The shadow investment wars of Alibaba and Tencent

Post by nobodyandproud » Sat, Oct 10, 2020, 10:16 PM UTC

lawrenceyan wrote: post #7

partingshots wrote: post #3

It’s interesting to note that tech companies in America have far larger cash balances [0], which they’ve generally chosen to not spend in favor of smaller acquisitions / investments that they then develop into something larger once acquired. This has begun to change in recent years as greater investments have occurred, but are in comparison still much smaller than what Asian tech companies are willing to throw down.…

Fear of regulation is a large factor in strangling M&A here. In many respects, the U.S. government actively hampers and acts at the detriment to American tech companies, whereas it's the complete opposite in China. Tech companies in America succeed in spite of our government. And this honestly baffles me. We should be enacting policy that supports, not hinders, the industry that quite literally is the only reason our…

Post by strangeattractr » Sat, Oct 10, 2020, 10:53 PM UTC

lawrenceyan wrote: post #7

partingshots wrote: post #3

It’s interesting to note that tech companies in America have far larger cash balances [0], which they’ve generally chosen to not spend in favor of smaller acquisitions / investments that they then develop into something larger once acquired. This has begun to change in recent years as greater investments have occurred, but are in comparison still much smaller than what Asian tech companies are willing to throw down.…

Fear of regulation is a large factor in strangling M&A here. In many respects, the U.S. government actively hampers and acts at the detriment to American tech companies, whereas it's the complete opposite in China. Tech companies in America succeed in spite of our government. And this honestly baffles me. We should be enacting policy that supports, not hinders, the industry that quite literally is the only reason our…

Post by kjs3 » Sun, Oct 11, 2020, 12:48 AM UTC

lawrenceyan wrote: post #7

partingshots wrote: post #3

It’s interesting to note that tech companies in America have far larger cash balances [0], which they’ve generally chosen to not spend in favor of smaller acquisitions / investments that they then develop into something larger once acquired. This has begun to change in recent years as greater investments have occurred, but are in comparison still much smaller than what Asian tech companies are willing to throw down.…

Fear of regulation is a large factor in strangling M&A here. In many respects, the U.S. government actively hampers and acts at the detriment to American tech companies, whereas it's the complete opposite in China. Tech companies in America succeed in spite of our government. And this honestly baffles me. We should be enacting policy that supports, not hinders, the industry that quite literally is the only reason our…

Post by novok » Sun, Oct 11, 2020, 2:09 AM UTC

strangeattractr wrote: post #13

lawrenceyan wrote: post #7

Earlier quoted context omitted.

Fear of regulation is a large factor in strangling M&A here. In many respects, the U.S. government actively hampers and acts at the detriment to American tech companies, whereas it's the complete opposite in China. Tech companies in America succeed in spite of our government. And this honestly baffles me. We should be enacting policy that supports, not hinders, the industry that quite literally is the only reason our…

I'm concerned that you don't seem to believe America is in a recession at present.

Post by missedthecue » Sun, Oct 11, 2020, 6:17 AM UTC

tyre wrote: post #9

lawrenceyan wrote: post #7

Earlier quoted context omitted.

Fear of regulation is a large factor in strangling M&A here. In many respects, the U.S. government actively hampers and acts at the detriment to American tech companies, whereas it's the complete opposite in China. Tech companies in America succeed in spite of our government. And this honestly baffles me. We should be enacting policy that supports, not hinders, the industry that quite literally is the only reason our…

> the industry that quite literally is the only reason our country currently isn't in a recession. Why do you believe this to be true? Google, Facebook, Netflix, etc. don’t employ _that_ many workers. Yes, there are contractors associated with each, and localized impact for service workers (now surely less.) But I’m not sure that we can say tech is saving our economy right now. Amazon requires people to buy to increa…