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Latest Insights and Analyses
BYD Dealer Bankruptcies Reveal the Unsustainable Economics Behind China’s EV Price War and Overcapacity.
BYD Dealer Bankruptcies: The Canary in China’s EV Coal Mine The recent wave of bankruptcies among BYD dealers isn’t just a headline about struggling car sellers—it’s a flashing warning sign about the unsustainable economics underpinning China’s electric vehicle (EV)...
AI Email Assistants Are Quietly Redefining Executive Power Dynamics and Exposing Organizational Bottlenecks.
AI email assistants are no longer just productivity tools—they’re fundamentally shifting how power, information, and accountability flow in the executive suite. In this article, we’ll dissect how these systems are quietly redrawing organizational maps, surfacing...
Xiaomi’s Entry Into EVs and Chips Signals China’s Relentless Drive for Tech Sovereignty, Not Just Market Share.
Xiaomi’s recent moves into electric vehicles (EVs) and semiconductor chips are not just about expanding product lines—they’re a calculated response to China’s broader ambition for technological sovereignty. This article unpacks the real motivations and implications...
Snowflake’s AI Hype Masks a Growing Dependence on Unproven Monetization and Cloud Vendor Lock-In.
Snowflake, once the darling of cloud data warehousing, is now riding the AI hype train to distract from deeper structural risks—namely, its shaky monetization model and increasing customer lock-in to major cloud vendors. This article cuts through the marketing noise...
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