> All the money and talent in the world can't replicate real users generating real data that you can use to improve
Basically, China excellence in EVs and Solar was driven by the market being new. It's hard (almost impossible?) to outrank an incumbent very entrenched in a big market. You need a paradigm shift (ie: iphone vs nokia) to make the change.
> You need a paradigm shift (ie: iphone vs nokia) to make the change.
I imagine the manufacturing breakthrough for high temperature jet turbine blades could be additive manufacturing where you grow the crystalline structure layer by layer instead of casting and carefully nurturing it. Mature markets with few incumbents focus on local maxima and have difficulty to move from one maxima to another, while a new manufacturer can start from a different position and search for other maxima.
You can steal ‘know’ but you can’t so easily steal ‘knowhow’. I could easily find all the information that I theoretically need to make a wooden chair. But to actually make it successfully would require years of practice at carpentry. At first, I can expect results comparable to
Homer Simpson’s spice rack.
Basically, China excellence in EVs and Solar was driven by the market being new. It's hard (almost impossible?) to outrank an incumbent very entrenched in a big market. You need a paradigm shift (ie: iphone vs nokia) to make the change.
I imagine the manufacturing breakthrough for high temperature jet turbine blades could be additive manufacturing where you grow the crystalline structure layer by layer instead of casting and carefully nurturing it. Mature markets with few incumbents focus on local maxima and have difficulty to move from one maxima to another, while a new manufacturer can start from a different position and search for other maxima.
https://www.bbc.com/news/world-europe-32542140
(it's particularly hilarious (in the bad way), that German secret services were participating in spying as well)
Thankfully some countries (here: Brazil) have some spine to react to it: https://www.reuters.com/article/business/saab-wins-brazil-je...