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Shai Oster

  • Articles
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Articles

Chinese Startup Under Investigation After Post on Tiananmen Anniversary

The social media account of Xiaohongshu was shut down after a post June 4 said ““Tell me loudly, what is the date today?”

Jack Ma’s Ant Group Gets Approval to Launch Consumer Finance Company

Ant will control half of the new entity, with six other partners owning the rest.

Downloads of TikTok Slow Down From Last Year

TikTok was still the world’s most popular app with 80 million downloads in May, but growth has slowed from last year, according to Sensor Tower.

Fitch Says Profits to Grow Slower at Chinese Tech Firms

The ratings agency said high investments this year will put pressure on margins at Alibaba, Tencent and Baidu.

Pentagon Clears China’s DJI Drones

The audit found that two drones made by DJI, China’s largest manufacturer, which is blacklisted by the Department of Commerce, didn’t have any malicious code and could be used by the U.S. government.
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Forum Posts
US-China decoupling
Posted byShai Oster
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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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