Came up with this analogy in the middle of a conversation with Korean execs. This is why I like freeform discussions.
David Tse
David Tse22.7.2025
Its the 1990s: You’re Qualcomm. You had revolutionary CDMA technology but faced entrenched standards in the US. Strategy: Partner with Korea, a newcomer eager to leapfrog into wireless leadership. Result: Samsung entered wireless, and CDMA became global standard.
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