567 | Sam D'Amico & Noah Smith: Why Electricity Is Eating the World - How the Electric Tech Stack Will Dominate the 21st Century
The Realignment
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Shenzhen's Electric Revolution: Beyond the Cars
This chapter examines Shenzhen's transformation from traditional vehicles to BYD's electric models, showcasing the technologies behind this shift. It discusses the broader implications for U.S.-China relations in manufacturing, security concerns regarding espionage, and the necessary steps for the U.S. to enhance its competitiveness in the electric vehicle market. Additionally, it emphasizes the importance of an integrated industrial policy to support the growth of electric technologies and suggestive pathways for collaboration amidst national security challenges.
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