2026-01-03
The annual letter/essay of @danwwang, an extraordinarily astute observer of China+tech, gifted writer and author of Breakneck, is not to be missed. A few of my highlights from this year's https://danwang.co/...:
Dan Wang
Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, how China and the US are building the future, and more
danwang.co/2025-letter/ Conor Sen / @conorsen : This is how I learned I'm a better fit for finance culture and tech culture. You only succeed in tech culture by fully embracing th...
2026-01-02
The annual letter/essay of @danwwang, an extraordinarily astute observer of China+tech, gifted writer and author of Breakneck, is not to be missed. A few of my highlights from this year's https://danwang.co/...:
Dan Wang
Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, and how China and the US are building the future
One way that Silicon Valley and the Communist Party resemble each other is that both are serious, self-serious, and indeed, completely humorless.
2025-04-10
Rule of thumb for import elasticity of tariffs is 1, i.e. 1 point increase in tariff decreases imports by 1%. Even before today I had thought the effect becomes non-linear at ever higher rates. So with tariffs on China at 125%, do imports fall to zero? Is it a de facto embargo?
CNBC
President Trump pauses tariffs on most countries for 90 days, setting a 10% “lowered Reciprocal Tariff”, and sets 125% tariffs on China “effective immediately”
- President Donald Trump announced a 90-day pause on the full effect of his new tariffs for at least some countries.
2023-01-15
Semiconductors are the new oil & the U.S. is spending billions to secure the supply. It will be way more complicated than securing the supply of oil. “There's no doubt it's a very ambitious set of objectives,” says @mikereedschmidt. @asafitch and I report. https://www.wsj.com/...
Wall Street Journal
SIA says chip companies proposed 40+ projects across the US worth ~$200B since 2020, as the US realizes that chips are now as central to modern economies as oil
Wall Street Journal : Tweets: @caitleg , @greg_ip , and @jchengwsj Tweets: Caitlin Legacki / @caitleg : Extremely thorough look at the importance of CHIPS over the next 50 years, ...
2021-09-13
“Bezosism is diffusing through the world of work, rewriting the source code of the global industrial machine....it could be ... Mr. Bezos' most important legacy.” Read @mims on how Amazon changed the world of work, then order his book. https://www.wsj.com/...
Wall Street Journal
Bezos' biggest legacy could be “Bezosism”, using surveillance, algorithms, and data to supercharge old management systems and squeeze performance out of workers
“Bezosism is diffusing through the world of work, rewriting the source code of the global industrial machine....it could be ... Mr. Bezos' most important legacy.” Read @mims on how Amazon changed the world of work, then order his book. https://www.wsj.com/...
Wall Street Journal
How Amazon would be affected by California's new bill aimed at regulating the company's use of productivity quotas in warehouses, the first bill of its kind
Sebastian Herrera / Wall Street Journal :
2021-09-12
“Bezosism is diffusing through the world of work, rewriting the source code of the global industrial machine....it could be ... Mr. Bezos' most important legacy.” Read @mims on how Amazon changed the world of work, then order his book. https://www.wsj.com/...
Wall Street Journal
Bezos' biggest legacy could be “Bezosism”, using surveillance, algorithms, and data to supercharge old management systems and squeeze performance out of workers
Christopher Mims / Wall Street Journal : Tweets: @jensmithwsj , @mims , @mims , @jathansadowski , @greg_ip , @mims , @gregbensinger , @todd_yancey , and @hypervisible Tweets: Jenn...
2021-01-15
As Intel looks to step up chip outsourcing, TSMC ramps up capacity esp in China. If U.S.' long-term goal is to reduce dependence on China tech supply, it's going backward. & heightens geoeconomic significance of China's threat to retake Taiwan. https://www.wsj.com/... https://twitter.com/...
Wall Street Journal
TSMC says it will raise capital expenditures to between $25B and $28B in 2021, an increase of at least 47% YoY
Wall Street Journal :
2020-12-28
In my article on digital transformation today https://www.wsj.com/... I reprise a theme that then Fed chairman Alan Greenspan was exploring back in 1999, described then by @davidmwessel: https://www.wsj.com/...
CNBC
From working remotely to benefiting from the new normal, tech companies led the way in pandemic response but fell behind in stopping COVID-19 misinformation
In my article on digital transformation today https://www.wsj.com/... I reprise a theme that then Fed chairman Alan Greenspan was exploring back in 1999, described then by @davidmwessel: https://www.wsj.com/...
Wall Street Journal
Due to the pandemic, trends that normally may have taken years to unfold, like remote work or the shift from physical to virtual commerce, happened in months
Joel Mokyr We may not be digital creatures now. But someday maybe we will be. https://www.wsj.com/... Miles Kimball / @mileskimball : “Through Shopify, a business can quickly set u...