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Shai Oster

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Articles

Tesla Shanghai Plant Slows Production on Covid Curbs

Tesla was only making 200 vehicles a day due to issues securing components as China’s draconian Covid lockdown wreaks havoc on supply chains.

Elon Musk Says Will Relist Twitter a Few Years After Taking it Private

Musk told potential investors including private equity firms about his plans for the firm to return to public markets in as little as three years.

Didi Global Says SEC Investigating IPO

The ride hailing firm says the Securities and Exchange Commission is investigating its 2021 stock market debut where it raised $4.4 billion.

Amazon Workers at New York Warehouse Reject Union

The win for Amazon comes after workers at another New York warehouse voted in favor of forming a union.

Beijing Seeks to Reassure Tech Giants

Officials will meet with the heads of China’s tech giants as Covid slows the economy
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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
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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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