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Hey everyone—the Howard Yu just commented, and provided a convenient link to his deeply researched analysis on Xiaomi (the essay which sparked my interest in the first place). Do click to read and follow or subscribe to “One Inch Ahead”—it’s great value!

Thanks for the mention, James. "Is the SU7 the car Apple would have built?" is a great question. What strikes me about Xiaomi is how fast they moved from concept to production. Three years. Apple spent a decade on the car project and walked away. The difference isn't just design taste. It's execution speed built on top of an integrated e…

Mar 23
at
7:05 AM
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