S O

Shai Oster

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Articles and episodes

ByteDance Secondary Shares Trade Below $300 Billion in Private Deals

Shares in the privately held owner of TikTok traded at $275 billion even as some investors are optimistic about the prospects of an IPO.

As China’s Tech IPO Window Cracks Open, Investors See New Hope for ByteDance

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SoftBank Suspends Work on London IPO for Chip Design Firm Arm

U.K. Prime Minister Boris Johnson had lobbied for a dual New York and London listing of the Cambridge-based tech firm.

SoftBank Head of International Leaves Post After Five Months

SoftBank Group International CEO Michel Combes is stepping down and will be replaced by SBGI Managing Partner Alex Clavel.

Big China Sales Day Has Low Growth on Covid Lockdowns

E-commerce giant JD.com’s mid-year e-commerce sales event had the lowest growth in at least five years.

Forum Posts

US-China decoupling

Posted byShai Oster

The Information

this deep dive into signs of US-China decoupling is fascinating. I'd argue that there is really no other example of two tech ecosystems as symbiotic and the US and China -- the flow of capital to China and talent (and stock market returns) to the US has benefited both sides. I was skeptical that the forces for decoupling could work but I am shifting my view.

#china #decoupling

Posted byShai Oster

The Information

Some investors in ByteDance see signs of hope in recent reports that China might be letting up on its tech crackdown. Are they over optimistic?