The Tech Strategy Podcast

This week’s podcast is about JD’s big moves in robotics and embodied AI. Specifically JoyAI and JoyInside.

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 Agentic Org Now.

Here is the link to our Tech Tours.

Here are some photos from JD's exhibit at the World Robotics Conference.

• JD’s JoyAI and JoyInside Are a Smarter Bet Than Building Humanoid Robots (1 of 3) (Tech Strategy)

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I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.

I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.

I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.

My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI 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 JD's new home furniture retail store 101HOME.

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 Agentic Org Now.

Here is the link to our Tech Tours.

Here are some photos from 101HOME.

Here are the mentioned articles:

• Why JD.com Built 101HOME: The Case for Experiential Furniture Retail (1 of 2) (Tech Strategy)
• Lessons in Competitive Advantage from My Visit to Warren Buffett’s Nebraska Furniture Mart (Tech Strategy)
• What Is Great Digital Strategy for Furniture Retail? My Visit to the JD-Qumei in China (1 of 2)

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I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.

I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.

I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.

My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI 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 Alibaba Ecommerce Training Program - and our trip to Alibaba HQ in Hangzhou.

I outlined two companies visits:

• Geely / Zeekr
• DEEP Robotics
• Plus a little about Fly Zoo Hotel.

I outlined two useful tools:

• QwenWork
• Accio and Aidge.

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 the articles with all the photos and videos:

• Day 1 of Our Alibaba Ecommerce Training Program: Visiting Geely / Zeekr (1 of 5) (Tech Strategy)
• Day 1 of Our Alibaba Ecommerce Program: Touring DEEP Robotics (2 of 5) (Tech Strategy)
• Day 4 of Our Alibaba Ecommerce Program: Accio, QwenWork and Fly Zoo Hotel (5 of 5) (Tech Strategy)

Disclosure. I have had a education partnership with Alibaba within the past twelve months. 

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I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.

I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.

I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.

My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI 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 tour to Hangzhou and Alibaba headquarters. And my 3 take-aways from the epicenter of ecommerce meets AI and agents.

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.

My big take-aways are:

1. Agentic Commerce Is Now an Arms Race
   1. Everyone needs to upgrade their capabilities with AI and agents to stay competitive.
   2. And then repeat.
   3. And repeat again.
2. Human KOLs and Content Creators Have Already Peaked.
   1. Livestreaming is already shifting to digital avatars. Other content creator types will follow.
   2. The future of content creation and KOLs is mostly not-human.
3. Digital Livestreamers Have Arrived in Ecommerce. Entertainment and Thought Leaders Are Next.

My playbook for human content creators / KOLs is:

• Focus on topics where being human matters:
  • Taste and curation. What wine is better vs. what laptop is better.
  • Irreversible and/or critical decisions. Situations where you can't do it over and judgement matters.
  • There is an advancing frontier of knowledge. There is no existing online database of expertise. Think new AI tools, not history.
• Use a multi-format approach:
  • Focus on building personal relationships. Such as in communities and events. Both online and offline.
  • Make your content super authentic. Ideally videos instead of text or voice. Make it clear this is a human.
  • Deploy an avatar army. Your solo content is not enough. You need an army creating content 24/7. This can be clones of yourself or similar personas.

The mentioned photos are here.

 Disclosure. I have had a education partnership with Alibaba within the past twelve months. 

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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 WorkBuddy, Tencent's flagship Agent product. It is currently going international. And will likely be followed by Tencent's other "buddy" products:

• CodeBuddy
• Toast
• Marvis
• Ardot
• Miora
• ima Copilot

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.

Disclosure. I have had a paid consulting relationship with Tencent in the past twelve months.

-------

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 robot-native network Huawei and China Unicom built for the World Humanoid Robot Games (WHRG) in Beijing.

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.

Disclosure. I have had a paid consulting relationship with Huawei in the past twelve months.

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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 Unitree, which is about to go public.

Plus, there is a quick intro to Tencent's Robot Brain (Tairos).

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 take-aways:

1. A good growth story in robodogs and humanoids. Rapid growth. Highly diversified. In both product categories.
2. Unitree has frontier-level expertise in robot bodies and agility.
3. Unitree was late to embodied AI capabilities.
4. The hands don’t appear advanced. Only 10 DoF?
5. Operationally, Unitree is still a relatively small company
   1. 516 FTEs, versus 1,500 at Agibot

Disclosure. I have had a paid consulting relationship with Tencent in the past twelve months.

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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 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.

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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 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.

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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