Jeff Towson explores the complex ownership structure of Huawei, revealing the significant role of carrier customers in the company’s governance. This analysis highlights how Huawei’s customer relationships impact its strategic decisions and operational stability. Understanding these dynamics offers a deeper perspective on Huawei’s business model and market positioning.
Competitive moats (i.e., structural advantages) tend to be viewed as one thing. But it is usually two. And it is helpful to view it this way when looking at the impact of various digital tools. Here is how I separate it. Competitive advantages Barriers to entry and other soft advantages See the green part below. […]
I have been thinking about JD’s logistics operations for like 4 years. I visited a couple of their warehouses. I toured their robotics laboratory. And I am always looking for their cool logistics videos (see here or below). But it’s hard to see the whole system. Most logistics is behind the scenes. But JD Logistics […]