Fantastic conversation with Georg. The point about how knowledge transfer flipped from West to East in battery and EV manufacturing is kinda wild. Used to be German system integrators bringing expertise to China, now its CATL and BYD brining their own suppliers globally. I remember visitng a tier-2 supplier in Shenzen who told me the speed difference is like night and day between traditional auto and Chinese EV lines.
Fantastic conversation with Georg. The point about how knowledge transfer flipped from West to East in battery and EV manufacturing is kinda wild. Used to be German system integrators bringing expertise to China, now its CATL and BYD brining their own suppliers globally. I remember visitng a tier-2 supplier in Shenzen who told me the speed difference is like night and day between traditional auto and Chinese EV lines.
Amazing! Thanks for sharing this!
Congrats Kyle on this