This week’s podcast is about my visit to WAIC 2026 in Shanghai. 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. Take-Aways: Robots and AI are converging rapidly There is a convergence of world models / building, video generation and 3D model generationTencent has a very rapid product cadence. "Choose Your Buddy" is a user-friendl...
Jul 21
41 min
This week’s podcast is about the development and launch of Meituan's LongCat 2.0 LLM. This 1.6T parameter, frontier model was trained entirely on domestic hardware. That's a big milestone. 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 a consultant & keynote speaker on how to increase digital growth and stren...
Jul 12
47 min
This week’s podcast is about the emergence of agentic commerce. This is a big change to traditional omnichannel. Plus, there is a bit more of a rant about the recent Anthropic and OpenAI ban. My prediction is the future of AI outside of the USA is now: Open source, downloadable and non-embargoable models plusLow cost, tech agnostic AI architectureWhich probably means China. And probably Nvidia. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at...
Jul 5
48 min
This week’s podcast is about my recent visit to the CATL headquarters in Ningde, Fujian. Plus, there is a bit of a rant about the recent Anthropic ban. My prediction is the future of AI outside of the USA is now: Open source, downloadable and non-embargoable models plusLow cost, tech agnostic AI architectureWhich probably means China. 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...
Jun 15
50 min
This week’s podcast is about the recent S-1 IPO filing of SpaceX. It has some pretty good lessons in both AI and tech 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. Here are the 3 mentioned steps in Elon's approach (in my opinion). This is an interesting example of a Shaping Strategy. Step 1: Identify a huge TAM. Ideally ov...
Jun 6
44 min
This week’s podcast is about Huawei's AI strategy. Specifically it's "Cloud for AI" approach to hardware and infrastructure. 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 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 consultin...
Jun 6
47 min
This week’s podcast is about Huawei's next products. And why they are so much more innovative than Apple. 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 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 he...
Jun 6
42 min
This week’s podcast is about consumer electronics. And lessons I learned from Huawei's recent product event. 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. 4 dimensions for consumer electronics. Ecosystem building.Software and AI.Emotional impact and resonance.Tech leadership.Cheers, Jeff Huawei Breaks into High Fashion with a Luxury...
Jun 6
51 min
This week’s podcast is about Mobile World Congress 2026. And my main takeaways. Thanks to Huawei for covering my travel and hotel to attend this event. My opinions and experiences shared here are my own. 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 5 takeaways. Huawei’s Atlas 950 SuperPOD is a Shift to Massively Integra...
Jun 6
48 min
This week’s podcast is about Huawei's new GT Runner 2 smartwatch. And their other new consumer products. These have some good strategy lessons for smart devices. 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 3 lessons. Lesson 1: In wearables, Huawei is pulling ahead of the pack in screens and battery techLesson 2: "Break...
Jun 6
43 min
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