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 that matter here are:

• Rising Chinese consumers
• Manufacturing scale
• Brainpower behemoth
• Money

Here is DeepSeek. You can try it for free here:

• chat.deepseek.com

And you can try Alibaba's Qwen here.

• https://chat.qwenlm.ai/

You can try Kling AI here.

• https://klingai.com/

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Related articles:

• BYD Is Going for Global EV Leadership (1 of 2) (Tech Strategy – Daily Article)
• A Strategy Breakdown of Arm Holdings (1 of 3) (Tech Strategy – Daily Article)

From the Concept Library, concepts for this article are:

• EV AV Auto
• Robotics
• GenAI

From the Company Library, companies for this article are:

• BYD
• Unitree
• Kuaishou / Kling AI
• Huawei
• Baidu AI Cloud
• Alibaba Cloud
• MiniMax / Hailuo AI
• DeepSeek

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

My book series Moats and Marathons is one-of-a-kind 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 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:

1. Re-Igniting Growth in Their Now Re-Organized Ecommerce Business
2. Accelerating the Build Out of their Global Smart Logistics Network – Starting with Cross-Border Express Delivery
3. Big Investments in Alibaba Cloud. With Price Cuts to Push Adoption.
4. Pioneering New and Game Changing GenAI Services

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

My book series Moats and Marathons is one-of-a-kind 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 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 multiple types

2 – Overlooking the Negative Impact of a Non-Circumscribed and / or High Growth Market

3 – Not Understanding Minimum Efficient Scale, Indivisibility, and Scale Differentials

4 - Impact of Digital Disruption

5 – The Need for Demand Side Competitive Advantages

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

My book series Moats and Marathons is one-of-a-kind 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