Is Profitable Kuaishou an Investment Opportun...

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 T ...  Show more

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.Th ...  Show more

That’s one of the challenges with this space is that we do have a level of disorganization that we are working to try and unify, but we also have to remember the value of the podcast industry is the individual contributor. It is beautiful that we can all get together as an indust ...  Show more

Hello and welcome back to Equity, a podcast about the business of startups, where we unpack the numbers and nuance behind the headlines. This is our Wednesday show, where we niche down to a single topic, think about a question and unpack the rest. This week, Natasha and Alex aske ...  Show more

Hello and welcome back to Equity, a podcast about the business of startups, where we unpack the numbers and nuance behind the headlines. This is our Wednesday show, where we niche down to a single topic, think about a question and unpack the rest. This week, Natasha and Alex aske ...  Show more

Not all consumer attention is created equal—that’s a critical lesson from McKinsey’s recent report on content creation and monetization. On this episode of The McKinsey Podcast, McKinsey Senior Partner Kabir Ahuja speaks with Editorial Director Roberta Fusaro about something call ...  Show more