Alibaba
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An Interview with Benedict Evans About AI Unknowns
An interview with Benedict Evans about AI lessons over the last year, and the many unresolved issues that will impact industry structure going forward.
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Apple, China, and Trump; Google Invests in JD; The Value of the China Market
More on Apple’s challenges in the Chinese market, both in the past and going forward, and then why e-commerce companies are beating everyone else, both in China and the U.S. Then, why the China market is so attractive.
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Uber and Yandex; Grab Raises $2 Billion; Softbank, Ride-Sharing, and Capital
Uber has made a deal in Russia that, to the extent it approximates China, is a great idea. However, the company may soon be knocked out of Southeast Asia: capital is the ultimate aggregator.
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Tesla and Beyond Disruption, As Yahoo Turns
A follow-up on Beyond Disruption and why it doesn’t apply to Tesla. Then, what in the world is going on with Yahoo?
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Daily Update: The Trouble with Amazon, China’s E-Commerce Battle, Asia’s Advantage
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Daily Update: The Problem with Broadband in America, Alibaba, Xiaomi Smash Records on Singles Day