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Value Added

JS Tan, Grace Shao

Value Added is a newsletter about the political economy of innovation.

Platform
Substack
PricingOnly free issues
PublishesWeeklyIssues12
SubscribersRead highvalueadded.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Behind the AI Arms Race: U.S. vs. China Cloud Computing Comparison

This week's post is a little different. First, it's a deep dive into a specific aspect of one industry. Second, it's a collaborative post. Over the winter, I had the great pleasure of meeting Grace Shao, an acute AI analyst and founder of A...

3 months ago
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Pluralism vs corporatism: why countries innovate differently

Stadia II (2004) by Julie Mehretu

3 months ago
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Cars and Clouds in 2025

Fireworks in Tondabayashi by Kiyoshi Yamashita (Source: ebay.com)

3 months ago
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The Political Foundations of Green Industrial Policy

Snapshot of Stardew Valley (Source: hardcoregamer.com)

4 months ago
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Authors

The writers behind this newsletter.

  • JS Tan

    PhD candidate @ MIT DUSP. Former software engineer. Research on labor and the political economy of innovation, with a focus on big tech/cloud and green tech. Blog: highvalueadded.substack.com

  • Grace Shao

    Financial/tech journalist turned analyst. Writing about AI and its relationship with energy, big tech, and society. Published in Fortune, CNBC, EIU, The Diplomat, Yahoo Finance, SCMP. 10 years of studying and working in tech.

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