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November 29, 2020: P(Good for the World)

Hello Interconnected Readers: Last week -- American Thanksgiving plus my birthday week -- I re-read a few books. One of them was “Against the Gods: The Remarkable Story of Risk.” One small part of the book talks about Kenneth Arrow, a Nobel Laureate in

Topics: Cloud Industry• China• Data Center•

October 25, 2020: Be Good at Destroying Your Best Ideas

Hello Interconnected Readers: I’m trying something new starting this week. In addition to the six stories summary that you’ve been getting, I will open this weekly issue with a more raw, personal, and reflective letter to you about something I thought about

Topics: Apple• Facebook• Huawei•

October 18, 2020: Censorship, Apple in India, Huawei Selling Honor, Lithography, Chinese IPO

This issue covers the period between October 12 - 18, 2020 with six news stories – three from English language sources, three from Chinese language sources. Disclaimer: all translated article titles are done by me, not official translations from the media outlets. Before you go

Topics: Facebook• Twitter•

Algorithm is the Problem, Not Mark Zuckerberg

I’m an optimist by nature. I instinctively look for the bright spot, silver lining, hopeful sign, even during the darkest of times. This instinctive search has been increasingly hard to carry out in the last two weeks. But I managed to find one

Topics: Stock Market• IBM• Facebook•

Earnings Guidance Is Going Stale. Was It Ever Useful?

Next week is the start of the second quarter earnings season on Wall Street. It’s perhaps the most consequential quarter of financial guidance we’ve had since the Great Depression. During the last few weeks, companies have been pulling their previous earning guidance

Topics: Cloud Industry• Facebook• Open Source•

Why Is Facebook Not in the Cloud Business?

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 these

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