Adversarial relationship with China is bad for tech: Retaliation by Beijing shouldn’t surprise us as Biden eyes more tech sanctions and a US general starts preparing for war.
Article
| Feb 6, 2023
A tech cold war intensifies: A federal order protecting US tech interests highlights anxiety over China surpassing the US as a global tech superpower. Some weaknesses are closer to home.
Article
| Sep 19, 2022
Let the AI war games not begin: Rising geopolitical tension threatens to disrupt robust US-China AI collaboration, potentially veering the world toward destructive versus constructive uses of the technology.
Article
| Mar 31, 2022
Article
| May 19, 2022
Ecommerce players with roots in China have gained ground on established retailers by introducing innovative shopping experiences. App-based, entertaining, and highly deal-driven, the platforms appeal most to Gen Z and budget-conscious shoppers. They cut out the middlemen of retail distribution and connect directly to China’s vast manufacturing base.
Report
| Nov 28, 2023
But because of the rickety nature of the Chinese economy, voluntarily cutting off a pretty powerful and increasingly important access point for Chinese manufacturers to American consumers doesn't feel very smart. So I think that there's a chance that they may soften that.
Audio
| Apr 26, 2024
Moving away from retail can help it overcome growth roadblocks, while a look to China could signal what’s coming for the space
Article
| May 24, 2023
The search giant has benefited from intensified competition due to aggressive ad spending by Chinese retailers like Temu and Shein. Their substantial increase in ad expenditure has notably boosted revenues for tech giants and heightened the competitiveness of Google's ad auctions. This surge highlights the delicate interplay between robust marketing and sustainable business growth.
Article
| Jan 31, 2024
Because TikTok is owned by ByteDance, a Chinese company, and some in the US government think the Chinese government could use TikTok data against them. President Biden is on board. He said, "If they pass it, I'll sign it." It should also be noted that the President is currently using TikTok after joining last month to court young voters.
Audio
| Mar 18, 2024
Tensions with China flare faster than the US can build its production base: Ford’s CATL partnership for EV batteries illustrates that US dependence on China’s manufacturing won’t be easily overcome.
Article
| Feb 16, 2023
The threat of a TikTok ban is enough to make waves: ByteDance, Meta, and Chinese competitor Kuaishou are all taking steps to anticipate a ban.
Article
| Mar 30, 2023
AVs have surveillance potential: Chinese officials’ recent restrictions on Teslas are just a fraction of more widespread concerns about vehicle digital privacy. Regulators and automakers should preemptively take action.
Article
| Jun 23, 2022
Alibaba’s retail ecommerce sales in China were nearly twice that of Amazon’s worldwide in 2022, at $1.229 trillion compared with about $657 billion, per our estimates. Latin American competitor Mercado Libre had significantly less ecommerce sales, at nearly $35 billion.
Article
| Jan 18, 2023
In China, ecommerce sales will make up a substantial share of 2022's total retail sales at 46.3%, while the UK and South Korea will round out the top 3, with 36.3% and 32.2% ecommerce shares, respectively.
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| Jan 28, 2022
Article
| May 24, 2023
Report
| May 18, 2022
Energy independence undermined: A group is using propaganda to keep other countries dependent on rare-earth minerals from China. As more disinformation looms, social media companies could help stop it.
Article
| Jun 30, 2022
Pinduoduo, ByteDance pose threat to Amazon: China-based companies are getting into international ecommerce for an expanded customer base. If the prices are right, they could give Amazon more Q4 worries.
Article
| Nov 1, 2022
TikTok broadens effort to call out state-controlled media: US, China among countries added to labeling program in bid for greater transparency.
Article
| Jan 20, 2023
But it still lags the US and China, where around 4 in 10 people will make a social purchase this year. To view the full forecast, click here. UK retailers have been slow to embrace the channel.
Report
| Dec 1, 2023
Using innovative shopping experiences that are app-based, entertaining, and highly deal-driven, these ecommerce players with Chinese roots are gaining ground on legacy retailers. To respond, established retailers will have to prove their value to consumers.
Article
| Dec 29, 2023
Its ultra-low prices on a wide range of products, mostly shipped direct from Chinese factories, are proving attractive to cash-strapped US consumers. Plus, its marketing strategies, which include influencer endorsements, paid ads, and social media campaigns, have given them far-ranging reach in a short space of time.
Report
| Aug 31, 2023
China still has some clout as the biggest chip market in the world, and the restrictions could spur competition and growth in domestic semiconductor production.
Article
| Apr 18, 2023
Apple leads businesses leaning on China: The brewing tech cold war notwithstanding, companies like Apple need to rely on established supply chains. Continued foreign partnerships are essential to China’s recovery.
Article
| Mar 28, 2023
Mobile payments are near universal across use cases in China, thanks to high mobile penetration and the rise of a wallet duopoly that’s made them accessible, affordable, and convenient.
Report
| Oct 29, 2021