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VOICE ARCHIVE

Paul Page

@paulpage
18 posts
2023-03-29
Alibaba plans a major structural overhaul, splitting its business into six independently run entities - including e-commerce, global e-commerce and logistics. https://www.wsj.com/...
2023-03-29 View on X
South China Morning Post

Alibaba plans its biggest restructuring ever, reorganizing its businesses into six independent entities and moving all operational decisions to each unit's CEO

announced a day after co-founder Jack Ma returned to mainland China after almost a year overseas. @hwclarence @raffaelehuang https://www.wsj.com/... Paul Page / @paulpage : Alibaba...

2023-03-28
Alibaba plans a major structural overhaul, splitting its business into six independently run entities - including e-commerce, global e-commerce and logistics. https://www.wsj.com/...
2023-03-28 View on X
South China Morning Post

Alibaba plans to reorganize its businesses into six independent entities and devolve operational decisions to each unit's CEO, in its biggest restructuring ever

Alibaba Group Holding will overhaul its sprawling operations, as China's largest technology conglomerate undertakes …

2023-01-25
Turns out a lot of consumers want to get their laundry done and don't want to spend a lot of their time managing the internet connections of washers and other appliances. https://t.co/p4kEy2daPx via @WSJ
2023-01-25 View on X
Wall Street Journal

Whirlpool and LG say only around 50% of their smart appliances remain internet connected after purchase, hindering efforts to sell parts and subscriptions

Isabelle Bousquette / Wall Street Journal :

2022-06-20
Are drivers ready to share the road with robots? Autonomous trucks may be coming to U.S. highways sooner than you think. https://www.wsj.com/...
2022-06-20 View on X
Wall Street Journal

A look at the safety and economics of autonomous trucks as Aurora and TuSimple say they plan to have commercial-trucking services in the US by the end of 2023

2022-04-30
Amazon's online retail engine is showing signs of stalling. The e-commerce giant reported its slowest sales growth in roughly two decades and revenue at its main online-shopping business segment has stagnated for six months. https://www.wsj.com/... via @WSJ
2022-04-30 View on X
Wall Street Journal

Insider Intelligence: Amazon has the largest market share of US e-commerce at ~39%, but it grew by just 0.2% in 2021 and 2022 so far, the slowest rate in years

Tech giant remains nation's leading online retailer, but signs of weakness have emerged recently

2021-11-28
About three-quarters of global semiconductor production capacity sits in just four Asian countries: Taiwan, South Korea, China and Japan. New investment is aimed at changing that. https://www.wsj.com/... via @WSJ
2021-11-28 View on X
Wall Street Journal

Gartner: global chip makers are projected to spend $146B this year, about 50% higher than before the pandemic and double the amount five years ago

Samsung's $17 billion bet on Texas mirrors large spending increases in Asia and elsewhere  —  SEOUL—Investment in U.S. chip production is on the rise.

2021-11-27
About three-quarters of global semiconductor production capacity sits in just four Asian countries: Taiwan, South Korea, China and Japan. New investment is aimed at changing that. https://www.wsj.com/... via @WSJ
2021-11-27 View on X
Wall Street Journal

Gartner: global chip makers are projected to spend $146B this year, about 50% higher than before the pandemic and double the amount five years ago

Samsung's $17 billion bet on Texas mirrors large spending increases in Asia and elsewhere  —  SEOUL—Investment in U.S. chip production is on the rise.

2021-09-20
The top U.S. crash investigator says Tesla is getting ahead of itself with upgrades to self-driving tech. “Basic safety issues have to be addressed before they're then expanding it to other city streets and other areas.” https://www.wsj.com/... via @WSJ
2021-09-20 View on X
Wall Street Journal

NTSB head says Tesla shouldn't roll out its Full Self-Driving update with the city-driving tool before addressing safety deficiencies

Rebecca Elliott / Wall Street Journal :

2021-05-31
Nice look at how the warehouse boom in Pennsylvania's Lehigh Valley is changing the landscape, and the character of communities built on farming. https://www.nytimes.com/...
2021-05-31 View on X
New York Times

Some residents worry the warehouse boom in PA's Lehigh Valley, driven by its proximity to NY and e-commerce, is putting long-term economic well-being at risk

Michael Corkery / New York Times : Tweets: @willwbloom , @nytimesbusiness , @hal_coi , @nytimes , and @paulpage Tweets: Baby Cheetah / @willwbloom : I hate the people treating my ...

2020-12-23
“What Amazon did was against the law. But what were we going to do? Sue Amazon for antitrust? It would take years and tens of millions of dollars and we'd be bankrupt by then.” https://www.wsj.com/... via @WSJ
2020-12-23 View on X
Wall Street Journal

Investigation details Amazon's campaigns over the years to steamroll rivals and partners, including those on its marketplace, sometimes with Bezos' involvement

2020-07-11
Supply-chain payments startup Taulia is raising funds from JPMorgan, Ping An to scale up its technology reach into supplier relationships. https://www.wsj.com/...
2020-07-11 View on X
Wall Street Journal

Taulia, which facilitates payments between companies and their suppliers, raises $60M from China's Ping An, sources say at a valuation of about $400M

Julie Steinberg / Wall Street Journal :

2020-06-29
The strategy behind Just Eat Takeaway: It prefers that its restaurant partners handle deliveries. “With logistics, you can't make any money.” https://www.wsj.com/...
2020-06-29 View on X
Wall Street Journal

Just Eat Takeaway's Grubhub acquisition rests on the belief that restaurants should handle delivery, offering an order platform while avoiding associated costs

Bid by Dutch giant Just Eat Takeaway would join two companies that have avoided building their own delivery fleets Tweets: @carnage4life and @paulpage Tweets: Dare Obasanjo / @carn...

2020-06-24
Olympus, an icon of the photography world, is dropping its camera business after 84 years. https://www.wsj.com/...
2020-06-24 View on X
Wall Street Journal

Olympus is exiting the camera business after 84 years to focus on medical devices, and selling its camera unit to private equity firm Japan Industrial Partners

Under pressure from U.S. shareholder ValueAct Capital, Tokyo company to sell unit to private-equity firm Japan Industrial Partners

2020-04-15
Amazon has fired at least three warehouse employees and reprimanded others who say they were singled out after pushing for better working conditions during the coronavirus pandemic. https://www.wsj.com/... via @WSJ
2020-04-15 View on X
Wall Street Journal

Current and recently fired Amazon warehouse workers say they faced retaliation as they advocated for better working conditions; Amazon denies charges

Sebastian Herrera / Wall Street Journal : Tweets: @dseetharaman and @paulpage Tweets: Deepa Seetharaman / @dseetharaman : The tech giant denies allegations by terminated workers t...

2020-04-14
Amazon will begin allowing third-party sellers on its platform to ship “nonessential” items to the company this week, a signal the company is ramping up to meet broader consumer needs. https://www.wsj.com/... via @WSJ
2020-04-14 View on X
Wall Street Journal

Amazon to hire 75,000 workers, on top of the 100,000 new positions from last month; third-party sellers can ship some “nonessential” items to Amazon this week

Tech giant's planned hiring of 175,000 workers to help it handle surge in orders during pandemic

2020-02-18
A new trade deal with China isn't stopping the White House from launching new trade restrictions. https://www.wsj.com/... via @WSJ
2020-02-18 View on X
CNBC

Sources: US Commerce Department is proposing restrictions requiring foreign companies to obtain licenses in order to make chips for Huawei using US equipment

- The Commerce Department is considering requiring chip factories globally to obtain licenses if they want to use American equipment … Source: Wall Street Journal .

2019-11-10
The dockworkers “don't care about the drivers. Never. We sit in line while they take two-hour breaks. With automation, we don't have that problem.” https://www.latimes.com/...
2019-11-10 View on X
Los Angeles Times

As unionized dockworkers protest automation in LA ports, truckers welcome the port robots which reduce unpaid time they spend waiting for the cargo to load

Day after day, Walter Diaz, an immigrant truck driver from El Salvador, steers his 18-wheeler toward the giant ports of Los Angeles and Long Beach. Tweets: @margotroosevelt , @lati...

2018-01-03
Dubai billionaire takes on Amazon: “The Middle East is an untapped opportunity for e-commerce, ripe for the taking.” http://www.wsj.com/... via @WSJ
2018-01-03 View on X
Wall Street Journal

A look at Emirati billionaire Mohamed Alabbar's $1B ecommerce venture Noon, a competitor to Amazon's Souq in the Middle East, founded in 2016