I think you misunderstand, or at least the article misunderstands. It's not innovation as such, it's the ecosystem. Even without network effects Chinese compani

I think you misunderstand, or at least the article misunderstands. It's not innovation as such, it's the ecosystem. Even without network effects Chinese companies are starting to stand on their own. Xiaomi is maybe even second to Apple in the consumer electronics industry (especially with western brands, like Nokia, folding), DJI is probably the leading drone manufacturer, Taobao (while not really available worldwide) is far better than eBay.