my first column for The Information dropped today :) i explained why the high operating profit margins reported by four big tech companies in the past 10 days investing massively in AI (amazon, meta, alphabet, microsoft) might not last. theinformation.com/articles/how-w…

SCOOP: #Shein is prioritizing compliance in response to Homeland Security ‘s enforcement on de minimis packages. “Compliance must permeate every level of our organization,” exec chair Donald Tang said in an email to senior managers seen by The Information theinformation.com/articles/shein…

Our latest reporting inside TikTok: Employees are pondering their futures and exploring other job opportunities in the face of a potential ban. The situation is particularly urgent for Chinese engineers/PMs on US visas. w/ Juro Osawa and Qianer Liu theinformation.com/articles/as-ti…

In the crowded race among China's AI startups, some are starting to pull ahead. Moonshot AI is in talks to raise money at a $3 billion valuation from investors including Tencent—just a few months after a big round led by Alibaba. Story w/ Qianer Liu. theinformation.com/articles/tence…

TikTok has told employees it plans significant layoffs in its operations and marketing teams this week. The latest scoop by ⁦Erin Woo⁩. theinformation.com/articles/tikto…

SCOOP: TikTok is planning major layoffs this week on its user operations, content and marketing teams. It comes as TikTok is facing heightened scrutiny + the threat of a US ban or forced sale theinformation.com/articles/tikto…

Update: TikTok sends message to employees saying they’ll communicate org and personnel changes starting early Thursday

Scoop: Bytedance seeks to raise up to $800mil for its online auto platform Dongchedi 懂车帝, in preparation for a future IPO. Three Bytedance investors, HongShan, KKR, General Atlantic, are taking part. W/Qianer Liu Juro Osawa via The Information theinformation.com/articles/byted…

The legacy of today’s Apple news will be that AI is a feature not a product.

NEW w/ Juro Osawa: American AI startups are increasingly distancing themselves from their ties to China. In the latest example, some like Opus Clip and HeyGen are moving engineers outside of China, and those unwilling to move are forced to resign. theinformation.com/articles/ameri…

Scoop: Didi is back on the road after 2 yrs of hibernation, meeting U.S. investors extensively the past few months, pitching them on a company reemerging strongly from the 2021 crackdown. Didi told investors it aims to IPO in HK by mid-2025 via The Information

An escalating price war among Chinese AI startups is driving some to expand to the U.S., despite increased U.S. scrutiny of Chinese tech companies. theinformation.com/articles/china… From Juro Osawa and Qianer Liu.

NEW: Moonshot AI, one of China's top AI startups, recently entered the U.S. market with two products—an AI role-play chat app and a music video generator. Here is our story about why Chinese AI startups are expanding outside China. w/Qianer Liu. theinformation.com/articles/china…

The GPU shortage that Western AI developers went through a year ago, China is going thru now. Alibaba has warned the shortage could last years theinformation.com/articles/china… Qianer Liu Juro Osawa

How did Scale CEO Alexandr Wang climb to the top of Silicon Valley at age 27? Here are 3,800 words trying to answer that question. Lots of new information within about tech friendships, founder feuds & financials (And a Fiona Apple cameo) theinformation.com/articles/fame-…

Almost all of the leaders at China tech giants put on a brave face when asked publicly about impact from U.S. export control on AI chips in the past 12 months. Here's the truth, revealed by Qianer Liu & Juro Osawa theinformation.com/articles/china… The Information

SoftBank has discussed borrowing money to fund multi-billion dollar investments in both Nvidia chips and energy-related projects. theinformation.com/articles/softb… From Juro Osawa and Kate Clark

Power and chips are critical for AI. That’s why SoftBank has discussed with banks how to fund investment of up to $10 billion in energy-related projects, while exploring ways to secure large volume of Nvidia GPUs with loans. Story w/ Kate Clark. theinformation.com/articles/softb…

Scoop: Andreessen Horowitz is renting thousands of GPUs to AI startups under a new initiative called “oxygen.” theinformation.com/articles/andre…

If a substantial investor like Coatue, which has a board seat on ByteDance, is also looking to sell some of its stakes, what does it say about the future of ByteDance? Scoop w/ Erin Woo Juro Osawa via The Information theinformation.com/articles/coatu…