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Why drinking is good for the economy
And what a sober generation might cost us.
May 18
•
JS Tan
19
3
6
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Is China an Engineering or a Developmental State?
Sep 4, 2025
•
JS Tan
82
6
31
Why layoffs are the new normal in tech
Jun 11, 2025
•
JS Tan
65
5
20
DeepSeek part 1: How new labor practices propelled an unknown AI firm to the top
Jan 22, 2025
•
JS Tan
44
1
12
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When AI Eats Software
The hidden risk of the SaaS sell-off and why software might be worth protecting.
Feb 23
•
JS Tan
18
5
From Platform Capitalism to the Cloud Business Model
New article about the political economy of the AI transition.
Jan 13
•
JS Tan
17
1
3
Who gets to play in the cloud?
From killer apps to the long tail of enterprise workloads, and how the cloud divide produces competing futures for the AI age
Dec 3, 2025
•
JS Tan
12
2
7
Ghost Infrastructure
China raced to build data centers—now many are left underutilized or idle.
Nov 6, 2025
•
JS Tan
24
1
8
The rise of tech worker activism
My new ILR Review article shows how political/social protests turned into class conflict inside the tech industry. It sets the stage for understanding…
Oct 15, 2025
•
JS Tan
13
2
3
America can't build anything (except data centers)
The Abundance thesis is that America can't build anymore, so how do we explain the surge of data center construction across the country?
Sep 17, 2025
•
JS Tan
45
7
10
Is China an Engineering or a Developmental State?
Breakneck is excellent, but could use a touch more developmental thinking.
Sep 4, 2025
•
JS Tan
82
6
31
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