“The name of the game is to innovate. If you're not innovating, you're not doing what you should be doing as a tech company.” – Tiffany Wong
Fragmentation comes at a cost. Different standards, local content rules, and diverging tech stacks increase complexity and expenses. But Tiffany argues that competition can also accelerate creativity:
“Even though fragmentation could be costly, the pressure and competition that comes from it will make companies much more exciting across the sphere.”
This dynamic forces companies to invest in R&D and adapt quickly to shifting regulations, creating new pathways for innovation.
Geopolitical volatility is no longer a series of isolated shocks, it's a constant undercurrent. Tiffany emphasizes the importance of scenario planning and breaking down silos:
“Understanding what's going on in the world is one thing. Communicating that internally and making decisions on how the company can respond is the toughest part.”
Cross-functional collaboration ensures that risks don't catch teams off guard.
As industrial policy reshapes global markets, companies are becoming bridges between stakeholders. Tiffany calls this corporate diplomacy:
“When there's an absence of full diplomacy, companies are the ties that bring different stakeholders together. They have the power to do that.”
This means engaging with governments, regulators, and industry partners to maintain competitiveness and trust.
The tech cold war is accelerating. Beijing is working to break hardware choke points, while the U.S. pushes forward with initiatives like the Tech Force. For companies, strategic positioning is critical:
“The direction of U.S.–China tech competition is accelerating. Just the measures look a little different.”
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