China Morning Missive Watch this space closely. You know what the Chinese did with EVs. Pure domination in just a handful of years. Expect the very same with the robotics industry. This entire shift to the fourth industrial revolution, with nearly all segments dominated by Chinese players isn’t being nearly addressed in traditional media. For the likes of the States and EU nations, those economies will receive a massive one, two punch. China and AI. Could be a very rough decade ahead.
GM from Shanghai. I never tire of this city. The contrast on display wherever you look always puts a smile on my face. image
Vanguard will ultimately bend the knee. It is only a matter of time. And this here below is now 18 months old.
China Morning Missive Will fully admit, China going full “visa on arrival” was something I never expected. Then again, it has been a brilliant move. Tourists from all over are making their way to the Mainland. Shanghai is essentially fully back to the pre-Covid days of foreigners roaming the streets. What has been interesting to watch are the reactions. So far this year I’ve had a half dozen friends and/or family travel through and each – to the man and woman – have left completely flabbergasted. The make the point of there being an obvious disconnect between what was expected and reality. Again, everyone made the point that China isn’t at all how it is presented in the American or European media. Most will also comment that China feels like living in the future. Suspect that is more a case of a massive lack of investment by American and Europe. None of this is a surprise to me, but I am very thankful that more and more people are making their way to China and getting a first hand look for themselves. Highly recommend a trip for all of you out there. And if you do make it to Shanghai, be sure to let me know.