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June 2025

Learning from the learners
What the West can learn from East Asia’s FDI strategy to build industrial capacity.
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JS Tan
How offshoring paved the way for vertical integration abroad
Understanding vertical integration through the global value chain lens
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JS Tan
2
Why layoffs are the new normal in tech
A story of labor relations in America's most innovative industry.
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JS Tan
2
The evolution of the cloud computing business model
How the cloud transformed from a basic utility to a platform for innovation
 • 
JS Tan

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.
 • 
JS Tan
6
Innovation without invention
What the data shows us about AI innovation in the U.S. and China.
 • 
JS Tan
3
How Vertical Integration Shapes Innovation
The way firms are structured can influence whether innovation comes from the top or from the factory floor.
 • 
JS Tan
3
The Return of Vertical Integration
Cars, clouds, and the turn away from the fissured firm.
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JS Tan
2
Explaining overcapacity in China's EV sector
How China's decentralized state structure enables involution-style competition.
 • 
JS Tan
9

April 2025

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