The three body (technology) problem

Being short term negative and long term positive on China tech

Thanks to everyone for being an early supporter for weekly updates! Excited to experiment with this and see what works. As always, lmk any feedback.

Takeaway

Dan Wang is short term negative, long term positive on China's technology, and isn't impressed by China tech today.

China and tech

There's an article by Dan Wang that has been circulating recently, inc…