[2025-10-18]X推特评论区：一群西方风险投资家前往中国，不是去投资，而是去考察竞争对手的情况

Venture capitalists (VCs) in clean tech are starting to say out loud what they’ve suspected for a while: China’s dominance has left key sectors in the West uninvestable.
A group of eight VCs from Western firms agreed to share with Bloomberg the details of a July road trip across China during which they visited factories, spoke with startup investors, and interviewed founders of companies.
They knew China had raced ahead in sectors like batteries and “everything around energy”, but seeing how big the gap was firsthand left them wondering how European and North American competitors can even survive, says Talia Rafaeli, a former investment banker at both Goldman Sachs Group Inc and Barclays plc who’s now a partner at Kompas VC.
“Everyone needs to take this kind of trip,” she said.

清洁技术领域的风险投资家（VC）们开始公开说出他们一直以来的疑虑：中国的主导地位让西方的关键领域失去了投资价值。
来自西方公司的八名风险投资家同意与彭博社分享他们7月中国之行的细节。在这次行程中，他们参观了工厂，与初创企业投资者交流，并采访了公司创始人。
曾在高盛集团和巴克莱银行担任投资银行家、如今是康帕斯风险投资公司合伙人的塔利亚·拉斐利表示，他们知道中国在电池和“能源相关的各个领域”已经遥遥领先，但亲眼看到差距如此之大，让他们不禁担心欧美竞争对手该如何生存。
她说：“每个人都应该来这样一趟。”

As financial professionals prepare to gather in New York for the city’s annual climate week, they’ll need to address the reality that China — the world’s largest source of carbon emissions — is now the strongest motor guiding the planet to a low-carbon future. While US President Donald Trump axes the green policies of his predecessor and Europe gets caught up in a regulatory stalemate, China is quietly making a number of transition sectors impenetrable to Western startups.
The VCs Bloomberg interviewed don’t have mandates to invest in China directly. Instead, their goal is to avoid allocating funds to Western startups that can’t compete with Chinese peers. They plan to use climate week in New York to talk about little else.
Planet A Ventures, a Berlin-based VC, has decided that investments in Western startups spanning battery manufacturing and recycling, electrolysers, solar and hardware for wind are no longer viable, says Nick de la Forge, general partner and co-founder of the firm. He says before the trip he’d suspected China was way ahead; but after going there, those sectors are now “strictly off the list.”

金融专业人士即将齐聚纽约参加该市一年一度的“气候周”活动，他们需要面对这样一个现实：作为全球最大碳排放国的中国，如今正成为引领地球迈向低碳未来的最强动力。当美国总统唐纳德·特朗普废除其前任的绿色政策，欧洲陷入监管僵局时，中国正悄然让西方初创企业在许多转型领域难以立足。
彭博社采访的这些风投机构并没有直接投资中国的授权。相反，他们的目标是避免将资金投向无法与中国同行竞争的西方初创企业。他们计划利用纽约“气候周”活动，专门讨论这个问题。
柏林风投公司“行星A”的合伙人兼联合创始人尼克·德拉·福奇表示，该公司已决定，不再投资于西方初创企业在电池制造与回收、电解槽、太阳能及风能硬件等领域。他说，在这次旅行之前，他一直怀疑中国遥遥领先，但实地考察后，表示这些领域现在“绝对不在投资清单上了”。

Yair Reem, a partner at Extantia Capital, says the trip has already led his firm to halt investments in Western battery cell manufacturers. Instead, they’ll look for ways to collaborate with Chinese firms across supply chains. When it comes to battery manufacturing in the West, China’s dominance means it’s now “game over”, according to Reem.
Ashwin Shashindranath, a former Macquarie Group managing director who’s now a partner at Energy Impact Partners, says what he saw on the trip made it “very clear” that Western investors live “in a bubble” in their misconceptions about China.
Al Gore, the chairman of Generation Investment Management and former US vice president, says China’s supremacy in the energy transition is now leading “many nations” to consider closer ties with the country. He descrlbes America’s retreat from transition technologies as a “tragedy”.
China manufactures about 80% of the world’s solar panels, supplies some 60% of the planet’s wind turbines, 70% of its EVs and 75% of batteries, all at a lower financial cost than the West.

外延资本（Extantia Capital） 合伙人亚伊尔·雷姆表示，这次旅行已促使他所在的公司停止对西方电池制造商的投资。相反，他们将寻求与中国企业在供应链各环节进行合作。雷姆认为，就西方的电池制造而言，中国的主导地位意味着“游戏已经结束”。
曾担任麦格理集团董事总经理、如今是能源影响伙伴公司（Energy Impact Partners）合伙人的阿什温·沙欣德拉纳特表示，这次旅行让他“非常清楚”地认识到，西方投资者对中国存在误解，生活在“泡沫”之中。
世代投资管理公司（Generation Investment Management）董事长、美国前副总统阿诺德·戈尔表示，中国在能源转型方面的优势，正促使“许多国家”考虑与中国建立更紧密的关系。他将美国在转型技术方面的退缩，描述为一场“悲剧”。
中国生产了全球约80%的太阳能电池板，供应了全球约60%的风力涡轮机、70%的电动汽车和75%的电池，而且所有这些产品的财务成本都低于西方。

What’s more, China’s share of global clean energy patents stands at around 75%, while the country dominates the supply chain for the critical minerals that underpin many green technologies.
Irena Spazzapan, a former Goldman Sachs commodities executive who now runs Systemiq Capital, says China’s advances in renewables are all down to its ultimate goal of energy independence. The country “has prioritised energy security above all else”, she says.
The VCs were able to see up close how China is rapidly onshoring entire supply chains.

此外，中国在全球清洁能源专利中的占比约为75%，并且主导着支撑许多绿色技术的关键矿产的供应链。
曾在高盛担任大宗商品高管、如今执掌Systemiq Capital的伊雷娜·斯帕扎潘表示，中国在可再生能源领域的进步都源于其“实现能源独立”的最终目标。她说，中国“把能源安全置于首位”。
风险投资家们亲眼目睹了中国如何迅速实现整个供应链的本土化。

Gang Lin, the founder and chief executive of Marvel-Tech Ltd, a Shanghai-based developer of technology for zero-emissions power generation, says he’s been able to find local suppliers at every turn, with many willing to adapt their own manufacturing processes to help.
The company, which has existed for roughly a decade, is developing a tri-fuel gas turbine capable of burning hydrogen, ammonia and natural gas.
Many of the companies the VCs visited are now looking to escape China’s price wars by ramping up exports.
GCL Perovskite, part of the GCL Group and with investors including Sequoia China and Temasek, makes next-generation solar modules. The company is working on being “globalised as soon as possible”, says chairman Fan Bin.

零排放发电技术开发商、总部位于上海的奇迹科技有限公司创始人兼首席执行官林刚表示，他在每一个环节都能找到本地供应商，而且很多供应商愿意调整自身的生产流程提供帮助。
这家成立约十年的公司正在研发一种能够燃烧氢气、氨气和天然气的三燃料燃气轮机。
风险投资家们访问的许多公司现在都希望通过增加出口来摆脱国内的价格战。
协鑫光电是协鑫集团旗下企业，投资者包括红杉中国和淡马锡，该公司生产下一代太阳能组件。董事长范斌表示，公司正在努力“尽快实现全球化”。

Another takeaway was how Chinese startups focus on incremental technological advances rather than on major disruptions to the status quo, according to the VCs.
Companies start with “the stuff that’s easier to market, to digest and to get to scale”, and then “do the crazy sh*t”, says Reem at Extantia. That’s “the opposite to what the West does”.
It’s a model the VCs say they saw repeated everywhere they went on a tour that also brought them to some of China’s biggest clean-tech firms.
That includes a stopover in Ningde to get a firsthand impression of operations at Contemporary Amperex Technology Co, the world’s largest manufacturer of lithium-ion batteries.

风险投资家们的另一个收获是，中国初创企业注重渐进式的技术进步，而非对现状进行重大颠覆。
外延资本的雷姆说，企业先从“更容易推向市场、更容易被接受且更容易实现规模化的产品”入手，然后再去做“疯狂的事情”，这“与西方的做法相反”。
风险投资家们表示，他们在参观中国一些大型清洁技术企业的过程中，发现这种模式随处可见。其中还包括全球最大的锂离子电池制造商宁德时代，他们还专门去了宁德考察这家企业。

“We just saw the most automated, most advanced manufacturing line, and they had 12 of them in parallel, and many more around them,” says Jacob Bro, co-founder and partner at 2150. “And when you see that, you also just realise that catching up to that is futile: it’s not going to happen.”
Europe’s hopes of producing a world-leading battery giant sank with Northvolt AB, which has sought Chapter 11 bankruptcy protection in the US and also filed for bankruptcy in Sweden.
Today, says Bro, “if you want to build something like a Northvolt in Europe, you should invite these guys over and do it with them.”

2150联合创始人兼合伙人雅各布·布罗称：“我们看到了最自动化、最先进的生产线，而且他们有12条这样的生产线并行运作，周围还有更多。当你看到这些，你就会意识到，想要追赶是徒劳的，根本不可能做到。”
随着北方伏特公司（Northvolt AB）申请破产，欧洲打造一家全球领先电池巨头的希望破灭了。该公司已在美国申请第11章破产保护，同时也在瑞典申请破产。
布罗表示，如今“如果你想在欧洲打造像北方伏特这样的企业，就应该邀请这些中国企业过来合作”。
-----------------------------

QwertyMango
Honestly, this sounds like the West is finally waking up to reality. You can’t expect to ignore manufacturing for decades and then magically compete with China, who’s been grinding nonstop. The real tragedy is our own arrogance and short-term thinking.

说实话，这听起来像是西方终于开始面对现实了。几十年都不重视制造业，却还指望能和一直埋头苦干的中国竞争，真是做梦。真正的悲剧是我们自己的傲慢和短视。

BluePineapple
Why don't we just copy China's approach? Invest in manufacturing, support startups, focus on incremental innovation, and stop being so obsessed with “disruption.” But no, our politicians would rather argue about regulations and ideology.

为什么我们不干脆学中国那一套？投资制造业，支持初创企业，专注于渐进式创新，别老想着“颠覆”那点事。可惜我们的政客只会争论监管和意识形态。

TigerSnack
LOL, these Western VCs finally visited China and got their egos crushed. All that hype about “Western innovation” and “free markets” just got smoked by 12 automated battery lines! Welcome to the real world, folks.

哈哈，这些西方风投终于去趟中国，被现实狠狠打脸。整天吹什么“西方创新”“自由市场”，结果还不是被12条自动化产线碾压！欢迎来到真实世界。

SweatyPenguin
This is what you get when your manufacturing base moves to China for cheap labor and you forget how to build stuff yourself. Now we’re dependent, and it’s too late to catch up. Our genius bankers and politicians did this.

当年为了便宜劳动力把制造业都搬去中国，现在自己啥都不会做了，只能被人卡脖子。想追赶已经晚了，这都是我们那些“天才”银行家和政客干的好事。

GigaDoughnut
As a European, I’m embarrassed. We spent years on bureaucracy, environmental NIMBYism, and endless debates, while China just got it done.

作为一个欧洲人，我感到很尴尬。我们花了多年时间在官僚主义、环境保护的邻避主义和无休止的争论上，而中国却直接把事情做成了。

CactusJuice
Let’s not kid ourselves. If the West really cared about climate change, we’d work with China instead of demonizing them. But nope, we’ll just keep pretending to be green leaders while buying all our tech from them.

别自欺欺人了。如果西方真的关心气候变化，我们就会和中国合作，而不是抹黑他们。但不，我们只会一边假装是环保领袖，一边继续从他们那里购买所有的技术。

PumpkinFury
I’m not surprised at all. Capitalism always chases the lowest cost, and China played that game better than anyone. Now it’s a monster we created, and we have no idea how to deal with it.

我一点都不意外。资本主义就是追逐最低成本，中国比谁都玩得溜。现在它成了我们自己制造的“怪物”，我们却不知道该如何应对。

GrapeTornado
I’m tired of the blame game. China didn’t force us to offshore everything. We made those decisions for profit, now we regret it. Suck it up and fix it.

别再甩锅了。中国又没逼我们外包一切，全是我们自己贪图利润。现在后悔了，就得自己承担后果，想办法解决。

SpicyFalcon
All these “experts” suddenly woke up after a vacation in China? Give me a break. The writing’s been on the wall for years, but nobody wanted to admit that we’re not the center of the universe anymore.

这些“专家”去中国旅游一圈就突然醒悟了？别闹了。这些迹象多年来早就摆在那儿了，只是没人愿意承认我们已经不再是世界的中心了。

BananaCyborg
So what’s next? We just let China run the table and give up on clean tech? Or do we actually try to catch up for real? I’m sick of the defeatist attitude—time to get our act together.

那接下来怎么办？就让中国一家独大，干脆放弃清洁技术？还是说真心追赶？我受够了这种失败主义，是时候认真干点正事了。

MossyLaptop
I don’t get the panic. Isn’t global cooperation supposed to be a good thing? If China is leading, let’s work with them and share the benefits. Nationalism will just slow down climate progress for everyone.

我不明白大家为什么这么恐慌。全球合作不应该是好事吗？如果中国在引领，那我们就和他们合作，共享成果。民族主义只会拖慢大家在气候问题上的进展。

TangerineSoap
The US needs a “moonshot” for clean tech, like JFK did for space. Stop whining and start investing big time—otherwise, we’ll just be buying batteries and solar panels forever.

美国需要像肯尼迪当年推动太空计划那样，对清洁技术来一次“登月式”突破。别再抱怨了，赶快大举投资，否则我们以后只能一直买别人的电池和太阳能板。

JellyBeanTide
Let’s be honest, half our politicians are bought by oil and gas. They don’t WANT clean tech to succeed. Meanwhile, China treats energy security as life or death. No wonder they’re winning.

说实话，我们一半政客都被油气公司收买了，根本不想清洁技术成功。而中国把能源安全当作生死大事来对待。难怪他们能赢。

PixelOtter
I visited a Chinese factory once. The speed, automation, and scale are insane. Western factories feel like museums in comparison. If we don’t modernize, we’re toast.

我参观过一家中国工厂。那里的速度、自动化和规模令人难以置信。相比之下，西方的工厂就像博物馆。如果我们不进行现代化改造，我们就完了。

SkateboardEgg
You know what’s really wild? Even with all the tariffs and trade wars, we STILL can’t make these products as cheap or as well as China. Maybe protectionism isn’t the answer.

你知道最让人惊讶的是什么吗？即使有这么多关税和贸易战，我们还是做不到像中国那样又便宜又好地生产这些产品。也许保护主义并不是答案。

OtterVirus
If you ask me, we should focus on what we’re still good at—software, advanced materials, AI—and let China have the heavy lifting. But first, accept reality and stop being bitter.

在我看来，我们还是专注自己还擅长的领域，比如软件、高级材料、人工智能，把那些繁重的工作交给中国。先认清现实，别再抱怨了。

BubbleYeti
Look, if we want to catch up, we need to pay people well, invest in automation, and cut the red tape. Otherwise, we’ll just keep talking about “potential” while China eats our lunch.

要追赶就得好好给工人发工资、投钱搞自动化、砍掉繁文缛节。否则我们只会嘴上说“还有潜力”，结果被中国彻底碾压。

FalconZebra
It’s funny how quickly these VCs switched sides. One factory tour and suddenly they’re waving the white flag. Where was this realism when they were pouring money into “the next Tesla”?

有意思的是这些风投变脸真快，参观一趟工厂立马就举白旗。当初投“下一个特斯拉”的时候，怎么不这么现实？

MuffinSloth
Honestly, I’m scared. If China controls all the clean tech supply chains, what happens if there’s a conflict? We need to diversify ASAP, even if it costs more.

说实话，我有点慌了。要是中国掌控了所有清洁技术的供应链，万一发生冲突了怎么办？就算贵点，我们也必须尽快实现多元化。

RaccoonStencil
Let’s stop panicking and get to work. The world isn’t ending, but if we don’t change, our clean tech future will belong to someone else.

别慌了，赶紧干正事吧。世界没有完蛋，但如果我们不变革，清洁技术的未来就真归别人了。

RocketWombat
Maybe we should admit that state-led industrial policy works. China picked winners, protected key sectors, and now dominates. Our “hands-off” approach failed.

也许我们应该承认，国家主导的产业政策是有效的。中国选定方向，保护了关键行业，如今实现了主导地位。我们那种“放手不管”的做法失败了。

HamsterSocks
I’m not convinced we’re doomed. The US still leads in some areas. But we need a serious wake-up call—a Sputnik moment for clean tech—or we’ll be left behind for good.

我不觉得我们就失败了。美国有些领域还是领先的。但我们需要一记警钟，清洁技术领域的“斯普特尼克时刻”，否则我们将永远落后。

MangoSherbet
The “bubble” these investors talk about is real. Western media keeps painting China as weak or collapsing, but the reality on the ground is the opposite.

这些投资人说的“泡沫”确实存在。西方媒体一直把中国描绘成虚弱或正在崩溃的样子，但现实恰恰相反。

LemonAstronaut
This is why I support more science and engineering education in the West. We need more people who can actually build things, not just MBAs and consultants.

这就是为什么我支持西方多投入理工科教育。我们需要更多能动手制造东西的人，而不仅仅是MBA和咨询顾问。

PretzelEagle
If we don’t fix our energy strategy, we’ll go from being dependent on Russian gas to being dependent on Chinese batteries. Out of the frying pan, into the fire.

再不搞好能源战略，我们就会从依赖俄罗斯天然气变成依赖中国电池。脱离了油锅，又跳进了火坑。

FlamingoCactus
Notice how none of these VCs mentioned labor rights, pollution, or social costs in China. Guess making money still trumps everything else.

注意到这些风投没人提中国的劳工权益、环境污染或社会成本等问题。看来赚钱还是最重要啊。

CupcakeSwan
The only way out is massive investment and a new industrial vision. If we keep relying on financial engineering and outsourcing, we’re toast.

唯一的出路是大规模投资和新的产业愿景。如果我们继续依赖金融手段和外包，我们就完了。

MothershipKiwi
The price wars in China are brutal, but they also drive efficiency. Maybe Western companies need to get a little hungry again and stop resting on their laurels.

中国的价格战很残酷，但这也推动了效率。也许西方公司需要再次有点饥饿感，别再吃老本了。

PlasmaBee
China’s model isn’t perfect, but it sure beats endless Western infighting and inaction.

中国的模式也不是完美，但总比西方无休止的内斗和无所作为强。

Kyle Chan
And for what it’s worth, I disagree with these VCs. Yes, learn from cutting-edge Chinese companies. But the US and Europe should invest in things like next-gen batteries and build industrial capacity in strategic sectors.

就我个人而言，我不同意这些风险投资人的看法。是的，我们应该向中国的前沿企业学习。但美国和欧洲更应该投资于下一代电池等领域，并在战略性行业中建设工业能力。

David Galbraith
Yes, but it can't be done with private sector investment and rules as in a free market the Chinese tech is too far ahead.

是的，但这无法依靠私营部门投资和市场规则来完成，因为在自由市场中，中国的科技已经遥遥领先。

Georg Stieler
The problem at least for Europe is: I don't know how they can catch up with China in these fields with all the red tape, tax regimes that discourage people from going the extra mile and unions limiting working hours - all leading to a both complacent and fatalist attitude.

至少对欧洲来说，问题在于：我不知道他们在这些领域如何能追赶上中国，因为各种繁文缛节、让人们不愿多努力的税收制度，以及工会对工时的限制，这一切都导致了既自满又听天由命的态度。

Laura Minquini
I am curious how all of this is going to work out for western investors as China is a protectionist country. They will take the capital but they can turn off access when they want. This was the case for manufacturing and they will do it again for these technologies.

我很好奇这一切最终会如何影响西方投资者，因为中国是一个保护主义国家。他们会接受资本，但可以随时切断准入。这在制造业领域已经发生过了，他们在这些新技术领域也会再次这么做。

Side-eye
The U.S. is too busy investing in racism and fascist stuff to be competitive. We deserve what we invest in the most.

美国现在忙着投资于种族主义和法西斯那一套，根本无暇去提升竞争力。我们最终只会得到我们最投入的那些东西。

Joe Rice
Of course it's possible to catch up and even surpass if there's the will.

当然，如果有决心，完全有可能赶上甚至超越。

Ben King
They should, but collapsing hegemonies tend to not adapt quick enough to not collapse.

他们应该这样做，但正在崩溃的霸权往往适应得不够快，最终难免崩溃。

Joequant
Or you can license technology from China and then set up a factory in the US.

或者你可以从中国引进技术许可，然后在美国建厂。

Will Provost
I doubt the VCS will listen to American engineers who know how to build things, so why would I believe they will listen to Chinese engineers who know how to build things?
This is inevitably a sales pitch for some political agenda to benefit the VCs.

我怀疑风投公司会听美国那些懂得如何建造东西的工程师的意见，所以我更不相信他们会听中国那些懂得建造东西的工程师的意见。这无非是某种为了让风投公司受益的政治议程的推销而已。

Greg
You have to apply a little imagination, which the group in the article seems to have been short on.

你得发挥一点想象力，而文中提到的那群人似乎就缺乏这个。

I. Lausannopoulos
The EU tried, poured a huge amount of capital, expertise, contracts, subsidies and goodwill and failed miserably.

欧盟曾经努力过，投入了大量的资金、专业知识、合同、补贴和善意，但却惨遭失败。

Mikethejohnson
When you say you disagree with the VC's are you talking from the perspective of VC's or from the perspective of whats best for America?
Their prime concern is profit, not Americas strategic interest.

当你说你不同意这些风投家的时候，你是站在风投的角度说话，还是从对美国最有利的角度说话？
他们最关心的是利润，而不是美国的战略利益。

Kyle Cordes
The challenge is that while the US and Europe should invest, doing so is not going to earn the kind of returns VCs need. Huge capital over a long term to earn okay returns.

问题在于，虽然美国和欧洲确实应该投资，但这样做并不能带来风险投资所需的那种回报。需要长期投入大量资金，最终只能获得一般的回报。

Dane
I’m sure a similar situation happened in reverse sometime in the 1960s. What if China had decided that competing with American tech was futile? What if they decide the Great Leap Forward was impossible?

我敢肯定，类似的情况在1960年代也曾发生过，但是反过来的。如果当时中国断定与美国科技竞争是徒劳的，会怎么赢？如果他们断定大跃进是不可能实现的，又会怎样？

polemos
Sure, just outsource our low tech manufacturing to china. What harm can it do.

当然，把我们的低端制造业外包给中国，能有什么坏处呢？

Low grade dog food
Just wait until these same VC's visit a Chinese factory in western China and watch the children work. Oh wait, they won't because China will not allow visitors to their slave labor facilities.

等这些风投家去中国西部的工厂，看看童工干活就知道了。哦，对了，他们其实去不了，因为中国不会让人参观他们的奴工工厂。

Richard Roughton
Automated manufacturing lines can be built anywhere. Shipping distances will become a larger percentage of costs in the near future.

自动化生产线可以建在任何地方。在不久的将来，运输距离在成本中所占的比例将更大。

moka
when i suggest that the result of current government policies in america will ultimately result in capital flight, i was met with skepticism.
i found this to be true in my conversations offline as well, where people don't believe there are real alternatives for capital 🤷‍♂️

当我提出美国现行政府政策最终会导致资本外逃时，大家在怀疑。
我在线下的交流中也发现了这一点，人们并不相信资本真的有其他选择。🤷‍♂️

2 percent is fair
American ingenuity to battery design/architecture.
Korean and Malaysian engineering processes similar to backend semiconductor mfg.
Ran by the guy that invented the camera phone and the Snapdragon processor.
Don’t catch up, leapfrog.

美国人在电池设计和架构上的创新能力。
韩国和马来西亚的工程工艺类似于半导体后端制造。
由发明了拍照手机和骁龙处理器的人领导。
不要只是追赶，要跨越式超越。

China Biz Buzz
China is seeking solutions for reduction of energy consumption as well as reduction of pollution. It is simply a result of that. A competition of self descipline.

中国正在寻求减少能源消耗和污染的解决方案。这只是自律竞赛的结果。

Envelope Pusher
Or we simply remake it in America

或者我们干脆在美国重建。

Richard Collins, The Internet Foundation
Getting your potential competitors to give up without trying. A type of psychological warfare and dominance display? Do those machines have real customers and uses or Soviet style factory building and production quotas?

让你的潜在竞争对手还没尝试就放弃。这是一种心理战和展示支配地位的方式吗？那些机器真的有客户和实际用途，还是像苏联那样只是为了完成工厂建设和生产配额？

Viktor Novak
defeatist bullshit

失败主义的废话

Not-him
What the fuck is this kinda defeatism talk? Get rid of them. There is no way they are American talking that kind of mess.

这他妈是什么失败主义言论？把他们赶走。说这种胡话的人绝不可能是美国人。

Dennis Wingo
There is an easy way to defeat that. Build nuclear power plants.

有一个简单的方法可以解决这个问题：建造核电站。

Charles Cheung
They are so far ahead on “clean” energy because they don’t have oil nor gas.

他们在“清洁”能源方面领先这么多，是因为他们没有石油和天然气。

Damir Wallener
That’s a terrible attitude. If China had that attitude, the factory wouldn’t exist.

这是一种很糟糕的态度。如果中国也有这种态度，这家工厂早就不存在了。

china232332
Yea we need to do tech transfer as much as we can via JVs in order for some market access but china is smart and isn’t letting Catl or some other giants transfer that much knowledge across their deals

是的，我们确实需要通过合资企业尽可能多地进行技术转让，以换取市场准入，但中国很聪明，并没有让宁德时代或其他一些巨头在这些交易中转让太多技术。

Tricky
This highlights the venture industry’s fixation on short term gains and aversion to competing. We must expand our time horizons and think more strategicly.

这凸显了风投行业对短期收益的执着以及对竞争的回避。我们必须拉长时间维度，更加具有战略性地思考。

Chuck
This is Bloomberg sponsored propaganda to discourage us investment in these technologies. Bloomberg always posts shit like this. I’m guessing their boss has massive exposure in China that he can’t back out of.

这是彭博社资助的宣传文章，目的是打击美国对这些技术的投资。彭博社总是发这种垃圾。我猜他们老板在中国有大量投资，根本脱不了身。

Michael Shoebridge
The fatalism is breathtaking.

这种宿命论让人叹为观止。

ThatFlyingScotsman
Venture Capital people realising they've spent the last thirty years undermining Western industrialism, and instead of abouting face and investing back home, they simply find a new host to feed off of. The Chinese would be wise to keep these types on a very short leash.

风投圈的人终于意识到，过去三十年他们一直在削弱西方的工业体系，但他们并没有掉头回去投资本土，而是简单地寻找下一个可以吸血的宿主。中国人明智的做法是严格管控这类人。

Niko Crz
And green technology such as this will be their ultimate downfall as the world reverts back to "fossil" fuels.

像这种绿色技术最终将成为他们的败因，因为世界终将回归到“化石”燃料。

HakanKeynesian
Except it is all useless without American demand

除非有美国的需求，否则这一切都毫无用处。

MockeryMinstrel
If Britain’s energy progress were a joust, I’d show up with a pamphlet while CATL charges in on armored trucks. We host panels, they build empires.

如果把英国的能源进展比作一场比武，我带着的是一份小册子，而宁德时代则开着装甲卡车冲进场。我们只会举办讨论会，他们却在建立帝国。

Mikael Koivukangas
This is true but also untrue.
It's true that to catch up with inertia is futile.
It's not true that we have to compete in what's being produced now; instead, we should produce new things and not make the Faustian bargain on setting that inertia up in the first place.

这句话既对也不对。
说追赶惯性是徒劳的，这一点没错。
但我们并不一定要在现有的生产内容上竞争；相反，我们应该创造新的东西，而不是一开始就为了建立这种惯性而做出浮士德式的交易。

BoogiewithStu
We’ll never catch up to China with anything. We’re behind 25 years or more with China on everything.
Compared to China at present, we look like we’re stuck in 1865.

我们在任何方面都永远赶不上中国。我们在所有领域都比中国落后至少25年。
和现在的中国比起来，我们看起来就像还停留在1865年。

MysteryBox
Have the Westerners no grit? That is sad to read

西方人就没有毅力吗？读了这文章真让人难过。

Rob Chester
Because they strategically decided they were going to own this space a decade ago. A long term strategy paying dividends. Long term in the US is now Friday afternoon.

因为他们在十年前就有战略性地决定要占领这个领域。长期战略现在正在带来回报。而在美国，现在所谓的“长期”只是到周五下午而已。

Ladi Williams
It’s essential for global progress to “never say never”, bring back meritocracy & eliminate favouritism, nepotism & entrenched cadres of dubious agendas from the upper echelons of society.

要实现全球进步，“永不言绝”至关重要，还要恢复任人唯贤，消除裙带关系、偏袒，并清除那些有可疑议程的既得利益集团在社会高层的影响。

Oleg St
What matters is sales and markets, not production. If China's markets shrink, all their automated production lines will become a pile of useless material.

重要的是销售和市场，而不是生产。如果中国的市场萎缩，他们所有的自动化生产线都会变成一堆无用的材料。

AwesomeDude
An automated production line? 12 in parallel!?
Omg no! How could anyone ever build one exactly like it in, industrial engineers have no idea!

自动化生产线？12条并行运作！？
天哪，不可能！怎么会有人能造出一模一样的，工业工程师们根本不知道怎么做！

john
at one point it was futile for china to catch up to america but they did it. american can do it if they’re serious about it. can’t happen with silly myopic economic and immigration policy though.

曾经中国想赶上美国似乎是徒劳的，但他们做到了。如果美国认真对待，他们也能做到。不过，如果继续实施这些愚蠢而短视的经济和移民政策，那就无法实现。

JC JC
Time to go long $CATL $3750.HK

是时候做多宁德时代了（$3750.HK）。

Mariam Futuremaker
Impressed by China's tech progress. Let's draw inspiration from the UAE's startup-friendly environment to foster growth and collaboration!

对中国的科技进步印象深刻。让我们借鉴阿联酋对初创企业友好的环境，促进增长与合作！

Adrián Fernández Baumann
We could partner with them for them to build such plants here and teach us. That’s what they did in the 80s and 90s with us. Seems like an obvious thing to do.

我们可以与他们合作，让他们在这里建厂并教导我们。他们在80年代和90年代就是这么做的。这似乎是显而易见的做法。

Michael A
That’s why they’re VCs and not founders

这就是他们是风险投资人而不是创始人的原因。

Fetterman’s Lump
sorry the VC bro is named Jacob Bro? Nominative determinism strikes again

抱歉，这位风投哥的名字真的叫雅各布·布罗（Jacob Bro）？“人如其名”再次应验了？

Austerity Commissar
"and many more around them" sounds like something out of the Bible.

“他们周围还有更多”听起来像是出自《圣经》的话。

Maggy D
Jacob Bro has no vision and it's making him say stupid things. He goes to a country that was a rural backwater when we were already advanced, and then says there is no way to catch up because they are now ahead of us.
Does he hear the words coming out of his mouth?

雅各布·布罗毫无远见，满嘴胡话。他去的那个国家，曾经还是一个农村落后地区，而我们那时已经很先进了，然后他却说现在他们已经领先我们了，我们根本无法追赶上。
他自己说的话难道自己听不见吗？

Benjamin Parsons
LOL @ flaccid "capitalism".
A "capitalist" saying "oh no automation & technological sophistication means we can't catch up" is as much a "capitalist" as I am a fishmonger.
Capitalism came into being due to machinery and the concentrated capital investment it requires.

哈哈，疲软的“资本主义”
一个“资本家”说“自动化和技术进步让我们无法赶上”，他当“资本家”的水平就跟我当鱼贩子一样。
资本主义正是因为机器和其所需的集中资本投资才诞生的。

Jersey Mike
Or We could just steal their IP 🤷‍♂️

或者我们可以直接偷他们的知识产权🤷‍♂️

cognitivedissonanceeverywhere
It would take the US decades to even restart manufacturing as it was, never-mind catch up.

美国即使只是恢复以往的制造业水平，也需要几十年，更不用说追赶上了。

Cooking out the Impurities
It’s because they utilize slave labor. That’s how

这是因为他们使用奴隶劳工，就是这么回事。

Kanjari
Can’t use “western” in this context anymore. It’s abundantly clear that the US and Europe are on two different operating planes. These were European VCs.

在这种语境下已经不能再用“西方”这个词了。现在很明显，美国和欧洲根本不是一个运作层面。这些是欧洲的风投机构。

Tom ChickFila
jews are Eastern, not Western.

犹太人是东方人，不是西方人。

A
These are the tech bros that claim they are disrupting , yet are so short sighted thinking we can’t compete…

这些自称在颠覆行业的科技大佬们，眼光却如此短浅，认为我们根本无法竞争…

daisriha
GO CHINA!!!!!!!!!!!!!!!

中国加油！！！！！

edward stevens
It's just cheaper for them to use the Chinese. It could be done in the West. But it would take money and effort. They want the easy money. Irregardless of the impact on their societies.

对他们来说，使用中国产品更划算。在西方也可以做到，但需要花钱和付出努力。他们只想要轻松赚钱，不管这对他们的社会有什么影响。

poconam
I believe the only realistic scenario for the Western world is to become poor and hungry; only then will we think seriously.

我相信西方世界唯一现实的前景就是变得贫穷和饥饿，只有到了那时我们才会认真思考。

Pioneer Column
Its futile because of parasites like him

都是因为有他这样的寄生虫，做什么都是徒劳。

aerynjurfgh
The future is Chinese.

未来属于中国。

Ibsolm
Imagine if that were the attitude of Chinese in the 80s, how poor they'd be.
An investor and industry class whose only loyalty's to their wallets will destroy a nation - sell it for parts - if we let them.

想象一下如果80年代的中国人也是这种态度，他们现在该有多穷。
一个只忠于自己钱包的投资者和产业阶层，如果我们放任不管，他们会拆开卖掉国家。

Maximus Caesar
I mean you can see similar things in all factories that are large enough.
China has advantages that Westerners need to be serious about. But the author is just an idiot who's too easy to impress.

我的意思是，所有规模足够大的工厂里你都能看到类似的场景。
中国确实有一些值得西方人认真对待的优势。但这位作者只是个容易被震撼到的傻瓜而已。

Cha $ Ching
Meanwhile we going with coal 🪨

与此同时，我们还在用煤炭。

Dj Woske 
lol. American Ex-omg-nalism

哈哈，美国的前“我的天哪主义”

Buki בוקי
Jacob Bro: Bro I've been to china we're finished bro

雅各布·布罗：我去过中国，我们完了，兄弟。

.
How are they doing it without H1b talent?

他们是如何在没有H1b人才的情况下做到的？

Sad Falcon
Good thing clean tech is just a waste of money

幸好清洁技术只是浪费钱。

amolitor.dolt
VCs offering judgement of whether or not it's possible to build out manufacturing capability such and such is like a cat explaining quantum mechanics. Have met any of these doofuses?

风投们评判某种制造能力能不能建立起来，就像让猫解释量子力学一样。你见过这些笨蛋吗？

FOID UHH SOMETHING SOMETHING
"yeah we toured the top 1% of manufacturing facilities and found out theyre in the top 1%" no SHIT you fucking retard they have over a billion people theyre going to have a significant number of viable competitors, too bad the other 99% produce literal refuse.

“是啊，我们参观了顶尖的1%制造工厂，结果发现它们确实是顶尖的1%”，这不就是他妈的废话吗傻逼，他们有十几亿人口，当然会有相当数量有竞争力的厂商。可惜剩下那99%工厂生产的简直就是垃圾。

Hawk Fan
USA is a Mess! USA has STRUCTURAL Damage! USA must Demolish then rebuild! Example Education system we must fire ALL Teachers get rid of Teacher Licenses that prevent PHD‘s teaching in our schools! Rebuild Education system from Scratch! Military, Corp USA, etc.. ALL = Demolish!

美国一团糟！美国存在结构性损害！美国必须推倒重建！以教育系统为例，我们必须解雇所有教师，废除那些阻碍博士在学校任教的教师执照制度！从零开始重建教育系统！军队、美国企业等所有领域，统统都要推倒重来！

Anima Mundi
Well .. self-inflicted wound .. congrsss should have investigated this .. China took the tech and ran with it

嗯…这是自作自受…国会本该对此进行调查…中国拿走了技术并加以利用。

Karl
Imagine what could have been achieved in terms of EU battery plant expansion if $15 billion had been invested in joint ventures with industry leaders instead of being burned in the Northvolt clown show

想象一下，如果这150亿美元不是被烧在Northvolt这个小丑秀上，而是投资于与行业领军企业的合资项目，欧盟在电池工厂扩张方面本可以取得什么样的成就。

Innocent Moturi ®)
VCs have allowed their campuses to teach woke indoctrination instead of research,technology and innovation

风投们让他们的校园教授“觉醒”洗脑，而不是专注于研究、技术和创新。

𝙁𝙊𝙍€𝙓 𝘾𝙊𝘽𝘼¥𝙉
The crux of the issue is that China has practically an unlimited amount of Chinese workers. In America, we have practically infinite mexicans.
This is why we're doomed to trail China in efficiency.
Just steal all of their tech!

问题的关键在于，中国几乎有无限多的中国工人。而在美国，我们几乎有无限多的墨西哥人。
这就是为什么我们的效率注定落后于中国。
那就把他们所有的技术都偷过来吧！

solipsist #3
They only see the short-term and are unwilling to invest in the time and work. Wasn't the gap between China and the West pretty big before the 00's? And yet they caught up.

他们只看短期利益，不愿投入时间和精力。00年代之前中国和西方的差距不是很大吗？可人家还是追上来了。

brandon kim
china is tsmc at country scale

中国就是国家级规模的台积电。

No B.S.
Good thing Jacob Bro is not a leader in the U.S. The U.S. does not accept quitters. The U.S. will find a way.

幸好雅各布·布罗不是美国的领导人。美国不接受轻言放弃的人。美国总会找到办法。

Fresh
Ok so they specialize in manufacturing. US has long abandoned manufacturing. What’s your point?

好吧，所以他们专注于制造业。美国早就放弃制造业了。你想表达什么？

MiChHu
Seems like a stupid line. If that was the case China would've never caught up in fields.

这句话听起来很蠢。如果真是那样的话，中国在很多领域就永远赶不上来了。

Ad Astra Per Aspera
Americans are capable of accomplishing anything. Where do you think China stole the tech that they’re using in the first place??

美国人什么都能做到。你觉得中国最初用的那些技术是从哪儿偷来的？？

Bill DeBerg II
You mean those American VCs didn’t say “how dare you steal tech from the US?”
At least they’re not complete idiots.

你是说那些美国风投人没有说“你怎么敢从美国偷技术？”
至少他们还不算彻底的白痴。

Jakesullivan
What... White people want to steal IP from China?

什么…白人想从中国偷知识产权？

Jakesullivan
Americans are a like Africans now

美国人现在就像非洲人一样。

jtlavarish
Chinese, from the bottom to the top are obsessed on developing industry strength for the memory of hundred-year humiliation is severely painful.

中国人，从下到上都痴迷于发展工业实力，因为百年屈辱的记忆实在是太过痛苦了。

BcupEmoWin
they've been exporting American jobs since 1971. of course they are not going to reshore jobs.

他们从1971年起就在把美国的工作岗位外包出去了。他们当然不会把工作岗位迁回国内。

robocopforever
Maybe we shouldn't have spent all the money on earth and a huge amount of human effort into figuring out how to turn existence into a subscrlption model for the last 20 years.

也许我们这二十年来，本不该把所有的钱和大量人力都花在研究如何把存在变成一种订阅制上。

Copernicus
Fuck your demoralization propaganda. China is not ahead. They're a house of cards. All you fucks do is generate AI videos of cities that are straight from Star Wars in the hopes of dopes falling for it.

去你妈的攻心宣传。中国根本就没有领先，他们就是一座纸牌屋。你们这些家伙只会制作一些像星球大战里才有的城市的AI视频，指望傻子会上当。