59: Chinas cloud landscape, with Kevin Xu

Published: Aug. 26, 2020, 5:32 a.m.

b'Elliott and James welcome Kevin Xu to the podcast this week. Kevin is the author of Interconnected, a bilingual newsletter on tech, business, geopolitics, and US-China relations. The three guys discuss China\\u2019s cloud services landscape and its competitive dynamics. They also discuss TSMC and the intense competition in semiconductor development.'