An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
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.
Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions
Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.
Russia and the Four Internets, Shifts and Social Media, Gelsinger Interview Follow-Up
The Internet continues to split over politics, in this case the Ukraine-Russia conflict; the biggest impact, though, is social media. Plus, follow-up to the interview with Intel CEO Pat Gelsinger.
Intel Earnings; An Interview with Jay Goldberg About Nvidia, ARM, and Intel
Intel’s earnings showed lower margins, and it won’t be the last time. Then, an interview with Jay Goldberg About Nvidia, ARM, and Intel.
The Information on Apple in China, Apple’s Deal, Evaluating Apple’s China Risk
The Information has a report on a deal Apple made with the Chinese government; this explains multiple things over the last five years, and may indicate that Apple’s position is fairly secure.
Mark Liu in Time, Taiwan and China, TSMC and the U.S.
Checking in on TSMC, including chip shortages, Chinese military flights near Taiwan, and the U.S. feeble investment in building an alternative
Facebook Political Problems
Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.
An Interview with Dan Wang About China’s Tech Crackdown
Discussion about China’s tech crackdown, the impact on entrepreneurship, and the difference between hard tech and consumer tech.
Regulators and Reality
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