Glenn
@GlennLuk
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Co-founder/Director @HealthCareInc | Previously @Catalyte_io | VC/PE @Investcorp Technology Partners — Tech | Economic Development | Investing | Greater China
New York, NY
Joined February 2010
New year + new compilation of threads for 2025. This is where I keep track of all my various content for easy reference. For new followers, I typically write about tech, renewables, policy, business strategy, investing, and economic development.
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RT @AravSrinivas: A bunch of well meaning folks told me it’s hypocritical to go on an anti-China and anti-CCP narrative while benefitting f…
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I absolutely must use Excel to *build new models 👇 but I am happy to use can other people’s models (or convert them to Excel) in Google Sheets.
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RT @itsolelehmann: Everyone says Europe can't compete with America in tech. But 48 hours ago, Mistral's 'Le Chat' just proved them wrong:…
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@Derek_Econ These numbers are only the Top 500 global MNCs and exclude smaller MNCs. So the number is likely conservative as well.
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@JonathonPSine We’re still using mainframes today …
@firstadopter Our traditional banking system still rely on COBOL, mainframes and tape drives. Mainframes were long the hidden cash cow business for IBM whose cashflow could be reinvested into new growth areas. It’s still a profitable business today, 70+ years after inception.
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@firstadopter Our traditional banking system still rely on COBOL, mainframes and tape drives. Mainframes were long the hidden cash cow business for IBM whose cashflow could be reinvested into new growth areas. It’s still a profitable business today, 70+ years after inception.
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The mirror to China having “overcapacity” of physical production is the U.S. having “overcapacity” of intangible asset production. That’s why it is misleading to frame it that way, often in a normative context. It all has to balance, by definition.
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