Re-Introduction

Last week, I spent a few days in New York City catching up with old friends and making new friends with readers of my newsletter. It was exhilarating! (Thank you to everyone who made time to hang out with me IRL. To those who I didn’t get to meet due to scheduling issues, I’ll be back to NYC again soon!)

Even though newsletter readers are technically “new” friends, they felt like old friends to me, because we already have shared interests over my newsletter’s content. Meanwhile, I also realized that few people know why I write what I write, why I hold the views that I do, and how my background – unconventional and eclectic – shapes my approach to writing and analysis. And I don’t blame them. There are only so many hours in a day, and it is hard enough to keep up with all the posts, who has time to dig into the author’s life story!

So taking a brief detour from my regular, weekly analytical posts, I would like to re-introduce myself, lay out my past in three phases (with a couple of fun action pictures), and link to a few posts from three-plus years worth of writing from the archive, that stem from the real life experiences of each phase. I hope this re-introduction is not too self-serving and can build a stronger connection between me and you!

Phase 1: US Politics, Foreign Policy, Washington DC

After moving to Canada from China as a kid and going to high school in California, I studied International Relations at Brown University. I was (still am) very interested in foreign policy and dreamed of becoming a diplomat. Then, after graduation, I stumbled into working on Obama’s first presidential campaign, which was still probably the best job I’ve ever had. After the campaign, I spent a few years working in the Obama administration in Washington, DC, for both the Commerce Department and the White House, focusing on press and communications.

Because of my campaign and media experience, I’m more sensitive and attuned to DC’s “inside the beltway” machination and “mood of the country” than most people who write about tech or investing. Also because of my campaign and media experience, which is by nature ultra-competitive and oftentimes combative, the tone of my writing can sound pointed and aggressive.

Some posts that stem from my US politics, foreign policy, Washington DC phase:

• “Facebook vs TikTok: Will Every Tech Company Become a Political Campaign?” (How Meta hired consulting firms steep in political campaign tactics to undermine TikTok.)
• “Where Data Centers and Abortion Rights Intersect” (How cloud hyperscalers choose data center locations to cater to healthcare tech companies’ data privacy needs after Roe vs. Wade was overturned.)
• “AWS vs Azure: Return of the JEDI?” (The political machination behind JEDI, Department of Defense’s largest cloud contract, in choosing between AWS, Azure, and Oracle.)
• “RESTRICT China” (A teardown of the RESTRICT Act that limits Chinese technology footprints in the US, which also includes open source software – something I did not know much about until Phase 2 of my career.)

Phase 2: Cloud Infrastructure, Open Source, Startup Operator

After a few years in DC, I did law school at Stanford, while taking all the graduate-level computer science courses there. (My favorite CS class was CS107 Computer Systems.) I realized early on that working at a law firm won’t suit me. The technical academic learning gave me the foundation to, again, stumble into startup land. After toying with building a chatbot for healthcare insurance (clearly a few years too early), I joined PingCAP, a high-flying open source distributed database company, to build out their team outside of China and expand into different markets.

I developed an intimate understanding of low-level infrastructure technologies – databases, APIs, container orchestration, processing and storage hardware (aka semiconductors). I also gained more than a few battle scars and hard lessons learned as a startup operator, blocking and tackling the daily challenges of company building. Thus, I have no patience for professional analysts and opinion makers, whose commentaries and hottakes show zero understanding of how things work and whose skin was never in the game. This impatience often seeps through, for better or worse, in my writing as well.

Some posts that stem from my cloud infrastructure, open source, startup operator phase:

• “Open Source in China: Next Four Years” (An overview of the state of open source technology in China. It's a growing hot topic, especially with generative AI, so I will write an update soon.)
• “Romance of the Three Kingdoms: Semiconductor Edition” (On the ongoing frenemy relationships between Arm, Intel, and RISC-V – the open source semiconductor design framework.)
• “Distributed Engineering Management Best Practices with Justin Cormack” (Part of a series of interviews I did with experienced operators on how to build a global enterprise software startup. Justin is the CTO at Docker.)

Phase 3: Global Lens, GitHub, Investing and Writing

While at PingCAP, I traveled to many countries to host or speak at meetups or conferences, where I met many developers from all over the world. Interactions with these developers helped me build a strong conviction of the global potential of developers and technology creation. This was all pre-pandemic and pre-generative AI.

After PingCAP, I started doing early stage investing both on my own and with OSS Capital. I started writing the Interconnected newsletter in February 2020. I also started doing public market investing in companies and industries that overlap with my various professional phases to hone my own “circle of competence.” Around two years ago, I started working at GitHub to lead its global expansion strategy and efforts – very aligned with my global lens on developer potential. (I still work at GitHub today. Nothing I write in this newsletter reflects the views of GitHub or Microsoft; everything is my personal view.)

Some posts that stem from my global lens, GitHub, investing and writing phase:

• “How Does TikTok Do Global Expansion” (I’m obviously interested in how different companies do global expansion, and TikTok’s strategy is quite fascinating.)
• “Global by Nature (Part I): Developers” (This is Part I of a four-part series that articulates my conviction of the global potential of developers.)
• “How to Invest in China's Cloud” (An overview of how I think about investing in China’s various cloud platforms to exercise my public market investing muscle.)

Bilingual Information Symmetry

One meta purpose that threads all of my posts is achieving bilingual information symmetry between English and Chinese. That’s why almost all my posts are written bilingually in these two languages, regardless of whether the topic has to do with US-China or not. (I publish the bilingual version on a standalone, open source website with custom design for better bilingual display, and an identical English version on Substack for the network effect.)

This purpose feels more important than ever, as the information wall between the English-speaking world and the Chinese-speaking world continues to grow higher and more opaque. I’m blessed with being able to speak, read, and write in both languages. Writing bilingually, however challenging and exhausting it may be, is a joyful sacrifice to make if it brings down the information wall even one inch lower.

Some posts that stem from the purpose of bilingual information symmetry:

• “Morris Chang's 2021 Speech on the History and Future of Semiconductors” (My unofficial translation of a Morris Chang speech delivered in Mandarin Chinese in Taiwan in 2021, where he expressed strong skepticism of building semiconductor fabs in Arizona. If the US government knew about the speech and listened to Chang back then, we probably would not be in a predicament where taxpayer dollars will be supporting fabs built in a city that’s running out of water.)
• “Prosus: Softbank Without the Drama” (The story of Prosus, a Dutch holding company with South African roots, investing in Tencent is one of the most successful tech investments of all time. Few people outside of China know about it, because the details are locked up in Chinese language sources.)
• "Why Write A Bilingual English-Chinese Newsletter" (A more fleshed out post on why bilingual information symmetry is important.)

I hope you enjoy this rather unconventional self re-introduction of my unconventional past to contextualize this newsletter’s content and perspectives better. Even if you hate it, I hope you stay, keep subscribing, keep interacting with me, and keep giving me feedback. Thank you for reading.