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Tech & Innovation·July 31, 2026·1 min read

Tesla reportedly might sell its China business ahead of a SpaceX merger

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Planning to offload China operations in the shadow of a potential Taiwan conflict shows how deeply geopolitical risk is now wired into corporate structure decisions. Multinationals with critical China exposure should be running similar contingency playbooks — carve-out options, JV structures, and data separation — before they’re forced to.

Tech & Innovation

'8K Blu-ray would be a technical feat in search of a problem to solve’. I talked to the Blu-ray Disc Association, player manufacturers and TV makers about what comes after 4K Blu-ray, and the future of physical media

Physical media is settling into a niche for collectors and high-fidelity holdouts rather than a mainstream format race to 8K. If you distribute premium content, the strategic question is how much to invest in durable, ownable formats versus assuming streaming platforms will remain your primary gatekeepers.