Value Added
Subscribe
Sign in
Home
Industrial Policy
Technology
Labor
Archive
About
Latest
Top
Discussions
How offshoring paved the way for vertical integration abroad
Understanding vertical integration through the global value chain lens
Jun 18
•
JS Tan
12
Share this post
Value Added
How offshoring paved the way for vertical integration abroad
Copy link
Facebook
Email
Notes
More
1
Why layoffs are the new normal in tech
A story of labor relations in America's most innovative industry.
Jun 11
•
JS Tan
20
Share this post
Value Added
Why layoffs are the new normal in tech
Copy link
Facebook
Email
Notes
More
1
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
10
Share this post
Value Added
The evolution of the cloud computing business model
Copy link
Facebook
Email
Notes
More
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
Share this post
Value Added
The labor foundations of China’s consumer-first internet
Copy link
Facebook
Email
Notes
More
6
Innovation without invention
What the data shows us about AI innovation in the U.S. and China.
May 22
•
JS Tan
17
Share this post
Value Added
Innovation without invention
Copy link
Facebook
Email
Notes
More
3
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
Share this post
Value Added
How Vertical Integration Shapes Innovation
Copy link
Facebook
Email
Notes
More
3
The Return of Vertical Integration
Cars, clouds, and the turn away from the fissured firm.
May 8
•
JS Tan
22
Share this post
Value Added
The Return of Vertical Integration
Copy link
Facebook
Email
Notes
More
2
Explaining overcapacity in China's EV sector
How China's decentralized state structure enables involution-style competition.
May 1
•
JS Tan
43
Share this post
Value Added
Explaining overcapacity in China's EV sector
Copy link
Facebook
Email
Notes
More
9
April 2025
The Political Economy of China's Cloud
A deep dive.
Apr 23
•
JS Tan
44
Share this post
Value Added
The Political Economy of China's Cloud
Copy link
Facebook
Email
Notes
More
6
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
Share this post
Value Added
The "China as superpower" vs "China in crisis" narrative
Copy link
Facebook
Email
Notes
More
2
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
Share this post
Value Added
Tariff Wreckage: The Myth of America's Manufacturing Comeback
Copy link
Facebook
Email
Notes
More
7
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
Share this post
Value Added
Are data centers a new growth engine for developing countries?
Copy link
Facebook
Email
Notes
More
1
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
