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VOICE ARCHIVE

Dan Wang

@danwwang
20 posts
2026-02-28
For the better part of a decade, I've been writing that the US government's restrictions on Chinese tech companies were unstrategic, poorly explained, and based in caprice ( https://www.foreignaffairs.com/ ...). Now it looks like the administration is turning these controls on American firms
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

For the better part of a decade, I've been writing that the US government's restrictions on Chinese tech companies were unstrategic, poorly explained, and based in caprice ( https://www.foreignaffairs.com/ ...). Now it looks like the administration is turning these controls on American firms
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

2026-01-03
My annual letter: https://danwang.co/... This year I discuss corgis, compute, and Cold War; the Texas State Fair; DSA; Neue Sachlichkeit; disfiguring the physical past and the end of history; Germanic obedience; Antichrist; wisecracks; Pascal's Wager; romantasy; and croissants.
2026-01-03 View on X
Dan Wang

Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, how China and the US are building the future, and more

danwang.co/2025-letter/ Conor Sen / @conorsen : This is how I learned I'm a better fit for finance culture and tech culture.  You only succeed in tech culture by fully embracing th...

2026-01-02
My annual letter: https://danwang.co/... This year I discuss corgis, compute, and Cold War; the Texas State Fair; DSA; Neue Sachlichkeit; disfiguring the physical past and the end of history; Germanic obedience; Antichrist; wisecracks; Pascal's Wager; romantasy; and croissants.
2026-01-02 View on X
Dan Wang

Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, and how China and the US are building the future

One way that Silicon Valley and the Communist Party resemble each other is that both are serious, self-serious, and indeed, completely humorless.

2023-07-10
Twitter's unique offering, as articulated by @eugenewei: “Most sane people don't enjoy seeing a bunch of random bursts of text from strangers one after the other, but those that do really really love it.” https://www.eugenewei.com/...
2023-07-10 View on X
Remains of the Day

How a TikTok-like algorithm and pay-to-play scheme ruined Twitter's complex but functional community, causing the social network to suddenly lose its vitality

2023-07-09
Twitter's unique offering, as articulated by @eugenewei: “Most sane people don't enjoy seeing a bunch of random bursts of text from strangers one after the other, but those that do really really love it.” https://www.eugenewei.com/...
2023-07-09 View on X
Remains of the Day

How a TikTok-like algorithm and pay-to-play scheme ruined Twitter's complex but functional community, causing the social network to suddenly lose its vitality

NOTE: I'd been working on this piece on and off for a few weeks while trying to move to NYC and settle into my new apartment …

2023-06-13
A stark drop for VCs as endowments and pensions decide to stop investing in China: https://www.theinformation.com/ ... A good story by @JuroOsawa [image]
2023-06-13 View on X
The Information

Preqin: total US dollars raised by China-focused VC and PE funds peaked at $48.6B in 2021 before dropping to $16.5B in 2022 and just $1.15B so far in 2023

The Information https://www.theinformation.com/ ... Dan Wang / @danwwang : A stark drop for VCs as endowments and pensions decide to stop investing in China: https://www.theinforma...

2023-03-25
If Beijing is releasing detained chip officials because it values their talents, then it has the air of Stalin rehabilitating purged generals because he needs them again https://www.ft.com/... https://twitter.com/...
2023-03-25 View on X
Financial Times

Sources: China released chip investor Chen Datong, detained in 2022 during a chip industry crackdown, as the country seeks experts to navigate western sanctions

Authoritarians are a wild ride.... Tweets: Dan Wang / @danwwang : If Beijing is releasing detained chip officials because it values their talents, then it has the air of Stalin reh...

2021-07-31
The Trump administration targeted firms like ByteDance, Huawei, and DJI, which have been profoundly offended by US actions. If China succeeds, it won't be because Beijing chanced on the secrets of central planning, but because these innovative firms want to buy Chinese chips.
2021-07-31 View on X
Foreign Affairs

How US sanctions forced Chinese companies to develop key tech themselves, aligning the companies' incentives with China's goal of economic self-sufficiency

In 2016, AlphaGo, a computer program developed by machine learning experts in London, beat the world's top players of the classical Chinese board game Go.

The Trump administration targeted firms like ByteDance, Huawei, and DJI, which have been profoundly offended by US actions. If China succeeds, it won't be because Beijing chanced on the secrets of central planning, but because these innovative firms want to buy Chinese chips.
2021-07-31 View on X
Reuters

SEC has stopped processing IPO and other registrations by Chinese companies as it crafts guidance for companies about the risks they face in China

Statement on Investor Protection Related to Recent Developments in China Paul R. La Monica / CNN : SEC temporarily halts approvals of new Chinese IPOs after Didi debacle David Pier...

One more note: I see a fairly cohesive program for success on technology. Beijing is giving clear indications on favored areas as well as funding. And Chinese firms only need to reinvent existing technologies, which doesn't require new scientific theories. https://www.foreignaffairs.com/ ... https://twitter.com/...
2021-07-31 View on X
Foreign Affairs

How US sanctions forced Chinese companies to develop key tech themselves, aligning the companies' incentives with China's goal of economic self-sufficiency

In 2016, AlphaGo, a computer program developed by machine learning experts in London, beat the world's top players of the classical Chinese board game Go.

2020-08-03
Is the WSJ implying here that Microsoft might matchmake Xbox users with TikTok users? https://www.wsj.com/... https://twitter.com/...
2020-08-03 View on X
The Official Microsoft Blog

After Satya Nadella and Trump spoke, Microsoft says it will continue discussions to explore a TikTok acquisition in US, ending on Sept. 15 if no deal is reached

Following a conversation between Microsoft CEO Satya Nadella and President Donald J. Trump, Microsoft is prepared to continue discussions …

2020-05-16
Huawei is going to be in a tough spot when these new rules prevent it from designing chips and having them manufactured (e.g. by TSMC). The rules will make it hard for Huawei to make phones and base stations, which accounted for ~90% of revenue in 2019. https://www.commerce.gov/...
2020-05-16 View on X
Reuters

US bans sales to Huawei of semiconductors and semiconductor designs made abroad using certain US software and technology

WASHINGTON (Reuters) - The Trump administration on Friday moved to block shipments of semiconductors to Huawei Technologies from global chipmakers, in an action that could ramp up ...

2020-05-15
Huawei is going to be in a tough spot when these new rules prevent it from designing chips and having them manufactured (e.g. by TSMC). The rules will make it hard for Huawei to make phones and base stations, which accounted for ~90% of revenue in 2019. https://www.commerce.gov/...
2020-05-15 View on X
Reuters

US bans sales to Huawei of semiconductors and semiconductor designs made abroad using certain US software and technology

WASHINGTON (Reuters) - The Trump administration on Friday moved to block shipments of semiconductors to Huawei Technologies from global chipmakers, in an action that could ramp up ...

2020-02-26
Reuters offers nice color here on Apple's challenges, which Ben and I discussed: - Q1 is when most companies prototype products, and delays are eating into the iPhone's development time - Apple engineers are not making it to factories in China https://www.reuters.com/...
2020-02-26 View on X
Reuters

Ex-Apple employees and supply chain experts say preparation for new iPhone production, which usually starts early in the year, may be delayed due to COVID-19

SAN FRANCISCO/TAIPEI (Reuters) - Travel restrictions to China because of the coronavirus have come just as Apple Inc's (AAPL.O) …

2020-01-25
DC is now a confusing world in which the Department of Commerce is keen to cut off the sales of US companies, while the Pentagon is trying to protect the ability of technology leaders (i.e. chips and aviation companies) to make revenue to fund the next round of R&D. https://twitter.com/...
2020-01-25 View on X
Wall Street Journal

Sources: US withdrew proposed rules which would have made it harder for US firms to sell to Huawei from overseas facilities, following DOD, Treasury objections

depriving them of money for research and development needed to maintain a technological edge, the people said.” https://www.wsj.com/... Dustin Volz / @dnvolz : Commerce officials h...

2020-01-24
DC is now a confusing world in which the Department of Commerce is keen to cut off the sales of US companies, while the Pentagon is trying to protect the ability of technology leaders (i.e. chips and aviation companies) to make revenue to fund the next round of R&D. https://twitter.com/...
2020-01-24 View on X
Wall Street Journal

Sources: US withdrew proposed rules which would have made it harder for US firms to sell to Huawei from overseas facilities, following DOD, Treasury objections

Proposed rules making it harder for American firms to sell to Chinese company are withdrawn  —  WASHINGTON—The Commerce …

2020-01-02
I gave a comment in this piece by @YuanfenYang on Huawei's surprising success, which I think comes down to two things: It has stripped out US components with remarkable speed; and the entity list is fairly porous. But it's not out of the woods yet. https://www.ft.com/...
2020-01-02 View on X
Reuters

Huawei's Rotating Chairman Eric Xu estimates the company's 2019 revenue grew 18% YoY to $122B, says it shipped 240M smartphones, but forecasts “difficult” 2020

Brenda Goh / Reuters :

2020-01-01
I gave a comment in this piece by @YuanfenYang on Huawei's surprising success, which I think comes down to two things: It has stripped out US components with remarkable speed; and the entity list is fairly porous. But it's not out of the woods yet. https://www.ft.com/...
2020-01-01 View on X
Reuters

Huawei's Rotating Chairman Eric Xu estimates the company's 2019 revenue grew 18% YoY to $122B, says it shipped 240M smartphones, but forecasts “difficult” 2020

SHANGHAI (Reuters) - Huawei Technologies on Tuesday said its full-year revenue would likely jump 18% in 2019 to 850 billion yuan …

2019-12-31
I gave a comment in this piece by @YuanfenYang on Huawei's surprising success, which I think comes down to two things: It has stripped out US components with remarkable speed; and the entity list is fairly porous. But it's not out of the woods yet. https://www.ft.com/...
2019-12-31 View on X
Reuters

Huawei's Rotating Chairman Eric Xu estimates the company's 2019 revenue grew 18% YoY to $122B, says it shipped 240M smartphones, but forecasts “difficult” 2020

SHANGHAI (Reuters) - Huawei Technologies on Tuesday said its full-year revenue would likely jump 18% in 2019 to 850 billion yuan …