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angry_octettoday at 3:07 AM2 repliesview on HN

The Iran war and SoH crisis has been great for EV uptake outside of the US. In combination with the US AI apartheid, it has been a huge boost for Chinese EVs and Chinese AI adoption.


Replies

bruce511today at 3:19 AM

And trade. The last 18 months the US has shown itself to be a unreliable trade partner. Lots of companies are looking at diversifying both markets and supply chains.

The recent trip of the Canadian PM to China is but the most visible part of this shift. That's at govt level, but I've seen it happen all the way down to individual level.

US products are typically more expensive here than Chinese. But at least you were buying from a friendly supplier. That distinction is eroding quickly. In my experience it's forced people to try Chinese, and generally been surprised (in a good way) over quality and features.

And yes, the price of oil has focused people much more at the EV market. (Not least because people with an EV already aren't shy about gloating). Pretty much everyone I talk to, who would buy a car "new" tells me their next one will be electric. The tipping point is coming much faster than most people think.

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ihaveajobtoday at 4:07 AM

No wonder in China they call Trump "the nation builder".