Topics: EVs• CALB• Tesla• CALB vs CATL: Can Two Battery Pigs Both Fly? In the Chinese startup ecosystem, no advice is more viral than this line: “if you stand where the wind blows, even a pig can fly. [https://36kr.com/p/1722924990465]” It was coined by Lei Jun, the founder and CEO of Xiaomi, chairman of
Topics: XPeng• Tesla• Alibaba• Why China’s Road to Self-Driving Goes Through Inner Mongolia AliCloud and XPeng announced a partnership to build a dedicated cloud computing center to train XPeng electric vehicles’ self-driving capabilities last week. The news of this alliance was not terribly surprising. After all, Alibaba was an early investor in XPeng, still one of its
Topics: Apple• Tesla• China• American Tech Leaves China, But What Will Stay? A series of recent headlines has confirmed a looming trend – American tech businesses are giving up China for good. LinkedIn [https://www.wsj.com/articles/linkedin-social-network-is-leaving-china-but-microsoft-remains-11634321277] , Yahoo [https://www.reuters.com/technology/yahoo-leaves-china-good-cites-challenging-environment-2021-11-02/] , Airbnb [https://www.cnbc.com/2022/05/23/airbnb-is-closing-its-domestic-business-in-china-sources-say.html] , and
Topics: Tesla• China• Elon’s "Place" in US-China Relations Elon Musk has become the focal point of US-China relations once again. The Wall Street Journal reported a couple of weeks ago [https://www.wsj.com/articles/china-to-restrict-tesla-usage-by-military-and-state-personnel-11616155643] that Tesla’s will be banned from military and some state government employees in China for
Topics: EVs• Self-Driving• Tesla• December 20, 2020: Rituals Hello Interconnected Readers: I have been heads down writing and publishing the four-part “Global by Nature” series [https://interconnected.blog/global-by-nature-developers/], so I’ve neglected the Interconnected Weekly issue for many weeks -- breaking a ritual. Thus, the six stories commentary you will find
Topics: Tesla• RISC-V• TSMC• September 20, 2020: Unreliable Entity List, RISC-V, TSMC, Tesla in China This issue covers the period between September 14 - September 20, 2020 with six news stories – three from English language sources, three from Chinese language sources. Disclaimer: all translated article titles are done by me, not official translations from the media outlets. Before you
Topics: Tesla• China• Semiconductor• Tesla, China, the “Tech Cold-War” Tesla may well be the biggest driver of China’s journey towards technological self-reliance, as the “Tech Cold War” between the U.S. and China deepens. This observation wasn’t obvious to me until I listened (three times) to Elon Musk’s Q&A