Afleveringen
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This week’s podcast is about 5 big, recent events in China tech.
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 five topics are:
New operating model: “Humans agents robots”China semiconductor bizFoundation modelsIt’s all about agentsRobots and embodied AI---------------
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.
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This week’s podcast is about quality datasets and the context layer. Both are needed to scale agentic AI operating systems.
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 my past articles on data operations:
Data Network Effects and Data Scale Aren’t Moats (1 of 2) (Tech Strategy)My Playbook for Data-Empowered Operations (2 of 2) (Tech Strategy)The GenAI / Agentic Operating Basics (Tech Strategy)Here is the mentioned McKinsey & Co and a16z articles.
Building the foundations for agentic AI at scaleYour Data Agents Need Context--------
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.
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Zijn er afleveringen die ontbreken?
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This week’s podcast is about MEDVi, the world's first +1B revenue company with only one employee. It was founded in 2024 by Michael Gallagher.
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 lessons:
GenAI and agents are creating powerful new position as the primary user interfaceABCs (assistants, brokers, concierges) are going to cut off a lot of merchants and brands from buyers.Human users are going to become much hard to reach. You need their eyeballs.MEDVi is a good examples of the ability of GenAI to enable new types of ecommerce coordination.Agent workers are a powerful organizational structure. It is going to disrupt human heavy businesses.------
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.
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This week’s podcast is a summary of Chapter 1 (Introduction) of my updated Moats and Marathons books.
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
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This week’s podcast is about the big release of Seedance 2.0 by Bytedance.
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 some videos I made (here).
Here are the winners:
Viewers. It's amazing. GPUs and data centers. Plus energy providers. IP holders that get lots of attention. Independent creators who will get lots attention and creative satisfaction. Business content creators - especially in ads and content. Platform biz models. Audience builders like YouTube and TikTok. Plus marketplaces like Taobao.iQiyi and combinations of streaming and audience builders.Netflix and pure streamers (maybe).Here are the losers:
Most professional production companies. Most tv and film studios. Basically, any business that has been relying on scale in content creation. Ad agencies focused on content creation.Individuals and firms with specialized skills related to tv and film production.Independent content creators trying to monetize Los Angeles?Hollywood's managerial class. Political activists embedded in entertainment.Here are my past articles / podcasts on this:
Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)How Generative AI Is Going to Disrupt YouTube and TikTok (Tech Strategy – Podcast 152). Jan 2023How Generative AI Services Are Disrupting Platform Business Models (1 of 2) (Tech Strategy – Daily Article)-------
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.
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 r
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This week’s podcast is my watch list for what Alibaba is doing in AI Apps.
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.
I am watching:
QwenDingTalkAmapQuarkPlus,
Accio and AidgeTmall and TaobaoFliggyYouku and Wan--------
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
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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
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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 DomesticallyThe China Instant Commerce War Was EntertainingThe Instant Commerce War Strategically Important for AlibabaAlibaba’s Liya and Digital KOLs Are AmazingAlibaba’s “AI Plus Ecommerce” Is Going International. Definitely Try These.AccioAidgeThe Alibaba AI Apps I Am WatchingDingTalkQuarkAmapQwenWanTongyi Deep Research6 Six Alibaba values------
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.
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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
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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
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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
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This week’s podcast is about estimating the costs of providing GenAI products and services. And this is changing.
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 approach to assessing GenAI operating costs is the below checklist.
What is the cost of compute, including energy and cooling? Initial cost vs. ongoing?The core compute is going to drive a lot of the costs. Especially if you are using an AI cloud service provider. If you have a downloaded open-source model, then it’s mostly the initial cost.These compute costs dependent on the requirements of the AI workloads:The compute requirementsThe timing requirementsThe memory requirementsWhat is the cost of creating and maintaining the desired correctness over time?How accurate and correct you need the foundation model to be is a big deal. And this factor determines how much of the operations are done by software versus humans. It can make the costs of GenAI products look a lot more like services than traditional software.My main questions are:How much does correctness matter? What level of correctness does the product need to compete? What is the cost of inaccuracy?How does correctness change over time? Is it stable and flat lining, advancing, naturally changing or deteriorating?How much of a long tail is there in the domain? Is the long tail a liability or a benefit?How much of the process is iterative? How much are humans in the loop?What is the initial cost of training and getting to the desired level of correctness?What is the ongoing cost of inference at the desired level of correctness? How much are humans in the loop?What is the cost and frequency of fine tuning and/or retraining?What are the cost implications of increasing scale?What are the scale advantages vs. disadvantages?Does the Jevon paradox apply?--------
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
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This week’s podcast is about my trip to Xiaomi, Unitree and iQIYI.
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 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
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This week’s podcast is about AI Agents transforming ecommerce. Likely all commerce.
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 McKinsey article I mentioned:
The agentic commerce opportunity: How AI agents are ushering in a new era for consumers and merchantsHere is the BCG article I mentioned:
When Brands Meet AI Bots: Customer Experience in the Era of Agents--------
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.
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
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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.
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 article on bundling by Chris Dixon.
How bundling benefits sellers and buyersA lot of thinking on data as a moat comes from these articles by Martin Casado, Julian Wright and Andre Hagiu.
The Empty Promise of Data MoatsWhen Data Creates Competitive AdvantageHere are 7 complications I mentioned about bundling.
Bundling requires a a robust product suite.You want a low attach rate. So you don't cannibalize products by bundling.Bundling can complicate the customer experience and buying journey.Bundling works best when all customers have similar total willingness to pay. But different tastes.Unlimited bundles (subscriptions) can have problems if there are non-zero product costs.Unlimited bundles (subscriptions) do limit revenue per user. This is a problem when willingness to pay is positively correlated with demand for variety.Subscription models do not reward superstar creators very well.----------
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
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This week’s podcast is about habit formation. And Gmail is a good example of a moderate version of this that can be copied.
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 psych hacks:
Gmail is Habit Forming via a High Frequency Utility Over a Long TimeGmail is Internally Triggering. That’s the Gold Standard.Gmail Has Task Completion Rewards. Ok But Not as Good as Variable Rewards.Gmail has Infinite Variability. But This Is More Powerful in Entertainment than a Utility.A lot of this is from the book Hooked: How to Build Habit Forming Products, by Nir Eyal.
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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
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This week’s podcast is about generative AI strategy. And it's my summary of some key points of Sangeet Choudary's book "Reshuffle: Who wins when AI restacks the knowledge economy".
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 take-aways are:
GenAI’s Biggest Impact Will Be as a New Technology for Coordination.GenAI Coordination Happens at 3 Levels (Shipping Container Example).GenAI is Dramatically Increasing What Can Be Coordinated. And How (OTA and Construction Examples).GenAI Will Impact How Firms Coordinate Knowledge. And Will Create Brains for Organizations.Photo by Sanket Mishra on Unsplash
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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
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This week’s podcast is a summary of my approach to digital strategy.
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 two key strategy questions are:
Where to play?How to win?The four topics discussed are:
Digital Growth StrategyValuation: Measuring and Managing the Value of Companies (Wiley Finance) 8th EditionProfit from the Core: A Return to Growth in Turbulent Times Hardcover – Illustrated, January 26, 2010Operating Performance: Get smarter faster better (DOB and Tactics)Rewired: The McKinsey Guide to Outcompeting in the Age of Digital and AIMy Playbook for Data-Empowered Operations (2 of 2) (Tech Strategy)The GenAI / Agentic Operating Basics (Tech Strategy)Cx and Constant Customer Improvements (DOB2)Moats and Structural Advantages (my area)The mentioned graphics are here.
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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
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This week’s podcast is a plan for building an Agentic AI operating 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 the TechMoat Consulting.
Here is the link to our Tech Tours.
Here are the mentioned articles. A lot of this thinking is from these McKinsey articles.
The agentic organization: Contours of the next paradigm for the AI eraThe change agent: Goals, decisions, and implications for CEOs in the agentic ageHere are the building blocks for an Agentic AI Operating Model:
Operating model. Based on AI-first work flows. With agent teams as the building blocks. Plus orchestration of agent teams.Hybrid workforce, with new talent profiles.Technology and dataGovernance-----------
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
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This week’s podcast is the first in a series about AI infrastructure. Both capabilities and costs.
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 article on the Agentic AI Operating Basics, which I wrote up last week.
The GenAI / Agentic Operating Basics (Tech Strategy)Here is the Huawei whitepapers related to AI Data Centers
AI-Ready Data Infrastructure Reference Architecture White Paper
https://e.huawei.com/en/forms/2024/solutions/data-storage/ai-ready-data-infrastructure-white-paper
AI Data Center Facility Reference Design
https://digitalpower.huawei.com/upload-pro/index/index/Huawei-AI-Data-Center-Reference-Design.pdf
Here are the slides from the mentioned Huawei whitepaper.
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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
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