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The Tech Strategy Podcast

by Jeffrey Towson
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Latest episodes

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  • WorkBuddy Goes Global. Other Tencent Buddies Will Follow. (295)

    September 6, 2026 · 43 min

    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: CodeBuddyToastMarvisArdotMioraima CopilotYou can listen to this…

  • Huawei and China Unicom Pioneered "Robot-Native Networks" at the World Humanoid Robot Competition (294)

    August 25, 2026 · 44 min

    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…

  • 5 Take-Aways from the Unitree Filing (293)

    August 17, 2026 · 45 min

    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…

  • Shein vs. the Ecommerce Giants: Why Cross-Border Fashion Is Not Enough (292)

    August 9, 2026 · 54 min

    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…

  • DEEP Robotics, Galbot, and Booster Robotics Have Compelling Use Cases (291)

    August 2, 2026 · 49 min

    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)GalbotBooster…

  • Why I Like AgiBot Robotics (290)

    July 26, 2026 · 1 hr 5 min

    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…

  • My 4 Take-Aways from WAIC 2026 (289)

    July 21, 2026 · 42 min

    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…

Full episode archive on Apple Podcasts →

About the show

We help digital AI businesses build competitive moats. And launch agentic initiatives fast. Hosted by a professor and founder of Agentic Org Now, the Tech Strategy Podcast delivers deep dives into digital strategy, platform economics, and emerging agentic business models.  Episodes combine lessons from tech giants (mostly Asian) and practical frameworks for management teams. No guest interviews. No PR fluff. Just strategic analysis and lessons. You can subscribe to The Agentic Frontier Email and get your free book at AgenticOrgNow.com. Disclaimer: For educational purposes only. Not investment advice.