🔮 Lessons from China

In today’s live I reflected on a whirlwind three-day visit to China. You can’t do justice to a small country in three days, let alone a big one. But I was observing. And here are a few things that stuck out:* Infrastructure built at speed: Beijing’s immaculate airport, 300 km/h rail to Tianjin, and smooth expressways hammer home the sustained investment, the concrete and steel, that China has poured over the previous decades.* Verticalised AI in action: American frontier labs lead. Chinese ones are a little behind and constrained by the compute crunch. But there were some super-interesting plays in verticals: robotaxis in Wuhan, billion-record health datasets powering a medical AI, and a $200m a year AI teacher that beats the countries best human teachers.* EV cost leadership is set: China’s EVs are absolutely remarkable. Their years of domestic competition have honed an incredible level of innovation and cost discipline. They’ll hit European car makers like a sledgehammer. Enjoy.📅 Catch me live every Friday at 9 am PT | 12 pm ET | 5 pm UK. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe