Daily Picks

Business & Product

Business & Product

Companies, strategy, business models, platform rules and how an industry gets regulated

Rest of World
Taiwan’s six-year hunt for China’s undercover chip labsTaiwan's six-year crackdown has investigated 166 companies with suspected Chinese ties, aiming to protect its semiconductor edge, yet it also reflects how geopolitics complicates legitimate business activities.
Rest of World
ChinaTalk
China's Rare Earths DuopolyChina's rare-earth export leverage rests on two state-owned giants, but the patchwork consolidation of the south and mounting talent flight are eroding its long-term edge.
ChinaTalk
Citation Needed
Issue 109 – Reg CryptoThe Trump administration is rapidly deregulating cryptocurrency, bypassing Congress and invoking emergency powers, while the president's family profits from the industry, raising serious conflicts of interest.
Citation Needed
Rest of World
Meta accepts U.S. safety rules while pitching softer tools abroadMeta is sponsoring influencers abroad to promote Teen Accounts, aiming to avert social media bans for under-16s that would threaten its user growth, even as safety features fail.
Rest of World
Where’s Your Ed At
Premium: The Hater's Guide To Circular Financing (Part One)Nvidia's circular financing scheme artificially props up demand for its AI chips, but the model is showing cracks.
Where’s Your Ed At
Net Interest
Untangling GuggenheimInsurers investing policyholder money in related parties is a common industry practice, and Guggenheim is just the most extreme case.
Net Interest
Platformer
Meta settles with the states over child safety failuresMeta's $17.1 billion settlement may avert a larger catastrophe, but its safety measures were coerced and internally exposed as token efforts designed for litigation cover.
Platformer
Klement on Investing
Knowledge and experience are what countWhether an analyst becomes a star doesn't depend on forecast accuracy; it's their knowledge and how interestingly they convey it that investors reward.
Klement on Investing
Hacker News
How Europe is killing makers and micro-entrepreneursThe EU's new packaging rules impose disproportionate administrative burdens on micro-enterprises, potentially stifling innovation and the maker ecosystem.
Hacker News
硅谷居士
倒霉的清华紫光Tsinghua Unigroup collapsed from over-expansion, but its subsidiary YMTC has surged on rising memory prices and could top a trillion yuan in market value—a classic case of 'Tsinghua stumbles, Wuhan feasts.'
硅谷居士
Musings on Markets
AI's Bar Mitzvah Moment: From Hype & Hope to Business Questions!AI has moved from hype to a business validation phase, where investors now demand actual revenues and profits rather than potential.
Musings on Markets
Rest of World
A dumpling shop becomes a poster child of AI adoption in ChinaA Beijing dumpling shop went viral for letting customers book seats with AI agents, and the owner embraces it as the 'most advanced productive force' — though actual usage remains limited.
Rest of World

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