Best Jeffrey Towson Podcasts (2025)

1
The Audience Builder Platforms Behind YouTube, TikTok and Instagram (246) 48:07

14d ago48:07

48:07

This week’s podcast is about audience builder platforms. 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. Here are the main points: Misconception 1: Audience Builder Platforms Are Just Conte…

1
Lessons from My Visit to Alibaba Cloud (244) 49:23

25d ago49:23

49:23

This week’s podcast is about my visit to Alibaba Cloud headquarters in Hangzhou. 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. Here are the main points: 1-Social and community platform co…

1
Lessons from My Visit to Baidu Headquarters (243) 29:08

1M ago29:08

29:08

This week’s podcast is about my visit to Baidu. 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. -------- I write, speak and consult about how to win (and not lose) in digital strategy and t…

1
Lessons from My Visits to Xiaomi and Unitree Robotics (242) 53:01

2M ago53:01

53:01

This week’s podcast is about my visits to Xiaomi and Horizon Robotics. 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. Lessons from Xiaomi Consumption ecosystem. Car, person, home High perf…

1
An Introduction to WeRide (241) 36:14

2M ago36:14

36:14

This week’s podcast is about WeRide. And about real-world AI. 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. Major Factors: Tech capabilities and progress Commercialization and adoption of…

1
Horizon Robotics and the Rise of Chinese AVs / Real World AI (240) 58:00

2M ago58:00

58:00

This week’s podcast is about Horizon Robotics. And about real-world AI. Especially when coming out of China. I am also trying to figure out how ecosystems of developers can become strengths for business. Especially when amplified by open-source. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTun…

1
The Huawei Trifold Smartphone is Awesome. Why Is Huawei More Innovative than Apple? (239) 41:56

3M ago41:56

41:56

This week’s podcast is about Huawei's next products. And why they are so much more innovative than Apple. 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. ------- I write, speak and consult …

1
Start Launching AI Agent Pilots ASAP (238) 45:17

3M ago45:17

45:17

This week’s podcast is about what businesses should know about AI Agents. 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. --------- I write, speak and consult about how to win (and not lose…

1
The China Tech Tsunami: How DeepSeek, BYD, TikTok and Others Are Replacing US Tech Leadership (237) 47:26

4M ago47:26

47:26

This week’s podcast is about the recent wave of Chinese tech companies that is shocking Western businesses and politicians. 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. The mega-trends t…

1
The 4 Engines of Alibaba's AI Plus Ecommerce Empire (236) 35:50

4M ago35:50

35:50

This week’s podcast is about 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. Here are the 4 engines: Re-Igniting Growth in Their Now Re-Organized Ecommerce Business Accelerating th…

1
5 Things Everyone Gets Wrong About Economies of Scale (235) 31:52

4M ago31:52

31:52

This week’s podcast is about economies of scale. 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. Here are the 5 things everyone gets wrong: 1 - Not breaking economies of scale into its mult…

1
3 Lessons from My Visit to Trip.com (234) 33:37

5M ago33:37

33:37

This week’s podcast is about my visit to Trip.com in Shanghai. 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. ------- I write, speak and consult about how to win (and not lose) in digital …

1
Why Threads Might Beat X-Twitter After All (233) 42:16

5M ago42:16

42:16

This week’s podcast is about Threads (Meta Facebook) vs. X (Twitter). 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. —— I write, speak and consult about how to win (and not lose) in digita…

1
3 Take-Aways from My Interview with Alibaba Cloud (232) 31:23

5M ago31:23

31:23

This week’s podcast is about my interview with Dongliang Guo, Head of International at Alibaba Cloud. 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. Here are my 3 take-aways: Take-Away 1: …

1
Extreme Personalization: How GenAI Can Supercharge Customer Improvements (231) 35:43

5M ago35:43

35:43

This week’s podcast is my playbook for Extreme Personalization. And how generative AI can supercharge never-ending customer improvements. 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. Her…

1
3 Ecommerce Lessons from My Visits to China’s Digital Leaders (230) 33:24

5M ago33:24

33:24

This week’s podcast is what I learned about ecommerce from my visits to China's leading players. 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 the Tech Tours. Lesson 1: GenAI Is accelerating and intensif…

1
How Cainiao Will Win in Smart Logistics Everywhere (229) 38:27

6M ago38:27

38:27

This week’s podcast is about how Cainiao is expanding internationally with smart logistics. 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 the Tech Tour. -------- I write, speak and consult about how to w…

1
Why Beauty Ecommerce and Beauty Tech Are So Attractive (228) 38:10

6M ago38:10

38:10

This week’s podcast is about why I like beauty ecommerce. And beauty tech. 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 the Tech Tours. There are five points. An attractive space. With lots of interesti…

1
Why Every Business Must Run a Personalization Marathon (227) 37:29

6M ago37:29

37:29

This week’s podcast is about personalization and never-ending customer improvements. This is a key operating activity. And sometimes it is a digital marathon that can create an operating advantage. 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 …

1
Everything is Politics Now: The Dark Side of Digital Networks (226) 38:31

7M ago38:31

38:31

This week’s podcast is about how non-rational behavior plays out products / services, consumer behavior and network effects. Digital tools are making tribal and belief network effects more sophisticated, surgical and powerful. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podca…

1
My 6 Questions for Network Effects. And Its 4 Big Effects. (225) 36:38

7M ago36:38

36:38

This week’s podcast is about network effects. And my 6 questions to look for. 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 the Tech Tour. Here are the 4 network effects questions: What is the asymptotic…

1
Why TikTok Is More Powerful than Netflix. 5 Lessons from Consumer Video. (224) 41:48

7M ago41:48

41:48

This week’s podcast is about TikTok vs. Netflix. And how consumer behavior combines with digital tools in the video space. 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 the Tech Tour. Here is the intervi…

1
3 Lessons from the Fall (and Maybe Rise) of Coinbase (223) 46:37

8M ago46:37

46:37

This week’s podcast is about Coinbase, which has been coming back in terms of share price and revenue. 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 the Tech Tour. Here are the three lessons: Lesson 1: D…

1
5 Reasons Travis Kalanick’s CloudKitchens Is Better Than Uber. In Theory. (222) 36:09

8M ago36:09

36:09

This week’s podcast is about CloudKitchens, the new venture of former Uber CEO Travis Kalanick. And why I think it is a better business model than Uber. In theory. 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 l…

1
Is Profitable Kuaishou an Investment Opportunity? (221) 36:25

8M ago36:25

36:25

This week’s podcast is about Kuaishou. And the key questions that determine its future. 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 the Tech Tour. Here are my three longer-term questions for Kuaishou. …

1
Porter's Five Forces and Why You Shouldn't Be an Influencer / KOL (220) 33:42

8M ago33:42

33:42

This week’s podcast is about Ruhnn Holding, KOLs / Influencers and Michael Porter's Five Forces. 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 the Tech Tour. Here are some factors to consider when assess…

1
Can Bilibili Get to Sustainable Scale and Profits in Specialty Video? (219) 42:11

9M ago42:11

42:11

This week’s podcast is about Bilibili and its choice between staying with specialty video or going mass market video service. 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 the Tech Tour. ---------- Relat…

1
The 3 Growth Engines of Lazada (218) 40:10

9M ago40:10

40:10

This week’s podcast is about Lazada and the current state of ecommerce in Southeast Asia. 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 the Tech Tour. -------- I write, speak and consult about how to win…

1
Fans, Collectors and Gamblers: The Consumer Behaviors of Pop Mart (217) 55:41

9M ago55:41

55:41

This week’s podcast is about Pop Mart and its ability to tap into really interesting consumer behaviors. Fan and enthusiast behavior Collecting behavior Gambling and rewards behavior 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 Consul…

1
How Ashley Dudarenok Grew 2 China-Focused Digital Businesses (Growth Tactics Podcast) 32:34

9M ago32:34

32:34

Today’s podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn’t. This episode (located here) is an interview with Ashley Dudarenok, the founder of Alarice (China-focused digital marketing agency) and ChoZan (China digital transformation consultancy. Ashley (ww…

1
5 Things I Love About the HubSpot Business Model (Sort of) (216) 44:30

10M ago44:30

44:30

This week’s podcast is about HubSpot and the really cool aspects of its business model. 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 the Tech Tour. Here are the 5 things I like about the business model:…

1
Is GenAI Disrupting Salesforce? (215) 40:54

10M ago40:54

40:54

This week’s podcast is about Salesforce and how generative AI is going to impact its business. 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 the Tech Tour. Here are my 3 working conclusions. GenAI is goi…

1
The 3 Steps of a Digital Attacker Strategy (214) 37:32

10M ago37:32

37:32

This week’s podcast is about a common playbook for a digital attacker (whether a digital native or incumbent). 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 the Tech Tour. Here are the 3 steps of the dig…

1
4 Tech Investing Lessons from Constellation Software (213) 40:58

10M ago40:58

40:58

This week’s podcast is about Constellation Software. And their approach to software investing. 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 the Tech Tour. On the Constellation webpage, they actually lis…

1
How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series) 33:10

11M ago33:10

33:10

Today's podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn't. Our first episode is an interview with Alex Lee, the CEO and co-founder of beauty brand and DTC ecommerce site Depology. After years of struggle as a small ecommerce site, Alex pivoted to beauty …

1
Why Microsoft's Bundles Are So Powerful. As Slack Found Out. (212) 44:39

11M ago44:39

44:39

This week’s podcast is about Microsoft and how they use bundles to beat competitors. As Slack found out. 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 the Tech Tour. Here is the link to the All In Podcas…

1
How to Build Barriers to Entry with GenAI and Intelligence (211) 42:50

11M ago42:50

42:50

This week’s podcast is about where GenAI and intelligence capabilities can create barriers to entry (not competitive advantages). 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 the Tech Tour. —–-- I write…

1
My Generative AI Playbook: Step 2 (210) 43:17

11M ago43:17

43:17

This week’s podcast is Step 2 in my playbook for CEOs and investors in Generative AI. 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. —---— I write, speak and consult about how to win (and not lose) in digital strategy and tr…

1
iQIYI's Playbook for Tech-Empowered Entertainment (209) 31:13

11M ago31:13

31:13

This week’s podcast is about iQIYI's tech strategy. 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. Cheers, Jeff --------- I write, speak and consult about how to win (and not lose) in digital strategy and transformation. I a…

1
Lessons from Visits to JD, iQIYI and Huawei (208) 23:22

11M ago23:22

23:22

This week’s podcast is about our Beijing Tech Tour. And my 3 main lessons. 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. My lessons are: JD is flooding money into logistics tech. Increasingly globally. Huawei is showing the…

1
Alibaba’s Generative AI Strategy (207) 42:06

1y ago42:06

42:06

This week’s podcast is about Alibaba and what they are doing in Generative AI. 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. Cheers, Jeff -------- I write, speak and consult about how to win (and not lose) in digital strate…

1
Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (206) 27:28

1y ago27:28

27:28

This week’s podcast is about ownership vs. access business models. It's a good framework for thinking about digital disruptors such as Airbnb, Uber and Mobike. 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. ———- I write, spe…

1
Huawei Is Building the New Data Architecture of Generative AI. Plus, Baidu's New Agent Builder. (205) 38:04

1y ago38:04

38:04

This week’s podcast is about two interesting parts of the new GenAI Tech Stack. The data infrastructure layer. Where Huawei is a leader. Agent and model building. Where Baidu is a leader. 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 C…

1
How to Build GenAI into Operations - Part 2 (204) 39:22

1y ago39:22

39:22

This week’s podcast is Part 2 on my framework for AI Strategy. Part 1 was in Podcast 203. 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. Which has the details for the Beijing Tech Tour. ------- I write, speak and consult abo…

1
A Framework for GenAI Strategy - Part 1 (203) 44:07

1y ago44:07

44:07

This week’s podcast is a framework for thinking about AI Strategy. And an intro to the AI Tech Stack. 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. ——- I write, speak and consult about how to win (and not lose) in digital s…

1
The 3 EV Business Models of BYD, Xiaomi and Tesla (202) 34:11

1y ago34:11

34:11

This week’s podcast is about how auto companies are changing into digital business models. Specifically, it is about three archetype business models we can see in BYD, Xiaomi and Tesla. 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 Con…

1
CRAs Are the Path From Digital Operating Activities to Moats (2 of 2) (201) 38:49

1+ y ago38:49

38:49

This week’s podcast is Part 2 of Capabilities, Resources and Assets (CRAs). They are a key part of strategy. And link operating performance with structural advantages. Here is Part 1. 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 Consu…

1
The 4 Pillars of Baidu's AI Cloud Strategy (2 of 2) (200) 40:12

1+ y ago40:12

40:12

This week’s podcast is part 2 of a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China’s AI leader. 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 are the four pillars: …

1
Why iQIYI Is the GenAI Innovator to Watch in Video Entertainment (199) 41:15

1+ y ago41:15

41:15

This week’s podcast is a deep dive into iQIYI's activities in generative AI, which is a natural evolution from their long focus on digital transformation. 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. ——— I write, speak and…

1
A Breakdown of Reddit's Really Simple Business Model (198) 50:06

1+ y ago50:06

50:06

This week’s podcast is a deep dive into Reddit, the "community of communities, driven by interests and passions". 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. ---------- I write, speak and consult about how to win (and not…

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Jeffrey Towson Podcasts

Podcasts Worth a Listen