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…