Category Archives: Concepts

4 Take-Aways from Huawei’s Atlas 960E SuperPoD Launch (Tech Strategy)

The Huawei Connect conference featured the Atlas 960E SuperPoD as the centerpiece of Huawei’s new Peerium Computing Architecture, completely rebuilding AI infrastructure for massive scale including 4,096 NPUs that can expand into SuperClusters with over 500,000 NPUs. Ascend chips are advancing rapidly with specialized training and inference variants while Huawei strengthens its lead in interconnect through UnifiedBus and the new Hi-ONE optical engine, all analyzed through a digital AI transformation strategy lens. Memory pooling via OceanStor further expands KV cache capabilities across tiers, according to digital AI strategy consultant Jeffrey Towson.

From Sodium to CTP: More Battery Innovations at CATL (2 of 6) (Tech Strategy)

In this second part of the series, digital strategy consultant Jeffrey Towson continues his deep dive into CATL’s advancements following his headquarters visit. Key highlights include the Qilin cell-to-pack architecture achieving 72% volume utilization and the Shenxing superfast-charging LFP battery reaching 6C speeds. These developments, combined with hybrid packs and semi-solid-state tech, illustrate how CATL integrates multiple innovation levels within a powerful digital transformation strategy.

What I Learned About Battery Innovation at CATL Headquarters (1 of 6) (Tech Strategy)

I recently visited the CATL headquarters in Ningde, China. CATL is the world’s largest rechargeable battery-maker by a big margin. As digital strategy consultant Jeffrey Towson details in this analysis of their frontier advancements, their approach integrates core innovation pillars within an effective digital transformation strategy.

What Matters in China Tech Right Now (Tech Strategy – Podcast 282)

In this episode of the Tech Strategy Podcast, digital strategy consultant Jeffrey Towson identifies the most significant shifts currently occurring within the China tech ecosystem. The discussion focuses on how companies can refine their digital transformation strategy to maintain a competitive edge in a volatile market. By analyzing specific winners and losers, the article highlights what truly matters for tech leadership right now.

To access this post, you must log in as a member, purchase Subscriptions.

2 Problems with Scaling Agentic AI (Tech Strategy – Podcast 281)

The transition from simple automation to autonomous agents creates significant complexity for most organizations. Digital strategy consultant Jeffrey Towson identifies two primary bottlenecks that prevent these systems from scaling effectively across diverse business units. Success requires a more robust digital transformation strategy that addresses the specific limitations of current agentic frameworks.

To access this post, you must log in as a member, purchase Subscriptions.

Moats and Marathons: Ch 7 – How to Know If You Have a Moat

Building a sustainable competitive advantage in the digital age requires moving beyond simple product features to structural moats. Digital strategy consultant Jeffrey Towson explains that these barriers, such as network effects and high switching costs, are essential for long-term profitability. By integrating a robust digital transformation strategy, companies can insulate themselves from the rapid commoditization common in tech-heavy industries.

To access this post, you must log in as a member, purchase Subscriptions.

6 Big Events in AI Agentic Ecommerce (Tech Strategy)

I recently did a podcast about MEDVi, the telehealth platform that made headlines for being the first $1B revenue firm with no employees. It uses AI and AI agents, and its only employee is its founder Michael Gallagher. Digital strategy consultant Jeffrey Towson uses this case to illustrate a broader digital transformation strategy shifting toward agentic ecommerce.

To access this post, you must log in as a member, purchase Subscriptions.

The First 1-Person Billion Dollar Firm!! MEDVi’s 5 Lessons in Agentic Ecommerce (Tech Strategy – Podcast 280)

The emergence of MEDVi as a $1 billion revenue firm with only one employee highlights a massive sea change in how GenAI and agents are disrupting traditional business models. By acting as a frictionless coordination layer, the company successfully navigated the complex and regulated telehealth market to provide affordable access to weight-loss medications. This case study serves as a primary example of a modern digital transformation strategy where agentic workers and AI interfaces replace human-heavy organizational structures.