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.”
I believe timing is right for the developer-focused economy to blossom globally for 2 reasons...
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.
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
"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.
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.
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.)