It refers to both to optic cables (which make modern communications possible) and semiconductors (which make modern electronics possible). Reach out and say hi: and “secure transport of light” is one of my favorite phrases. For a happy while growing up, I was a Royal Canadian Army Cadet in Ottawa. I studied philosophy at the University of Rochester in New York. I’ve also worked at Flexport, Shopify, and the Philadelphia Museum of Art.
I’ve previously lived in Toronto, Ottawa, Philadelphia, Rochester, Freiburg im Breisgau, San Francisco, New York, Hong Kong, Beijing, and Shanghai. I’m on the odd podcast and have written for several magazines. Right now I’m a visiting scholar at the Yale Law School’s Paul Tsai China Center. Broadly speaking, I’m trying to understand the East Asian industrialization story: the history and the path forward. For the most part, that means figuring out China’s technology capabilities and how quickly they’re improving. I cover technology at Gavekal Dragonomics, the global macro research firm based in Hong Kong and Beijing.
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