Disney’s Bundle, Huawei’s HarmonyOS, Uber Earnings

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.

China, Leverage, and Values

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.

Huawei CFO Arrested, Australia’s Awful Law

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.