
Rideon Ingalls
4.1K posts

Rideon Ingalls
@RideonIngalls
Thinking Geopolitics, Philosophy, Human Nature. Read my Substack: https://t.co/Kf9S4gh6fm


"The two sides should also actively guide all sectors of society to form a correct understanding and lay a solid public opinion of each other." Wang Yi statement to Ajit Doval today 😭😭😭 They are fking rattled, top to bottom





@teortaxesTex So, would you say that "x months behind" means "x months to reach Y level under ideal circumstances"? I'm mainly wondering if Chinese labs have enough compute to reach Mythos level of capabilities. (GDM seems to lack resolve)








I led a @ficci_india CEO delegation to China and visited companies like BYD, Geely, Midea, Mindray. My 3 top takeaways: 1. China is like a no frills fighting ring. Extremely competitive. Businesses operate at margins (2-3%) global boards would never approve. Only market share matters and there is no concept of ROI. The few who survive are the toughest and the best. 2. R&D and automation are at the highest levels. The scale of automation and R&D investment at these companies is built for a 10-year time horizon, not a quarterly one. They celebrate innovators, have walls of patents and dark factories with unmatched efficiency. 3. The state is a silent shareholder everywhere. Cheap capital, land, power, and policy support at a scale that fundamentally changes unit economics. As long as you service interest (@ only 2-3%), debt doesn’t have to be paid back. This isn’t a level playing field.





