JS Tan

@js-tan.bsky.social

PhD candidate @ MIT DUSP. Former software engineer. Research on labor and the political economy of innovation, with a focus on AI/cloud. Newsletter: https://www.valueadded.tech / Website: https://js-tan.com

What does it *feel like* to build worker power? Season two of Haymarket Originals is bringing you inside one of the most dynamic and inspiring organizing drives in the labor movement today. Heat The Ground Up is an oral history of Starbucks Workers United, voiced by the baristas who built it.

"Cloud Capitalism and the AI Transition" "We observe a strategic shift toward accommodation and, with that, the emergence of a new techno-nationalist alliance. This alliance, so clearly on display in the newly cozy relationship between Silicon Valley firms and the second Trump administration."

This profound shift in the business model of the firms at the technological frontier has also given rise to a new political dynamic, which we explore in more depth later. To preview briefly, whereas earlier platform firms leveraged their asset-light structure to engage in venue arbitrage, that is, moving operations across borders to evade (or to seek more favorable) tax or legal regimes, cloud firms are physically tethered to specific jurisdictions because of their reliance on massive data center infrastructure. The centrality of fixed assets has inspired important changes in the relationship to the state on the part of leading firms. [begin highlighted section] Rather than regulatory arbitrage, we observe a strategic shift toward accommodation and, with that, the emergence of a new techno-nationalist alliance. This alliance, so clearly on display in the newly cozy relationship between Silicon Valley firms and the second Trump administration, [end highlighted section] is one in which geopolitical and commercial interests come together as the state facilitates rapid data center expansion at home (or in allied countries) while deploying export controls and sanctions to hobble competitors abroad.
Emily Mazo@emilymazo.bsky.social · 7mo ago

Excellent new paper from @js-tan.bsky.social and Kathleen Thelen, on the political economy of the cloud company business model and how it feeds the AI race and techno-nationalism journals.sagepub.com/doi/10.1177/...

🚨New article w/ @kathleenthelen.bsky.social🚨 This paper examines how the cloud hyperscalers (Microsoft, Amazon, and Google) played a critical role in the transition from platform capitalism to the new AI economy. The cloud business model, we argue, also contributed to the new tech-maga politics.

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So excited to share our new article on tech worker activism, co-authored with @nataliyan.bsky.social and @emilymazo.bsky.social, just published in the @ilrreview.bsky.social!

Emily Mazo@emilymazo.bsky.social · 10mo ago

Baby’s first published academic article! @js-tan.bsky.social and @nataliyan.bsky.social and I analyzed the @techactions.bsky.social archive and find that tech worker labor organizing stands on the shoulders of prior struggle- conflict begets class conflict journals.sagepub.com/doi/10.1177/...

In this new piece, I explain why focusing only on red tape and proceduralism (as the Abundance thesis does) misses the bigger story about the American Political Economy and fails to explain the staggering build out of data centers across the country. www.valueadded.tech/p/america-ca...

America can still build (data centers)

The Abundance thesis is that America can't build anymore, so how do we explain the surge of data center construction across the country?

valueadded.tech

A viral resignation letter from a veteran Alibaba employee offers a rare look at the company’s culture—and the issues now holding it back. Here’s my take on what the letter reveals, and what it means for China’s tech giants as they pivot into the AI era. www.valueadded.tech/p/the-innova...

"Boss culture", 996, and KPI-driven management in China's tech sector

A viral Alibaba resignation letter gives an inside look at labor relations in China's tech sector.

valueadded.tech

Great analysis of the political economy of China's "overcapacity" in electric vehicles. "This is where China's political structure is a problem. The extent to which the Chinese state is embedded and autonomous is complicated by the loose coupling between central and local governments."

JS Tan@js-tan.bsky.social · last yr.

This piece looks at how China’s industrial policy—while effective at scaling production—also drives involution-style competition, marked by overcapacity and unsustainable price-cutting. Contrary to how Beijing is often portrayed, this is not its intended outcome. www.valueadded.tech/p/explaining...