Checking in on TSMC, including chip shortages, Chinese military flights near Taiwan, and the U.S. feeble investment in building an alternative
Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.
Discussion about China’s tech crackdown, the impact on entrepreneurship, and the difference between hard tech and consumer tech.
The FTC’s new Facebook case isn’t any better than the old one, even as there are ever more questions about the potential harm of regulatory interference
ByteDance’s new board member is another sign of the Chinese government’s interference with tech companies; will this hurt China’s tech ambitions?
F8 was all about developers, and there is reason to believe that Facebook is serious about building a real platform, particularly on messaging.
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.
TSMC made a big announcement that actually wasn’t anything new; the company still needs to worry about the impact of politics.
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.
The latest tech hearing in Congress makes it seem that new legislation is imminent.