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
An interview with Paul Mozur on technology in China, including WeChat, TikTok, Trump, TSMC, and Huawei.
The WeChat and TikTok Executive Orders, The Apple Angle, WeChat Abroad
New Executive Orders may block TikTok and WeChat from App Stores: how will Apple respond, and what is the human cost?
China Cultural Clash Follow-Up, Disney and Blizzard, Choosing Customers
More on TikTok, then Disney and Blizzard demonstrate how expensive customers can be, while Google and Facebook benefit.
The China Cultural Clash
The NBA controversy in China highlights a culture clash that both tech companies and the U.S. government need to take to heart. Plus, why Tiktok being Chinese is increasingly a problem.
Facebook’s Privacy Cake
Mark Zuckerberg’s announcement of A Privacy-Focused Vision for Social Networking is not some dramatic pivot: it is a growth opportunity for Facebook and a challenge for regulators.
China Blocks Bing; Tencent, China, and Apple; Atlassian Earnings
China blocks Bing, which raises more questions for the most successful foreign service provider in China: Apple. Then, Tencent gets some games approved, and how Atlassian and Netflix are similar.
Apple’s Errors
Apple’s management made three errors that led to the restatement of revenue; those errors, though, suggest that the company’s business is in better shape than it appears.
Apple Earnings; Apple, Tencent, and China; iPad Pro Reviews
Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.
Text Messaging in the United States; Google Earnings; Google, Facebook, and GDPR
An anecdote about permanence and file systems, an explanation of how the U.S. text messaging market is unique, then an overview of Google’s earnings and why GDPR might be having an effect.