The big news today is that \u2014 finally \u2014 we have Amazon\u2019s selection of cities for its dual second headquarters (Northern Virginia and NYC). Then some notes on China. But first, semiconductors and open sourcing analysis. We are experimenting with new content forms at TechCrunch. This is a rough draft\u2026<\/b>
\nThe big news today is that \u2014 finally \u2014 we have Amazon\u2019s selection of cities for its dual second headquarters (Northern Virginia and NYC). Then some notes on China. But first, semiconductors and open sourcing analysis.
We are experimenting with new content forms at TechCrunch. This is a rough draft of something new \u2013 provide your feedback directly to the authors: Danny at danny@techcrunch.com or Arman at Arman. Tabatabai@techcrunch.com if you like or hate something here.
Last week, I focused on SoftBank\u2019s debt and Form D filings by startups. On Friday, I asked what I should start to analyze next. There were several feedback hotspots, but the one that popped out to me was around next-generation chips and the battle for dominance at the hardware layer.
As a software engineer, I know almost nothing about silicon (the beauty of abstraction). But it is clear that the future of all kinds of workflows will increasingly be driven by capabilities at the hardware\/silicon level, particularly in future applications like artificial intelligence, machine learning, AR\/VR, autonomous driving, and more. Furthermore, China and other countries are spending billions to go after the leaders in this space such as Nvidia and Intel. Startups, funding, competition, geopolitics \u2014 we\u2019ve got it all here.
Arman and I are now diving deeper into this space. We will start to post once we have some interesting things to share, but if you have ideas, opinions, companies or investments in this space: tell us about them, as we are all ears: danny@techcrunch.com and Arman.tabatabai@techcrunch.com .
Since I launched this daily \u201ccolumn\u201d last week, I have included the text near the top that \u201cWe are experimenting with new content forms at TechCrunch.\u201d One of those forms is what might be called open-source journalism. Definitions are fuzzy, but I take it to mean working \u201cin the open\u201d: allowing you, the audience of this column, to engage in not just feedback around finalized and published posts, but to actually affect the entire process of analysis, from sourcing and ideation to data science and writing.
I am thankful to work at a publication like TechCrunch where my readers are often working in the exact sectors that I am writing about. When I wrote about Form Ds last week, a number of startup attorneys reached out with their own thoughts and analysis, and also explained key aspects of how the law is changing around SEC disclosure for startups. That\u2019s really powerful, and I want to apply it to as many fields as possible.
This thesis is ultimately intentional \u2014 now I have to operationalize it. There aren\u2019t good tools (yet!) that I know of that allows for easy sharing of data and notes that doesn\u2019t rely on a hacked together set of Google Docs and Github. But I\u2019m exploring the stack, and will publish more things publicly as we have them.
Amazon\u2019s long process for selecting an HQ2 is finally over, and the official answer is two: Northern Virginia and NYC. Tons of words have been spilled about the search, and I am sure even more analysis will strike today about what put those two locations over the top.
To me, the key for mayors is to start using these reverse searches (where a company seeks a city and not vice versa) as leverage to actually get resources to fund infrastructure and other critical services.
This is a theme that I discussed about a year ago:
Take DC. The city has seen one of the best-run Metro systems deteriorate to abysmal levels over the past few years due to a complete dumpster fire of organizational design (the DC transit agency WMATA is funded by inconsistent revenue sources that ensure it will never be sustainable). Here is an opportunity to use Amazon\u2019s announcement to get the tax framework and operations figured out to ensure that real estate, transportation, and other critical urban infrastructure are designed effectively.
Talking about second headquarters, the technology industry clearly has separated into poles, one based around the United States and the other based around China. Two articles I read recently gave good insights of the benefits and challenges for China in this world.
The first is from Sam Byford writing at The Verge, who investigates the native OS options that Chinese consumers receive from companies like Xiaomi, Huawei, Oppo, and others. The headline is much more shrill than the text, so don\u2019t let that frighten you.
Byford provides an overview of the lineage of Chinese mobile OSes, and also notes that what might look like design gaffes in Western consumer eyes might be critical needs for Chinese buyers:
The article is perhaps a tad long for what it is, but Byford\u2019s key viewpoint should be repeated as a mantra by any person connected to the technology sector today: \u201cThe Chinese phone market is a spiraling behemoth of innovation and audacity, unlike anything we\u2019ve ever seen. If you want to be on board with the already exciting hardware, it\u2019s worth trying to understand the software.\u201d
Of course, while China may be a huge country, its leading technology companies do want to globalize and expand their user bases outside of the Middle Kingdom\u2019s borders. That may well be a challenging proposition.
Writing at Factor Daily, Shadma Shaikh dives into the failure of WeChat to break into the Indian market. The product lessons learned by WeChat\u2019s owner Tencent could be applied to any Silicon Valley company \u2014 cultural knowledge and appropriate product design are key to entering overseas markets.
Shaikh gives a couple of examples:
And
Internationalization will never be easy, but the lessons that Silicon Valley has slowly learned over the past two decades will need to be learned again by Chinese companies if they want to export their software to other countries.<\/p>\n

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