In this class, Jeffrey Towson discusses four options that Huawei could have taken to respond to the US tech ban. These options include fixing the supply chain and staying the course, becoming a digital platform, ignoring Europe and focusing mostly on China, and trying to build an anti-US alliance for smartphone operating systems. Towson argues that Huawei should have focused on becoming a digital platform, as this would have allowed the company to continue to innovate and grow.
Jeff Towson unpacks the all-encompassing impact of digital on business, politics, culture, and society1. Drawing on his experience as a consultant and lecturer at Peking University, Towson discusses how digital tools are transforming industries, expanding human capabilities, and reshaping society1. Discover how software, data technology, and digital innovations are triggering an explosion of new products, services, and business models1.
Jeffrey Towson met with Huawei Chairman Guo Ping for lunch and learned three important lessons. First, Huawei invests heavily in human resources. Second, Huawei is agile and adaptable. Third, Huawei benefits from economies of scale.
Jeffrey Towson argues that Vipshop could benefit from building its own logistics network, like JD. He says that this would give Vipshop more control over its supply chain and delivery times. However, he also acknowledges that this would be a major investment.
I like cheetahs. I’m not totally sure why. But I have watched every documentary I can find about them. I have studied their biology. I frequently go to see them in the wild in Kenya and South Africa. I just think they are really cool. And I also recall Berkshire Hathaway Vice-Chairman Charlie Munger talking […]
SF Express, YTO, and the other China express delivery majors have been racing to go public. Faced with shrinking profits and mounting competitive threats, the dream of being the “FedEx of China” is quickly morphing into an arms race in capital and capabilities. Here’s my take on what is going on and what to expect. […]