I recently sat down with Simon Lin Baifeng, President of Huawei Asia Pacific and had a fascinating discussion about the future of digital infrastructure in Asia. Now I admit I’m a bit jealous of Simon. If there is one place to be building digital infrastructure, it’s Asia. Things are moving fast in infrastructure (5G, data […]
In Parts 1 and 2, I wrote about how digital infrastructure is being developed in Thailand, which is a good proxy for digital infrastructure SE Asia. I also wrote about my interview with Huawei Thailand CEO Abel Deng (see below). In this part, I’ll detail Huawei’s 4 big initiatives in Thailand. And this is pretty […]
In Part 1 and a podcast, I covered the history of Huawei in Thailand and my interview with Huawei Thailand CEO Abel Deng. In this part, I’ll go into the development of digital infrastructure in SE Asia. This is one of the big determinants for rate of growth. And Thailand has, by many measures, emerged as […]
Huawei has just announced its 2021 financial results, with the title “Solid Operations, Investing in the Future”. That is actually a pretty good summary of their strategy post-US tech ban. It was also interesting because CFO Meng Wanzhou is now back in China, after years in Canadian custody. She presented the financial results, along with […]
This week’s podcast is about my discussion with Abel Deng, the CEO of Huawei Thailand. And about how the next generation of digital infrastructure is developing in SE Asia. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive […]
Last week, I went to the Huawei headquarters in Bangkok and interviewed Thailand CEO Abel Deng. It was a fascinating discussion and it really got me thinking about two questions: What is the next generation of digital infrastructure going to look like in SE Asia? What new digital businesses will this make possible? I’ve written […]
This is the big hole in everything I have laid out over the past +700 articles and +100 podcasts. How do you identify cultures and management teams that will outperform operationally? How do you identify who will make smarter decisions and execute faster? How do you identify who will grow faster and slowly dwarf competitors […]
This week’s podcast is about Huawei’s big operating system initiative. It’s the first serious challenge to Android’s global dominance. And how to break-in with a new ecosystem is a fascinating question. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Types of platforms: Marketplace Platforms Payment Platforms Innovation and Audience-Builder Platforms Coordination, Collaboration […]
Huawei is “all in” on building a third mobile operating system and ecosystem. This is the first major challenge to the Android-Apple iOS duopoly in almost a decade. And as iOS is a closed system, it is really about Huawei taking on globally dominant, open source Android. It’s a big deal. I recently spoke with […]
In this class, I talk about the role of the state as a key factor in certain industries and countries. This tends to be a fuzzy, uncomfortable aspect when it comes to analysis. But it is fairly common for government to act as both policeman and player. And it can often be easy to […]