Must-Read: : China Watching: "I am often asked why I don’t write more about China...
...the reason, as I’ve explained in the past, is that the country, particularly anything having to do with the government--which by extension covers all big businesses, tech included--is basically unknowable to an outsider, and the more you learn about China, the more you realize this is the case. To that end, while I feel relatively confident about what I am going to write, given the Chinese angle I am unashamed to admit that I could be 100% wrong; frustratingly, we will probably never know for sure...
https://stratechery.com/2016/apple-didi-and-occams-razor-uber-in-china/
