[eunos]

> dumb technologies that US and allies can replicate fairly quickly

Laugh in Northvolt

> $150B on it since 2014, and has only come up with low yield/unprofitable 7nm via existing DUV machines

Considering that there are less than 5 countries on Earth that can fab 7nm semiconductors, that aint bad.

[kayewiggin]

RIP Northvolt from Sweden and The U.S. made a breakthrough battery discovery — then gave the technology to China https://www.npr.org/2022/08/03/1114964240/new-battery-techno.... However:

- Battery Startup Opens Chicago Plant as US Seeks to Curb Reliance on China https://www.nanograf.com/media/battery-startup-opens-chicago...

- Our own YC: https://www.ycombinator.com/companies/industry/energy

- China’s startup scene is dead as investors pull out—’Today, we are like lepers’ https://finance.yahoo.com/news/china-startup-scene-dead-inve...

[eunos]

> RIP Northvolt

Northvolt isnt lacking funding (pedantically they are, else they wouldnt be bankrupt) or clients, but know-how for scaling putting aside some conspiracy theories about Chinese equipments. Turns out scaling isnt easy.

vanadium redox flow isnt very big yet even for Energy Storage System

Side note: The tendency US and Westernin general to depend on Wunderwaffe tech (Vanadium Redox! Solid State Battery!) is quite amusing.

> China’s startup scene is dead as investors pull out

Turns out Emperor Pooh dislike get-rich-quick startup mentality and yet another useless apps. He wouldnt mind hard tech bro like Ren Zhengfei or Wang Chuanfu though.

P.S. Watch the robotic space, things might get interesting in a year or two.

[tpm]

> Side note: The tendency US and Westernin general to depend on Wunderwaffe tech is quite amusing.

Japan too. It's a sign of helplessness and desperation, as much as I would prefer not to see that. They procrastinated and now see themselves behind.