Very interesting post, Nick. I watched the same Brownlee review and drew similar conclusions. It’s interesting to look at how China got to the point where the prices they can charge for such high quality products is many times less than those demanded by companies in the West. In this moment of chaos, few in the West seem to be fully understanding how the West got here and how China got there. Voices in China offer an explanation that makes a lot of sense: https://youtu.be/FAnV9lwokOE?si=XszcmDe_ugTmuvi7
Also related… EV’s renewables and grid innovation, AI, compute and power (the political kind) and economics (productivity and growth) are all related.. more so with digitisation and electrification (the shift to EV’s is part of the general digitisation trend). Seen like this you can see the huge cost the US will have to bare if they stay uncommitted to renewable sources and EVs (and the rest)
Very interesting post, Nick. I watched the same Brownlee review and drew similar conclusions. It’s interesting to look at how China got to the point where the prices they can charge for such high quality products is many times less than those demanded by companies in the West. In this moment of chaos, few in the West seem to be fully understanding how the West got here and how China got there. Voices in China offer an explanation that makes a lot of sense: https://youtu.be/FAnV9lwokOE?si=XszcmDe_ugTmuvi7
Also related… EV’s renewables and grid innovation, AI, compute and power (the political kind) and economics (productivity and growth) are all related.. more so with digitisation and electrification (the shift to EV’s is part of the general digitisation trend). Seen like this you can see the huge cost the US will have to bare if they stay uncommitted to renewable sources and EVs (and the rest)