The Tech Strategy Podcast

Lessons from Visits to JD, iQIYI and Huawei (208)


Listen Later

This week’s podcast is about our Beijing Tech Tour. And my 3 main lessons.

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.

My lessons are:

  • JD is flooding money into logistics tech. Increasingly globally.
  • Huawei is showing the future for turnkey digital infrastructure.
  • iQIYI likely the future business model for movies and tv.


Cheers, Jeff

Support the show

...more
View all episodesView all episodes
Download on the App Store

The Tech Strategy PodcastBy Jeffrey Towson

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

30 ratings


More shows like The Tech Strategy Podcast

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,381 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

539 Listeners

Odd Lots by Bloomberg

Odd Lots

1,994 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,095 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,342 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

945 Listeners

ChinaPower by CSIS | Center for Strategic and International Studies

ChinaPower

208 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

796 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

195 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

299 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

204 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

559 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

420 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

356 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

458 Listeners