The Tech Strategy Podcast

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 Tours.
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I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.
I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.
I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.
Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital 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 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.
The take-aways are:
“AI Plus Ecommerce” Is the Big Focus Domestically
The China Instant Commerce War Was Entertaining
The Instant Commerce War Strategically Important for Alibaba
Alibaba’s Liya and Digital KOLs Are Amazing
Alibaba’s “AI Plus Ecommerce” Is Going International. Definitely Try These.Accio
Aidge

The Alibaba AI Apps I Am WatchingDingTalk
Quark
Amap
Qwen
Wan
Tongyi Deep Research

6 Six Alibaba values
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I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.
I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.
I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.
Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital 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 a summary of my GenAI playbook. It is the summary of 12 articles.
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 mentioned graphics are here.
That’s it for the GenAI playbook.
Cheers, Jeff
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I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.
I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.
I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.
Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital 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 has my predictions for 2026.
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 predictions are:
1) It Will be Another Big Year For Google Gemini
2) GenAI Data Architecture in Enterprises Will Be the Critical Capability
3) AI Service Business Models vs. Platform Business Models Is the Big Question.
4) AI Agents and Agent Operating Basics Are the Other Critical Capability for Businesses
5) Agentic Ecommerce Will Be a Major Disruption
6) AI Cloud Businesses Will Continue to Lead
7) China Will Shock the World with Robotics and Physical AI 
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I am a consultant and keynote speaker on how to supercharge digital growth and build digital moats.
I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.
I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital 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 the likely impact of agents on ecommerce. And specifically on tourism.
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 mentioned McKinsey report.
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I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.
I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.
I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital 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