logo
episode-header-image
Aug 2024
40m 10s

The 3 Growth Engines of Lazada (218)

JEFFREY TOWSON
About this episode
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 (and ... Show More
Up next
Nov 19
Lessons from My Visits to Xiaomi, Unitree and iQIYI (267)
<p>This week’s podcast is about my trip to Xiaomi, Unitree and iQIYI.</p><p>You can listen to this podcast <a href='https://jefftowson.com/2025/11/lessons-from-my-visits-to-xiaomi-unitree-and-iqiyi-tech-strategy-podcast-267/'>here</a>, which has the slides and graphics mentioned. ... Show More
43m 39s
Nov 10
For Agentic Ecommerce Focus on the ABCs (Advisors, Brokers and Concierges) (266)
<p>This week’s podcast is about AI Agents transforming ecommerce. Likely all commerce.</p><p>You can listen to this podcast <a href='https://jefftowson.com/2025/11/get-ready-for-agentic-ecommerce-think-abcs-advisors-brokers-and-concierges-tech-strategy-podcast-266/'>here</a>, whi ... Show More
43m 16s
Nov 4
Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260)
<p>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.</p><p>You can listen to this podcast <a href='https://jefftowson.com/2025/09/why-data-network-effects-and-data-sca ... Show More
50m 21s
Recommended Episodes
Sep 17
The Death of Search: How Shopping Will Work In The Age of AI
<p>The web is unhealthy, and AI agents are about to rewrite how we shop.</p><p>In this episode, a16z General Partner Alex Rampell and Partner Justine Moore explore how AI agents will change commerce and the implications for Google’s business model, affiliate marketing, online sho ... Show More
45m 22s
Sep 27
The Common Thread of All Technology: Monitoring the Situation, Ep.1
<p>Announcing our new show, Monitoring the Situation, hosted by a16z General Partners Erik Torenberg and Katherine Boyle, with guest Eddie Lazzarin, CTO of a16z crypto. </p><p>In this first episode, we ask how American Dynamism, consumer, games, and crypto all fit together, from ... Show More
1 h
Oct 14
Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
<p>Nathan Labenz is one of the clearest voices analyzing where AI is headed, pairing sharp technical analysis with his years of work on The Cognitive Revolution.</p><p>In this episode, Nathan joins a16z’s Erik Torenberg to ask a pressing question: is AI progress actually slowing ... Show More
1h 31m
Sep 18
998. Insights: The new rules of underwriting - Live from Money20/20 Middle East
About this episode: In this episode of Fintech Insider Insights by 11:FS, recorded in partnership with AdalFi and live at the very first Money20/20 Middle East in Saudi Arabia, host David Barton-Grimley explores a critical and fast-evolving frontier in financial services: the fut ... Show More
48m 33s
Oct 5
Monitoring the Situation #2: Alana Newhouse
<p>Two trends in media have been abundantly clear since 2020: legacy media is dying, and independent media is rising.<br /><br />a16z General Partners Erik Torenberg and Katherine Boyle sit down with Tablet founder and editor-in-chief Alana Newhouse to discuss the great media rea ... Show More
58m 58s
Aug 22
AI and Accelerationism with Marc Andreessen
<p>Marc Andreessen, cofounder Andreessen Horowitz, joins the Hermitix podcast for a conversation on AI, accelerationism, energy, and the future.</p><p>From the thermodynamic roots of effective accelerationism (E/acc) to the cultural cycles of optimism and fear around new technolo ... Show More
1h 9m
Oct 2
1002. Insights: The digital transformation race: big banks vs neobanks.
About this episode:In this episode, in partnership with Enfuce, host Benjamin Ensor dives into the real state of banking transformation in today’s digital-first world. It’s no longer just legacy banks versus neobanks; it’s about who can truly meet rising customer expectations, ma ... Show More
47m 5s
Oct 23
1008. Insights: How to launch in the Middle East (Rewind)
About this episode: This week we’ve got something a little different for you. David Barton-Grimley recently returned from the very first Money20/20 Middle East in Saudi Arabia - and beyond enjoying endless cups of Arabic coffee (and collecting a serious stash of swag), he was gen ... Show More
53m 19s
Sep 16
How OpenAI Built Its Coding Agent
<p>OpenAI’s Codex has already shipped hundreds of thousands of pull requests in its first month. But what is it really, and how will coding agents change the future of software?</p><p>In this episode, General Partner Anjney Midha goes behind the scenes with one of Codex’s product ... Show More
1h 20m
Feb 2025
Ep 206 The Road to 2025: Smart Marketer's Lessons, Growth & What's Next
<p data-pm-slice="1 1 []"><strong>Molly Pittman is back with an inside look at Smart Marketer's journey and the strategies shaping 2025!</strong></p> <p>After a challenging yet transformative year, Molly shares what's been happening behind the scenes, why Smart Marketer took a br ... Show More
32m 22s