
Starc1973
327 posts








German Volkswagen CEO Oliver Blume on China: China’s rise didn’t happen suddenly. It’s 30 years of deliberate planning. What looks sudden is actually decades of execution. What took decades suddenly accelerated, almost exponentially. After COVID, it felt like we had missed years of progress. China didn’t pause. It pulled ahead. China didn’t just import products, it absorbed knowledge. They understood the technology, then built their own industry. The student has become the competitor. Technology in China is advancing at an incredible pace. Entire industries are emerging almost overnight. There’s a lot we can learn: structure, discipline, and execution.








The Strait of Hormuz has been closed for 8 days. Everyone thinks this is about oil. This is about what oil becomes. 92% of the world's sulfur comes from refining oil and gas. Close the Strait of Hormuz and you don't just lose 20 million barrels of crude per day. You lose the feedstock for sulfuric acid, the single most produced chemical on Earth. Sulfuric acid is how we extract copper. It's how we extract cobalt. Without it, you can't make transformers, EV batteries, or the substrates inside every data center on the planet. One chemical, made from one feedstock, shipped through one chokepoint. The cascade goes further: Qatar ships 30% of Taiwan's liquefied natural gas through Hormuz. Taiwan has 11 days of reserves left. TSMC, the company that makes 90% of the world's advanced chips, draws 8.9% of Taiwan's total electricity. No gas, no power, no chips. Then food. 33% of the world's nitrogen fertilizer feedstock moves through the Strait. Half of all humans alive today exist because of synthetic nitrogen. Sulfur, semiconductors, food. That makes three supply chains, one 21-nautical-mile chokepoint, and zero domestic alternatives at scale.





The eVTOL industry matures, some achieve 1st transition ✈️, maybe 1st payload / pax ✈️ - with prototype ✈️ & possibly TC, after PC 🏭 is another big milestone- its a LONG process Finally, gradual roll-out ➡️ The $EH 216-S Air-Taxi, is the 🌎 1st & only fully certified 📸EH IR




















