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Shai Oster

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Articles

China Venture Capital Investing Drops 44% 

Funding for China startups fell to $62 billion through October compared to same period in 2021.

Chinese Industrial Park with Large iPhone Factory Imposes Covid Lockdown

The imposition of strict Covid controls could impact production at iPhone assembler Foxconn.

Indian News Site The Wire Retracts Article on Meta 

The non-profit news site had alleged that Meta had granted India’s ruling BJP party the power to remove Instagram posts, which Meta denied.

Co-CEO of South Korea’s Chat App Kakao Steps Down After Outage 

Tens of millions were left without service after a fire Saturday at a company data center.

Strong EV Sales in China Boost Profit for BYD

The Chinese automaker which is partly owned by Buffett said its third quarter profit likely quadrupled.
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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
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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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