Glenn
Co-founder/Director @HealthCareInc | Previously @Catalyte_io | VC/PE @Investcorp Technology Partners — Tech | Economic Development | Investing | Greater China
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Data-oriented thread on size & scope of multinational operations in China: In 2020, total assets and sales revenues in China each surpassed $3T, equivalent to ~20% of GDP. They d...
Noah has hit this "Japan can build infrastructure; America should finance it" theme a couple times now. It is a good jumping-off point to show how it's based on a highly abstracte...
In 5 years, this may simply turn into a map of Chinese AI chip market share: ▪️ Red: over 50% ▪️ Yellow: 10-50% ▪️ Blue: 0-10% Export controls enabled the rise of Chinese upstrea...
Re: “failure to build a consumption engine” Periodic reminder that “consumption” defined for GDP purposes is not consumption that regular people are familiar with. This is the pr...
Some seem to think that trade-surplus countries are more vulnerable than trade-deficit countries in a trade war. There are a few issues with this notion in the U.S.-China context....
I was assured that consumption and investment were concepts so diametrically opposed that if you used them in the same sentence, you might create a paradox and chain reaction that...
An interesting excerpt from @SemiAnalysis_ report: how Intel's chip design capabilities lagged fabless competitors for decades b/c of privileged access to the most advanced fabs....
ICYMI there were several interesting points that came out of last week's Spaces on Chinese EVs, which you can access below. https://t.co/qT4Y3KbkIT
At the heart of Brad’s claim and skepticism about the BoP methodological change is speculation that China/SAFE’s motivation was to make its surpluses look smaller. The message, su...
There’s a shocking level of naivete embedded here (Rubio interview) when you walk through the practical & operational implications of trying to move this type of manufacturing. Wh...
The automation solutions company featured in this video is Confirmware, a Hangzhou-based company founded in 2005. These “Industry 4.0” automation solutions companies are enabling...
Understanding socioeconomic inequality in 🇨🇳 is key to understanding the political economy of the "Common Prosperity" era. Past studies focus on income. In this 🧵 I look at both i...