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.
- #6 Basics of Huawei
- #10 More on Huawei
Concepts for this class:
- Digital Superpower #1: Dramatically Improve the User Experience
- Money Wars
- Hyperscaling vs. Blitzscaling
- Competitive Advantage: Economies of Scale
- Linked Businesses
Companies for this class:
- Luckin Coffee
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
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