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Re-introducing Value Added
And a short guide to some of the key themes of this newsletter.
Aug 21
•
JS Tan
16
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Re-introducing Value Added
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Ford's bid to stay in the EV race
How a legacy automaker is fighting to be competitive in the new EV race.
Aug 14
•
JS Tan
10
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Ford's bid to stay in the EV race
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Last week’s blockbuster earnings aren’t proof of an AI boom
Microsoft and Meta’s strong performance are rooted in past bets, not their expensive visions of an AI future.
Aug 4
•
JS Tan
16
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Last week’s blockbuster earnings aren’t proof of an AI boom
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3
July 2025
A brief history of firm strategies in the auto sector
And why the EV era demands new thinking in production strategies and supply chain governance.
Jul 24
•
JS Tan
9
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A brief history of firm strategies in the auto sector
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Rethinking AI diffusion in China
Enterprise software and cloud adoption have a key role in AI diffusion.
Jul 18
•
JS Tan
14
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Rethinking AI diffusion in China
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5
Why China's internet giants are putting an end to the 996 work schedule
And how that might align with the government’s broader goals for national development.
Jul 10
•
JS Tan
13
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Why China's internet giants are putting an end to the 996 work schedule
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"Boss culture", 996, and KPI-driven management in China's tech sector
A viral Alibaba resignation letter gives an inside look at labor relations in China's tech sector.
Jul 3
•
JS Tan
25
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"Boss culture", 996, and KPI-driven management in China's tech sector
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3
June 2025
Learning from the learners
What the West can learn from East Asia’s FDI strategy to build industrial capacity.
Jun 26
•
JS Tan
13
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Learning from the learners
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How offshoring paved the way for vertical integration abroad
Understanding vertical integration through the global value chain lens
Jun 18
•
JS Tan
14
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How offshoring paved the way for vertical integration abroad
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2
Why layoffs are the new normal in tech
A story of labor relations in America's most innovative industry.
Jun 11
•
JS Tan
36
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Why layoffs are the new normal in tech
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2
The evolution of the cloud computing business model
How the cloud transformed from a basic utility to a platform for innovation
Jun 5
•
JS Tan
12
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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
17
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The labor foundations of China’s consumer-first internet
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