Interconnected

Why We Should Regulate Ridesharing Like Buses and Restaurants

【想看中文的读者请点击这里】 In my last post, I shared my thoughts on why large ridesharing services around the world will recover and thrive after the global COVID-19 pandemic is over, and meaningfully replace public transportation everywhere. When will the virus be under control is unclear, and

COVID-19

When Ridesharing Replaces Public Transportation

【想看中文的读者请点击这里】 Stock markets around the world have been taking a beating since the severity of COVID-19 global pandemic became clear. One sector in particular -- ridesharing as represented by Uber and Lyft -- has fallen even harder than the general markets. This pessimism is

Cloud Industry

Why Is Facebook Not in the Cloud Business?

【想看中文的读者请点击这里】 I’ve written many posts on the global public cloud ecosystem lately, from in-depth comparisons of the big ones: AWS, Alibaba Cloud, Azure, Google Cloud Platform, to a few of the less prominent but still very competitive ones: IBM, Oracle, Tencent. All of

COVID-19

End of the Traveling Salesman?

【想看中文的读者请点击这里】 COVID-19’s impact is global and wide-ranging. When I first started writing about the coronavirus about three weeks ago, I thought it would, among other things, bring about more remote work and remote consumption of more enterprise software services in China. At this

Cloud Industry

Stress Test the (Other) Cloud: IBM, Oracle, Tencent

【想看中文的读者请点击这里】 I’ve been writing a lot about various aspects of the “big four” clouds -- AWS, Alibaba Cloud, Azure, GCP -- from comparing their financial earnings, to global data center coverage, to how each of these tech giants’ other businesses stress test the

Supply Chain

Is Leaving the China Supply Chain a Pipe Dream?

【想看中文的读者请点击这里】 As the coronavirus, or COVID-19, affects more of the global economy, there has been an uptick in volume in the business media and analyst circle, clamoring for tech companies to leave or diversify away from China as its main supply chain. Apple has

Cloud Industry

Stress Test the Cloud: Alibaba Cloud, AWS, Azure, GCP

【想看中文的读者请点击这里】 I’ve been writing a lot about the public cloud industry lately. In my previous two posts, I touched on Alibaba Cloud’s earnings vis-a-vis Microsoft’s Azure and Google’s GCP to assess their relative size, and a fairly comprehensive overview of

Cloud Industry

Where Are The Data Centers: AWS, Alibaba Cloud, Azure, GCP

【想看中文的读者请点击这里】 Earlier this week, I wrote about whether Alibaba Cloud should be ignored in the larger cloud computing industry conversation, when its growth and earnings are comparable to that of Google Cloud Platform (GCP). A public cloud is an extraordinarily complex, deeply technical, and

Cloud Industry

Alibaba Cloud: The Ignored Cloud

【想看中文的读者请点击这里】 In the cloud computing industry, the companies that get mentioned the most are the so-called “big three”: Amazon Web Services (AWS), Microsoft Azure (Azure), Google Cloud Platform (GCP). Alibaba Cloud is usually ignored in the cloud chatter in mainstream U.S. business media,

COVID-19

[Deep Dive] Coronavirus, Remote Work, Remote Consumption

【想看中文的读者请点击这里】 Earlier this week, I wrote about the lasting impact that COVID-19 may have on China’s work culture, specifically that more remote work will be embraced after this public health crisis is over and that this fundamental shift could lead to more business

COVID-19

Coronavirus, Remote Work, Remote Consumption

【想看中文的读者请点击这里】 This post discusses two of the long-term impacts and behavioral changes that I think will emerge from the coronavirus (hereto called “COVID-19”, its proper scientific term): remote work, remote consumption. Disclaimer: what you will read is generally a positive piece. This is not

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