An interesting part here is probably manufacturing and not the motor itself : going from a prototype to something you can mass produce reliably is often the hard part

All important technologic revolution can turn into an infrastructure revolution => the railroads, electricity etc … so the technology can be a transformation while the capital cycle becomes in excess

The most worrying part isn't the cheating it's that students seem to be skipping the struggle that learning requires, as one professor put it "Confusion is the sweat of learning"

BYD biggest innovation may be organizational more than technological

What can you say about it?

this is a very interesting comment. care to elaborate on it?

AI may be the first major technology cycle where access to capital and power and physical infrastructure matters almost as much as the software itself

Railroads seem like a good parallel: right of way, coal, and iron all were huge factors for success. That was greater CAPEX but the parallel does break down somewhat since railroads had huge, immediate demand and everything but fuel had much longer service lives.

>railroads had huge, immediate demand

Wikipedia states most capital in the late 1800s railroad bubble in the USA was "involved in projects offering no immediate or early returns" https://en.wikipedia.org/wiki/Panic_of_1873

That’s a specific bubble half a century into railroads transforming the American economy. While there were plenty of bad investments, that’s because so much of the economy depended on railroads to move goods and people.

maybe it's not a technology cycle then.

What to notice is that this wasn't really a startup idea at first but it was someone noticing that commercial wireless keyboards had solved a problem that the DIY ecosystem had not; a number of successful products seem to be from bringing an existing capability into a community that need it.

AI infras is starting to run into the same land using and energy also as heavy industries : when the datacenters compete for grid capacity water and industrial land at scale the local governments just stop treating them like just advanced softwares

tokenmaxxing is becoming harder to justify could be a change in the labor market => when capital was free the companies optimized aggressively around retention and internal status spending but high rates + slow growth oblige firms to back toward productivity and operating leverage.

A big amount of user loyalty comes from products that feel finished more than always evolving. Early Kindles felt closer to bookshelves than software platforms

My Kindle Touch, judging by the plastic, is old, on its second battery. I love that the reading experience has not changed at all in the time I’ve had the device. I never thought of it as a bookshelf, but that’s a great way to put it.

In contrast, my iPhone changes with each update, but often I find not for the better – I hated the new control center at first, and while I made it mostly match the old one, the tap targets are smaller than they used to be, on my 4.7” display.

Nice to see that human intuition depends on periodicity when structures become unperiodic , classification becomes harder even if the rules under are deterministic