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What’s missing is a “moat†to protect Xiaomi’s share of the viciously competitive smartphone market. Its operating system has won over around 20 million near-fanatical users, but companies with bigger budgets, from Baidu and Alibaba to Huawei, are also targeting users’ small screens. Xiaomi has so far relied more on charming customers than locking them in, as Apple did with its closed ecosystem, or as Blackberry did by targeting large-scale corporate e-mail users.
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“Obviously what happened at the end of last year was a huge reality check,†he said, “but I love what I do, more than ever, because I think I am closer to the end than the beginning.â€
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