

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


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)
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...

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)
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