Countries – Page 22 – Stratechery by Ben Thompson

The TikTok War

Tuesday, July 14, 2020

How TikTok exposed Facebook’s blindspot, thanks to its Chinese roots, and why those Chinese roots make TikTok a genuine concern.

Analog Devices Buying Maxim Integrated, The Geopolitical Angle, Facebook and Political Ads

Monday, July 13, 2020

Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.

Uber Acquires Postmates; DoorDash Optimism; TikTok, Apple, and Hong Kong

Wednesday, July 8, 2020

Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.

Hong Kong and Facebook, The Pacific Light Cable Network System and Stripe, Facebook Lasso and Instagram Reels

Monday, July 6, 2020

Facebook responds to China in Hong Kong, while Stripe avoids the complication. Then, Instagram Reels shows why Instagram Stories succeeded.

India Bans Chinese Apps, The App Store Firewall, Reddit and The Donald

Tuesday, June 30, 2020

India is banning Chinese apps, in a reminder that nations still matter; China knows the more than anyone. Then, why centralized App Stores make this easier, and why Reddit is a reminder that infrastructure matters.

Snap Partner Summit, Snapchat’s OS, Facebook Versus Australia

Monday, June 15, 2020

Snap is building its own operating system in its own world, while Facebook is honest about the relative value of Australian publishers.

Podcast Apps Banned in China, Podcast Censorship, Zoom Suspends U.S.-based Chinese Activist

Thursday, June 11, 2020

Two podcasts apps were banned in China; Apple has to follow local law, but how much censorship is Apple doing itself? Then Zoom demonstrates it can’t be trusted.

Trump’s Executive Order, Section 230 In Court, Public Forums

Thursday, May 28, 2020

President Trump is poised to sign an executive order that applies to social networks; its reasoning about Section 230 and public forums is not in line with judicial precedent.

Twitter and Trump, YouTube and China, Facebook and Polarization

Wednesday, May 27, 2020

Twitter fact-checks Trump, YouTube censors Chinese words, and Facebook reportedly declines to police polarization.

Chips and Geopolitics

Tuesday, May 19, 2020

TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.

(Preview) Five Questions on the Fifth Plenum; Mbappé Hysteria and a Chinese Own Goal; The STAR 50 AI Bubble Has Burst

(Preview) Five Questions on the Fifth Plenum; Mbappé Hysteria and a Chinese Own Goal; The STAR 50 AI Bubble Has Burst

The Opening Week in Review, Nuggets Darkness and Eastern Conference Angst, A True Catastrophe for OKC

The End of the Internet

An Interview with Palantir CTO Shyam Sankar About the AI Religious War

Meta Earnings, Muse and the Frontier, Musebook

Anthropic S-1, The Cost of Compute, Who Is Paying?

(Preview) Five Questions on the Fifth Plenum; Mbappé Hysteria and a Chinese Own Goal; The STAR 50 AI Bubble Has Burst

The Opening Week in Review, Nuggets Darkness and Eastern Conference Angst, A True Catastrophe for OKC

The End of the Internet

An Interview with Palantir CTO Shyam Sankar About the AI Religious War

An Interview with Craig Moffett About SpaceX and Bubbles