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).
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
Elon Musk doesn’t just own a part of Twitter; now he’s on the board, in a move that has been in the works for a while. Plus, my experience as a Gogoro owner.
A story about how hackers got data from tech companies illustrates the fundamental challenge of trust on the Internet, and gives insight into the challenges of interoperability.
The E.U.’s DMA has some good ideas, but is fundamentally misguided and will make things worse for everyone.
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
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.
Amazon launches its streaming gaming service with a Prime tie-in; then Apple stops selling hardware in Russia, but didn’t take down the App Store. Both make sense.
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.