Regulation - Interconnected

November 22, 2020: Birthday or Birthplace

Hello Interconnected Readers: Next week is both Thanksgiving week in the US and my birthday week. (Programming note: I will not publish my usual Thursday deep dive analysis due to the holiday.) I have never been a big birthday celebration person. Living in the

Topics: Alibaba• Jack Ma• Regulation•

Jack Ma, P2P Lending, Responsibility, Legacy

When I was in my 20s, I dreamed of becoming a presidential speech writer. I’d stay up reading books, like Ted Sorensen’s memoir “Counselor” (he was JFK’s speechwriter) and “White House Ghosts” (chronicles all the speechwriters from FDR’s). I idolized

Topics: Oracle• ByteDance• Regulation•

Era of Regulatory Grift: TikTok-Oracle, NXP-Qualcomm, Arm-Nvidia

The dictionary definition of the word “grift” is as follows: “to acquire money or property illicitly”. It may be a strong word, but also more or less encapsulates the regulatory ethos that’s governing cross-border technology businesses these days. The TikTok-Oracle deal flaunts this

Topics: ByteDance• Regulation• Open Source•

A Framework to (Dis)trust and Verify TikTok

Last week, the New York Times tech columnist, Kevin Roose, wrote a well-reasoned piece arguing that the U.S. government should not ban TikTok, but use it as an example and opportunity to build a stronger regulatory framework around tech products. (To my surprise,

Topics: Huawei• China• Regulation•

Why Huawei Should IPO in America

Huawei should IPO in America. Not London, Hong Kong, Tokyo, Frankfurt, or Toronto, but New York -- the heart of America’s capital market. In fact, Huawei should file its S1 paperwork as soon as the Holding Foreign Companies Accountable Act (HFCAA) passes Congress

Topics: Cloud Industry• Regulation•

How To Tax Cloud Computing?

Taxing cloud computing is not my idea. It’s billionaire Mark Cuban’s idea. I first learned about it during his interview on the Pomp Podcast, then again in another interview with POLITICO. It’s a potentially profound idea that’s worth a deeper

Topics: Ridesharing• Regulation•

Why We Should Regulate Ridesharing Like Buses and Restaurants

In my last post, I shared my thoughts on why large ridesharing services around the world will recover and thrive after the global COVID-19 pandemic is over, and meaningfully replace public transportation everywhere. When will the virus be under control is unclear, and we

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