The Tech Strategy Podcast

The Tech Strategy Podcast

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AI Infrastructure Lessons from Our Visit to Huawei (269)

This week’s podcast is a summary of our visit to the Huawei AI Cloud exhibition in Shenzhen.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 ...  Afficher plus

What is the Cost of Maintaining the Correctness of a GenAI Service? (268)

This week’s podcast is about estimating the costs of providing GenAI products and services. And this is changing.

You can listen to this podcast <a href='https://jefftowson.com/2025/11/what-is-the-cost-of-maintaining-the-correctness-of-a-genai-service-tech-strategy-podca ...

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Lessons from My Visits to Xiaomi, Unitree and iQIYI (267)

This week’s podcast is about my trip to Xiaomi, Unitree and iQIYI.

You can listen to this podcast here, which has the slides and graphics mentioned. ...

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For Agentic Ecommerce Focus on the ABCs (Advisors, Brokers and Concierges) (266)

This week’s podcast is about AI Agents transforming ecommerce. Likely all commerce.

You can listen to this podcast here, whi ...

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Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260)

This week’s podcast is about why bundling (and cross-selling and upselling) are so powerful in digital. Plus, some thoughts on why data moats are mostly not real.

You can listen to this podcast <a href='https://jefftowson.com/2025/09/why-data-network-effects-and-data-sca ...

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