Kevin Xu Profile picture
4 Dec, 9 tweets, 4 min read
"Global by Nature (Part I): Developers"

First of a 4-part series that's been in my head for probably 4 years, on what Globalization 2.0 looks like and what kind of people, products, paradigms & opportunities will be “global by nature.”

Thread 👇👇
interconnected.blog/global-by-natu…
1/ Globalization 1.0 was all about trade. Globalization 2.0 is all about technology.

In G2.0 the most important people to understand is: developers--the builders and kingmakers of technology.

Developers is the single most important demographic that will shape G2.0
2/ My plain language working definition of "developers" is simply: *someone who uses digital technology to build things*

They have a global mindset due to two motivations: utilitarian and communal.
3/ Utilitarian = need to continue learning in a field that has a short half-life of knowledge--some estimates between 2.5 to 5 yrs.

Google->StackOverflow->docs on GitHub->self deploy to test is a common pattern of developer learning.

The world's tech is at their disposal.
4/ Communal = developers form tribes over tech, computer languages, tools that are global by nature.

Go to any meetup/conferences, you hear English in a smorgasbord of beautiful accents, talking about Rust/C++, MySQL/PG, Openstack/K8s, etc

Technology is their primarily language
5/ Developers aren't just builders now, they are kingmakers who choose which tech to use for what.

@sogrady @monkchips of @redmonk has been on the forefront of this trend.

I believe timing is right for the developer-focused economy to blossom globally for 2 reasons... Image
6/ Every co must become a tech co to survive. Old co's emulate tech leaders to hire devs to "technologize" themselves, but to retain them, must give devs freedom to choose their tech, not be top-down as usual.

Great research in "Accelerate" by @nicolefv @RealGeneKim @jezhumble Image
7/ Surface area of “technologizing” is larger than most people realize, spans hardware + internal

Hardware is led by #riscv

Internal tools important/often overlooked. That's why in $TSLA 2020 Q3 earnings call, @elonmusk profusely thanked internal apps team as the OS of Tesla
8/ If you found this thread useful or thought-provoking, please read the full text of "Global by Nature (Part I): Developers" and subscribe to @interconnect_ed
interconnected.blog/global-by-natu…

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More from @kevinsxu

9 Oct
"China’s Semiconductor Future: What Can $1.4 Trillion Buy?"

Enjoyed writing my 1st column on @thewirechina + working w/ @DavidBarboza2 to help simplify/demystify semiconductors & China's proposed 1.4T investment in that sector.

Some highlights...(thread)
thewirechina.com/2020/10/04/chi…
A semiconductor chip's life cycle is complex, though can be roughly broken down to 4 big stages:

- acquire raw material
- design chips
- marry the design to manufacturing capabilities
- produce at scale
Some stages can be accelerated w/ more 💰💰, i.e. raw material (China produce the most silicon of any country) & building huge chip fabs for mass production.

Others (e.g. chip design) require brain power, R&D, IP & long-term patience — things that money can’t buy.
Read 5 tweets
4 Sep
0/ "What is TikTok Worth to Whom and Why?"

NEW post explores this (possible) sale from strictly a biz angle, esp for MSFT/WMT & ORCL, along 5 dimensions:

-product synergy (yep I used "synergy")
-user/data
-tech
-brand
-people

Some nuggets...(thread)
interconnected.blog/what-is-tiktok…
1/ Product synergy exists w/ either Azure or Oracle Cloud. Running TikTok during hypergrowth w/o issues is legit accomplishment for a cloud, will help differentiate in a heated global cloud race.

E-commerce w/ Walmart is more longterm, could help differentiate Walmart+ later.
2/ User+data valuable #obvi. Data Density determines a lot of the value in a tech biz, *more* valuable IMHO than core AI tech in TikTok.

Easier to build AI engine if you have the data than the other way around. (Buyer may not get the tech anyways due to China's new regulation.)
Read 6 tweets

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