China
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If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.
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Is Safari the Next IE?; Rendering Engines and the Sweet Solution; China’s Stock Bubble, Continued
Suggesting that “Safari is the Next IE” has led to a fruitless discussion about whether or not the accusation is fair; incentives are more banal yet far more revealing. Plus, a continuation of last month’s discussion of the Chinese bubble: it may be bursting.
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Uber in China, Didi Kuaidi Raising $1.5 Billion, China Scale and Apple Maps
It seems that Uber is doing far better in China than expected. How is the company succeeding where other western companies have failed, and is their success sustainable? Plus fundraising news from Uber’s biggest competitor, and some amazing numbers about China’s scale.
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China: A Disclaimer, Reasons for Concern, Connecting the Dots…Or Not
Today’s update is a little out of the ordinary: a brief discussion of my relationship — or not — with China, and then a discussion about whether or not people in tech should be concerned about what is happening with the country.
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China Slowing, Apple Growing; Is Tesla Disruptive?
Today’s update examines how it is that China smartphone sales are decreasing even as Apple’s share is increasing. Then, I once again take on disruption theory and its adherent, this time around Tesla.
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Apple, China, and the Upper Middle Class; Apple Earnings; Apple Pay Coming to Best Buy
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Daily Update: Google and Mozilla Ban CNNIC, GitHub Attacked by Great Firewall, Apple Tops in Urban China
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Daily Update: Notes From the Apple "Spring Forward" Event
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Daily Update: BuzzFeed, Trust, and Regret; Backdoor Hypocrisy; Uber Acquires deCarta
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Daily Update: FiftyThree and the App Store, Three Notes on China
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Daily Update: Car Rumors and Jony Ive’s Apple, Obama’s Cybersecurity Summit, China Taxi Apps Merge