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Apple wants to make all the iPhones it sells in the US in India as soon as possible
India could double production to 60M iPhones next year. Plus: Peak XV’s first independent fund and Foodpanda exits Thailand
Apr 28
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Jon Russell
4
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Apple wants to make all the iPhones it sells in the US in India as soon as possible
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India’s BluSmart sinks—founders built an electric dream on deception
eFishery CEO talks to Bloomberg and seeks forgiveness for his ‘well-meaning’ sins, blaming entire ecosystem for his fraud
Apr 21
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Jon Russell
4
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India’s BluSmart sinks—founders built an electric dream on deception
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Trump's tariffs shake up China’s tech sector, but an exemption is granted—for now.
Tariffs jeopardise TikTok’s US negotiations; ShopUp merges with Middle Eastern competitor to strengthen market presence.
Apr 14
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Jon Russell
3
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Trump's tariffs shake up China’s tech sector, but an exemption is granted—for now.
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March 2025
China’s AI giants change course after DeepSeek moment
Big Tech and Six Tigers are more fearless around competition and going global
Mar 31
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Jon Russell
5
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China’s AI giants change course after DeepSeek moment
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Why DeepSeek hasn’t yet ignited a surge in AI investing in China
US remains king on AI deals—plus Grab-GoTo deal moves forward
Mar 24
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Jon Russell
7
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Why DeepSeek hasn’t yet ignited a surge in AI investing in China
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Food delivery shake-up keeps Foodpanda at the top in Asia
Uber gives up on buying Foodpanda Taiwan for $950 million
Mar 17
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Jon Russell
9
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Food delivery shake-up keeps Foodpanda at the top in Asia
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Malaysia bets big on AI and chips with $250M ARM deal
Landmark national deal to boost Malaysia’s chip industry
Mar 10
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Jon Russell
5
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Malaysia bets big on AI and chips with $250M ARM deal
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Indonesia and Apple agree deal to end iPhone sales ban
Alibaba continues its AI hot streak and Chinese Nvidia middlemen under the radar
Mar 4
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Jon Russell
5
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Indonesia and Apple agree deal to end iPhone sales ban
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February 2025
Alibaba is flying and Jack (Ma) is back
AI push and China tech trend has made Alibaba stock hot once again
Feb 24
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Jon Russell
10
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Alibaba is flying and Jack (Ma) is back
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Apple picks Alibaba to bring AI to iPhones in China
Plus Coinbase eyes India return and eFishery makes mass layoffs
Feb 17
•
Jon Russell
5
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Apple picks Alibaba to bring AI to iPhones in China
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China-US trade standoff hits Apple, Google and other US tech giants
Japan goes after crypto exchanges and eFishery to resolve its fate
Feb 10
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Jon Russell
3
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China-US trade standoff hits Apple, Google and other US tech giants
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Grab and Gojek are in talks again about yet another deal to unite their business
Plus Deepseek reactions, Huawei’s HarmonyOS success and more
Feb 4
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Jon Russell
4
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Grab and Gojek are in talks again about yet another deal to unite their business
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