Unpacking Infrastructure Ownership and AI Solutions

Eva Dou is the author of The House of Huawei, an excellent book covering the personal, economic, and geopolitical arc of Huawei, China’s most important company.

We discuss…

• The life of Huawei’s founder, Ren Zhengfei, who rose from Cultural Revolution disgrace to become one of China’s richest businessmen,

• How Ren built Huawei, and what makes their corporate culture unique,

• Huawei’s strategic entry into developing and high-risk markets like Libya, Iraq, and Iran, and whether the controversial deal with the UK is a threat to national security,

• How Huawei outcompeted Chinese state-owned telecom companies and eventually achieved national champion status,

• How Ren’s personal interest in foreign art, music, and architecture advances Huawei’s market share.

Co-hosting today is Kyle Chan, a postdoc at Princeton and author of the High Capacity Substack.

Outro music: Back Fire - Annabel Yao (YouTube Link)

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