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Xiaomi is proposing to offer a superior offering because they're going to make it all. It's going to be fully integrated. And so Apple is fundamentally at a disadvantage. Now they're not really competing with Xiaomi because Xiaomi's made for different markets. Google on the other hand has the opposite problem and their strategy dictates that they serve everyone.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode