Huawei’s Employee Stock Ownership Plan (ESOP) is “Meritocracy Plus Partnership” at Scale in China Tech. (Pt 2 of 3)

On my visit to Huawei HQ, I visited the room where they keep all the records for the employee stock ownership plan (ESOP). And the staff gave me a nice PowerPoint presentation with lots of org charts and legal structures (see below). But I don’t really understand these. And I wasn’t really paying that much […]

Huawei Is Going to Beat Trump with Human Resources, Not Technology (Pt 1 of 3)

President Trump’s placement of Huawei on the US entity list was a body blow. The magnitude of the hit should not be understated. Being cut off from US technology so suddenly staggered the multinational. But, to their credit, Huawei didn’t go down. They took the hit and stayed on their feet. I’m not really sure […]

Artificial Intelligence in China Increasingly Depends on HiSilicon (pt 2 of “Red AI” book review)

This is Part 2 of my 9 take-aways from Nina Xiang’s book Red AI. Part 1 is located here. #4: China is great in electric vehicles but the US is leading in autonomous vehicles. China has lots of great companies doing electric vehicles. And they are the largest market for them (and growing). But autonomous […]

Skip “AI Superpowers”. “Red AI” is the Book to Read About Artificial Intelligence in China (pt 1 of 2)

I was pretty disappointed by Kai Fu Li’s book AI Superpowers. He is a big expert on artificial intelligence in China but the book was mostly high-level US-China commentary and his personal life. It was surprisingly light on artificial intelligence. In contrast, I was pleasantly surprised by Nina Xiang’s book Red AI. While not a […]

Huawei Is Digging In for a Long-Fight. And They Are Probably Going to Win. (pt 4 of 4)

Ok. My last take-away from my visit to Huawei HQ. Thanks if you’ve hung in this long. Take-Away #5: Huawei Is Digging In for a Long-Fight. And They Are Probably Going to Win. Chairman Liang Hua ended the press conference by saying they are both “fighting for survival” and “seeking growth”. That is a pretty […]

The Real Impact of the Huawei Export Ban Is Still On the Way (pt 3 of 4)

This Part 3 of my take-aways from my visit to Huawei HQ in Shenzhen. I got to talk with management and tour some facilities. But the key event was the press conference where Huawei released their post-US export ban financials. First, this was a pretty cool press conference. They put out their half year revenue […]

Post US Export Ban, Huawei is Going For Tech Leadership (pt 2 of 4)

This is Part 2 of my take-aways from my visit to Huawei headquarters. You can find Part 1 here. I’ll be releasing more in-depth articles shortly. One of the cooler parts of Huawei is the “European town” campus they have built in Dongguan. A $1.5B campus based on multiple European towns. There is Verona. There […]

Huawei Going “Battle Mode” Is Bad News For Ericsson. Take-Aways from My Visit to Huawei HQ (pt 1 of 4)

I had a pretty great trip to the Huawei headquarters for their half year earnings’ release. Fascinating discussions with management. Some touring of the facilities. And I even got a good seat at the big press conference. FYI. Here’s what the back of Chairman Liang Hua’s head looks like. I’ve got 5-6 articles coming out […]

My 10 Favorite Business Books (Video) – pt 2 of 2

This is Part 2 of my favorite business books. Plus some fun stuff from around Rio de Janeiro. Youtube link is here. Part 1 is here. —— I write and speak about digital China and Asia’s latest tech trends. Please join my executive education class on China’s tech leaders – and on the strategies and […]

I Applied Warren Buffett’s 25-5 Rule to My Career – And It Totally Worked (Video)

Hey. I applied Warren Buffett’s 25-5 rule to my career and it made all the difference. Here’s some on that. And some fun stuff from around Peking University. Here is link for Youtube. And for those in China at Tencent Video. Music is Boost by Joakim Karud http://youtube.com/joakimkarud —– I write and speak about digital […]