Discussion about China’s tech crackdown, the impact on entrepreneurship, and the difference between hard tech and consumer tech.
An Interview with Paul Mozur on Technology in China
An interview with Paul Mozur on technology in China, including WeChat, TikTok, Trump, TSMC, and Huawei.
Apple, China, and Trump; Google Invests in JD; The Value of the China Market
More on Apple’s challenges in the Chinese market, both in the past and going forward, and then why e-commerce companies are beating everyone else, both in China and the U.S. Then, why the China market is so attractive.
Uber in London: A Correction, Books and Blogs Revisited, More Aggregators
A comment on Twitter 280, and a correction on Uber in London. Then, why blogs are better than books (in some cases), and a whole list of aggregators not covered in Defining Aggregators.
Uber and Yandex; Grab Raises $2 Billion; Softbank, Ride-Sharing, and Capital
Uber has made a deal in Russia that, to the extent it approximates China, is a great idea. However, the company may soon be knocked out of Southeast Asia: capital is the ultimate aggregator.
Tesla and Beyond Disruption, As Yahoo Turns
A follow-up on Beyond Disruption and why it doesn’t apply to Tesla. Then, what in the world is going on with Yahoo?
Daily Update: The Trouble with Amazon, China’s E-Commerce Battle, Asia’s Advantage
Good morning, On last week’s Exponent James and I talked about the Story of Stratechery; I should have spent more time thanking all of you, who make what I do possible. I really do appreciate it. On to the update: The Trouble with Amazon Two weeks ago, when I wrote about Amazon’s earnings, I madeSubscribe […]
Daily Update: Uber and the Tyson Zone, Facebook Launches Groups App, Taobao Goes International
Good morning, I apologize that I didn’t get the article notification email issue sorted yesterday; I know I’ve made a real muck of things at this point and most of you are just totally confused! If you are, just ignore me until I have a solution. Thanks for your patience. On to the update: UberSubscribe […]
Daily Update: The Problem with Broadband in America, Alibaba, Xiaomi Smash Records on Singles Day
Good morning, Happy Singles Day! We’ll get to China, but we start in the United States. On to the update: The Problem with Broadband in America Big news from the White House: “Net neutrality” has been built into the fabric of the Internet since its creation — but it is also a principle that weSubscribe […]
Daily Update: Uber, Contract Workers, and Driver Power; Alibaba Raises $21.8 Billion; Larry Ellison Takes Care of Larry Ellison
Good morning, The iPhone goes on sell today, and there are lines all over. Many suspect the lines are longer due to resellers looking to take advantage of Apple’s China delay, but at least one of the licensing obstacles to the iPhone going on well was removed yesterday. Several folks have asked me if theSubscribe […]