I agree with this editorial in the New York Times. I’m not a particular fan of Carlos Ghosn but he has been locked up in small cell in a Tokyo detention center for three months (since Nov. 19) where he has undergone repeated questioning by Japanese prosecutors without his lawyers being present. His alleged crimes […]…
Category: blog
Very important information on U.S.-Chinese AI rivalry
The Algorithm, a news feed from the Massachusetts Institute of Technology, offers a very concise, understandable analysis of a new report on Artificial Intelligence. This is a subject we must keep track of as we observe U.S.-Chinese relations. It’s common to talk about China and the US being in an “AI arms race,” as each […]…
Nikkei Article Supports Argument that Apple is Trapped in China
This article puts flesh on the bones of my argument that Apple is locked in a losing competitive and geographic strategy. It should have started shifting some production out of China years ago. But instead Tim Cook doubled down and increased production there to achieve greater efficiencies…
Li Yuan of the Times has emerged as a key observer of U.S.-Chinese tech tensions
I’ve been watching Li Yuan since she was at the Wall Street Journal. Now with the New York Times in Hong Kong, she has emerged as one of the smartest commentators on U.S-Chinese tech tensions. In this piece today, she says Chinese companies such as Huawei–which is in the line of fire from the American […]…
Apple’s Real Problem: It’s Trapped In a Losing Competitive and Manufacturing Strategy
There’s always a great deal of commentary about Apple. Much of it has centered recently on its dependence on sales of its iconic smart phones. But that’s only part of the problem: the company is stuck in a strategy that is bound to lose, as reflected in multiple articles today in the New York Times […]…
