Realpolitik in Tech by Maggie Xiao

due diligence on innovation amidst geopolitical chaos

Autonomous Driving Battery EV

CATL: The Missed Nvidia of Battery and the Playbook for the Next Industrial VC

When Software Ate the World, Manufacturing Built It.

CATL: The Missed Nvidia of Battery and the Playbook for the Next Industrial VC

Featured posts

Economy

America’s Economic Highway: From Market Bumps to Fiscal Cliffs: How Did We Get Here?

America’s Economic Highway: From Market Bumps to Fiscal Cliffs: How Did We Get Here?

Trump’s economic team has hinted at a correction bear—grim, but not baseless. The trillion-dollar question is: can the U.S. steer clear from a fiscal cliff?

Semiconductor

Why the CPU’s Golden Age Is Yet to Come

Why the CPU’s Golden Age Is Yet to Come

All that jazz in GPUs, but CPUs quietly stir for their golden age.

Social Media

How a Terence Tao Puzzle Reveals That Math Favors Truth

How a Terence Tao Puzzle Reveals That Math Favors Truth

And why it foretells a tipping point in information theory in the wake of LLMs.

Energy

Is Hydrogen Car at the Dawn like the EV in 2008?

Is Hydrogen Car at the Dawn like the EV in 2008?

In 2019, Musk dubbed hydrogen "dumbest thing," yet some see it nearing a "hydrogen economy," akin to 2015's lithium era.

China

Is China entering Japanification? Some observations suggest a No

Is China entering Japanification? Some observations suggest a No

"Japanification" means a long slump like Japan's Lost Decade. Is China next? Reasons suggest otherwise.

Youtube Videos

A Russia-China-led Stablecoin?

A Russia-China-led Stablecoin?

Can this synthetic global digital currency be dollar's real threat?

Latest posts

36 posts

Autonomous Driving Battery EV

CATL: The Missed Nvidia of Battery and the Playbook for the Next Industrial VC

CATL: The Missed Nvidia of Battery and the Playbook for the Next Industrial VC

When Software Ate the World, Manufacturing Built It.

Economy

America’s Economic Highway: From Market Bumps to Fiscal Cliffs: How Did We Get Here?

America’s Economic Highway: From Market Bumps to Fiscal Cliffs: How Did We Get Here?

Trump’s economic team has hinted at a correction bear—grim, but not baseless. The trillion-dollar question is: can the U.S. steer clear from a fiscal cliff?

GeoEconomy Art

Maggie's GeoEconomy SketchBook (Summer, 25')

Maggie's GeoEconomy SketchBook (Summer, 25')

Global economics and geopolitics are messy. So I drew it, with ChatGPT.

Semiconductor

Why the CPU’s Golden Age Is Yet to Come

Why the CPU’s Golden Age Is Yet to Come

All that jazz in GPUs, but CPUs quietly stir for their golden age.

Social Media

How a Terence Tao Puzzle Reveals That Math Favors Truth

How a Terence Tao Puzzle Reveals That Math Favors Truth

And why it foretells a tipping point in information theory in the wake of LLMs.

Energy

Is Hydrogen Car at the Dawn like the EV in 2008?

Is Hydrogen Car at the Dawn like the EV in 2008?

In 2019, Musk dubbed hydrogen "dumbest thing," yet some see it nearing a "hydrogen economy," akin to 2015's lithium era.

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