The Tech Strategy Podcast
The Tech Strategy Podcast
Jeffrey Towson
Innovation and Strategy Lessons from My Visit to CATL - Part 1 (286)
50 minutes Posted Jun 15, 2026 at 4:00 am.
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Show notes
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...