Exoskeletons Nearing Pacific Rim‑Level Jaeger Reality
So we are sort of getting to Aliens 2 exoskeleton territory. When are we getting to Pacific Rim Jaegers nirvana?
Humanoid Robot Demos Getting Absurdly Theatrical
So if you dress up a robot in a habit does it become Whoopi Goldberg in Sister Act? These humanoid demonstrations are just becoming ridiculous.
Chinese Supply Chain Key to $30K EV Mass Adoption
Back @MacroPoloChina we did a EV supply chain project on how you get to $30,000 EV by selecting different supply chain options (hint: you can only do it by selecting Chinese vendors). We thought that was the sweet spot for...
Japanese Toilet Maker Supplies Ceramics for AI Hardware
When you've mastered high-end ceramics for toilets, you can also quietly become part of the AI tech stack because, well, material science is where it's at for everything from batteries to chips. So yes, fancy Japanese toilet maker is also part...
China's Responsible Power Image Raises Expectations for Action
"US unpredictability has allowed China to capitalize on its positioning as the “responsible great power”. Paradoxically, the more China wins the perception game, the more likely expectations will rise for Beijing to deliver not just words but to demonstrate with its deeds." @ChongJaIan argues that the gap between words and deeds could catch up to Beijing as it...
China’s Responsible‑great‑power Narrative Sways Southeast Asian Elites
Drawing contrasts with the US has been at the heart of China's strategy of winning hearts and minds. But that contrast isn't really about who's more dominant but about who is the "responsible great power." The target has mainly been the...
China's High-Speed Rail Builder Expands Into Electric School Buses
China's high speed rail maker apparently also makes electric school buses One just pulled up in my hood https://t.co/S65KTfIKLK
Beijing Blocks Manus-Meta Deal, Marking First Chinese CFIUS Action
Welp, Beijing blocks Manus-Meta deal - appears to be the first time of Chinese CFIUS in action: https://t.co/4PNJWvf0qC
Swap Profit for Capacity: US‑China Equilibrium Emerges
I should just pin this somewhere: America has abundant profitability yet scarce capacity China has abundant capacity yet scarce profitability You address this and you naturally get a new equilibrium without having to label it rebalancing or whatever term you prefer.
Vietnam Pivots Toward China, Abandoning US Swing-State Role
Vietnam was the "swing state" of SE Asia that the US preferred. Until now. On the heels of President To Lam's state visit to Beijing, the winds seem to be shifting. The latest from @CarnegieChina https://t.co/JFXuV6zPnI https://t.co/MAKSuoFyIY
Vietnam and China Tighten Ties to Counter US Volatility
Hanoi and Beijing have long treated each other as distant cousins rather than comrades in arms. That might be changing as both sides draw closer to hedge against uncertainty and America’s erratic behavior. A timely Commentary from @khacgiang for @CarnegieChina https://t.co/PHsg5qprOt
Adapted Nasi Lemak Could Thrive in US Lunch Market
Why hasn't Malaysian fried chicken taken off in US? Nasi Lemak would do very well in the urban lunch market. Probably will just have to swap out the anchovy side for like tofu or something. And maybe not peanuts either,...
Global Institutions Pivot to Interventionist Economic Policies
What a world... The IEA is now an energy transition shop. The World Bank now embraces industrial policy for development. Next you're gonna tell me the IMF now supports total capital controls...
China’s Capacity Vs. US Profit: Opposite Resource Gaps
Good post that once again reinforces this: China has abundant capacity but scarce profitability America has abundant profitability but scarce capacity. US is now obsessed and determined to get more capacity (may not work out) Is China equally obsessed and determined to...
Energy Trilemma Remains Unsolved and Overlooked
The energy trilemma is evergreen - we still can't solve it; some won't even recognize there is a trilemma. https://t.co/grC0cpV08V