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.
Xinjiang and Nike, China Versus H&M, Apple’s Position in China
What happened to H&M in China should be a warning to smaller companies, but it also suggests that Apple’s position is secure.
Google Goes to 15%, Taxes and Monopolies, The CAID
Google reduces App Store fees to 15%; its approach makes more sense than Apple’s, because it acts like the tax it is. Plus, Chinese companies skirt Apple’s rules.
The Automotive Chip Shortage, Cheap and Complex, A Useful Crisis
The chip shortage facing the automobile industry has more to do with the auto industry’s failure to understand chips than a lack of U.S. capacity; still, a crisis in one area might fix another.
Clubhouse’s Inevitability
Clubhouse will do for audio what Twitter, Instagram Stories, and TikTok did for text, images, and video.
Mistakes, Memes, and Foreign Ground; Coronavirus Context; The New York Times and the China Model
Considering a world of memes is uncomfortable, and perhaps explains why journalists want a world of information control. The problem is that we will never be better at this than China.
Apple Earnings, An Interview with Jay Goldberg About Chips and Intel
Apple crushed earning, thanks in large part to China. Then, an interview with Jay Goldberg about chips generally and Intel specifically.
New Defaults
The pandemic and vaccine rollout have highlighted where the West has lost its way; we need new defaults about information, change, and speed.
Tech Earnings, Google’s Earnings, Apple’s China Question
Why tech is crushing the pandemic, then a deeper dive into Google’s earnings and Apple’s issues in China.
The TikTok Deal, The Wrong Danger, TikTok Takeaways
The TikTok deal appears to be the worst of all possible outcomes.