Feb. 28 at 7:51 AM
$WRD book recommendation
The Gods Must Be Crazy! DRAGON vs. EAGLE: The Trillion-Dollar Autonomous Demolition Derby
Two civilizations are building the same technology through entirely different logics. One is gilded and theatrical. The other is turbid and relentless. Most investors are watching only one river.
Dragon vs. Eagle is a contrarian strategic forecast that exposes how China’s autonomous vehicle manufacturing machine led by BYD, XPeng, Huawei, and a new generation of pure-play operators like WeRide and Pony is quietly overtaking the American robotaxi narrative built around Waymo, Tesla, and a
$1.5 trillion valuation illusion.
Using the proprietary Māyā Meter, this autonomous vehicle investment guide reveals the staggering per-vehicle valuation gap: Waymo at ~
$50 million per vehicle versus WeRide at ~
$3 million.
https://www.amazon.com/dp/B0GPPD292Z