
What supply and demand factors are influencing the current industry equilibrium? What types of economies are most relevant for firms in the industry? Will firms with large shares earn above-normal profits? Are the positions of incumbents “contestable”? Are these industries global or local? Does a firm’s success in one industry yield competitive advantages in others? Do the valuations of individual companies operating in these industries make sense? How will major technological changes, e.g., 5G and AI, affect the industry and individual firms? What regulatory and legal issues are most relevant?
These and many other questions were discussed during my semester exchange at the Yale School of Management as part of my Executive MBA program.
Over the past 16 weeks I had a chance to learn from the renowned Prof. Edward A. Snyder about economic concepts and industrial organisation models, and how these can be applied to high-tech industries across China, Europe and the United States.

The course also featured valuation frameworks from business practitioners and brought in outstanding industry leaders as subject matter experts on topics of policy, technology and leadership.
As members of the Global Network for Advanced Management, the group consisted of students from top-tier graduate business schools worldwide. This fostered dynamic discussions and drew upon a diverse range of experiences and perspectives.
I had an opportunity to collaborate with some of my international colleagues on our final project that analysed the autonomous driving industry in the US as well as provide input and feedback to other teams in the matrix.

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