Interconnected (Page 6)

Take Didi Private

If Disney builds a new rollercoaster using Didi’s stock chart from the last four weeks, it will surely be one of its most head-spinning, vomit-inducing rides yet. With so much volatility around all Chinese stocks, but Didi’s in particular, it is impossible

Topics: China• Stock Market• Charlie Munger•

Dissecting the "Great Delisting"

Last December, I wrote a rather provocative post called “Let the ‘Great Delisting’ Begin [https://interconnected.blog/let-the-great-delisting-begin/]”. That was when the SEC released its final specifications [https://www.sec.gov/news/press-release/2021-250] to implement the accounting compliance requirements outlined in the Holding

Topics: e-CNY• Central Bank Digital Currency• Web3•

Central Bank Digital Currency: Should You Want It Too?

Over the last five months, we have researched and written about e-CNY (China’s Central Bank Digital Currency or CBDC), from its core technology [https://interconnected.blog/e-cny-technology-dcep-e-rmb/] and product experience [https://interconnected.blog/e-cny-the-product/], to the key institutional players [https://interconnected.blog/e-cny-players-dcep-e-rmb/

Topics: Russia• Ukraine• Semiconductor•

Fog of War

The analogies of “war” are used often to describe and analyze non-war situations – businesses, sports, electoral politics. We now have a real war between Russia and Ukraine, and the “fog of war” between clarity and confusion is as thick as ever. Because there is

Topics: RISC-V• Intel• Arm•

Romance of the Three Kingdoms: Semiconductor Edition

Three months after Softbank announced its acquisition of Arm in 2016, Masa Son (founder and CEO of Softbank) invited Jensen Huang (founder and CEO of Nvidia) for dinner at his California mansion. Just the two of them. Among the many things they talked about

Topics: e-CNY• Winter Olympics• Blockchain•

e-CNY: The Product

The Olympics have always been an opportunity for the host countries to showcase their athletic, economic, political, and, increasingly, technological power. The Beijing Winter Olympics is perhaps the best example of this tech-dominated narrative yet. So far, the robot baristas, bartenders, and cleaners, as

Topics: e-CNY• Winter Olympics•

Beijing Winter Olympics: What Am I Watching?

Today’s post will be shorter than our usual weekly offering. This is partially due to the amount of cooking I signed myself up to do for the Lunar New Year. (It’s the Year of the Tiger. I’m a Tiger. It’s

Topics: Low Code No Code• Developer• VC•

Low Code No Code, Part III: Hands-on Experience with Notion, Retool, Bubble, Yida

This post is a guest contribution from Shawn Xu [https://www.linkedin.com/in/shengyangxu/] (no relations). Shawn is a software engineer at TikTok, got his Masters in Human Computer Interaction at Carnegie Mellon, and writes an informative WeChat public account on SaaS called

Topics: WeWork• Remote Work• IPO•

A WeWork Future: Perpetual Hybrid Work

I published my very first post [https://interconnected.blog/coronavirus-remote-work-remote-consumption/]on Interconnected in late February 2020. Back then, the coronavirus in China was in full swing, but the rest of the world has yet to grasp the gravity of this pandemic. In that post,

Topics: Alibaba• Charlie Munger• Open Source•

Charlie Munger’s New Favorite: Alibaba

It has been more than 440 days since Jack Ma’s infamous speech at the 2020 Bund Finance Summit. (We have the full speech translated in English, Chinese, and Japanese. It’s worth a read.) Since the speech, Alibaba’s stock tumbled by more

Topics: Open Source• Web3• Rest of World•

2022 Outlook: Rise of the "Rest"

As we enter 2022, one new, big theme we will be more focused on is what I call: Rise of the “Rest”. The “Rest” here refers to any country or market that is not the US or China. Admittedly, “Rest” is not the most

Topics: Meta•

2021 Interconnected Wrap-Up: Readership Stats and Breakdown

As we near the end of 2021, it’s time for a wrap-up post on Interconnected. We wrote a similar post last year in “Open Source, Open Stats, Open Development [https://interconnected.blog/open-source-open-stats-open-development/]”, where we provided a rough breakdown of our audience. We

Topics: Open Source• China• Alibaba•

Open Source in China: Next Four Years

Last May, I wrote a three-part series that surveyed the entire open source landscape in China: * Part I: the Players [https://interconnected.blog/open-source-in-china-the-players/] * Part II: the Game [https://interconnected.blog/open-source-in-china-the-game/] * Part III: the Trends [https://interconnected.blog/open-source-in-china-the-trends/] Since then, the landscape

Topics: IPO• China• Regulation•

Let the “Great Delisting” Begin

Last week, the SEC dropped the final “regulatory shoe” by specifying the rules and procedures [https://www.sec.gov/news/press-release/2021-250] that will implement the accounting compliance requirements outlined in the Holding Foreign Companies Accountable Act (HFCAA) on foreign companies listed on US

Topics: Developer• Open Source• Global by Nature•

Top 3 Takeaways from Octoverse 2021

Every year, GitHub publishes a “State of the Octoverse” report. Every year, the report yields fresh and important insights about where developers are, what they care about, how they work, and where the developer trends are going. This year’s report is no exception.

Topics: Regulation• Facebook• China•

Removing China’s “Startup Debt”

I’ve been struggling to come up with an elegant analogy to explain China’s regulatory crackdown on its tech industry. After observing this year’s Singles Day [https://en.wikipedia.org/wiki/Singles%27_Day], I think I finally found it. Everything that’

Topics: e-CNY• Blockchain•

e-CNY: Strategic Value and Implications

In Part I and II of our e-CNY series, we discussed the key players [https://interconnected.blog/e-cny-players-dcep-e-rmb/] driving this digital currency’s development and the direction of its core technology [https://interconnected.blog/e-cny-technology-dcep-e-rmb/], respectively. (The Interconnected research team compiled all of the

Topics: LinkedIn• Social Network• Compliance Cost•

Why LinkedIn (Mostly) Left China?

LinkedIn’s announcement to (mostly) exit China created a lot of headlines this past week. Why did LinkedIn leave? The one-sentence answer: it's a media company. In a market like China, where the media environment is tightly controlled, all advertisement-funded social networks

Topics: e-CNY• Blockchain• Digital Currency•

e-CNY: Technology

In Part I [https://interconnected.blog/e-cny-players-dcep-e-rmb/] of our multi-part series on e-CNY, China’s digital currency, we presented an overview of the key players that are driving this project. One of those key players is the Digital Currency Research Institute, a dedicated R&

Topics: e-CNY• Blockchain• Digital Currency•

e-CNY: The Players

China’s tech crack down has truly reached mainstream in the US; even the Daily Show is talking about it. With mainstream attention comes mainstream-level noise, confusion, and missing the forest for the tree. The biggest “forest” that people might miss is China’s

Topics: Ideology• Decoupling• Demographics•

Ideology, Demographics, Decoupling: Tomorrow’s News; 明日要闻 (September 2021)

Hello Interconnected Readers: Ideology, demographics, decoupling -- these are the three driving forces behind everything that’s been happening in China, as identified by Kevin Rudd. Thus, they are the common thread of this September 2021 issue of “Tomorrow’s News”, featuring the following

Topics: Hashicorp• Cloud Industry• Open Source•

HashiCorp: Past, Present, Future

Today’s post is a guest contribution from Shawn Xu [https://www.linkedin.com/in/shengyangxu/] (no relations). Shawn is one of the early engineers at Ascend.io, got his Masters in Human Computer Interaction at Carnegie Mellon, and writes an informative WeChat public

Topics: Semiconductor• TSMC• Morris Chang•

Morris Chang's Last Speech

Today’s post is the translation of a speech Morris Chang delivered on the history and future of TSMC and the semiconductor industry at large in April. Chang is the founder and two-time CEO of TSMC, now 90-years-old and retired. The audience of the

Topics: ByteDance• Entrepreneurship• TikTok•

Zhang Yiming’s Last Speech

We rarely do translations on Interconnected, because this newsletter is focused on original work and thinking. Today’s post is an exception – an English translation of a Zhang Yiming speech delivered at the ByteDance company annual all-hands meeting in March 2021, and his last

Topics: 5G• Data Regulation• 996•

Data, 5G and Office Romance: Tomorrow’s News; 明日要闻 (August 2021)

Hello Interconnected Readers: Fresh off a two-weekend break, I’m excited to publish another issue of our new monthly product launched last month. It is now called “Tomorrow’s News”, not the original name “Articles That *Will* Matter”, because it is a better match