Dan Wang returns to the Stratechery Daily Update interview to discuss what he has learned over the last year, the symbiosis of the U.S.-China relationship, and whether it will survive in the long run.
An interview with Paul Mozur on technology in China, including WeChat, TikTok, Trump, TSMC, and Huawei.
New Huawei rules may kill not only the company’s handset business, but also its base station business. Why hasn’t China yet retaliated against Apple?
More on Zoom and its critical moment, then follow-up on Unmasking Twitter, and a major story about TSMC and Huawei.
Disney’s bundle is compelling both for Disney and also Hulu, then Huawei’s new OS doesn’t make sense commercially but does make sense geopolitically. Plus, Uber’s earnings have been unfairly represented even as they are very concerning.
Huawei loses its partnership with ARM, then why the question of values was a criticism of the U.S. too (and Facebook’s arguments against regulation). Plus, the FTC wins against Qualcomm
If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.
Google is pulling Android support from Huawei, which won’t make a difference in China but will have an impact internationally. Then, why Apple has the most to lose.
Huawei’s CEO is arrested, and U.S. companies — including Apple — should be at least a little nervous. Then, Australia passed a terrible law that will compromise the security of Australians — and possibly everyone else.
Bloomberg has published an explosive report alleging a hardware hack that has affected multiple companies, including Apple and Amazon; both deny it. What might have happened, who can be believed, and what might happen next?