
Jan Benkovic 🇸🇰🇪🇺🇺🇦
793 posts

Jan Benkovic 🇸🇰🇪🇺🇺🇦
@BenkovicJan
Visicom, AFS, 3oSoft, Exceedra, Telus ACGC, Telus TAC. BTW: its just 2 comapnies, but mamy rebranding.



Everyone: AI will replace Sales teams. AI: Hold my beer.

I spent time in Shenzhen last year and when I saw Merz come back from China saying Germans need to work more I immediately knew what broke his brain because I lived the exact same cognitive shock my first week in Huaqiangbei I burned through 4 prototype iterations of a motor controller board for less than a thousand bucks total, back home a friend was working on something similar and spent over 12 thousand for a single revision that took almost two months to arrive when you live that contrast in your own hands with your own project something permanently shifts in how you see the world and it goes way deeper than speed & cost what Shenzhen actually built is a collective learning organism, imagine 20 PCB fabs 15 injection mold shops 30 component distributors and a hundred firmware freelancers all within a 2km radius, looks insanely redundant from the outside until you realize redundancy is actually information density in disguise I watched this firsthand with an injection mold supplier I was working with, this guy had seen a hundred founders iterate similar thermal designs over 6 months so he proactively modified his tooling before I even opened my mouth, he knew what I needed before I knew what I needed, the intelligence lives in the relationships between the nodes and it compounds daily the west thinks about manufacturing as a cost center you optimize by centralizing… China accidentally built a distributed neural network of manufacturing intelligence where knowledge diffuses horizontally across thousands of agents faster than any single western company can process internally so when Merz comes back and says we need to work a bit more I think he saw the problem but COMPLETELY misdiagnosed the solution, telling Germans to work harder is like telling a horse to gallop faster when the other side built a combustion engine the gap is ARCHITECTURAL it’s ecosystem density, you need a custom connector in Shenzhen you walk 200 meters, in Munich you send an email and wait 3 weeks it’s iteration speed, parallel search vs sequential optimization at the system level, it’s risk tolerance, Chinese founders ship something broken on Monday fix it Tuesday ship again Wednesday while European companies are still in the approval phase for the pilot program of the feasibility study… and Merz only saw the surface, what he missed is the tier 2 cities like Hefei Chengdu Wuhan replicating the Shenzhen model at scale right now BYD going from irrelevant to outselling every european automaker combined in roughly 5 years, Huawei building its own 7nm chip under maximum sanctions when every analyst said it was physically impossible & behind all of that a government that treats advanced manufacturing as an existential national priority while europe debates whether AI needs another ethics committee I think what we’re watching is the most asymmetric economic competition in modern history and most western leaders are still framing it as a productivity problem when it’s actually an ontological one Europe & America are optimizing variables that China stopped tracking years ago meanwhile China is compounding on dimensions the west has no framework to even measure Merz at least had the courage to name it out loud and I respect that genuinely but working a bit more inside a broken architecture just means you arrive at the wrong destination slightly faster






In the 3 hr operation to capture/arrest Maduro, US forces not only proved Russian air defense useless but also proved Chinese technology useless. This is a Chinese promo for its JY-27 "anti-stealth" radar of which Venezuela bought 9, all of failed to detect the incoming aircraft





German Suppliers Face Obsolescence in Competitive Chinese Market German automotive suppliers are facing a critical decline in China as local manufacturers master software and EV technology. High innovation pressure and the dominance of domestic firms like BYD and Huawei are pushing established players like ZF to divest divisions and pivot to traditional hardware strengths. * ZF is selling its Advanced Driver Assistance Systems (ADAS) division to Harman and Samsung for 1.5 billion euros due to an inability to compete with Chinese software expertise. * German suppliers, which traditionally followed German automakers into Asia, are losing ground as Volkswagen, Mercedes, and BMW see their combined Chinese market share drop to approximately 16 percent. * Chinese electric vehicle manufacturers maintain vertical integration and local supply chains, resulting in German components making up less than 10 percent of the average Chinese car. * Industry experts predict that only a handful of major German suppliers, such as Bosch, will retain a significant presence in the Chinese market by the end of the decade. * The German industry is shifting focus back to mechanical strengths, such as chassis and suspension technology, where Chinese competitors currently lack deep engineering expertise. The shifting landscape of the global automotive industry has reached a turning point in its most important market, as German suppliers face the reality of becoming obsolete in China. Once dominant alongside their manufacturing partners like Volkswagen and Mercedes-Benz, companies such as ZF, Mahle, and Brose are being squeezed by a combination of falling sales for European brands and the superior software capabilities of Chinese rivals. ZF CEO Mathias Miedreich @ZF_Group recently highlighted this vulnerability by selling the company's ADAS unit to Harman and Samsung for 1.5 billion euros. Miedreich admitted that Chinese automakers simply handle software better, leaving German firms with little chance of survival in that specific technological field. The crisis is compounded by the rapid transition to electric vehicles, where German participation is described as virtually non-existent at the raw material and motor level. As Chinese brands like BYD and Nio increasingly favor vertical integration or local suppliers, the contribution of German parts to Chinese vehicles has fallen below ten percent. Experts like Robert Stephan from Advyce & Company warn that the success of German suppliers was too closely tethered to the internal combustion engine and the now-faltering dominance of European OEMs. While giants like Bosch may have the financial reserves to pivot, many mid-sized suppliers are facing a "silent death" or forced exits. The remaining strategy for survivors involves retreating to mechanical "DNA" where Germany still holds an edge, such as complex chassis systems and suspension technology. Despite these niches, the broader trend indicates a permanent displacement from the digital and electronic heart of the modern Chinese automobile. * "The Chinese car manufacturers can do software better." — Mathias Miedreich, CEO of ZF @ZF_Group. * "The Germans are being pushed out of China step by step." — Robert Stephan, Consultant at Advyce & Company. * "In the electric motor, the share of the Germans is non-existent down to the raw material used." — Robert Stephan, Consultant at Advyce & Company. * "I expect that by the end of the decade, only a handful of providers will remain." — Anonymous automotive expert on German medium-sized companies. * "In all components where electronics and data systems are installed, the chances of success for German suppliers are low." — Anonymous automotive expert.












