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Jeffrey Towson · Technology

The Tech Strategy Podcast

We help digital AI businesses build competitive moats. And launch agentic initiatives fast. Hosted by a professor and founder of Agentic Org Now , the Tech Strategy Podcast delivers deep dives into digital strategy, platform economics, and emerging agentic business models. Episodes combine lessons from tech giants (mostly Asian) and practical frameworks for management teams. No guest interviews. No PR fluff. Just strategic analysis and lessons. You can subscribe to The Agentic Frontier Email and get your free book at AgenticOrgNow.com . Disclaimer: For educational purposes only. Not investment advice.

Episodes

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Core vs. Adjacency Growth in Digital Businesses (104)

19 Oct 2021
1h 2m
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Info Dictators and Why Mark Zuckerberg Will Choose the Next President (103)

12 Oct 2021
47m
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Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (102)

04 Oct 2021
41m
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Why DCF Sucks for Digital Valuation. (101)

28 Sep 2021
42m
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How Hillhouse Capital Invests In and Digitizes Chinese Companies. (100)

19 Sep 2021
38m
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More Lessons in Digital Operating Basics from Ram Charan. Part 2 of 2 on “Rethinking Competitive Advantage”. (99)

12 Sep 2021
50m
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Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (98)

06 Sep 2021
50m
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Pinduoduo, Etsy, and OTC: How Specialty Ecommerce Can Thrive Against the Giants. (97)

29 Aug 2021
53m
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What Worries Me About Alibaba Long-Term (96)

22 Aug 2021
39m
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4 Reasons Why Didi and Ctrip Should Merge (95)

15 Aug 2021
41m
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China Discussion with Kevin O'Leary. Plus Foodpanda, Digital Basics and the Standard Digital Playbook. (94)

09 Aug 2021
48m
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How to Profit from Politics in China Tech (93)

04 Aug 2021
49m
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How to Assess Political Risk in China Tech (92)

26 Jul 2021
43m
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Lessons from Warren Buffett on Compounding and Competitive Advantage (91)

20 Jul 2021
40m
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Can Dingdong Win in Groceries and Specialty Ecommerce? (90)

13 Jul 2021
48m
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Truck Alliance’s Fight to Build Complicated Network Effects (89)

05 Jul 2021
1h 0m
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Skillz vs. Electronic Arts. And the Emergence of Digital Sin Stocks. (88)

29 Jun 2021
53m
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Why Didi is Dominant But Still Unprofitable (87)

21 Jun 2021
55m
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Ant Financial and the 3 Types of Network Effects (86)

16 Jun 2021
56m
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Switching Costs, Wabco and Buffett's Critical Companies (85)

07 Jun 2021
46m
Page 11

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