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China's EV market has 200 brands fighting for customers. Most will die. The ones that survive will need something more than a good car — they'll need an ecosystem. That's what NIO House, NIO Life, and battery swap build. Not just a car company — a lifestyle.
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CUDA is Nvidia's real moat — not the chip. Software lock-in is the hardest barrier to break.
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Grab and Gojek brought the spotlight to the region by raising money around the world and selling South-east Asia to investors.
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There's a micro doom loop that is spinning so fast and I don't want this region to be set back.