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CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris
China Tech Investor
Is There a Disruption of Hardware?
If you don't have any kind of moat that you build, then it's very easy to get disrupted. So theoretically, you could have avnmes ardware maker that comes, that comes along at some pointman is able to undercut a company linke shalme. But yet, i don't quite know where that's coming from. And michael, do you hav any thoughts?
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