The Tech Strategy Podcast

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

Understanding Pinduoduo and Search vs. Engagement-Focused Ecommerce (255)

3 Lessons from My Visit to Tencent AI Cloud (254)

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

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

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

Strategies for Fragmented (and Other Highly Competitive) Industries (250)

3 Take-Aways from My Visit to Tencent (249)

From Learning and Adaptation to Intelligence (248)

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

The Audience Builder Platforms Behind YouTube, TikTok and Instagram (246)

Lessons from My Visit to Alibaba Cloud (244)

Lessons from My Visit to Baidu Headquarters (243)

Lessons from My Visits to Xiaomi and Unitree Robotics (242)

An Introduction to WeRide (241)

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

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

Start Launching AI Agent Pilots ASAP (238)

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

The 4 Engines of Alibaba's AI Plus Ecommerce Empire (236)

5 Things Everyone Gets Wrong About Economies of Scale (235)

3 Lessons from My Visit to Trip.com (234)

Why Threads Might Beat X-Twitter After All (233)

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

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

3 Ecommerce Lessons from My Visits to China’s Digital Leaders (230)

How Cainiao Will Win in Smart Logistics Everywhere (229)

Why Beauty Ecommerce and Beauty Tech Are So Attractive (228)

Why Every Business Must Run a Personalization Marathon (227)

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

My 6 Questions for Network Effects. And Its 4 Big Effects. (225)

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

3 Lessons from the Fall (and Maybe Rise) of Coinbase (223)

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

Is Profitable Kuaishou an Investment Opportunity? (221)

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

Can Bilibili Get to Sustainable Scale and Profits in Specialty Video? (219)

The 3 Growth Engines of Lazada (218)

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

How Ashley Dudarenok Grew 2 China-Focused Digital Businesses (Growth Tactics Podcast)

5 Things I Love About the HubSpot Business Model (Sort of) (216)

Is GenAI Disrupting Salesforce? (215)

The 3 Steps of a Digital Attacker Strategy (214)

4 Tech Investing Lessons from Constellation Software (213)

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

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

How to Build Barriers to Entry with GenAI and Intelligence (211)

My Generative AI Playbook: Step 2 (210)

iQIYI's Playbook for Tech-Empowered Entertainment (209)

Lessons from Visits to JD, iQIYI and Huawei (208)