Great post. Curious about your view of the prospects for PRC investments/tech licensing in the US. CATL seems to be all systems go in Kentucky and Michigan. And there's renewed interest in Mexican plants by BYD and Geely.
A fascinating observation. What struck me most is that this is no longer simply a competition of EVs or batteries, but a competition of ecosystems. Technology creates products, yet institutions determine where those products can be trusted, adopted, and integrated. In the long run, perhaps the real question is not who builds the best EV, but which civilization can build the most attractive innovation environment.
Do you think the next stage of competition will be about exporting technology, or exporting institutions that make technology sustainable and trusted?
At its core, Beijing’s grand strategy is governed by a highly calculated 15-year roadmap designed to fundamentally reorder global geopolitics. This strategy relies on two deeply integrated pillars: domestic ideological consolidation and the massive outward expansion of the Belt and Road Initiative (BRI). This strategy does not seek parity with the West; it seeks a structural replacement.https://triggledger.substack.com/p/china-masters-of-statecraft-and-the?utm_source=share&utm_medium=android&r=8gc1qf
Great post. Curious about your view of the prospects for PRC investments/tech licensing in the US. CATL seems to be all systems go in Kentucky and Michigan. And there's renewed interest in Mexican plants by BYD and Geely.
A fascinating observation. What struck me most is that this is no longer simply a competition of EVs or batteries, but a competition of ecosystems. Technology creates products, yet institutions determine where those products can be trusted, adopted, and integrated. In the long run, perhaps the real question is not who builds the best EV, but which civilization can build the most attractive innovation environment.
Do you think the next stage of competition will be about exporting technology, or exporting institutions that make technology sustainable and trusted?
At its core, Beijing’s grand strategy is governed by a highly calculated 15-year roadmap designed to fundamentally reorder global geopolitics. This strategy relies on two deeply integrated pillars: domestic ideological consolidation and the massive outward expansion of the Belt and Road Initiative (BRI). This strategy does not seek parity with the West; it seeks a structural replacement.https://triggledger.substack.com/p/china-masters-of-statecraft-and-the?utm_source=share&utm_medium=android&r=8gc1qf