Deep Tech is the Future
China is outpacing US VC investments in semis by 6:1, but so much of the future of technology and the economy is dependent on semis. Now is a great time to be a US Deep Tech venture investor.
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Should we be worried about China’s economy?
I spend a lot of time working with Chinese companies, and visiting the people who build all our gadgets. So I often get questions about the Chinese economy. I am […]
Technology as Debt
As a finance person working in technology, I have always been greatly intrigued by the idea of technical debt. This is the idea that as developers build technology products the […]
Alibaba and Alipay
Alibaba has been doing well in the market since I last published on them. The stock has hit my ‘price target’, and their first results went well. If I were […]
A very micro economic view of China
In past notes, I have mentioned that almost every conversation I have in China eventually turns to the subject of real estate. In my last visit, I compared it to […]
Digits to Dollars 