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Shai Oster

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Articles

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Tesla Registrations Fall in China Amidst Rising Local Competition

In July the number of registered Teslas built in China fell 24% from June to 11,456, still outpacing most domestic rivals.

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Western tech companies are increasingly distancing themselves from Hong Kong in the wake of a sweeping national security law that give Beijing more power.

Shares of Video Streaming Site Iqiyi Plunge Amid SEC Probe

Iqiyi, the Baidu-backed firms compared to Netflix, joins a growing list of U.S.-listed Chinese firms that have run afoul of U.S. regulators.
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Forum Posts
US-China decoupling
Posted byShai Oster
The Information
this deep dive into signs of US-China decoupling is fascinating. I'd argue that there is really no other example of two tech ecosystems as symbiotic and the US and China -- the flow of capital to China and talent (and stock market returns) to the US has benefited both sides. I was skeptical that the forces for decoupling could work but I am shifting my view.
#china#decoupling
0Comments
Optimism
Posted byShai Oster
The Information
Some investors in ByteDance see signs of hope in recent reports that China might be letting up on its tech crackdown. Are they over optimistic?
#bytedance
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