Huawei's Handset Business Outside China 'Effectively Dead': Applico CEO

The transcript discusses the challenges faced by companies like Huawei in creating a new mobile ecosystem to rival Android, highlighting the failures of Microsoft, Amazon, and Facebook. It explores China's potential strategic response to US tech policies and the difficulties in convincing developers to support a new operating system. The discussion also covers Huawei's future, particularly its handset business outside China, and the role of platform tech companies in the modern economy, emphasizing the importance of ecosystems and network effects.

What are the implications of Huawei being blacklisted from the Android ecosystem?

In what ways do platform tech companies differ from non-platform tech companies?