@balajis.eth

c) Robotics and drones: Here China is by far the world leader. DJI in drones, Unitree in robots (scaling what Boston Dynamics pioneered), and the general scale of China's robotic factory buildout. They can deploy self-driving cars without crazy people burning them in cities, like in SF. d) Space — SpaceX is great but China is neck and neck with SpaceX in launches (see graph in next tweet). e) Phones/Cars — Chinese-made phones have just displaced Apple domestically and Chinese-made self-driving electric cars have just flipped Japan and Germany. I wouldn't count them out as commodity, because cost really matters in an inflationary environment. https://warpcast.com/giu/0x7fa0d17f

2 replies

0 recast

4 reactions