An interview with Gregory Allen about the updated China chip ban and how Washington’s thinking has evolved over the last year, both because of China’s response and because of AI.
Micron’s China Ban; Neeva Gives Up on Search; Uber and Waymo, Finally
Micron takes a hit in the U.S.-China tech war, Neeva gives up on search (and is acquired by Snowflake), and Uber and Waymo finally partner up.
An Interview with Gregory C. Allen About China’s Chip Ban Response
An interview with Gregory C. Allen about Japan and Netherlands joining the chip ban, whether this path was avoidable, and what China is going to do next.
An Interview with Chip War Author Chris Miller
An Interview with Chip War author Chris Miller about why the U.S. succeeded in chips when the USSR didn’t, globalization and the importance of Taiwan and South Korea, and China’s prospects post chip ban.
Google’s Spotify Deal, The Ideal App Store Approach, Spotify’s South Korea Option
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
Follow-up: Zynga, NYT All Access, The Athletic, Facebook Antitrust, and Apple in South Korea
Follow-up on Zynga’s financials, the New York Times All Access bundle, The Athletic’s focus on quantity over quality, Facebook’s antitrust loss, and Apple’s South Korea App Store change
Intel vs. TSMC, How Samsung and TSMC Won, MAD Chips
Intel’s CEO is out campaigning for subsidies; his pitch doesn’t give sufficient credit to TSMC and Samsung for their success.
Google’s South Korea Plan, No Duty to Deal, Developer Versus Customer Choice
Google’s response the South Korean App Store law, what that says about platform IP rights, and why markets should decide App Store policies.
China’s Video Game Restrictions, South Korea Passes App Store Payments Law
China’s new video game restrictions point to broader China-related trends, while South Korea strikes the first blow against the App Stores.