The Tech Strategy Podcast

This week’s podcast is about agentic commerce. Who is winning and losing. And how to think about it. I have 6 basic points. See below.
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 Agentic Org Now.
Here is the link to our Tech Tours.
My 5 points are:
Grok bot and AI Assistants are the iPhone moment.
Buyers are delegating, and that changes everything downstream.
Lots of brands will lose humans as customers. Attention, data and brand equity all fall. Selling to agents will be necessary.
 Brands win where humans don’t delegate. That's your core.
 Agents weaken marketplaces like Amazon. But strengthen platforms like YouTube and Payment.
 Alibaba is ahead of Amazon in most agentic commerce capabilities.
Here are the mentioned articles:
Amazon vs Alibaba: Who’s Winning in Agentic Commerce? (1 of 2) (Tech Strategy)
Alibaba vs. Amazon in Agentic Commerce: Every Merchant Gets an AI Team (Tech Strategy) (2 of 2) (Tech Strategy)
*Disclosure: AsiaTech Services, LLC has had a partnership with Alibaba within the past 12 months. This article received no financial sponsorship or backing.*
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I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI businesses.
Subscribe to My Free “Agentic Frontier Email”. And Get My Free Book.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.
Support the show

This week’s podcast is about Cainiao's 3 big moves in 2026. Specifically their launch of Global 3 Day Delivery.
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 Agentic Org Now.
Here is the link to our Tech Tours.
Here are the mentioned slides:
Amazon Built a National Logistics Machine. Cainiao Is Building a Global One. (1 of 2) (Tech Strategy)
*Disclosure: AsiaTech Services, LLC has had a partnership with Alibaba within the past 12 months. This article received no financial sponsorship or backing.*
—--
I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI businesses.
Subscribe to My Free “Agentic Frontier Email”. And Get My Free Book.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.
Support the show

This week’s podcast is about iQIYI's 3 big moves in tech. Specifically offering video production capabilities as a service. And shifting towards a platform 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 Agentic Org Now.
Here is the link to our Tech Tours.
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I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI businesses.
This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.
Support the show

This week’s podcast is about JD’s big moves in robotics and embodied AI. Specifically JoyAI and JoyInside.
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 Agentic Org Now.
Here is the link to our Tech Tours.
Here are some photos from JD's exhibit at the World Robotics Conference.
JD’s JoyAI and JoyInside Are a Smarter Bet Than Building Humanoid Robots (1 of 3) (Tech Strategy)
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I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI businesses.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.
Support the show

This week’s podcast is about JD's new home furniture retail store 101HOME.
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 Agentic Org Now.
Here is the link to our Tech Tours.
Here are some photos from 101HOME.
Here are the mentioned articles:
Why JD.com Built 101HOME: The Case for Experiential Furniture Retail (1 of 2) (Tech Strategy)
Lessons in Competitive Advantage from My Visit to Warren Buffett’s Nebraska Furniture Mart (Tech Strategy)
What Is Great Digital Strategy for Furniture Retail? My Visit to the JD-Qumei in China (1 of 2)
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I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.
I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.
I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.
My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI businesses.
This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.
Support the show