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Shai Oster

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Investment into China Tech Drops Dramatically

Quarterly investment in China tech collapsed to just $3.51 billion versus $15 billion , according to a Chinese government affiliated think tank.

Chinese Drone Maker DJI Pulls Out of Russia

The company pulled out of the Ukraine as well. Other big Chinese tech companies continue to do business in Russia.

Twitter Co-Founder Dorsey Says Trusts Musk to “Extend the Light of Consciousness”

In a tweet, Jack Dorsey said he doesn’t think anyone should own Twitter, but that Elon Musk can solve the company’s problems.

Bezos Asks if Tesla’s Big China Sales Make Musk Vulnerable to Pressure About Twitter 

The Amazon founder who also owns the Washington Post later said he didn’t think it would lead to censorship of Twitter, but could pose problems for Tesla in China.

Didi Sets May 23 for Shareholder Vote on U.S. Delisting

The Chinese ride hailing company said it won’t apply to relist in any other stock exchange until after the vote.
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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
0Comments