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 […]
In this class, I go into the increasing dimensions of operational marathons. I call these the SMILE marathon. You can listen here or at iTunes, Google Podcasts and Himalaya. SMILE Marathons. Competing every day on which dimensions? Scale, Scope, Efficiency and Effectiveness Machine Learning / AI Factories and Zero-Human Operations Innovation Rate of Learning […]
The big digital China / Asia news this week was the expansion of the US entity list ban to include TSMC. In theory, Huawei cannot get advanced semiconductors from American companies directly or by having them manufactured with American equipment at companies such as TSMC.It’s a big deal.This was the political bombshell everyone was waiting […]
In this class, I talk about my interview with Huawei about their 2019 financial results. And a bit about the disclosure of fraud at Luckin Coffee. You can listen here or at iTunes, Google Podcasts and Himalaya. This is part of Learning Goals: Level 3, with a focus on: #6 Basics of Huawei #10 […]