Tencent - Interconnected

Prosus: Softbank Without the Drama

“What is the single best technology investment of all time?” An often-heard answer to this question is Softbank’s early investment in Alibaba. Indeed, Masa Son’s storied $20 million bet on Jack Ma (with his strong, shiny eyes) in 2000 has yielded Softbank

Topics: Alibaba• Cloud Industry• Open Source•

May 16, 2021: AliCloud, JEDI, HarmonyOS, Hillhouse Capital, Tencent Cloud

Hello Interconnected Readers: I have not written a bilingual news source summary and commentary in a while -- my apologies. Interconnected, as a newsletter and product, will be going through some changes, which we will announce later this week. I’m also going through

Topics: Alibaba• Tencent• Antitrust•

January 24, 2021: AliPay & WeChat Pay Breaking Up? AWS forks Elasticsearch

Hello Interconnected Readers: After arriving in Mexico City earlier this week, the four-hour time difference between Mexico and Hawaii is giving me a surprisingly bad jet lag, so I will spare you my usual personal letter. Let’s go straight to the news and

Topics: Cloud Industry• Alibaba• Tencent•

China's Cloud Ceiling

Cloud computing is hot. All cloud stocks are hot. Cloud was already growing everywhere and now accelerated by COVID, with massive adoption trends like remote work, e-commerce, digital health, and who knows what else. What used to be an outlandish approach to enterprise IT

Topics: Cloud Industry• Alibaba• Tencent•

Where Can the Chinese Internet Go?

With all the executive orders, CFIUS edicts, and additional sanctions placed on Chinese tech companies by the US, it’s hard to see where these companies - and by extension the Chinese Internet - can expand to. Certainly, China’s own economy will continue

Topics: Cloud Industry• IBM• Oracle•

Stress Test the (Other) Cloud: IBM, Oracle, Tencent

I’ve been writing a lot about various aspects of the “big four” clouds -- AWS, Alibaba Cloud, Azure, GCP -- from comparing their [https://interconnected.blog/alibaba-cloud-the-ignored-cloud/] financial earnings, to global data center coverage [https://interconnected.blog/data-center-coverage-aws-alibaba-azure-gcp], to how each of these