The Tech Strategy Podcast
by Jeffrey Towson
Latest episode
My Blueprint for an Agentic Organization. With Help from Tencent and…
My Blueprint for an Agentic Organization. With Help from Tencent and…
About this podcast
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.
Episodes
The newest 20 of 291 episodes
- My Blueprint for an Agentic Organization. With Help from Tencent and McKinsey. (304) · 49 min · Season 1 Episode 304This week’s podcast is about agentic organizations. It's a blueprint for what to build. Which draws on some Tencent Cloud and McKinsey thinking. You can listen to this podcast…
- Tencent's Big Audacious Plan to Make Every Business Agentic-First (303) · 46 min · Season 1 Episode 303This week’s podcast is about agentic organizations. How Tencent Cloud is offering services to enable any business to become agentic-first. You can listen to this podcast here…
- What Happens to Amazon, Alibaba and Brands When Agents Do the Buying (302) · 36 min · Season 1 Episode 302This week’s podcast is about agentic commerce. Who is winning and losing. And how to think about it. I have 6 basic points. See below. You can listen to this podcast here, which…
- Cainiao’s Global 3 Day Delivery Beats Anything Amazon Offers (301) · 42 min · Season 1 Episode 301This week’s podcast is about Cainiao's 3 big moves in 2026. Specifically their launch of Global 3 Day Delivery. You can listen to this podcast here, which has the slides and…
- When Everyone Can Be Steven Spielberg, Be YouTube: iQIYI’s Big Pivot (300) · 36 min · Season 1 Episode 300This week’s podcast is about iQIYI's 3 big moves in tech. Specifically offering video production capabilities as a service. And shifting towards a platform business model. You…
- My Firsthand Look at Embodied AI at JD: JoyAI and JoyInside (299) · 43 min · Season 1 Episode 299This 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…
- JD Launches 101HOME, an Upgrade to Experiential Retail in Furniture (298) · 50 min · Season 1 Episode 298This 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…
- Lessons From Our First Alibaba E-Commerce Training Program (297) · 50 min · Season 1 Episode 297This 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 / ZeekrDEEP…
- Digital Avatars Are Ending Human Livestreamers. And What to Do About It. (296) · 47 min · Season 1 Episode 296This 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…
- WorkBuddy Goes Global. Other Tencent Buddies Will Follow. (295) · 43 min · Season 1 Episode 295This 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…
- Huawei and China Unicom Pioneered "Robot-Native Networks" at the World Humanoid Robot Competition (294) · 44 min · Season 1 Episode 294This 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…
- 5 Take-Aways from the Unitree Filing (293) · 45 min · Season 1 Episode 293This 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…
- Shein vs. the Ecommerce Giants: Why Cross-Border Fashion Is Not Enough (292) · 54 min · Season 1 Episode 292This 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…
- DEEP Robotics, Galbot, and Booster Robotics Have Compelling Use Cases (291) · 49 min · Season 1 Episode 291This 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…
- Why I Like AgiBot Robotics (290) · 1 h 4 min · Season 1 Episode 290This 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…
- My 4 Take-Aways from WAIC 2026 (289) · 42 min · Season 1 Episode 289This 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…
- Meituan's LongCat Has Just Made China AI Independent (288) · 47 min · Season 1 Episode 288This 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…
- 5 Steps to Get Started in Agentic Commerce (287) · 49 min · Season 1 Episode 287This 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…
- Innovation and Strategy Lessons from My Visit to CATL - Part 1 (286) · 51 min · Season 1 Episode 286This 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…
- What the SpaceX IPO Filing Teaches Us About AI and Tech Strategy (285) · 44 min · Season 1 Episode 285This 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…
