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Joined 1 year ago
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Cake day: February 14th, 2025

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  • My perception is that India is closer to China a couple decades ago. the whole rural poverty class to train in manufacturing, they’ll cut corners you couldn’t imagine exist, and the “native” capabilities are still the sandals videos we see.

    But they’re coming up in capability for sure.

    China’s been trying to figure out what to do with their demographics for a while and I think they’re still not sure. It will be interesting to observe. I wish I was wealthy enough not to also be somewhat concerned. The reason the iPhone isn’t made in USA or Europe etc. is linked to labour cost and with China expecting upward mobility, stuff will get expensive.








  • They were the most successful in terms of vehicles sold But wasn’t it Bosch who actually built the bypass? It’s been a few years.

    What I meant was that as far as I know, part of the restitution was to build EV charging and it all compounded to make a ton of business sense to pivot hard to electrification. Compare to Mercedes and BMW who are struggling a bit. VW is leading the charge in Europe, Kia/hyundai in Asia and the rest are lost.