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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. Support the show

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. Support the show

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. -------- 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

This week’s podcast is about Mobile World Congress 2026. And my main takeaways. 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 ComputeThe UnifiedBus. This is How Huawei Solves the 8,192 NPU Connection ProblemBuilding Ecosystems is the Key to US vs. China AI CloudGet Ready for Agent-Native NetworksAI 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

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: "Breakthrough tech" plus "emotional resonance" is a good consumer electronics strategyLesson 3: Runners are a great customer group for smart products and services-------- I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats. 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. 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 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 Support the show

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

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. --------- 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

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. Support the show

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  ------- 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

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  ---------- 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

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. ---------- 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

This week’s podcast is a summary of our visit to the Huawei AI Cloud exhibition in Shenzhen. 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 about AI Infrastructure. Understanding AI Infrastructure Part 1: AI Data Centers (Tech Strategy)Understanding AI Infrastructure Part 2: AI Compute is Different (Tech Strategy)Understanding AI Infrastructure Part 3: GenAI Operating Costs (Tech Strategy)Understanding AI Infrastructure Part 4: The Cost of Correctness (Tech Strategy)------ 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

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

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. --------- 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