ABOUT THIS EPISODE

English
United States

TRANSCRIPT 🔗

SEARCH PAST EPISODES

Search past episodes of The Tech Strategy Podcast.

OTHER EPISODES IN THIS PODCAST

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 …
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. …
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…
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: Robots and AI…
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 iTune…
Disclaimer: The podcast and artwork embedded on this page are from Jeffrey Towson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.