This week’s podcast is about habit formation. And Gmail is a good example of a moderate version of this that can be copied.

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 4 psych hacks:

1. Gmail is Habit Forming via a High Frequency Utility Over a Long Time
2. Gmail is Internally Triggering. That’s the Gold Standard.
3. Gmail Has Task Completion Rewards. Ok But Not as Good as Variable Rewards.
4. Gmail has Infinite Variability. But This Is More Powerful in Entertainment than a Utility.

A lot of this is from the book Hooked: How to Build Habit Forming Products, by Nir Eyal.

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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 generative AI strategy. And it's my summary of some key points of Sangeet Choudary's book "Reshuffle: Who wins when AI restacks the knowledge economy".

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 take-aways are:

1. GenAI’s Biggest Impact Will Be as a New Technology for Coordination.
2. GenAI Coordination Happens at 3 Levels (Shipping Container Example).
3. GenAI is Dramatically Increasing What Can Be Coordinated. And How (OTA and Construction Examples).
4. GenAI Will Impact How Firms Coordinate Knowledge. And Will Create Brains for Organizations.

Photo by Sanket Mishra on Unsplash

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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 plan for building an Agentic AI operating model.

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. A lot of this thinking is from these McKinsey articles.

• The agentic organization: Contours of the next paradigm for the AI era
• The change agent: Goals, decisions, and implications for CEOs in the agentic age

Here are the building blocks for an Agentic AI Operating Model:

• Operating model. Based on AI-first work flows. With agent teams as the building blocks. Plus orchestration of agent teams.
• Hybrid workforce, with new talent profiles.
• Technology and data
• Governance

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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 my approach to digital 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.

The two key strategy questions are:

• Where to play?
• How to win?

The four topics discussed are:

• Digital Growth Strategy
  • Valuation: Measuring and Managing the Value of Companies (Wiley Finance) 8th Edition
  • Profit from the Core: A Return to Growth in Turbulent Times Hardcover – Illustrated, January 26, 2010
• Operating Performance: Get smarter faster better (DOB and Tactics)
  • Rewired: The McKinsey Guide to Outcompeting in the Age of Digital and AI
  • My Playbook for Data-Empowered Operations (2 of 2) (Tech Strategy)
  • The GenAI / Agentic Operating Basics (Tech Strategy)
• Cx and Constant Customer Improvements (DOB2)
• Moats and Structural Advantages (my area)

The mentioned graphics are here.

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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 my visit to the Tencent Cloud Data Ecosystem Summit 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.

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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 the first in a series about AI infrastructure. Both capabilities and costs.

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 article on the Agentic AI Operating Basics, which I wrote up last week.

• The GenAI / Agentic Operating Basics (Tech Strategy)

Here is the Huawei whitepapers related to AI Data Centers

AI-Ready Data Infrastructure Reference Architecture White Paper

https://e.huawei.com/en/forms/2024/solutions/data-storage/ai-ready-data-infrastructure-white-paper

AI Data Center Facility Reference Design

https://digitalpower.huawei.com/upload-pro/index/index/Huawei-AI-Data-Center-Reference-Design.pdf

Here are the slides from the mentioned Huawei whitepaper.

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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 quick summary of how to use data in operations. 

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 my data playbook.

1. Sell data as a product. Or part of the product itself. But you are selling data. This can expand into selling services.
2. Analytics use cases are valuable. Think analytics vs insights vs predictions. 
3. Data can increase the speed of management decisions. Think dashboards.
4. Rate of learning and adaptation is more powerful version of this. This can be a big strength in some businesses. 
5. Data products supporting agile teams are important. 

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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.

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 digital growth, which is really a process. It's a weekly grind to capture incremental growth as well and new waves.

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.

Much of this thinking is by Chris Zook and Bain’s strategy practice. I am citing these books:

• Profit from the Core
• Beyond the Core

Here is my favorite summary quote.

Here's a quick summary of core vs. adjacency.

Most all sustainable growth is based on 1-2 strong cores.

A profitable core is centered on the strongest position in terms of loyal customers, competitive advantage, unique skills, and ability to earn profits.

Growth adjacencies include:

• New customer segments:
  • Micro-segmentation of current segments
  • Unpenetrated segments
  • New segments
• New geographies
  • Global expansion
  • Local expansion
• New channels
  • Internet
  • Distribution
  • Indirect
• New products
  • New to world
  • Complements
  • Support services
  • Next generation
  • Just new products / services
• New Businesses
  • New to world needs
  • New substitutes
  • New models
  • Capability adjacencies
• New value chain steps
  • Forward integration
  • Backwards integration
  • Sell capability to outside

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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 Cainiao's rapid rise from 2014-2022. Despite having a pretty unclear strategy. It's another example of Alibaba's Management Playbook.

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 case study from CEO Wan Lin.

• Wan Lin: My Practice On Strategy

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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 search-focused vs. interaction / engagement focused ecommerce. And a lot about Pinduoduo.

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.

Interaction / engagement-focused product has three dimensions:

• Recommendations. This is passive consumption, not active searching. So that means machine learning-powered newsfeeds. Basically, just like TikTok and Instagram.
• Entertainment. That means features, games, and videos.
• Community. This is about tapping into group behavior. You want active communication and sharing between users. And on social networks. You also want livestreaming with friends. And, if possible, you want group buying.

I think there are two archetypes for interaction-focused ecommerce.

• Type 1: Newsfeed based. That’s TikTok. That’s the sushi train restaurants. This is TikTok Shop is a good example of this. With lots of little purchases. Mostly based on whose videos you like to watch and what surprises show up in your feed.
• Type 2: Carnival based. That’s early PDD. It’s lots of games. Which is very different than TikTok Shop.

Alibaba has three interesting use cases for ecommerce.

1. The Power of Livestreaming in Ecommerce
2. Image-Based Search Changes the Way We Find Products
3. Conversational Search

Photo by Hugh Han on Unsplash

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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