This week’s podcast is about Shein, which is about to go public. 

It has had a lot of success as a specialist in cross-border fashion ecommerce. But it needs to move beyond this going forward. 

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 TechMoat Consulting.

Here is the link to our Tech Tours.

Here are my 5 questions (thus far) for assessing the viability of a specialty ecommerce company.

1. Is the company sufficiently differentiated in the user experience?
2. Can the company compete and/or differentiate in logistics or infrastructure without ongoing spending?
3. Does the company have a strong competitive advantage in a circumscribed market? No
4. Is there a clear path to significant operational cash flow?
5. Has the company avoided markets and situations that are attractive or strategic for the major ecommerce companies?

I spoke about this in a past podcast. 

• Early Etsy Was a Great Example of Specialty Ecommerce. But Things Are Changing. (1 of 3) (Tech Strategy)

The future of Shein depends on what business you think Shein is in:

1. Connecting China manufacturers with foreign consumers. 
   1. China manufacturing gets you low cost and big variety. 
2. Ultra fast fashion.
   1. This is about speed and flexible production. Test, learn, restock.
3. Digital-first fashion. This is a compelling future position.

 ---------

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 rising robot companies that I have found compelling. That have clear use cases that scale. And that have indications of competitive advantages. They are:

• AgiBot (discussed in last podcast)
• Galbot
• Booster Robotics
• DEEP Robotics

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 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 AgiBot, a fast rising full stack robot business 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.

Why I like AgiBot:

• Has rapidly expanded into a full suite of robots
• Going after all the humanoid industries and use cases
• Building an almost full AI tech stack. Everything except chips.
• Founded and run by Huawei executives. Moving very fast.
• A good strategy. It appears similar to Huawei.
  • AgiBot’s strategy is to flood the market with affordable humanoids while growing the entire ecosystem with open datasets and open models. They are scaling fast in manufacturing, usage and training.
  • They mass-produce the hardware at scale so thousands of identical robots can collect real-world data in homes and factories.
  • At the same time they open-source the entire stack: the million-trajectory AgiBot World dataset, the GO-1 foundation model, the training tools, and the GenieSim simulation twin—so researchers and developers can build skills and applications on top without paying anything.
  • AgiBot’s affordable humanoid platform as infrastructure. Hardware sales and ecosystem services become the revenue, not software licensing.
• Now in the top 1-2 in humanoid sales.
  • AgiBot shipped approximately 5168 humanoid units in 2025.

 ---------

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 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:

1. Robots and AI are converging rapidly
2.  There is a convergence of world models / building, video generation and 3D model generation
3. Tencent has a very rapid product cadence. "Choose Your Buddy" is a user-friendly approach.
4. We are seeing lots creativity and combinatorial innovation. A Cambrian explosion,

--------

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 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 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 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 plus
• Low cost, tech agnostic AI architecture

Which probably means China. And probably Nvidia.

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 5 steps to get into agentic commerce are:

1. Start building a council of LLMs.
   1. This means a couple of frontier models and lots of open source (a symphony of models). The net is a composable model with a router than directs all queries. 
2. The key AI and agents need to be able to code. That is their superpower.
3. Get to the tipping point where an end-to-end workflow has agents and AI, with no humans in the loop. Then you can scale up to 100-200 agents.
   1. This means fixing the quality problems before you scale.
4. Get to the tipping point where agents create agents (an agent factory). This gest you to thousands of agents.
   1. This includes onboarding, training and oversight of agents.
5. Centralize enterprise data and context for AI and agents.
   1. You need updated centralized data that your enterprise AI can access. 
   2. A lot of data is born somewhere else. Salesforce. System of record. ERP systems.

--------

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 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.

-----------

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.

---------

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.

—–

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