Internal documents: India accounts for $10B of Foxconn's annual revenue, or 4.6% of its 2022 revenue, as its India push shows the limits of “China plus one”
Financial Times : X: @birdyword , @financialtimes , @rmantri , @sushantsin , @pstasiatech , @chadbown , and @conradkbarwa X: Mike Bird / @birdyword : “Liu has said China accounts for 75 per cent of F...
An interview with Vinod Khosla on how AI will “free humanity from the need to work”, seeing the AI future early, OpenAI investment, AI and geopolitics, and more
At nearly 70, Vinod Khosla is an elder statesman in Silicon Valley but he's been on top of the most cutting-edge trends, including artificial intelligence. Tweets: @mvzelenks , @rachaelrad , @sarthakg...
Indian startups are resorting to layoffs, hiring freezes, shutting down non-core verticals, and rationalizing ad spends as a two-year funding spree slows down
Moneycontrol : Tweets: @avlesh , @subramanya_sv , @derzuschauer7 , @adadithya , @nicks103 , @k_p_ganesh , @_prashantnair , @chandrarsrikant , @rmantri , @chandrarsrikant , @aaravmeanspeace , @binoy_p...
US video streaming giants are finding it more challenging to cash in on India, amid outcries over edgy content and difficulties in convincing consumers to pay
Financial Times : Tweets: @rmantri , @ftopinion , @financialtimes , @amykazmin , @rajit_h , and @b_parkyn Tweets: Rajeev Mantri / @rmantri : “If China is not available to you and you have already con...
A breakdown of the “four internets”: the US, China, EU, and India, the latter being driven in large part by the powerhouse telecom network Jio
Manage your Stratechery subscription. — One of the more pernicious mistruths surrounding the debate about TikTok … Tweets: @marceloplima , @s8mb , @antoniogm , @rmantri , and @benedictevans Tweets: ...