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NEW Interconnected weekly news summary of 6 stories: 3 of English sources, 3 of Chinese sources.
Here's a run down of the stories and my thoughts...(thread) https://interconnected.blog/october-11-2020-remote-work-amd-xilinx-developer-experience-bilibili-tuber-browser-chinas-snowflake/
Here's a run down of the stories and my thoughts...(thread) https://interconnected.blog/october-11-2020-remote-work-amd-xilinx-developer-experience-bilibili-tuber-browser-chinas-snowflake/
$MSFT is now the permanent WFH co w/ largest headcount (~163,000). What'll be important to watch is how it'll manage hardware team & managing its large workforce w/ all the taxation, local labor law, and other regulatory concerns of a distributed team. https://www.theverge.com/2020/10/9/21508964/microsoft-remote-work-from-home-covid-19-coronavirus
Consolidation is taking shape quickly w/ $NVDA + Arm, now possibly $AMD + $XLNX.
Interestingly: Lisa Su (AMD CEO), Victor Peng (XLNX CEO), Jensen Huang (NVDA CEO) are all Taiwanese-American executives.
is dominating semiconductor industry. https://www.wsj.com/articles/amd-is-in-advanced-talks-to-buy-xilinx-11602205553?utm_campaign=%5Bcovid19%5D+Tech+Impac&utm_content=565175&utm_medium=email&utm_source=cio&utm_term=197191
Interestingly: Lisa Su (AMD CEO), Victor Peng (XLNX CEO), Jensen Huang (NVDA CEO) are all Taiwanese-American executives.
is dominating semiconductor industry. https://www.wsj.com/articles/amd-is-in-advanced-talks-to-buy-xilinx-11602205553?utm_campaign=%5Bcovid19%5D+Tech+Impac&utm_content=565175&utm_medium=email&utm_source=cio&utm_term=197191
. @redmonk is one of my fav analyst firms on tech. This piece by @sogrady highlights an important gap in "developer experience" w/ the myriad of solutions/vendors in the market.
I believe developers are the most important demographic of the century. https://redmonk.com/sogrady/2020/10/06/developer-experience-gap/
I believe developers are the most important demographic of the century. https://redmonk.com/sogrady/2020/10/06/developer-experience-gap/
$BILI's 2nd listing in HK next year isn't just another US-China geopolitical casualty. It's a shrewd move to raise a ton more $$ than its NASDAQ IPO 2 yrs ago, as capital everywhere is cheap + HK exchange is more ok with dual-class share structure.
https://mp.weixin.qq.com/s/IQJeBlLwPN6uvyS-U3AtLw
https://mp.weixin.qq.com/s/IQJeBlLwPN6uvyS-U3AtLw
The Tuber browser (now banned?) was supposed to make hopping over the GFW legal...but you’d have to register with Chinese cell phone # linked to ID, so authority can (and will) track what you are doing outside of the “wall”. #nothankyou https://www.voachinese.com/a/china-web-browsers-allow-foreign-access/5616182.html
$SNOW's IPO set off a frenzy, not just in US but China too.
Who will be China's Snowflake?
This @pingwest article talked to execs from @PingCAP & @kyligence, two startups most likely to achieve this feat.
https://mp.weixin.qq.com/s/TdV8j0-Y4fNYhAnvGI_X2A
Who will be China's Snowflake?
This @pingwest article talked to execs from @PingCAP & @kyligence, two startups most likely to achieve this feat.
https://mp.weixin.qq.com/s/TdV8j0-Y4fNYhAnvGI_X2A
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