Attention Hardware Founders: While you are chasing 50% margins, a small city in China is dominating the globe on less than 1 cent of profit per product. It’s not cheap labor; it’s the ruthless execution of "Extreme Micro-Optimization."

cross-posted from: https://hexbear.net/post/8348152

Whatever happened to the Tesla Semi? And does its slow rollout mean electric trucks aren’t viable? According to the International Energy Agency’s Global EV Outlook 2025, the answer may be very different from what you might think. Because while much of the Western conversation is focused on delays and limited deployments, China is already electrifying heavy freight at scale, with electric trucks reaching 50% of new sales and beginning to challenge assumptions about diesel dominance. So, what could it all mean for the future of oil demand and the energy transition?

cross-posted from: https://hexbear.net/post/8347991

Chinese EVs are truly a canary in the coal mine, but is it just domination in sales? Or will the effect that Chinese cars have on the market change all other cars too?

Paul and Ken assess why China has taken a dominant position in global energy as has been highlighted during the ongoing Iran War. Two decades of planning and implementation has seen Beijing make astonishing strides forward in all aspects of energy including sectors which will probably surprise many.

Paul is joined today by Jason Smith to discuss the realities of a Westerner living in China today and assessing the myths and lies that are prevalent in the Western discourse with regards to China. This is the first part in an ongoing series assessing China societally, politically, economically, financially and technologically.

Jason Smith:

Hosts a radio show. "The Bridge to China" airs to more than 100 million people across multiple cities in China and other countries.