COVID-19 - Interconnected

Covid Zero and Its Ironies

It is hard to talk about China’s Covid Zero Policy in a multidimensional way. The policy is often cast in binary terms – either the reason why millions of lives are saved or the reason why millions of lives and billions of economic output

Topics: COVID-19• Open Source•

COVID, Open Source, Industrial Policy

By the time you read this post, you are likely bombarded with news and tweets about the antitrust hearing of the big four tech companies (Apple, Amazon, Facebook, Alphabet) and their respective quarterly earnings. Meanwhile, another announcement happened in the tech world that I

Topics: COVID-19• Open Source•

July 26, 2020: Mars, Ant Group, New York Times, COVID-19, Open Source, ARM

This issue covers the period between July 20 - 26, 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

Topics: Cloud Industry• COVID-19• Stock Market•

Is the Cloud Recession-Proof?

Two weeks into the first Wall Street earnings season that includes COVID-19 data, most big tech companies that operate a large cloud unit have reported results. Judging from the growth rate and revenue numbers alone, the cloud seems to be weathering the coronavirus storm

Topics: China• COVID-19• Venture Capital•

Do Chinese Consumers Hold the Key to Global Economic Recovery?

One narrative that emerged when the global impact of COVID-19 became apparent was whether countries and companies who have been relying on China as their supply chain should leave or diversify. Since then, both the U.S. and Japan have been pushing their companies

Topics: COVID-19• Ridesharing• Uber•

When Ridesharing Replaces Public Transportation

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 generally

Topics: COVID-19• Sales•

End of the Traveling Salesman?

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 point,

Topics: COVID-19• Open Source• Remote Work•

[Deep Dive] Coronavirus, Remote Work, Remote Consumption

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 software

Topics: COVID-19• Remote Work• Open Source•

Coronavirus, Remote Work, Remote Consumption

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 in