The Tech Strategy Podcast

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 plus
Low cost, tech agnostic AI architecture
Which 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 Consulting.
Here is the link to our Tech Tours.
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I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here.
I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.
My Moats and Marathons book series is 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

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 over $1T. Ideally with a weak incumbent.
Step 2: Solve the problem with world-class engineering.
Step 3: Run an innovation marathon focused on rapid improvements and cost reductions. Vertical integration and repeatability are key to this.
Here is the book by Chris Zook on Repeatability.
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I am a consultant & 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 increasing digital growth and strengthening digital AI moats. Get in contact here.
I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.
My Moats and Marathons book series is 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

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.
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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.
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

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 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.
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

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 Integrated AI Compute
The UnifiedBus. This is How Huawei Solves the 8,192 NPU Connection Problem
Building Ecosystems is the Key to US vs. China AI Cloud
Get Ready for Agent-Native Networks
AI Data Platforms are really important. It’s hard to separate KVCache / memory, data and knowledge.
--------------
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