? Products vs. Digital Platforms (4)
How Should Starbucks China Have Responded to Luckin Coffee? (3)
What Should Giant Bicycles Have Done About Mobike, Ofo and China Bike-Sharing? (2)
Introduction to Jeff's Asia Tech Class (1)