Almost Every Gadget You Own Is Built on One Street in China
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Almost Every Gadget You Own Is Built on One Street in China
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Elon Musk is renting 220,000 GPUs to Anthropic, the company he called "evil" three months ago. Around 90% of the world's consumer electronics come together on one street in Shenzhen, plus Labubu, the no-SaaS economy, and whether Anthropic's growth is even possible.
The AI power play everyone is arguing about: Elon is fighting OpenAI, Anthropic is OpenAI's rival, so the compute flows to the rival. Can Anthropic sustain 10x-a-year growth and pass the Magnificent Seven, or is that physically impossible?
The made-in-China reality: around 90% of the world's consumer electronics come together on one Shenzhen street, the Huaqiangbei district, no matter whose brand is on the box. Even US robotics startups funded by Silicon Valley VCs fly to China to build a prototype.
Plus Pop Mart's Labubu as legal gambling (about 38% of revenue reportedly from one toy line), why China has almost no SaaS industry (labor economics, not a tech gap), a one-year-old LA pillow brand reportedly doing around 20 million dollars a month, and why no Chinese government official is allowed to drive a Tesla.
With Chris Sun (CEO of BrandPal) and Ryan Kearney, an American entrepreneur based in Chengdu.