Technologist, Investor, Foreign Policy Realist
Edgemont
Joined December 2008
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Cars may get the headlines, but look at robot net exports. See the trend? @JoinFAI
ALT https://cdn.sanity.io/files/d8lrla4f/staging/ebd84ecd70206e0809640e54f8027d71e46fd5ac.pdf
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This is such a wake-up call. Well, it was in 2021.
Now it's just embarrassing.
ALT Bloomberg: https://www.bloomberg.com/news/articles/2026-04-22/audi-falls-behind-byd-geely-in-china-on-innovation-backlog
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Among the largest ten US companies newly public this century, only Tesla makes anything. The rest are software and services. (Nvidia public in 1999 - and it doesn't make anything either!)
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We can't make TNT.
“The world as we know it does not exist without industrial explosives”
nytimes.com/2025/09/01/us/po…
TikTok
Solve for this. You have 18 months, maybe. Permitting is a multi-year process. Once China sees we're serious, it might tighten the screws even harder. h/t @LukeGromen
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