#56 | New rules of competitive advantages and competition | Moats & Marathons w/ Jeffrey Towson

The Dutch Investors · Sep 18, 2025 · 1h 45m · transcript

Join us for a fascinating conversation with Jeffrey Towson. He's a leading expert on competitive advantages and digital business, and he's had a front-row seat to this incredible environment for over two decades. He's worked and lived across the US, China, and the Middle East, giving him unique insights into some of the world's most innovative tech companies.

We talk about:

How Chinese companies are changing

The need for speed

Dynamic vs. static moats

China's innovation

The power of AI

The difference between moats and barriers to entry

For more information on Jeffrey Towson:

Website…