Best Jeffrey Towson Podcasts (2025)

1
AI Infrastructure Lessons from Our Visit to Huawei (269) 37:13

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12d ago37:13

37:13

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 to our Tech Tours. Here are the mentioned articles about AI Infrast…

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What is the Cost of Maintaining the Correctness of a GenAI Service? (268) 45:33

21d ago45:33

45:33

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 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. My approach to assessing Ge…

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Lessons from My Visits to Xiaomi, Unitree and iQIYI (267) 43:39

27d ago43:39

43:39

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. Also available at iTunes and Google Podcasts. Here is the link to the TechMoat Consulting. Here is the link to our Tech Tours. --------- I am a consultant and keynote speaker on how to accelerate growt…

1
For Agentic Ecommerce Focus on the ABCs (Advisors, Brokers and Concierges) (266) 43:16

1M ago43:16

43:16

This week’s podcast is about AI Agents transforming ecommerce. Likely all commerce. 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 is the McKinsey article I mentioned: The agentic com…

1
Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260) 50:21

1M ago50:21

50:21

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 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 li…

1
Habit Formation and 3 Other Psych Hacks You Can Copy from Gmail (258) 41:14

1M ago41:14

41:14

This week’s podcast is about habit formation. And Gmail is a good example of a moderate version of this that can be copied. 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 ps…

1
4 GenAI Take-Aways from Sangeet Choudary’s Book Reshuffle (257) 44:45

1M ago44:45

44:45

This week’s podcast is about generative AI strategy. And it's my summary of some key points of Sangeet Choudary's book "Reshuffle: Who wins when AI restacks the knowledge economy". 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 Consulti…

1
Master These 4 Topics to Win in Digital (264) 33:12

1M ago33:12

33:12

This week’s podcast is a summary of my approach to digital 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. Here is the link to our Tech Tours. The two key strategy questions are: Where to play? How to win? The four …

1
How to Build an Agentic AI Operating Model (263) 40:54

1M ago40:54

40:54

This week’s podcast is a plan for building an Agentic AI operating 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 our Tech Tours. Here are the mentioned articles. A lot of this thinking is from the…

1
My Take-Aways from the Tencent AI Cloud Summit (262) 33:01

1M ago33:01

33:01

This week’s podcast is a summary of my visit to the Tencent Cloud Data Ecosystem Summit 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 to our Tech Tours. -------- I am a consultant and keynote s…

1
Understanding AI Infrastructure Part 1: Apps + AI, Saas + AI and AI Data Centers (265) 49:50

2M ago49:50

49:50

This week’s podcast is the first in a series about AI infrastructure. Both capabilities and costs. 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 is the article on the Agentic AI Oper…

1
My Playbook for Data-Empowered Operations (261) 33:31

3M ago33:31

33:31

This week’s podcast is a quick summary of how to use data in operations. 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 is my data playbook. Sell data as a product. Or part of the pro…

1
My Playbook for Digital Growth (259) 47:08

4M ago47:08

47:08

This week’s podcast is about digital growth, which is really a process. It's a weekly grind to capture incremental growth as well and new waves. 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 Tou…

1
Cainiao's Big Growth Despite an Uncertain Strategy. An Example of Alibaba’s Management Playbook. (256) 42:21

4M ago42:21

42:21

This week’s podcast is about Cainiao's rapid rise from 2014-2022. Despite having a pretty unclear strategy. It's another example of Alibaba's Management Playbook. 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 li…

1
Understanding Pinduoduo and Search vs. Engagement-Focused Ecommerce (255) 52:34

5M ago52:34

52:34

This week’s podcast is about search-focused vs. interaction / engagement focused ecommerce. And a lot about Pinduoduo. 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. Interaction / engageme…

1
3 Lessons from My Visit to Tencent AI Cloud (254) 38:55

5M ago38:55

38:55

This week’s podcast is about my visit to Tencent AI Cloud in Beijing. 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. My are my 3 take-aways: Take-Away 1: Tencent Cloud is Doing “Fast-Follo…

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How Alibaba.com Re-Ignited Growth with the Alibaba Management Playbook (253) 42:07

5M ago42:07

42:07

This week’s podcast is about how Alibaba.com restructured its business and re-ignited growth in 2017-2018. 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. My summary of the Alibaba Manageme…

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How Amap Beat Baidu Maps. My Summary of the Alibaba Playbook. (252) 48:27

6M ago48:27

48:27

This week’s podcast is about how Alibaba's Amap quickly dethroned market leader Baidu Maps. 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 is the Amap case study. My summary of the Al…

1
5 Things People Get Wrong about Scale Advantages, Economies of Scale and Moats (251) 46:46

6M ago46:46

46:46

This week’s podcast is about scale advantages. Which are different than 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. 5 Things People Get Wrong about Scale Advantages,…

1
Strategies for Fragmented (and Other Highly Competitive) Industries (250) 44:52

6M ago44:52

44:52

This week’s podcast is about fragmented industries. And other industry structures that are overly competitive. It summarizes a lot of Michael Porter's writing on this subject. 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. H…

1
3 Take-Aways from My Visit to Tencent (249) 34:48

7M ago34:48

34:48

This week’s podcast is about my visits to Tencent. Which is becoming much more about 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. My 3 take-aways: WeChat Has Way More Functions That …

1
From Learning and Adaptation to Intelligence (248) 42:01

7M ago42:01

42:01

This week’s podcast is about learning and adaptation as a core capability. Which is becoming much more important with 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. 6 Levels of Rate of…

1
The 6 Pillars of Huawei’s “Cloud for AI” Strategy (247) 44:03

7M ago44:03

44:03

This week’s podcast is about Huawei's AI strategy. Specifically it's "Cloud for AI" approach to hardware and infrastructure. 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, spea…

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

8M 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

8M 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

8M 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

9M 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

9M 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…

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

9M 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

10M 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

10M 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

11M 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

11M 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

11M 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

12M 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

12M 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…

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

1y 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: …

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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1+ y 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

1+ y 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

1+ y 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…