Value Added | JS Tan | Substack

I read the Palantir book so you don't have to

The Technological Republic resonates widely in Silicon Valley. Its important to understand why, and also where it goes wrong.

23 hrs ago • JS Tan

Most Popular

Is China an Engineering or a Developmental State?

Sep 4, 2025 • JS Tan

Why layoffs are the new normal in tech

Jun 11, 2025 • JS Tan

DeepSeek part 1: How new labor practices propelled an unknown AI firm to the top

Jan 22, 2025 • JS Tan

The Political Economy of China's Cloud

Apr 23, 2025 • JS Tan

Recent posts

Why drinking is good for the economy

And what a sober generation might cost us.

May 18 • JS Tan

When AI Eats Software

The hidden risk of the SaaS sell-off and why software might be worth protecting.

Feb 23 • JS Tan

From Platform Capitalism to the Cloud Business Model

New article about the political economy of the AI transition.

Jan 13 • JS Tan

Who gets to play in the cloud?

From killer apps to the long tail of enterprise workloads, and how the cloud divide produces competing futures for the AI age

Dec 3, 2025 • JS Tan

Ghost Infrastructure

China raced to build data centers—now many are left underutilized or idle.

Nov 6, 2025 • JS Tan

The rise of tech worker activism

My new ILR Review article shows how political/social protests turned into class conflict inside the tech industry. It sets the stage for understanding…

Oct 15, 2025 • JS Tan

Value Added

Value Added

Value Added is a newsletter about the political economy of innovation.

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