Noah Berman / China thread:
A profile of TP-Link, whose share of the US consumer router market grew from 10% to more than 60% between 2019 and 2025, as it seeks to refute national security concerns— When Jeffrey Chao was studying for his master’s degree in computer science in the early 1990s, he sometimes spent so many hours…
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- A profile of TP-Link, whose share of the U.S. consumer router market grew from 10% to more than 60% between 2019 and 2025, as it seeks to refute national security concerns (Noah Berman/The Wire China)
- As the U.S. House of Representatives investigates Airbnb’s use of Chinese AI models, CEO Brian Chesky says company doesn’t share data with Chinese companies and uses open source models (Natalie Lung/Bloomberg)
- Japan’s frigate diplomacy – and what it could mean for Taiwan – The Diplomat
- Q&A with Sundar Pichai on the future of Google Search, Google’s place in the AI race, public skepticism of AI, AI agents, AI security, TPUs, and more. (New York Times)
- How K-Pop and AI are reshaping the Dokdo/Takeshima conflict – The Diplomat
- Fresha, a London-based beauty and wellness booking marketplace, raised $80 million from KKR’s growth equity arm at a valuation of more than $1 billion, bringing the total raised to $285 million (Dominic-Madori Davis/TechCrunch)
- Filing: Zoom’s stake in Anthropic is worth about $1.27 billion based on a February round that valued Anthropic at $380 billion; Zoom has invested an additional $46 million in recent months (Brody Ford/Bloomberg)
- The US-China summit from the Japanese perspective – The Diplomat

