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NEW podcast: China's robotics and industrial automation with Georg Stieler
The first episode of the new High Capacity podcast
Jan 5
•
Kyle Chan
22
3
4
China's overlapping tech-industrial ecosystems
EVs, batteries, lidar, drones, robotics, smartphones, AI. China's progress across a range of overlapping industries creates a mutually reinforcing…
Jan 22, 2025
•
Kyle Chan
416
35
82
Will Biden's Chinese EV tariffs work?
Will tariffs give the US auto industry time to catch up to Chinese EVs? Or will the US become the Galapagos of the car world?
May 16, 2024
•
Kyle Chan
38
7
5
How China's carbon-intensive heavy industry powers its clean tech industry
China's heavy industries like steel and aluminum are a huge emissions problem. Yet, they also provide key inputs into China's clean tech sector, like…
Apr 26, 2024
•
Kyle Chan
24
2
Why Chinese EVs will not take over the world
Other automakers can leverage the same Chinese supply chain as well as manufacturing innovations like gigacasting. Plus, image and brand matter as much…
Apr 12, 2024
•
Kyle Chan
38
3
6
China's "overcapacity" reveals two different visions of the world
One vision is about competing to make things better and cheaper, which seems like a good thing for everyone. The other is about jobs and a growing sense…
Apr 5, 2024
•
Kyle Chan
58
12
7
How China uses foreign firms to turbocharge its industry
China uses global industry leaders like Apple and Tesla to get technology and upgrade its industrial ecosystem.
Mar 29, 2024
•
Kyle Chan
89
3
9
Here's what India should be doing on EVs
India should build on its strengths while borrowing from China's industrial playbook.
Mar 19, 2024
•
Kyle Chan
23
2
4
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