The China Cultural Clash

The NBA controversy in China highlights a culture clash that both tech companies and the U.S. government need to take to heart. Plus, why Tiktok being Chinese is increasingly a problem.

China, Leverage, and Values

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.

Happy Thanksgiving, Tencent Earnings, Fox Sports MLB Deal

Happy Thanksgiving! Tencent’s earnings and impressive diversification, and the impact on Apple, plus why MLB’s new deal with Fox shows that sports are as valuable as ever.

Apple, Didi, and Occam’s Razor; Uber in China

Apple investing $1 billion in Didi could signify all kinds of things, but only one explanation makes sense. The big loser, though, is Uber.

Daily Update: Google Blocked in China, WeChat Ecommerce, LINE IPO?

Good afternoon, I finally posted the WWDC piece I mentioned yesterday: Growing Apple at WWDC. While the number of updates were pretty incredible, I think they mostly fit into a coherent growth strategy. Check it out. I apologize again that today’s update is a little later (tomorrow’s probably will be as well). I’m very much […]