Dan Wang
Technology Analyst
Dan Wang writes about technology. He was born in Yunnan, grew up in Canada (where he was a Royal Canadian Army Cadet), went to high school in the US, and worked in Silicon Valley. His work on China and technology has been quoted by the Financial Times, Bloomberg, the New York Times, the Wall Street Journal, and the Economist. He double-majored in philosophy and economics at the University of Rochester.
Dan goes on expeditions of mushroom picking, which he considers an excellent source of lessons for risk/reward tradeoffs. He writes occasional essays on his personal site: danwang.co
For Dan's article archive click here.
The Daily
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Gavekal Research
June 29, 2018
The End Of Tech Codependency
The US has backed away from the “nuclear” option of slapping new investment curbs on Chinese firms, but its likely use of export restrictions and tariffs on “strategic” sectors like semiconductors will hit all parts of the supply chain, regardless of nationality.
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Gavekal Research
April 12, 2018
The Future Of Facebook
For someone infamous for his social awkwardness, Mark Zuckerberg acquitted himself relatively well in his two days of testimony before US Congressional committees. Certainly investors thought so. After sliding -14.5% over February and March, shares in Facebook rallied 5.3% over two sessions on Tuesday and Wednesday.
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Gavekal Research
November 1, 2017
A Different Order Of Political Risk
Investors in big technology companies, both US and Chinese, are waking up to political risk. In Washington yesterday, senators hauled lawyers for Facebook, Google and Twitter over the coals for carrying foreign-funded political advertisements during the 2016 presidential election campaign in contravention of US law.
Ideas
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Gavekal Dragonomics
October 1, 2018
Catching Up In Chips
Technology is at the heart of China’s trade conflict with the US, and no technology is more critical than semiconductors. So as the US moves to block its access to technology, China is doubling down on its drive to build up a domestic semiconductor industry. In this piece, Dan lays out the reasons why China’s drive will eventually succeed.
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Gavekal Dragonomics
August 23, 2018
Clogging China’s Cash Pipeline To Silicon Valley
In the past years, billions of dollars of Chinese venture capital have poured into US tech firms. This is alarming to the US Defense Department, which believes these investments could lead to a flow of critical technology back to China, eroding the American advantage in fields such as artificial intelligence, robotics, and autonomous vehicles.
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Gavekal Dragonomics
August 16, 2018
A Military Embrace Brings Risks For Technology
China’s government is making a determined effort to co-opt private technology companies to help modernize its military. The pressure to support this drive, known as “military-civil fusion,” creates new political risks for tech companies and their investors: they could face more Chinese government interference and a political backlash from abroad.