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Asianometry
By Jon YTechnology
Asianometry episodes
- Nissan Motors’ Likely EndIn late December 2024, Nissan announced a plan to merge with Honda. Well, they are calling it a merger. But it is more like a takeover. A shotgun marriage hastily arranged by the Japanese government to save a spiraling company left behind by the times. Again. Nissan's story has been up and down, up and down. But this latest ride down looks to finally be the end. In this video, a look at Nissan's tumble back down the stairs.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
25 min - The iPhone Was 3G's Killer App2G GSM was one of the most successful things to ever come out of Europe's technology sector, so when the next generation came around, everyone bought into the wireless hype. Billions of dollars spent buying spectrum, which led to a big crash and then a slow 3G rollout. Everyone wondered how the telecoms could ever make back the billions spent on a 3G investment. What could ever be big enough? In this video, we relive the 3G wars, the 3G crash, and the Jesus phone that brought them all back to life.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
0 min - DeepSeek’s Lessons for Chinese AII apologize for adding yet another DeepSeek video to your video queue. During a trip to Tokyo last year, I was told that DeepSeek was the real deal. A cracked team, and perhaps the only ones of significance in China. Since then, I have annoyed the guys on Transistor Radio - our podcast with Dylan Patel and Doug O'Laughlin - into talking about it. Though there was nothing much to be said. In December 2024, DeepSeek released their V3 base model, which had impressive efficiency. A few people in AI were impressed. Then on January 22nd 2025, DeepSeek released their reasoning model, R1, which works kind of like OpenAI's o1 and o3 models. It takes extra compute time to "think" up a better answer. R1's release kicked everything off. The next day, the New York Times published an article on it, but focused mostly on the earlier V3's training costs.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
17 min - The Rise and First Death of Nissan MotorThroughout most of Japan's automotive history, there were two companies in the lead: Toyota and Nissan. Everyone talks about Toyota. They are the unquestioned giant and the champion of Japanese cars. But what about Nissan? How did they come about? The history of Nissan Motor is a fascinating reflection of a world-famous industry. In today’s video, the rise and first death of Nissan Motor.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
28 min - A Chaebol’s Fast Rise and Even Faster FallSouth Korea's Yulsan Group (율산그룹) really speed-ran the rise and fall of a business empire. Founded in 1975 with nothing. Two years later, $165 million in export revenue. 14 subsidiaries, 8,000 employees. A year after that, bankrupt. In this video, the story of a chaebol. They never even made it five years.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
18 min - Japan’s Semiconductor Photoresist MonopolyJapan doesn’t dominate semiconductor fabrication or lithography machines like it once did. But they still keep a mighty grip on the supply chain, particularly one very special chemical. The photoresist is often ignored, we just kind of offhandedly mention it at the end there. But without question, it is the most important chemical of the lithography process. Literally indispensable. Some 90% of this market is held by Japanese companies like JSR and Tokyo Ohka Kogyo, amongst others. One of those companies is today state-owned. In this video, we examine the many generations of photoresist used by the industry and Japan's low-key monopoly of it.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
32 min - Toshiba's Nuclear AnnihilationIn 2006, Toshiba paid $5 billion for Westinghouse Electric. America's premier nuclear energy company, one of the founders of the industry. The acquisition and subsequent build of four new nuclear power reactors ruined them. A 140 year old company. One of Japan’s proudest. Now torn apart. In this video, we look at perhaps the worst acquisition in Japanese corporate history.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
53 min - How the Chaebol Crashed South Korea in 1997In the thirty years before 1997, real GDP in the Republic of Korea grew an average of 8.1% a year. By this measure, South Korea grew faster than almost every other developing country at the time. A powerful economic engine drove this growth - a delicate coordination between the government and its business elites. In 1997, that engine went out of balance and drove the country into a ditch. In this video, we look at how South Korea and its Chaebol fell into economic crisis.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
22 min - Lessons from Intel's First FoundryToday, Intel seeks to remake itself into a full-service foundry with Intel Foundry Services. But did you know that this is not their first foundry? Some 15 years ago, Intel had Intel Custom Foundry, or ICF. Most people today hardly remember ICF. Intel was so low-key about it. But at its peak it had a billion dollars in revenue contracts, strong support by the ecosystem, over a thousand multi-national employees. And ten plus customers - many won over from TSMC. In today's video, the rise and fall of Intel’s first foundry. And the lessons to be learned for its second.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
37 min - Intel’s Reign of TerrorIn 1992, Intel made about $5.8 billion in revenue and $1 billion in net income. By 1998, the company did $28 billion in revenue and $6.95 billion in net income. That year, Intel was the third most profitable company on the Fortune 500. Only Exxon Mobil and General Electric did better. The 1990s made Intel the world's richest and most powerful semiconductor company. And that was the problem. In this video, Intel at the peak. The most powerful semiconductor company of all time. Where do you go from there?
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
37 min
About Asianometry
From the publisher's feed
Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff.
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