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Technology
Asian firm confidence at 3-year low as Singapore and India drive wealth gap
Below are my top twelve news stories for the day with added commentary.
1 - Asian firms’ confidence sinks to near 3-year low on trade war fears
Representing the six-month outlook of 104 firms, the Thomson Reuters/INSEAD Asian Business…
The SEC’s Tesla solution mimics my own but there is work to be done
When I last wrote about Tesla, I ended this way:
It’s clear to me that Elon Musk is not focused. He’s erratic and impulsive. Those are not the traits you need in a Chairman and CEO, when you have a cash crunch staring you in the face just…
The Internet: cutting out the middleman and creating platforms for regulatory arbitrage
This is today's daily post. It's going to be all about technology. To start, I want to focus in on a theme: the deflationary impact of the Internet. Since I have a lot of ideas here, I may make this into a thematic post later.
1 Big Thing:…
Using the Internet, anonymity and Russian trolls as an example of propaganda works
I want to run something by you that has been on my mind since Saturday because it hits on some of the themes I have been writing about in my journalism and media posts for the past couple of months.
Suspension of disbelief and troll…
Tesla is on the wrong path. Musk needs to go to save the company.
Why is Tesla CEO Elon Musk smoking marijuana in public and sipping whiskey while taping a podcast? Sure, it's legal in California. But it's not a good look. And it makes Azealia Banks' claims look credible that Musk was tweeting the "taking…
Uber vs Tesla as the model for the future of transport
In the daily newsletter today, I mentioned that Uber's new strategy makes it a kind of anti-Tesla in that it's all about transportation rental and usage versus ownership. And I want to expand on that a little here.
Uber's big plans
Since…
The anti-immigrant fervour in Europe and Uber vs Tesla as transport models of the future
The continuing anti-immigrant fervour in Europe
Little is known about how or why the brawl started. Police have dismissed rumours circulating online that the man was defending a woman from sexual assault.
But within hours of his death in…
The field of dreams in Internet 2.0
Yesterday, I was biking downtown in DC on the road near the Watergate that leads to the Lincoln Memorial. It was a picturesque day here with blue skies and low humidity - a perfect day for a bike ride. But as I passed these two landmarks, I…
Sentiment shift on Tesla a warning sign for all riskier assets
JPMorgan Chase's price target reduction for Tesla is the clearest indication yet of a shift in sentiment that investors should see as a broader risk-off marker.
On the economics of the Google Android case
A general challenge facing competition authorities in the digital era is learning how to apply the traditional tools of competition policy in multi-sided platform environments. This column argues that the Google Android case offers a great…