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When AI Eats Software
The hidden risk of the SaaS sell-off and why software might be worth protecting.
Feb 23
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JS Tan
17
5
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Is China an Engineering or a Developmental State?
Sep 4, 2025
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JS Tan
82
6
30
Why layoffs are the new normal in tech
Jun 11, 2025
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JS Tan
58
5
18
DeepSeek part 1: How new labor practices propelled an unknown AI firm to the top
Jan 22, 2025
•
JS Tan
44
1
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From Platform Capitalism to the Cloud Business Model
New article about the political economy of the AI transition.
Jan 13
•
JS Tan
14
1
3
Who gets to play in the cloud?
From killer apps to the long tail of enterprise workloads, and how the cloud divide produces competing futures for the AI age
Dec 3, 2025
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JS Tan
11
2
7
Ghost Infrastructure
China raced to build data centers—now many are left underutilized or idle.
Nov 6, 2025
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JS Tan
23
1
8
The rise of tech worker activism
My new ILR Review article shows how political/social protests turned into class conflict inside the tech industry. It sets the stage for understanding…
Oct 15, 2025
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JS Tan
12
2
3
America can still build (data centers)
The Abundance thesis is that America can't build anymore, so how do we explain the surge of data center construction across the country?
Sep 17, 2025
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JS Tan
43
4
10
Is China an Engineering or a Developmental State?
Breakneck is excellent, but could use a touch more developmental thinking.
Sep 4, 2025
•
JS Tan
82
6
30
Re-introducing Value Added
And a short guide to some of the key themes of this newsletter.
Aug 21, 2025
•
JS Tan
18
2
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Value Added
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