Note: This issue of Interconnected Weekly covers the period between July 5-July 12, 2020, with six news stories – three from English language sources, three from Chinese language sources – hand-picked by your humble author to further our exploration of the interconnections between technology, business, investment, and geopolitics. All translated article titles are done by me; they are not official translations from the media outlets.

For TikTok, an Amazon Ban That Wasn’t, a Wells Fargo Ban That Was” (English Source: The Information)

My Thoughts: TikTok continues to be the center of attention (or collateral damage) in the continued deterioration of US-China relations. Amazon’s employee-wide ban of TikTok, now reversed, reveals just how confusing everything is. If TikTok is a security problem, the ban is justified, but we don’t know if that’s true. If TikTok is not a security problem, then the ban should be reversed, but we also don’t know if that’s true. Amazon’s reversal is further muddled by its growing partnership with TikTok -- Amazon already buys ads on TikTok and will potentially collaborate further so users can directly buy products showcased on TikTok via Amazon (an e-commerce model that’s already mature in China). Is Amazon’s reversal caused by conflict of business interests with security interests? We don’t know! There’s a lot of unknowns about TikTok, yet a lot of action taken about it, like Wells Fargo complete ban. That’s textbook paranoia. (For more on TikTok, see my deep-dive post from a few weeks ago: “Can ByteDance Build Trust?”)

Co-founder of an Indian alternative to TikTok says his firm will never accept Chinese investments” (English Source: CNBC)

My Thoughts: The co-founder of the Indian TikTok alternative, Chingari, showed a lot of bluster and nativism, proudly proclaiming to never take any Chinese money as investments. The interview of him and the CNBC reporters is worth watching to feel his nativist energy. (Sequoia Capital seems to have great timing, closing another India-focused fund worth $1.35 billion USD.) The trend of Chinese Internet giants and VCs making investments in India does not just make sense for China, but also for India’s own development in tech. Although the cultures are vastly different, India’s Internet economy is roughly about where China’s was 10-15 years ago, with a similarly huge and dense population, many of whom are growing up with smartphones. Thus, the successes and failures of Chinese tech companies are a valuable source of learning for Indian tech companies. In this sense, Chinese money is arguably the “smarter” money than any other source of funding. Taking investments is never just about the money, but more about the knowledge transfer that comes with it. It will be interesting to see if all the recent conflicts between India and China, and India’s own growing nativism under Modi, will actually set back India’s economic advancement.

Canada opens doors to Asian tech talent fleeing Trump's US” (English Source: Nikkei Asian Review)

My Thoughts: As some of you may know, I have a hybrid personal identity as a Chinese-Canadian-American. Thus, reading this story about the flow of tech talent to Canada, in the background of increasingly hostile policies towards skilled immigrants in the U.S., is a bittersweet feeling. I don’t think any country should have a monopoly on human talent. Just like building a company, talent is something you attract through incentives and friendly policies, not to be taken for granted. In the context of technology, with the rise of remote work especially in the software industry, the global talent pool is more fluid than ever before. Both newer companies like Square and older companies like Fujitsu are changing the way work gets done to retain and attract the best talent globally. But these people still have to live somewhere to build a family, a community, and a life. Countries who don’t learn to adapt in the same way will lose competitiveness in the long-run, doesn’t matter how rich and powerful they are now.

Elon Musk's Q&A at 2020 World Artificial Intelligence Conference” (Chinese Source: World Artificial Intelligence Conference)

My thoughts: I’m including this video in the Chinese language source section of this issue, because the 2020 World Artificial Intelligence Conference (the 3rd conference of its kind) took place in Shanghai and was mostly in Chinese (see full recording). Of course, Elon did his Q&A in English. Most of the media coverage focused on Elon’s bold proclamation that Tesla is very close to achieving Level-5 autonomous driving capabilities. But what stood out to me was Tesla building an autonomous driving engineering team in China and Elon emphasizing that this team will do “original engineering”, not converting and adapting what the American engineering team is doing in China. This has huge technological and geopolitical implications. One interesting piece of technical insight that Elon shared: the effectiveness of autonomous driving depends a lot on where the engineers are to do local optimization -- Tesla AutoPilot works the best in California right now because that’s where their engineers are. Assuming the Tesla China engineering team will be in Shanghai, where its GigaFactory is located, Shanghai and the nearby region may be one of the first places to have autonomous driving in the world.

Linux Foundation: open source technology is not subject to the EAR restrictions of the US export control regulations and can be used freely” (Chinese Source: Open Source Society)

My thoughts: There is a lot of confusion and fear in China’s technology community on whether open source technology will be restricted by U.S. government's increasingly aggressive sanctions. With these sanctions’ target being obviously China, the Linux Foundation published a whitepaper in both English and Chinese (and no other language) to clarify the confusion. The simple answer is no, open source technology is not subjected to these restrictions. That being said, the white paper also laid out many best practices in the form of more transparency, public governance, and notifications to both the relevant government agencies and your open source developer community. I’ve written extensively in both “RISC-V, China, Nightingales” and “Open Source in China Part I, II, III” that open source technology could be the foundation to China’s technology self-reliance. However, it must also practice the “open source way” of transparent development, project governance, and active contribution, which many players in China do not do or even grasp their importance. On a broader level, open source may be the only thing keeping the technology world together, as big nation geopolitics continue to drive it apart.

Interview with Blued founder Geng Le” (Chinese Source: Tencent Tech News)

My thoughts: This interview with the co-founder and CEO of Blued is worth reading for two reasons. 1. There are lots of good company building and management lessons shared in this interview, which always interest me as an entrepreneur and operator. As the largest LGBTQ social network in China, Blued is both an innovator of social media business models (livestreaming is the core of its business) and reflects the grayscale of individual freedom that exists inside China. This “grayscale” is not well-understood outside of China, where most people subscribe to the notion that China is an oppressive monolith; 2. Blued’s IPO on the NASDAQ continues to defy the hostile mainstream narrative towards Chinese companies in America, after other recent examples like Agora and Dada. It’s a dynamic that I’ve been tracking in previous issues of Interconnected Weekly. Much larger Chinese tech companies are doing secondary listings in Hong Kong as backup plans, like JD.com and Netease. But for a new generation of maturing companies, New York continues to be the prime destination for IPO.

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Chinese Version Below


对TikTok来说,亚马逊禁了又收回,但富国银行的禁令是真格的”(英文来源: The Information )

我的想法: 在中美关系持续恶化的大环境中,TikTok继续备受关注(或已经变成附带损害)。亚马逊对自己员工的TikTok禁令,与后来的撤销,揭示了这一切是多么的令人困惑。如果TikTok真有安全问题,禁令是合理的,但我们不知道这是否属实。如果TikTok没有安全问题,那么禁令被撤销也是合理的,但我们不知道这是否属实。亚马逊与TikTok日益紧密的合作关系进一步搅乱了整个事情。亚马逊已经在TikTok上打广告,并可能进一步合作,让TikTok用户可以通过亚马逊直接购买在TikTok上看到的东西。(这种带货电商模式在中国已经很成熟。)亚马逊决定撤销禁令难道是由于商业利益与安全需求的冲突吗?我们也不知道!虽然对TikTok有很多未知之处,但已经有很多针对它的行动,比如富国银行的全面禁令。这是经典的无端恐惧。(关于TikTok,请参阅我几周前的一篇深度挖掘文章:“字节跳动能在海外建立诚信吗?”)

一家印度的TikTok替代品的联合创始人说,他的公司永远不会接受中国的投资”(英文来源: CNBC)


加拿大向逃离特朗普的美国的亚裔科技人才敞开大门”(英文来源: Nikkei Asian Review)

我的想法: 有些读者可能知道,我是个有美加国籍的华裔。因此,在看到美国对各种移民包括高科技移民日益敌视的背景下,读到这篇关于科技人才流向加拿大的报道,是一种苦乐参半的感觉。我不认为任何国家理所应当就应该垄断人才。就像做一家公司一样,人才是你通过激励和友好政策来吸引的,而不是想当然就有的。仅从科技行业来看,随着远程办公模式的兴起,特别是在软件行业,全球人才会比以往任何时候都更加流动。像Square这样的新型公司和富士通这样的老牌公司都在改变工作方式,从而可以留住和吸引全球最优秀的人才。但是这些人还是要住在某个地方才能建立家庭、自己的社区和幸福生活。拉长时间段看,那些没有做出调整来适应这个新形势的国家将失去竞争力,不管它们现在有多富有,多强大。

Elon Musk在2020世界人工智能大会上的问答” (中文来源: 世界人工智能大会)

我的想法: 我把这条新闻列为中文原文是因为新闻的来源是在上海举办的第三届世界人工智能大会。当然,Elon的问答用的是英文。绝大部分媒体的报道都集中在Elon的大胆宣布特斯拉已经非常接近实现5级无人驾驶的能力。但我觉得更值得注意的是特斯拉已经在中国开始搭建一个无人驾驶的工程团队,而且Elon特意强调这个团队做的是“原创工程”,而不是转换和改编美国工程团队的成果用在中国。这个决策有极重要的科技和地缘政治意义。Elon分享了一条有意思的技术见解:无人驾驶的成熟度很大程度上取决于工程师在哪里进行当地优化——特斯拉无人驾驶目前在加州最好用是因为那里是公司工程团队所在的地方。假设特斯拉中国工程团队也会在上海,和它的GigaFactory一样,那上海和附近地区可能是世界上最早有无人驾驶的地方之一。

Linux基金会:开源技术不受制于《美国出口管制条例》EAR 限制,可自由使用”  (中文来源: 开源社)

我的想法:  对于开源技术是否会因美国政府日益严厉的制裁而受到限制,国内的各个科技群体有很多困惑和担忧。鉴于这些制裁的目标显然是中国,Linux基金会发表了一份白皮书,有英文和中文版本(但没有其他语言),来澄清这一困惑。简单的答案是:不会有任何影响。尽管如此,白皮书分享了很多开源最佳实践建议所有群体采用,包括以更透明和公开的方式管理项目和怎样通知相关政府机构和开源项目的开发者社区。我在 “RISC-V,中国,夜莺” 和 “中国的开源世界:”系列中深度分析了开源技术会不会成为中国技术自力更生的基础这一话题。当然如果要把开源做好就需要以“开源理念”做事,比如透明的开发技术、治理项目和积极贡献,而目前国内的许多开源参与者都没有这么做,甚至都没有意识到这些做事方法的重要性。从一个更广的层面看,开源可能是唯一能让全球科技群体继续团结合作的东西,虽然大国地缘政治继续在把它分裂。

专访Blued创始人耿乐:通往敲钟之路,要不停地说再见”  (中文来源: 腾讯科技)

我的想法: 这篇对Blued联合创始人兼CEO的采访值得一读,原因有两个。1: 在采访中,他分享了很多很好的公司建设和管理经验,作为一个喜欢创业和运营的人来说,我个人对这些经验很感兴趣。作为中国最大的LGBTQ社交网络,Blued既在社交媒体商业模式有很多创新(直播是其业务的“核心命脉”),也体现了中国国内在个人自由方面的“灰色地带”很多。这种“灰色地带”在国外并没有得到很好的理解,大多数人只认为在中国生活毫无自由只有压迫;2。Blued在NASDAQ上市继续与在美国主流言论对中国企业的敌意唱反调,近期还有其他一些例子,比如声网和达达。我在前几期《互联周刊》中一直在跟踪这个趋势的演变。更大的中国科技公司有在香港二次上市作为后备计划,如京东和网易。但对于新一代开始成熟企业而言,纽约仍是IPO的最佳目的地。