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How offshoring paved the way for vertical integration abroad
Understanding vertical integration through the global value chain lens
Jun 18
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JS Tan
12
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How offshoring paved the way for vertical integration abroad
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Why layoffs are the new normal in tech
A story of labor relations in America's most innovative industry.
Jun 11
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JS Tan
20
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Why layoffs are the new normal in tech
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The evolution of the cloud computing business model
How the cloud transformed from a basic utility to a platform for innovation
Jun 5
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JS Tan
10
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The evolution of the cloud computing business model
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May 2025
The labor foundations of China’s consumer-first internet
How cheap labor and flexible employment practices encourage internet firms to build consumer platforms.
May 29
•
JS Tan
14
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The labor foundations of China’s consumer-first internet
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Innovation without invention
What the data shows us about AI innovation in the U.S. and China.
May 22
•
JS Tan
17
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Innovation without invention
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How Vertical Integration Shapes Innovation
The way firms are structured can influence whether innovation comes from the top or from the factory floor.
May 15
•
JS Tan
11
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How Vertical Integration Shapes Innovation
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The Return of Vertical Integration
Cars, clouds, and the turn away from the fissured firm.
May 8
•
JS Tan
22
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The Return of Vertical Integration
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Explaining overcapacity in China's EV sector
How China's decentralized state structure enables involution-style competition.
May 1
•
JS Tan
43
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Explaining overcapacity in China's EV sector
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April 2025
The Political Economy of China's Cloud
A deep dive.
Apr 23
•
JS Tan
44
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The Political Economy of China's Cloud
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The "China as superpower" vs "China in crisis" narrative
China's manufacturing prowess is sustained by the very conditions (low labor costs, minimal social policy, and currency devaluation) that create the…
Apr 17
•
JS Tan
35
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The "China as superpower" vs "China in crisis" narrative
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Tariff Wreckage: The Myth of America's Manufacturing Comeback
Trump’s tariffs promise industrial revival. Even if it does, it overlooks the simple fact that fixing American industry alone won't restore middle-class…
Apr 10
•
JS Tan
27
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Tariff Wreckage: The Myth of America's Manufacturing Comeback
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Are data centers a new growth engine for developing countries?
The Malaysian government is counting on attracting data center investment to transform the country into a digital powerhouse. But is this a viable path…
Apr 2
•
JS Tan
24
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Are data centers a new growth engine for developing countries?
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