Technology and Society
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Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU
Apple’s earnings were dominated by supply chain issues in China, which are ultimately driven by COVID. Then, the EU gets it right in an antitrust case (for now).
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An Interview with Ramp Founder Eric Glyman
An interview with Ramp founder Eric Glyman about Ramp and the historic underpinnings of the fintech industry.
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An Interview with Dan Wang about COVID, Chinese Manufacturing, and China’s Response to Ukraine
Dan Wang is a China-based analyst for Gavekal Dragonomics, a global macro research firm based in Hong Kong and Beijing; we discuss Shanghai’s COVID lockdowns, manufacturing and trade, and China’s Response to Ukraine
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iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
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Tech and War
The reaction to the Ukraine invasion has been a demonstration of tech capabilities; those capabilities may be the key to compelling China to pressure Russia.