Podcasts about moats

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”. 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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"). 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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!

This week's podcast is about generative AI strategy. And it's my summary of some key points of Sangeet Choudary's book "Reshuffle: Who wins when AI restacks the knowledge economy".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.My take-aways are:GenAI's Biggest Impact Will Be as a New Technology for Coordination.GenAI Coordination Happens at 3 Levels (Shipping Container Example).GenAI is Dramatically Increasing What Can Be Coordinated. And How (OTA and Construction Examples).GenAI Will Impact How Firms Coordinate Knowledge. And Will Create Brains for Organizations.Photo by Sanket Mishra on Unsplash--------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

The Trump–Putin Alaska summit is over — but with no ceasefire and no deal, who came out on top? In this episode of MOATS, George Galloway asks: Did Trump outplay Putin, or did Moscow hold the upper hand?We also examine how Gaza's humanitarian crisis is being sidelined, why Ukraine is still burning, and what this means for a fragile world order.

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!

In this episode, Robert revisits one of Warren Buffett's most famous investing ideas and asks what happens when the “wide economic moat” starts to shrink. He explores how once-unshakable giants can lose their edge, what separates a moat from a mirage, and why some advantages are built to last. From trash collection to social networks to the world's most trusted cryptocurrency, he shares examples of moats that still hold strong and what makes them different. Plus, a listener question on his most controversial investing takes and why the market's next phase could reward the patient and prepared.

Top Headlines for August 7Tornado Cash Trial Verdict as Roman Storm guilty on 1 of 3 charges.We had a shakeup in the MegaETH world with GTE apparently leaving it, as well as the MegaMafia. Lots of talk about Moats around CryptoTwitter - What does this mean in the context of Consumer Dapps? This is a bit of a tussle in crypto media going on. Where are Crypto Journalism ethics?And did VCs abandon Tornado Cash?Little BitzTom Lee says ‘Wall Street has already decided Ethereum is the chain they're going to build Wall Street onto.' Four men in Sweden tortured a 30-year-old seeking his crypto. Here's how Coinbase becoming a bank, in a way you won't like.Friends of the ShowC3The C3 team has more than 20 years of experience in journalism, including leading the editorial and content side of a major Web3 news publication. They are also experienced AI and Web3 PR professionals, regularly placing content in leading web3 and AI publications. C3's members previously co-founded the PR department at SCRIB3, and have experience with clients such as EigenLayer, VanEck, Monad, SKALE Network, LEVR Bet, Symmio, Camp Network, Evmos, Avail, Moonbeam, and others.WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostEmail: kyle@dailycryptonews.net*****Magic Newton Wallethttps://magic.linkTrader Cobb X: @TraderCobbhttps://www.thegrowmeco.com/Editing Serviceshttps://www.contentbuck.com——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! I AM NOT AN EXPERT! I DO NOT GUARANTEE A PARTICULAR OUTCOME I HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT! Hosted on Acast. See acast.com/privacy for more information.

This week's podcast is about Cainiao's rapid rise from 2014-2022. Despite having a pretty unclear strategy. It's another example of Alibaba's Management Playbook.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 case study from CEO Wan Lin.Wan Lin: My Practice On Strategy ——–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, 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!

In this episode, we're joined by Evelin Herrera, founder of the leading mergers & acquisitions firm for mobile apps and games. She helps hundreds of app founders navigate five to eight-digit exits and is the go-to voice when it comes to valuing, marketing, and selling apps.Evelin is the founder of EHVM, better known from the site www.evelinherrera.com, where more than 100 apps are listed for sale, and the creator of The Mobile Club, a community of app founders, investors, and operators. She breaks down what makes an app “EPIC”, the kind of product that gets serious exit multiples. From retention and community to branding, valuation metrics, and due diligence, Evelin shares what buyers are looking for.If you've ever thought about selling your app, this is the roadmap you didn't know you needed.You will discover:✅ What makes an app “EPIC” and worth a 7-figure exit✅ The MOATs that boost your app's valuation✅ Why branding, retention & community are make-or-break✅ How to prepare for a successful app exit or acquisitionLearn More:Connect with her for all things apps, valuation, metrics, and exits:https://x.com/herreraevel https://www.linkedin.com/in/evelinherrera/ Join the Mobile Club Community:https://evelinherrera.com/themobileclubCheck available apps on sale:www.evelinherrera.comWork with us: https://www.appmasters.com*********************************************SPONSORSArcads is the fastest and best indie-friendly platform to create authentic, AI-powered UGC-style video ads — all from just text input.- Emotionally resonant, human-like videos- Perfect for app demos, testimonials, and paid social creatives- Built for speed, built to convertWhether you're launching or scaling, Arcads makes it easy to test and iterate video ads.Try it now: https://www.arcads.ai/?comet_custom=appmasters*********************************************Everyone's talking about web2app funnels - the breakthrough strategy maximizing mobile revenue. But building them in-house takes months of development. web2wave eliminates the complexity with their innovative all-in-one platform✅ AI funnel generator✅ powerful drag-and-drop quiz builder✅ streamlined payments✅ comprehensive analytics✅ smart A/B testing✅ and moreLaunch high-performing web2app funnels in days, not months.Visit https://web2wave.com/ to create your web2app funnel for free.*********************************************Follow us:YouTube: ⁠AppMasters.com/YouTube⁠Instagram: ⁠@App MastersTwitter: ⁠@App MastersTikTok: ⁠@stevepyoung⁠Facebook: ⁠App Masters⁠*********************************************

In this episode, we're joined by Evelin Herrera, founder of the leading mergers & acquisitions firm for mobile apps and games. She helps hundreds of app founders navigate five to eight-digit exits and is the go-to voice when it comes to valuing, marketing, and selling apps.Evelin is the founder of EHVM, better known from the site www.evelinherrera.com, where more than 100 apps are listed for sale, and the creator of The Mobile Club, a community of app founders, investors, and operators. She breaks down what makes an app “EPIC”, the kind of product that gets serious exit multiples. From retention and community to branding, valuation metrics, and due diligence, Evelin shares what buyers are looking for.If you've ever thought about selling your app, this is the roadmap you didn't know you needed.You will discover:✅ What makes an app “EPIC” and worth a 7-figure exit✅ The MOATs that boost your app's valuation✅ Why branding, retention & community are make-or-break✅ How to prepare for a successful app exit or acquisitionLearn More:Connect with her for all things apps, valuation, metrics, and exits:https://x.com/herreraevel https://www.linkedin.com/in/evelinherrera/ Join the Mobile Club Community:https://evelinherrera.com/themobileclubCheck available apps on sale:www.evelinherrera.comWork with us: https://www.appmasters.com*********************************************SPONSORSArcads is the fastest and best indie-friendly platform to create authentic, AI-powered UGC-style video ads — all from just text input.- Emotionally resonant, human-like videos- Perfect for app demos, testimonials, and paid social creatives- Built for speed, built to convertWhether you're launching or scaling, Arcads makes it easy to test and iterate video ads.Try it now: https://www.arcads.ai/?comet_custom=appmasters*********************************************Everyone's talking about web2app funnels - the breakthrough strategy maximizing mobile revenue. But building them in-house takes months of development. web2wave eliminates the complexity with their innovative all-in-one platform✅ AI funnel generator✅ powerful drag-and-drop quiz builder✅ streamlined payments✅ comprehensive analytics✅ smart A/B testing✅ and moreLaunch high-performing web2app funnels in days, not months.Visit https://web2wave.com/ to create your web2app funnel for free.*********************************************Follow us:YouTube: ⁠AppMasters.com/YouTube⁠Instagram: ⁠@App MastersTwitter: ⁠@App MastersTikTok: ⁠@stevepyoung⁠Facebook: ⁠App Masters⁠*********************************************

Retired Steelers Linebacker, Arthur Moats, talks about Steelers training camp, the 2025 Steelers Hall of Honor class, the headlines surrounding the team plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Katherine Boyle and Erin Price-Wright are General Partners at Andreessen Horowitz (a16z), leading the firm's American Dynamism practice. This episode explores how their team invests in companies tackling national imperatives—ranging from defense and manufacturing to energy and critical infrastructure. Katherine shares how American Dynamism emerged from portfolio patterns at a16z, while Erin describes how her background at Palantir informs her investment lens. Together, they unpack why the U.S. must reindustrialize, how software is now eating the physical world, and what they look for in high-capex startups. This conversation also highlights the evolving U.S.-China industrial competition, the role of government in innovation, and why talent is moving from Big Tech into “hard tech.”In this episode, we cover: ⁠[02:30]⁠ An overview of a16z⁠[04:59]⁠ Its thesis shift from defense to energy and industry⁠[07:49]⁠ How AI is transforming heavy industries[8:24] Tech stack for US vs. China[12:23]⁠ Role of government versus private capital⁠[16:14]⁠ Why software is still the core of industrial innovation[16:55]⁠ Base Power as a software-led grid infrastructure play⁠[20:42]⁠ When vertical AI-native startups beat incumbents⁠[21:48]⁠ How a16z helps startups navigate Washington⁠[27:51]⁠ Why energy problems require system-level solutions⁠[31:57]⁠ Moats in energy and manufacturing[37:51] a16z's American Dynamism 50 list⁠[40:16]⁠ Battery supply chains and the China dependency⁠[46:44]⁠ Why capital stack strategy matters for hard tech founders⁠[48:52]⁠ Looking 10 years aheadEpisode recorded on May 21, 2025 (Published on July 29, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

This week's podcast is about search-focused vs. interaction / engagement focused ecommerce. And a lot about Pinduoduo.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.Interaction / engagement-focused product has three dimensions:Recommendations. This is passive consumption, not active searching. So that means machine learning-powered newsfeeds. Basically, just like TikTok and Instagram.Entertainment. That means features, games, and videos.Community. This is about tapping into group behavior. You want active communication and sharing between users. And on social networks. You also want livestreaming with friends. And, if possible, you want group buying.I think there are two archetypes for interaction-focused ecommerce.Type 1: Newsfeed based. That's TikTok. That's the sushi train restaurants. This is TikTok Shop is a good example of this. With lots of little purchases. Mostly based on whose videos you like to watch and what surprises show up in your feed.Type 2: Carnival based. That's early PDD. It's lots of games. Which is very different than TikTok Shop.Alibaba has three interesting use cases for ecommerce.The Power of Livestreaming in EcommerceImage-Based Search Changes the Way We Find ProductsConversational SearchPhoto by Hugh Han on Unsplash——--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, talks about the Steelers officially reporting to training camp, the new 1933 throwback uniforms the team will wear this season plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Today's guest, Candace Moats is a seasoned leader, a program builder, and a mentor to countless young women. As the head women's volleyball coach at Indiana Wesleyan University, she's spent over two decades shaping not just championship teams, but championship lives. Her leadership is grounded in faith, driven by values, and fueled by a passion for helping athletes grow on and off the court. With wisdom forged through experience and a relentless commitment to her calling, Coach Moats exemplifies what it means to lead with a championship mindset. You won't want to miss this powerful conversation with Candace Moats.

This week's podcast is about my visit to Tencent AI Cloud in Beijing.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.My are my 3 take-aways:Take-Away 1: Tencent Cloud is Doing “Fast-Follower with Advantages” in AI.WeChat and Tencent Cloud Are Going International Leading with Tech Services.I Expect Tencent Cloud to Be One of the World's Top 5 AI Cloud Companies. ---------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

On this episode we talk family, faith and business.

During this episode, Santosh is joined by Jake Wieseneck, Principal at Maniv, a venture capital firm focused on mobility and transportation technologies. Jake shares insights into Maniv's investment strategy, emphasizing their focus on decarbonization and the digitization of transportation. The conversation also explores emerging trends in AI, particularly its application in verticalized industries like maintenance, freight, and manufacturing. Key discussions include the evolving Series A fundraising landscape, the importance of domain expertise in AI applications, and the potential transformation of automotive OEMs. Jake highlights the firm's approach to investing in companies with clear cost imperatives and multiple business model pathways, while also providing a bold prediction that automotive companies will become broader technology providers by the end of the decade. Don't miss this conversation! Highlights from their conversation include:Jake's Background and Path to Mobility Investing (1:09)Maniv's Investment Strategy and Industry Partnerships (3:34)Bidirectional Value with Strategic Partners (6:02)Current Market Dynamics and Exciting Trends (8:08)AI and Mobility: Investment Focus Areas (9:45)Series A Market Expectations and Guidance (11:27)Optionality and Transparency for Founders (13:23)Investor-Founder Alignment and Board Dynamics (18:22)Defensibility and Moats in AI-Driven Businesses (20:23)Distribution, Data, and Domain as Competitive Advantages (22:19)Decarbonization and Electrification Investment Approach (27:28)Bold Predictions for the Automotive Industry (30:22)Rapid Fire Segment to Closs (31:31)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/

Jeremy Barnett offers investors insight into how A.I. will affect the future workspace. He says A.I. is setting the floor for how businesses operate, from boosting efficiency to training workers on using the tech for everyday purposes. Jeremy has an optimistic outlook on A.I., arguing that automation offers new opportunities for workers and employers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Mushrooms, coffee, and diapers. It's not the start of weird joke, but the the innovation arc of Tero Isokauppila, one of the most uniquely disruptive founders at the convergence of bio and consumer goods. From building the $2B mushroom coffee category at Four Sigmatic to launching HIRO, the world's first fungi-based diaper, Tero's work reflects something deeper; how Austin's convergence of culture, capital, and cross-sector energy is creating the next innovation frontier.02:18 – From Farm Kid to Mushroom Category King05:45 – The Biology of Fungi as Platform Tech09:03 – Why America Is Mushroom-Illiterate10:38 – Product Before Mission: Lessons from Tesla and HIRO16:35 – CPG vs Biotech: Funding, Moats, and Returns25:57 – Why Austin Became a CPG Powerhouse31:39 – Tech and CPG: Still Separate Worlds in Austin35:41 – Frontier Cities Need Cultural + Sector Convergence1:01:15 – Manufacturing's Real Bottlenecks (and Myths)1:05:06 – “What's Next Austin?”: Ego Death, Rebirth, and Maturity Tero Isokauppila: LinkedIn, YouTubeFour SigmaticHIRO -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack

This week's podcast is about how Alibaba.com restructured its business and re-ignited growth in 2017-2018.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.My summary of the Alibaba Management Playbook:Diagnose the problem:What is the chief complaint?Stagnant growth? Low NPS?What is the differential diagnosis?1-Re-clarify and re-focus customer value. This includes:Customer segmentation. Who are you targeting? What are you after (revenue)? Traffic? Data?What do they most care about? Map out the process.Is what customers want changing? Tech change? PC to mobile changed what maps could do.What is the competitor offering and how you are going to take their customers?2-Launch 2-3 key strategic initiatives to increase refocused customer value.3-Improve production. Fix the big pain points of customers, staff, suppliers, etc. Requires data-driven decision making and iteration.4-Change the org structure, talent and culture. Improve production relations.Increased communication and coordination.5-Have early wins (small phased victories). Important to test the strategy and get data. And to re-enforce culture and org changes.6-Agile tactics and speed are key.You win chess with 2x the moves.Tactical brilliance and guerrilla execution.7-Build a powerful biz model or operating flywheel. Maybe access multi-growth curves.Measure OutcomesFinancial and operationalStrategic——-- I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind 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

Amber speaks on inviting others to the great banquet table prepared for those in the kingdom as well as an update on Young Life ministry.

Retired Steelers Linebacker, Arthur Moats, talks about the Steelers trading for Jonnu Smith and the impact he could have! Moats is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the Steelers blockbuster trade more in-depth! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, talks about the Steelers trading Minkah Fitzpatrick to the Dolphins for Jalen Ramsey and Jonnu Smith! Moats is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the Steelers blockbuster trade and the impact of it! Afterwards, Moats finishes the show answering questions from Steelers Nation!

151: What an honor to speak with Dr. Louisa Moats about the English language! She explains why it's so important to teach spelling, why English isn't as irregular as some think, the usefulness and limitation of syllable types, and how to help students who struggle with spelling. Dr. Moats is a treasure!Click here for the show notes from this episode.Get my book, Reach All Readers! Looking for printable resources that align with the science of reading? Click here to learn more about our popular and affordable membership for PreK through 3rd grade educators.Connect with Anna here! Blog Instagram Facebook Twitter (X)

This week's podcast is about how Alibaba's Amap quickly dethroned market leader Baidu Maps.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 Amap case study.My summary of the Alibaba Management Playbook:Diagnose the problem: Stagnant growth? Negative NPS? Low engagement?1-Unwavering focus on customer value. Re-clarify customer value. This includes:Customer segmentation. Who are you targeting? What are you after (revenue)? Traffic? Data (Amap)?What do they most care about? Map out the process.Is what customers want changing? Tech change? PC to mobile changed what maps could do.What is the competitor offering and how you are going to take their customers?2-Fix the Big Pain Points. Requires Data-Driven Decision Making and Iteration.3-Do cultural change and increased communication and coordination.4-Agile teams and tactics are key. Tactical brilliance and guerrilla execution.5-Have early wins.6-Build a powerful biz model or operating flywheel.--------- I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind 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, talks about DeShon Elliott signing a contract extension with the Steelers and Terry Bradshaw making headlines! Afterwards, Moats finishes the show answering questions from Steelers Nation!

This week's podcast is about scale advantages. Which are different than economies of scale.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.5 Things People Get Wrong about Scale Advantages, Economies of Scale and MoatsThere are lots of absolute (not relative) scale advantage. Growth is the default business strategy.Scale advantages are bigger (and more vague) than economies of scaleScale advantages can cascadeScale disadvantages (diseconomies of scale, big company disease) are under-rated and under-measuredYou need to separate barriers from competitive advantages. And measure each specifically.I want to know 3 things:Barriers to entry against new entrants.What specific CRAS to reproduce?What is the cost, difficulty and timing to enter?Competitive advantage against rivalsWhich CAs specifically? With measurements.The incumbent or rival response---------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind 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, is joined in-studio by Steelers alumni & current Norfolk State University Defensive Coordinator, Terence Garvin, to discuss Aaron Rodgers impact on the Steelers , TJ Watt's contract situation, the UFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, is joined in-studio by Steelers alumni & current Norfolk State University Defensive Coordinator, Terence Garvin, to discuss Aaron Rodgers impact on the Steelers, TJ Watt's contract situation, the UFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, starts the show talking about Aaron Rodgers officially signing with the Steelers and practicing at Minicamp! Afterwards, Moats finishes the show talking about TJ Watt holding out and skipping all of Steelers Minicamp!

Retired Steelers Linebacker, Arthur Moats, starts the show talking about the Steelers having trade interest in Dolphins TE Jonnu Smith & Saquon Barkley being named the Madden 26 cover athlete! Moats is then joined by Steelers alumni & current Norfolk State University Defensive Coordinator, Terence Garvin, to discuss the Steelers trade interest in Jonnu Smith, Aaron Rodgers, Madden 26 plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Varun Mohan is the CEO and Co-Founder of Windsurf, the leading AI-native IDE, which has over a million users and generates over 50% of all committed software across thousands of companies. Prior to Windsurf, Varun graduated with a Master's in Computer Science from MIT and led a team at Nuro focused on large-scale deep learning infrastructure for autonomous vehicles. Today's Agenda: [00:00] The $3B Startup That Only Happend on the Third Pivot [05:12] When to Give Up vs When To Stick at It [08:55] “Never Fall in Love With Your Idea” — Here's Why [10:38] What Founders Get Wrong About Being First [13:52] What Would Windsurf Do If They Had Unlimited Resources [16:45] Will Lovable and Bolt Ultimately Compete with Windsurf and Cursor [19:25] The Product Development Rule That Breaks All Startup Rules [21:20] The Cold Truth About Moats in the AI Era [24:30] The OpenAI Question You're Not Supposed to Ask [32:50] Who Actually Counts as an Engineer in 5 Years? [35:10] Will Product Managers Even Exist in 2030? [37:30] Async Agents Are Coming—But Most Will Fail.. Why? [41:00] The Truth About Agent-Only Workflows [44:20] The One Area of Engineering That AI Will Eat Next [46:12] What Cursor Got Right (That Windsurf Didn't) [47:55] Are LLM APIs Already Commoditized? [50:30] Why Anthropic Won't Win by Default [52:10] Should Model Companies Own the App Layer? [58:05] What Does Varun Want to be Remembered For?    

Retired Steelers Linebacker, Arthur Moats, starts the show talking about the Steelers starting phase 2 of OTAs and Steelers Super Bowl Champion QB, Terry Bradshaw's, comments on Aaron Rodgers! Afterwards, Moats finishes the show answering questions from Steelers Nation!