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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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JD Logistics vs. DHL in Smart, IOT Logistics (84)

03 Jun 2021
40m
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Shein Is Low-Priced DTC Apparel at the Speed of Algorithms. Is This a New Moat or Just Table Stakes? (83)

25 May 2021
51m
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Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (82)

17 May 2021
53m
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Adobe Inc. and the Power of Old School Software Economics (81)

10 May 2021
59m
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Evil Moats: Tech-Created Habits and the Hijacking of Consumer Minds (80)

01 May 2021
45m
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China's New OMO Platforms: Alibaba, Sun Art and Beike (79)

25 Apr 2021
49m
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What is the Worst Case Scenario for Alibaba? (78)

18 Apr 2021
47m
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Don’t Overvalue Cool China Tactics: Community Group Buying, Blind Boxes and Influencer Marketing. (77)

11 Apr 2021
55m
AI processed

In this episode of Asia Tech Strategy, Jeff Towson discusses the importance of not overvaluing "cool China tactics" such as community group buying, blind boxes, and influencer marketing. He shares insights from Li Lu's investment strategy, emphasizing the dynamic and innovative nature of China's consumer market. Towson...

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Can Baidu Thrive As a Stand-Alone Search Engine? (76)

04 Apr 2021
51m
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My 9 Investment Standard Questions (75)

28 Mar 2021
58m
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Fiverr and the Classic Marketplace Platform Playbook (74)

21 Mar 2021
53m
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Can Huawei's HarmonyOS Break Android's Monopoly? (73)

14 Mar 2021
56m
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Can JD, Alibaba and New Retail Go International? My Interview With the CEO of JD Central Thailand. (72)

08 Mar 2021
1h 6m
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Will JD Logistics Become a New Type of Ecosystem? (71)

28 Feb 2021
1h 2m
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How Coupang Is Building a Competitive Fortress in South Korea (70)

21 Feb 2021
49m
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Why Revenue Scale and Operating Leverage Are Different for Software vs. AI. (69)

14 Feb 2021
44m
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Is Roblox Going to Be the Next TikTok? Plus the Kuaishou IPO. (68)

07 Feb 2021
57m
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The 3 Real Effects of Network Effects. Plus So-Young's Cool Marketplace. (67)

31 Jan 2021
1h 3m
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Pay Attention to the Potential Value of WeChat Mini Programs. (66)

24 Jan 2021
1h 2m
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The Difference Between Competitive Advantages and 7 Powers (65)

17 Jan 2021
1h 1m
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