Rate Of Return
Commemorative1. Don't fantasize that the US will wait for us: It's sprinting at full speed in four major directions: AI, additive manufacturing, ultra-precision, and military industry.
2. Our opportunity lies in the mid-range + application: Leverage the Chinese market, the engineer dividend, and rapid iteration to first saturate the mid-range, then move up to tackle the high-end.
3. The top-tier gap has no short-term solution: Nanoscale, atomic-level, defense-grade technologies. The US won't open up, transfer, or sell them. We can only start from scratch and grind it out.
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