Rakuten CEO Mikitani Says He's Happy He Shunned Huawei and ZTE

The speaker, a Japanese individual, discusses the geopolitical context between the US and China and its impact on network equipment decisions. They explain their choice to avoid Chinese network equipment due to perceived risks, opting instead for Nokia while developing their own hardware. The speaker also reflects on the potential impact of these decisions on Chinese companies like Huawei and ZTE, highlighting the challenges of using Chinese vendors in the telecom industry.

What are the speaker's thoughts on the future of Huawei's business in the telecom industry?

What potential risks does the speaker associate with using Chinese vendors?