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When AI Eats Software
The hidden risk of the SaaS sell-off and why software might be worth protecting.
 • JS Tan
Ghost Infrastructure
China raced to build data centers—now many are left underutilized or idle.
 • JS Tan
Rethinking AI diffusion in China
Enterprise software and cloud adoption have a key role in AI diffusion.
 • JS Tan
"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.
 • JS Tan
Why layoffs are the new normal in tech
A story of labor relations in America's most innovative industry.
 • JS Tan
Innovation without invention
What the data shows us about AI innovation in the U.S. and China.
 • JS Tan
The Political Economy of China's Cloud
A deep dive.
 • JS Tan
From Fordism to the Platform Economy: The Evolution of Firm Strategies
How firms went from building it all to building nothing at all.
 • JS Tan
Industrial Policy for the Knowledge Economy: The case of Hangzhou
How the city's talent-focused policies fueled a high-tech revolution.
 • JS Tan
Why China’s AI Strategy Differs from that of the U.S.
Divergence in AI commercialization (Part 2): China excels in consumer platforms but struggles in enterprise software.
 • JS Tan and Grace Shao
Divergent Approaches to AI Commercialization (Part 1): Comparing the U.S. and China
Whether or not AI is just hype will depend on its commercialization. The U.S. and China are taking fundamentally different approaches to this problem.
 • JS Tan and Grace Shao
How we forgot about production—and why it’s back on the agenda
A brief history of economic value from the factory floor to the platform economy.
 • JS Tan
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