Sta Hungry Stay Foolish

Stay Hungry. Stay Foolish.

A blog by Leon Oudejans
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Big Tech

The Chinese implosion – a 2022 update (3)

Early 2016, I published part 1 and part 2 of this blog. I'm surprised that the Chinese implosion is nearer than I had expected. Usually, such a development takes decades. I suppose China's swift transformation from pragmatism to ideology is accountable and responsible for the acceleration of its implosion. The reasons for my current expectation are as follows:...

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Big Tech hit by dollar’s strength (Axios)

Axios Markets title: Big Tech hit by dollar's strength By: Matt Phillips and Emily Peck Date: 1 August 2022 "Big technology companies are reaping the whirlwind of a strong dollar, as the sector becomes an unlikely victim of foreign exchange volatility, Axios' Javier E. David writes. Why it matters: In normal times, car companies and other multinationals...

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The media are the virus in our society

Early June 2022, I published my blog Media = virus, which was still mostly about Covid-19. For two years, the media played played a very divisive role in society. Governments adopting a macro view were criticized (eg, Sweden). Every government attempt to moderate restrictions was ridiculed. Cartoon by Garrick Tremain (eg, source) The media has learned from this but...

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An iPhone on wheels: the existential challenge for carmakers (FT)

Financial Times title: An iPhone on wheels: the existential challenge for carmakers FT subtitle: The spread of Apple’s CarPlay system is a threat to the auto industry By: Peter Campbell Date: 13 July 2022 "To sound smart, some car manufacturing executives have defaulted to calling their product “an iPhone on wheels”. The phrase helps investors conjure up images of...

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Why leave Russia and stay in China?

My question above might be rhetorical. Several articles (eg, WSJ) highlight that foreign investors are fleeing China due to (1) its zero-Covid policy, including factory lockdowns, (2) its transition from pragmatism to ideology, (3) its saber-rattling on Taiwan, and (4) its support for the Russian invasion of Ukraine. A recent Dutch FT article still argued that...

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Urban legend: Apple’s market dominance

The European Commission and others are complaining about Apple's market dominance (eg, WSJ). They must be joking. Google (eg, Android) has a c.70% market share for smartphone software, while Apple has only c.25%. Samsung is the dominant hardware supplier using Android software (eg. Statista). People buy Apple products despite its higher prices. Apple's closed...

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