Events
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An Interview with Dan Wang about COVID, Chinese Manufacturing, and China’s Response to Ukraine
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
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An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
An Interview with Nvidia CEO Jensen Huang about the history of Nvidia, manufacturing intelligence, and how GPUs undergird Aggregation Theory.
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iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
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An Update on the Founder Series, Shopify Partners With Shippo, An Interview With Shippo Founder Laura Behrens Wu
Shopify partners with Shippo, and Shippo founder Lauren Behrens Wu explains what Shippo is and why she is passionate about shipping.
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Apple’s Silicon Event, Scaling the M Series, UltraFusion and Integration
Apple’s spring event was a mishmash of products around a unified message about the power of Apple Silicon.
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An Interview With Rippling Founder Parker Conrad
An Interview With Rippling Founder Parker Conrad
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An Interview with Intel CEO Pat Gelsinger
An interview with Intel CEO Pat Gelsinger about IDM 2.0, the acquisition of Tower Semiconductor, and the choices Intel did not make.