Podcasts about moats

Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed  do a joint live stream to give their thoughts on the Steelers vs Colts week 9 matchup! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, starts the show making his picks for the NFL's week 9 slate of games and giving his thoughts on the Steelers trading for Patriots DB Kyle Dugger! Moats is then joined by, TaNeisha from @ReallyFlawed for "Victory Formation" to preview the Steelers vs Colts week 9 matchup plus more!

A speculative but grounded discussion on how companies should be restructuring their R&D and product teams today to capitalize on a future with highly capable agents.Welcome to AI Unraveled, Your daily briefing on the real world business impact of AI.Today, we go beyond the immediate quarter and focus on long-term strategic survival.When you operate at the executive level, you know the competitive "moat" built on data or scale is dissolving. This special episode is dedicated to the most critical question facing every CTO and investor: What happens after AGI?We're breaking down the article, "Beyond Moats: Analyzing the Next Wave of Post-AGI Business Models." We reveal how competitive advantage shifts entirely, forcing companies to pivot from gathering data to structuring proprietary workflows and coordinating autonomous agent fleets.This is not a theoretical discussion; it is a roadmap for future proofing your enterprise.Before we dive in, we have a critical message for the enterprise builders listening:

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 CentersAI-Ready Data Infrastructure Reference Architecture White Paperhttps://e.huawei.com/en/forms/2024/solutions/data-storage/ai-ready-data-infrastructure-white-paperAI Data Center Facility Reference Designhttps://digitalpower.huawei.com/upload-pro/index/index/Huawei-AI-Data-Center-Reference-Design.pdfHere are the slides from the mentioned Huawei whitepaper.-------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

Jason and Jeff discuss the concept of moats in investing, exploring their validity, limitations, and real-life applicability across various industries, including technology, retail, and pharmaceuticals.01:25 Debating the Existence of Moats04:01 Intangible Asset Moats: Apple and Nike15:12 Pharmaceutical Moats and Patent Protection16:42 Cost Advantages and Efficient Scale24:13 Amazon's Distribution Network Moat24:44 The Amazon Shopping Experience26:05 Amazon's Cost Advantage and Business Model28:18 Switching Costs and Market Stickiness29:12 Shopify's Role in E-commerce31:15 The Risk of Complacency in Companies with High Switching Costs36:59 Network Effects in Business43:55 The Importance of Competitive AdvantagesCompanies mentioned: AAPL, ADBE, AMZN, KO, MA, NKE, ON, SHOP, TSM, UA, V*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the action from the NFL's week 7 slate of games! Arthur then finishes the show being joined by Steelers alumni, Terence Garvin, to discuss the action from around the NFL's week 7 slate of games, the upcoming Packers matchup plus more! Moats finishes the show answering questions from Steelers Nation!

On this show we talk about all sorts of fun stuff... Louvre Robbery Thoughts AI Smokescreen 4 Moats of Business Italy Trip Recap Let's Go!

Find me on Substack: https://bogumilbaranowski.substack.com/Ritavan is a bestselling author of "Data Impact," former CTO, and data transformation expert with a decade of operating experience across sectors including banking (Société Générale), energy trading, consulting, and real estate technology, who advocates for treating digital initiatives like value investments rather than following technology trends.EPISODE NOTES3:00 - Ritavan shares the fascinating story behind having only one name—his grandfather's generation dropped last names as part of a social reform movement to combat caste-based discrimination in India, as colonial systems had turned last names into markers of social hierarchy.7:30 - Early career journey spans math research in Paris at École Normale Supérieure, market risk at Société Générale during the 2008 financial crisis obsession, and energy trading where he cleared his trading exam within six weeks despite not knowing what a megawatt was.13:45 - The core thesis emerges: following technology trends destroys business value. Ritavan argues that constantly chasing AI, cloud, or the latest tech is like an investor jumping between market fads—you're not playing the long game or building real competitive advantage.20:30 - Revolutionary perspective on value creation paradigms throughout history: hunter-gatherers relied 40-60% on traps (automation), agriculture depended on land, industrial age on machinery and raw materials, while the digital paradigm offers zero replication costs and near-zero personalization costs.27:00 - Introduces the SLASOG framework: Save (capital preservation, avoid groupthink), Leverage (find asymmetric opportunities), Align (commander's intent), Simplify (remove clutter), Optimize (maximize returns), Compound (play the long game), Keep (retain gains).36:30 - Roger Federer insight: He won only 54% of points but 80% of games due to tennis's nonlinear scoring system—a powerful metaphor for business success requiring asymmetric opportunities, not perfection.41:00 - Teaching the first LLM-native college students: Traditional assessment is obsolete when AI can summarize and synthesize better than humans. The solution? Open-ended problems with no single answer, forcing genuine creativity and collaboration.48:30 - Napoleon's battlefield genius: treating each battle from first principles, understanding the system, finding nonlinear advantages, and pioneering "commander's intent"—ensuring even illiterate foot soldiers understood strategic goals, not just tactical orders.54:45 - The North Star metric concept: Legacy businesses obsess over EBIT (backward-looking), but digital-age companies need forward-looking metrics that quantify customer value delivery to enable rapid adaptation and compounding gains.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

What happens when the biggest technology trend is built on economics that don't make any sense when viewed end-to-end? Eventually, some aspect has to change, but which one? SHOW: 968SHOW TRANSCRIPT: The Cloudcast #968 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:Tokens are getting more expensiveNvidia Earnings, Moats and China, Nvidia vs. the AI LabsOracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia ChipsWHERE ARE THE BIGGEST AI RISKS?Jensen Huang (NVIDIA CEO) is convinced that the future will be built on always having the most advanced GPUs and Frontier Models. Oracle is telling investors that they will significantly increase profit margins between now and 2028-30, although they have low margins now and they don't make high margins on older chipsThe economics of AI (reasoning models, high#s of AI tokens) is in contrast to the established SaaS business model.Right now everything AI-associated has a high valuation, but these forces are working against each other. Which one is going to give first? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

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 StrategyValuation: Measuring and Managing the Value of Companies (Wiley Finance) 8th EditionProfit from the Core: A Return to Growth in Turbulent Times Hardcover – Illustrated, January 26, 2010Operating Performance: Get smarter faster better (DOB and Tactics)Rewired: The McKinsey Guide to Outcompeting in the Age of Digital and AIMy 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.——–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

Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to give their thoughts on the Steelers vs Bengals week 7 matchup! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to give their thoughts on the Steelers 23-9 win vs the Browns in their week 6 matchup! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!

How do you go from a scrappy B2B SaaS with early traction… to a repeatable, scalable growth machine?In this episode, we sit down with EVP's Allen Zhu — founder-turned-PM-turned-investor — to unpack the go-to-market playbook for scaling from 1 to 10. We dive into how top SaaS companies segment their market, fund sales and marketing early, and build moats that compound.Allen shares real examples from EVP's portfolio (including Nexl) and explains how segmentation, workflow-driven expansion, and smart early investment helped them scale fast without burning cash.Tune in and learn:+ How segmentation drives efficiency — and the Nexl case that proves it+ The “self-funding” model for early sales & marketing investment+ Product expansion frameworks: follow the workflow, then follow the money+ How to build switching-cost moats and pre-board ROI for enterprise dealsThis is a must-watch for any B2B marketer or founder navigating the jump from early traction to scalable growth.-----------------------------------------------------

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers 23-9 week 6 win over the Browns! Moats then talks about the action from the NFL's week 6 slate of games! Arthur finishes the show answering questions from Steelers Nation!

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 eraThe change agent: Goals, decisions, and implications for CEOs in the agentic ageHere 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 dataGovernance -----------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

Christoph Gerber, Gründer von Talon.One und Mitgründer von Lieferando, spricht über die wichtigsten KI-Thesen für Software-Startups in 2025. Mit über 300 Mitarbeitern, knapp 300 Kunden wie Adidas, H&M und Sephora, und einem 135 Millionen Funding im Rücken teilt er praxisnahe Insights: Warum Vertrauen wichtiger als Hype ist, wie man wertbasiertes Pricing umsetzt und warum Performance unter Last nicht verhandelbar ist.  Die 7 Thesen: Vertrauen schlägt Hype: KI beschleunigt Workflows Ersetzt keine Beziehungsarbeit Warum Vertrauen Zeit braucht Pricing wertbasiert denken: Weg von Seat-Based Hin zu messbarem Kundennutzen Die richtige Preisstrategie finden Moats durch tiefe Integration: Verteidigbarkeit in der Kerninfrastruktur Nicht in losen Apps Warum Switching Costs wichtig sind Buy oder Build bewusst wählen: Software kaufen wo es Tempo bringt Mini-Apps bauen wenn intern schneller Die richtige Balance finden Go-to-Market bleibt der Engpass: Security, Compliance, Procurement Verschwinden nicht durch KI Warum Sales entscheidend bleibt Produktivität vor Personalabbau: Mehr Output mit bestehendem Team KI als Enabler Die richtige Balance finden Performance unter Last: Latenz und Zuverlässigkeit nicht verhandelbar Skalierung als Herausforderung Warum Qualität entscheidend ist ALLES ZU UNICORN BAKERY: https://stan.store/fabiantausch   Mehr zu Christoph: LinkedIn: de.linkedin.com/in/christophgerber  Website: https://www.talon.one/  Mach mehr aus deinem Geschäftskonto: Bis zu 4% Jahreszins auf dein Guthaben bei Vivid Business: unicornbakery.de/vivid  Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/  Kapitel: (00:00:00) Die 7 Thesen (00:03:31) Value-Based Pricing im KI-Zeitalter (00:15:20) Moats durch tiefe Integration (00:27:40) Buy vs. Build: Mini-Apps & Core (00:41:15) Go-to-Market & Enterprise Sales (00:50:30) Produktivität vs. Personalabbau (00:56:10) KI-Strategie & Organisationsentwicklung (01:03:00) Key Learnings

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the action from the NFL's week 5 slate of games! Moats then talks about the top college QB prospects and how they performed in week 6! Arthur then finishes the show being joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the action from around the NFL's week 6 slate of games, the upcoming Browns matchup plus more! Moats finishes the show answering questions from Steelers Nation!

On this week's episode of Passive Income Playbook, Pascal Wagner interviews Peter Sack. They dig into why Chicago Atlantic targets underserved private credit niches, especially state-by-state cannabis lending where limited competition can mean first-lien structures at lower leverage with mid-teens to ~20% returns, plus classic lender protections. Peter explains how regulatory moats, disciplined underwriting, and downside focus beat “sexy” equity stories, and how potential legalization would likely trigger refinancings, prepayment fees, and warrant upside rather than harm. They also compare private funds to public options through Chicago Atlantic's BDC and mortgage REIT tickers, LIEN and REFI, and outline what LPs should evaluate in credit managers from lien position to non-accruals and third-party administration. Peter SackCurrent role: Managing Partner, Chicago AtlanticBased in: Miami, FloridaSay hi to them at: https://www.chicagoatlantic.com/ | LinkedIn | investors@chicagoatlantic.com This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

IntroductionOne of the great joys of hosting my Fireside PM podcast is the opportunity to reconnect with people I've known for years and go deep into the mechanics of business building. Recently, I sat down with Jason Stoffer, partner at Maveron Capital, a venture firm with a laser focus on consumer companies. Jason and I go way back to my Seattle days, so this was both a reunion and an education. Our conversation turned into a masterclass on scaling consumer businesses, the art of finding moats, and the brutal realities of marketplaces.But beyond the case studies, what stood out were the actionable insights PMs can apply right now. If you're an early or mid-career product manager in Silicon Valley, there are playbooks here you can borrow—not in theory, but in practice.Jason summed up his approach to analyzing companies like this: “So many founders can get caught in the moment that sometimes it's best when we're looking at a new investment to talk about if things go right, what can happen. What would an S-1 or public filing look like? What would the company look like at a big M&A event? And then you work backwards.” That mindset—begin with the end in mind—is as powerful for a product manager shipping features as it is for a VC evaluating billion-dollar bets.In this post, I'll share:* The key lessons from Jason's breakdown of Quince and StubHub* How these lessons apply directly to your PM career* Tactical moves you can make to future-proof your trajectory* Reflections on what surprised me most in this conversationAnd along the way, I'll highlight specific frameworks and examples you can put into action this week.Part 1: Quince and the Power of Supply Chain InnovationWhen Jason first explained Quince's model, I'll admit I was skeptical. On its face, it sounds like yet another DTC apparel play. Sell cheap cashmere sweaters online? Compete with incumbents like Theory and Away? It didn't sound differentiated.Jason disagreed. “Most people know Shein, and Shein was kind of working direct with factories. Quince's innovation was asking, what do factories in Asia have during certain times of the year? They have excess capacity. Those are the same factories who are making a Theory shirt or an Away bag. Quince went to those factories and said, hey, make product for us, you hold the inventory, we'll guarantee we'll sell it.”That's not a design tweak—it's a supply chain disruption. Costco built an empire on this principle. TJX did the same. Walmart before them. If you can structurally rewire how goods get to consumers, you've got the foundation for a massive business.Lesson for PMs: Sometimes the real innovation isn't visible in the interface. It's hidden in the plumbing. As PMs, we often obsess over UI polish, onboarding flows, or feature prioritization. But step back and ask: what's the equivalent of supply chain disruption in your domain? It might be a new data pipeline, a pricing model, or even a workflow that cuts out three layers of manual steps for your users. Those invisible shifts can unlock outsized value.Jason gave the example of Quince's $50 cashmere sweater. “Anyone in retail knows that if you're selling at a 12% gross margin and it's apparel with returns, you're making no money on that. What is it? It's an alternative method of customer acquisition. You hook them with the sweater and sell them everything else.” In other words, they turned a P&L liability into a marketing hack.Actionable move for PMs: Identify your “$50 sweater.” What's the feature you can offer that might look unprofitable or inconvenient in isolation, but serves as an on-ramp to deeper engagement? Maybe it's a generous free tier in SaaS, or an intentionally unscalable white-glove onboarding process. Don't dismiss those just because they don't scale on day one.Part 2: Moats, Marketing, and Hero SKUsJason emphasized that great retailers pair supply chain execution with marketing innovation. Costco has rotisserie chickens and $2 hot dogs. Quince has $50 cashmere sweaters. These “hero SKUs” create shareable moments and lasting brand associations.“You're pairing supply chain innovation with marketing innovation, and it's super effective,” Jason explained.Lesson for PMs: Don't just think about your feature set—think about your hero feature. What's the one thing that makes users say, “You have to try this product”? Too often, PM roadmaps are a laundry list of incremental improvements. Instead, design at least one feature that can carry your brand in conversations, tweets, and TikToks. Think about Figma's multiplayer cursors or Slack's playful onboarding. These are features that double as marketing.Part 3: StubHub and the Economics of TrustAfter Quince, Jason shifted to a very different case study: StubHub. Here, the lesson wasn't about supply chain but about moats built on trust, liquidity, and cash flow mechanics.“Customers will pay for certainty even if they hate you,” Jason said. Think about that. StubHub's fees are infamous. Buyers grumble, sellers grumble. And yet, if you need a Taylor Swift ticket and want to be sure it's legit, you go to StubHub. That reliability is the moat.Lesson for PMs: Trust is an underrated product feature. In consumer software, this might mean uptime and reliability. In enterprise SaaS, it might mean compliance and security certifications. In AI, it could mean interpretability and guardrails. Don't underestimate how much people will endure friction if they can be sure you'll deliver.Jason also pointed out StubHub's cash flow hack: “StubHub gets money from buyers up front and then pays the sellers later. That's a beautiful business model. If you create a cash flow cycle where you're getting the money first and delivering later, you raise a lot less equity and get diluted less.”This is a reminder that product decisions can have financial implications. As PMs, you may not directly set billing cycles, but you can influence monetization models, free trial design, or even refund policies—all of which affect working capital.Actionable move for PMs: Partner with finance. Ask them: what product levers could improve cash conversion cycles? Could prepayment discounts, annual billing, or usage-based pricing reduce working capital strain? Thinking beyond the feature spec makes you more valuable to your company—and accelerates your own career.Part 4: Five Takeaways from StubHub Jason listed five lessons from StubHub:* Trust is a moat – Even if users complain, reliability keeps them loyal.* Liquidity is a moat – Scale compounds, especially in marketplaces.* Cash flow mechanics matter – Payment terms can determine survival.* Tooling locks in supply – Seller-facing tools create stickiness.* Scale itself compounds – Once you're ahead, momentum carries you.Part 5: What Surprised Me MostAs I listened back to this conversation, two surprises stood out.First, the sheer size of value retail. Jason noted that TJX is worth $157 billion. Burlington, $22 billion. Costco, $418 billion. These aren't sexy tech names, but they are empires. It made me rethink my assumptions about what “boring” industries can teach us.Second, Jason's humility about being wrong. “Reddit might be one,” he admitted when I asked about his biggest misses. “I had no idea that LLMs would use their data in a way that would make it incredibly important. I was dead wrong. I said sit on the sidelines.” That candor is refreshing—and a reminder that even seasoned investors get it wrong. The key is to keep learning.Lesson for PMs: Admit your misses. Write them down. Share them. Don't hide them. Your credibility grows when you own your blind spots and show how you've adjusted.Closing ThoughtsTalking with Jason felt like being back in business school—but with sharper edges. These aren't abstract frameworks. They're battle-tested strategies from companies that scaled to billions. As PMs, our job isn't just to ship features. It's to build businesses. That requires thinking about supply chains, trust, cash flow, and marketing moats.If you found this helpful and want to go deeper, check out Jason's Substack, Ringing the Bell, where he publishes his case studies. And if you want to level up your own career trajectory, I offer 1:1 executive, career, and product coaching at tomleungcoaching.com.Shape the Future of PMAnd if you haven't yet, I'd love your input on my Future of Product Management survey. It only takes about 5 minutes, and by filling it out you'll get early access to the results plus an invitation to a live readout with a panel of top product leaders. The survey explores how AI, team structures, and skill sets are reshaping the PM role for 2026 and beyond.OK. Let's ship greatness. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit firesidepm.substack.com

Retired Steelers Linebacker, Arthur Moats, starts the show discussing what stood out to him in the Steelers 24-21 win vs the Vikings in week 4! Moats then talks about the action from around the NFL in week 4! Arthur then finishes the show being joined by Steelers alumni and current Defensive Coordinator of Norfolk State University , Terence Garvin, to discuss the Steelers win vs the Vikings, the action from around the NFL, the upcoming bye week plus more!

Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to give their thoughts on the Steelers vs Vikings week 4 matchup! They then discuss the top college Quarterback prospects' performances in week 5 of college football and who stood out! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!

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.--------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

Most SaaS founders struggle to break through the noise in an increasingly commoditized market. With everyone using the same cold email tools and personalization tactics, how do you actually stand out and scale to eight figures? In this presentation from Founder's Summit (December 2024), Nathan Latka—who's deployed $180 million across 519 SaaS deals—reveals the three proven moats that separate $10M+ companies from the rest. These aren't theoretical frameworks; they're real playbooks with actual revenue data from companies that have cracked the code. Key Highlights: 02:57: The three moats that work best for the future06:14: Build social proof monuments 11:22: How Odoo undercuts Shopify 17:04: Turn free users into marketing armies16:01: The winning strategy Resources:

Imran and Qiao are back to chat about the current state of the crypto market.No BS crypto insights for founders.(00:00) Intro(01:05) We're Back(02:25) Where Are We In This Cycle?(04:31) AI and Stock Market(06:27) AI Bubble(10:15) Energy Consumption and Production(16:34) China and US Innovation(17:44) Aster(18:52) Hyperliquid and Aster Competition(22:48) Proxy Wars in Crypto(26:33) Future of Crypto Exchanges(27:32) Binance vs Solana(32:59) Moats in Crypto(33:43) Crypto Lending(35:25) TradFi Banking and Crypto Custody(36:48) Social Aspect in Crypto(38:09) AI Glasses and Social Media(45:05) Waymo and Robo Taxis(49:10) Prediction Markets(50:54) Kalshi and PolyMarket Competition(55:27) Convergence of Speculative Markets(57:35) twocents.social(59:00) Overheard(01:02:08) DATs(01:05:26) Stripe and Stablecoins(01:07:10) Genius Act and New Stablecoins(01:07:43) Stablecoin as a Micropayment(01:11:23) Pump and Streaming(01:14:53) Apps to Watch(01:17:12) Stablecoin Growth(01:19:11) Stablecoin Startups in Different Regions(01:20:05) Novel Ideas for Startups(01:24:03) Wen Cycle Top?Spotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the college QBs that the Steelers could potentially draft in 2026 to see who's impressing! Moats is then joined by, Tyler Candelaria, to discuss how the Steelers have performed through 3 games and what he's expecting from the Steelers in Ireland! Arthur then finishes the show discussing how ESPN has the Steelers ranked and answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to give their thoughts on the Steelers vs Patriots week 3 matchup! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, starts the show discussing what stood out to him in the Steelers 21-14 win vs the Patriots in week 3! Moats then talks about the action from around the NFL in week 3! Arthur then finishes the show being joined by Steelers alumni and current Defensive Coordinator of Norfolk State University , Terence Garvin, to discuss the Steelers win vs the Patriots, the action from around the NFL, the upcoming Ireland game plus more!

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the AFC North and opening up the phone lines to Steelers Nation to talk about the Steelers through 2 weeks! Moats is then joined by TaNeisha from @reallyflawed for "Victory Formation" to preview the Steelers vs Patriots week 3 matchup plus more!

Retired Steelers Linebacker, Arthur Moats, starts the show discussing his picks of the week for the NFL's upcoming games and which College QBs to watch for this weekend! Moats is then joined by Steelers Punter, Corliss Waitman, to discuss his journey to the Steelers, his punting competition this year, him producing music plus more! Moats finishes the show answering questions from Steelers Nation!

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

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers vs Seahawks week 2 matchup! Moats, is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University , Terence Garvin, to discuss the Steelers loss vs the Seahawks and what stood out to him around the NFL's week 2 slate of games! Afterwards, Arthur, finishes the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers injury report and the college QB prospects to watch for in week 3! Moats is then joined by Steelers Rookie 5th Round Draft pick, YahYa Black, to talk about his journey to the NFL, adjusting to Pittsburgh, playing in his 1st ever NFL game plus more! Arthur is then joined by TaNeisha from @reallyflawed for "Victory Formation" to preview the Steelers vs Seahawks week 2 matchup plus more!

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers signing Jabrill Peppers and his potential impact! Moats then looks at the AFC North to see how the Division did in Week 1! Moats, is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the Steelers week 1 win vs the Jets, Jabrill Peppers signing, the Seahawks matchup plus more! Moats finishes the show answering questions from Steelers Nation!

Every great fortune hides behind a wall. In business, we call those walls economic moats. Why Only the Rich Will Own Property 50 Years From Now: https://youtu.be/ovAzjSn77fI Invest in yourself today: https://www.alux.app We put together a FREE Reading List of the 100 Books that helped us get rich: https://www.alux.com/100books  

The software sector is evolving fast—and not always in ways investors expect. From the rise of AI-native startups to the shifting economics of SaaS, the rules of the game are being rewritten. In this episode, Sean Kenney sits down with MFS software analyst Matt Doherty to unpack what really drives long-term winners in software. They explore how to think about moats in a world of falling barriers to entry, why valuation is more art than science in this sector, and how AI is both a disruptor and an accelerant. Whether you're wondering if SaaS is dead or just trying to make sense of the next wave of innovation, this conversation will help you cut through the noise and invest with clarity.   The views expressed are those of the speaker and are subject to change at any time. These views are for informational purposes only and should not be relied on as a recommendation to purchase any security or as an offer of securities or investment advice. No forecast can be guaranteed. Past performance is no guarantee of future results.   Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. – MFS Institutional Advisors, Inc. ("MFSI"), MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC.; Latin America – MFS International Ltd.; Canada – MFS Investment Management Canada Limited. No securities commission or similar regulatory authority in Canada has reviewed this communication; Note to UK and Switzerland readers: Issued in the UK and Switzerland by MFS International (U.K.) Limited ("MIL UK"), a private limited company registered in England and Wales with the company number 03062718, and authorised and regulated in the conduct of investment business by the UK Financial Conduct Authority. MIL UK, an indirect subsidiary of MFS®, has its registered office at One Carter Lane, London, EC4V 5ER.  Note to Europe (ex UK and Switzerland) readers: Issued in Europe by MFS Investment Management (Lux) S.à r.l. (MFS Lux) – authorized under Luxembourg law as a management company for Funds domiciled in Luxembourg and which both provide products and investment services to institutional investors and is registered office is at S.a r.l. 4 Rue Albert Borschette, Luxembourg L-1246. Tel: 352 2826 12800. For readers in Saudi Arabia, Kuwait, Oman, and UAE (excluding the DIFC and ADGM) and Bahrain readers. In Qatar strictly for sophisticated investors and high net worth individuals only. In Bahrain, for sophisticated institutions only: The information contained in this document is intended strictly for professional investors. The information contained in this document, does not constitute and should not be construed as an offer of, invitation or proposal to make an offer for, recommendation to apply for or an opinion or guidance on a financial product, service and/or strategy. Whilst great care has been taken to ensure that the information contained in this document is accurate, no responsibility can be accepted for any errors, mistakes or omissions or for any action taken in reliance thereon. You may only reproduce, circulate and use this document (or any part of it) with the consent of MFS international U.K. Ltd ("MIL UK"). The information contained in this document is for information purposes only. It is not intended for and should not be distributed to, or relied upon by, members of the public. The information contained in this document, may contain statements that are not purely historical in nature but are “forward-looking statements”. These include, amongst other things, projections, forecasts or estimates of income. These forward-looking statements are based upon certain assumptions, some of which are described in other relevant documents or materials. If you do not understand the contents of this document, you should consult an authorised financial adviser. Please note that any materials sent by the issuer (MIL UK) have been sent electronically from offshore. South Africa: This document, and the information contained is not intended and does not constitute, a public offer of securities in South Africa and accordingly should not be construed as such. This document is not for general circulation to the public in South Africa. This document has not been approved by the Financial Sector Conduct Authority and neither MFS International (U.K.) Limited nor its funds are registered for public sale in South Africa. This material shall not be circulated or distributed to any person other than to professional investors (as permitted by local regulations) and should not be relied upon or distributed to persons where such reliance or distribution would be contrary to local regulation; Singapore – MFS International Singapore Pte. Ltd. (CRN 201228809M); Australia/New Zealand - MFS International Australia Pty Ltd ("MFS Australia") (ABN 68 607 579 537) holds an Australian financial services licence number 485343. MFS Australia is regulated by the Australian Securities and Investments Commission.; Hong Kong - MFS International (Hong Kong) Limited ("MIL HK"), a private limited company licensed and regulated by the Hong Kong Securities and Futures Commission (the "SFC"). MIL HK is approved to engage in dealing in securities and asset management regulated activities and may provide certain investment services to "professional investors" as defined in the Securities and Futures Ordinance ("SFO").; For Professional Investors in China – MFS Financial Management Consulting (Shanghai) Co., Ltd. 2801-12, 28th Floor, 100 Century Avenue, Shanghai World Financial Center, Shanghai Pilot Free Trade Zone, 200120, China, a Chinese limited liability company registered to provide financial management consulting services.; Japan - MFS Investment Management K.K., is registered as a Financial Instruments Business Operator, Kanto Local Finance Bureau (FIBO) No.312, a member of the Investment Trust Association, Japan and the Japan Investment Advisers Association. 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This week's podcast is about why bundling (and cross-selling and upselling) are so powerful in digital. Plus, some thoughts on why data moats are mostly not real.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 bundling by Chris Dixon.How bundling benefits sellers and buyersA lot of thinking on data as a moat comes from these articles by Martin Casado, Julian Wright and Andre Hagiu.The Empty Promise of Data MoatsWhen Data Creates Competitive AdvantageHere are 7 complications I mentioned about bundling.Bundling requires a a robust product suite.You want a low attach rate. So you don't cannibalize products by bundling.Bundling can complicate the customer experience and buying journey.Bundling works best when all customers have similar total willingness to pay. But different tastes.Unlimited bundles (subscriptions) can have problems if there are non-zero product costs.Unlimited bundles (subscriptions) do limit revenue per user. This is a problem when willingness to pay is positively correlated with demand for variety.Subscription models do not reward superstar creators very well. ----------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

Retired Steelers Linebacker, Arthur Moats, starts the show discussing Jaylen Warren signing a new contract extension with the Steelers and the NFL Top 100 players list! Moats finishes the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers 2025 Team Captains, the injury report, which College QBs he'll be watching in week 2, plus more! Moats is then joined by TaNeisha from @reallyflawed for "Victory Formation" to preview the Steelers vs Jets week 1 matchup plus more! Moats finishes the show answering questions from Steelers Nation!

This FBA pioneer seller reveals how to win on Amazon: profit-first math, margins, real differentiation, smarter China sourcing, and IP + NNN protection. Plus, wild origin stories!   What if understanding financial fundamentals could transform your Amazon selling journey from mediocrity to profitability? Join us as we uncover the entrepreneurial insights of Steven Selikoff, a trailblazer in Amazon's original FBA program, who began his journey selling homemade firecrackers and transitioned to a successful career in the wholesale market. Steven's diverse experiences, from fashion photography in New York City and Italy to his no-nonsense business approach, provide invaluable lessons for anyone striving to succeed in the competitive world of online selling.   Steven sheds light on the often-overlooked aspects of e-commerce, emphasizing the importance of prioritizing profitable sourcing over merely chasing top-line sales. Many sellers find themselves entangled in the allure of impressive gross merchandise volume, only to realize profitability has slipped through the cracks. Through compelling anecdotes and real-life examples, Steven highlights how understanding your financial numbers and strategic sourcing can drastically shift the trajectory of your business, moving beyond superficial metrics to achieve sustainable success.   As we explore the significance of product differentiation, Steven shares his expertise on crafting unique market strategies. From premium dog treats to pillowcases for pet owners, he illustrates how catering to unmet customer needs can set you apart from the competition. Learn about securing your market advantage through effective strategies, including NNN agreements, intellectual property protection, and rigorous factory inspections. This episode promises a treasure trove of actionable advice for those ready to rethink their approach to online entrepreneurship and gain a competitive edge.   In episode 463 of the AM/PM Podcast, Kevin and Steven discuss: 00:00 - Entrepreneurial Journey With Stephen Selikoff 17:27 - Profitable Sourcing Over Flashy Marketing 19:37 - Chasing Quick Wins in Business 21:17 - Calculating Initial Amazon Selling Investment 29:00 - Bully Sticks for Dogs Product 30:21 - Unique Product Differentiation for Success 35:47 - Product Development Strategies for Beginner Sellers 39:51 - Navigating Manufacturing and Intellectual Property 40:56 - Protecting Your Product and Market Advantage 45:16 - Protecting Your Product and Timeline 54:50 - Successful Product Development and Factory Inspections 56:12 - Innovative Pillowcases for Pet Owners

Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to discuss the top college Quarterback prospects' performances in week 1 of college football! They then give their thoughts on the Steelers initial 53-man roster and 16-man practice squad! Moats and TaNeisha finish the show answering questions from Steelers Nation!

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 CoreBeyond the CoreHere 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 segmentsUnpenetrated segmentsNew segmentsNew geographiesGlobal expansionLocal expansionNew channelsInternetDistributionIndirectNew productsNew to worldComplementsSupport servicesNext generationJust new products / servicesNew BusinessesNew to world needsNew substitutesNew modelsCapability adjacenciesNew value chain stepsForward integrationBackwards integrationSell capability to outside-------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

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers initial 53 man roster! Moats is then joined by Tyler Candelaria to discuss the Steelers initial 53 man roster, the headlines surrounding the NFL, the upcoming season plus more! Moats finishes the show answering questions from Steelers Nation!

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:Gmail is Habit Forming via a High Frequency Utility Over a Long TimeGmail is Internally Triggering. That's the Gold Standard.Gmail Has Task Completion Rewards. Ok But Not as Good as Variable Rewards.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. ---------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

Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to recap the Steelers vs Buccaneers 2nd preseason game! Moats and TaNeisha then finish the show discussing what they want to see from the Steelers in their preseason finale vs the Panthers on Thursday Night!

Retired Steelers Linebacker, Arthur Moats, starts the show recapping the Steelers vs Buccaneers preseason matchup! Moats is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the Steelers vs Buccaneers matchup, the various headlines surrounding the NFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, starts the show previewing the Steelers vs Buccaneers preseason matchup and talks about the headlines surrounding Steelers training camp! Moats is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the Steelers vs Buccaneers matchup, Cam Heyward's contract situation, the headlines around the NFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, starts the show celebrating the show's 700th Live Stream and the channel surpassing 50,000 subscribers! Arthur then previews the Steelers vs Jaguars preseason matchup and talks about Cam Heyward looking for a new contract! Moats is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the Steelers vs Jaguars matchup, Cam Heyward having a hold-in, the headlines around the NFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, talks about the Steelers training camp headlines, the Pro Football Hall of Fame plus more! Moats is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss Steelers training camp, the pro football hall of fame, the headlines around the NFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!