GoPro is a US company designed in U.S. with manufacturing in Thailand, China, and Mexico.
Insta360 is a Chinese company designed in Shenzhen and built there, too.
People think this doesn’t matter, but GoPros are used all over in aerospace. If we replaced the brand with Insta360, that puts a big attack vector all over the place.
A similar pattern happened with drones with DJI, intentionally killing all non-Chinese drone brands. And with BambuLabs (founded by ex-DJI) with 3D printers (the only good non-Chinese printer that doesn’t cost 10-100x as much is Prusa, and they’re facing extremely strong headwinds).
Legitimately better Chinese products (incredible engineering) that have massive industrial policy support, probably industrial espionage support (as in the case of DJI for certain), massive influencer marketing campaigns, and near zero cost of capital. When China wants to deindustrialize non-Chinese industries for strategic and/or natsec reasons, they are incredibly good at it. (And note it’s not US-only, China targets basically ANY brand that isn’t Chinese. China absolutely does this to Europe as well… and you can see them doing it in real-time with automotive.)
The only surprising thing to me is how people just act like it’s not happening. I guess for people who don’t have any experience working on federal government adjacent aerospace stuff, the idea of natsec considerations for IT hardware seems entirely abstract, but it’s incredibly real if you do.
Reads to me like it's free market doing its job, if you think of countries as companies. US just needs to step up its game.
People know it’s happening. What do you expect an average consumer to do about it? Pay more out of pocket due to the potential national security risks?
Perhaps a huge tell about national strategy is the fact that the owner has $10s of millions to loan to the company? US economic structure in post WWII era has increasingly focused on return on capital (and value extraction). How can that compete in long term with an economy which prioritizes reinvestment *in industry*?
> GoPros are used all over in aerospace. If we replaced the brand with Insta360, that puts a big attack vector all over the place.
What would the attack vector be? I’m not saying there isn’t any, I don’t know much about aerospace and this sounds interesting.
Simon Wardley has been shouting this from the rooftops, including detailed per industry timelines when China will take over, in 2015.
I'm not sure what stops some of these industries from essentially being more nationalist like China, but more centrist as a company like Palantir. If these risks are as big as you claim, a centralized authority should reverse engineer the things that work done in China or where-ever and use open source/build a better software stack that supplants what's out on the market currently.
> the only good non-Chinese printer that doesn’t cost 10-100x as much is Prusa
They hardly have time to compete, busy as they are with foot-shooting practice.
Also on Avinox motors on e-mtn bikes. Originally made by DJI, then spun off into their own company, and they are starting to eat the competition on all e-mtn bikes at this point. Bosch, TQ, Shimano, et al just can't compete, especially because Avinox is iterating at startup pace and all the rest are iterating at bike pace (slowly).
The western countries deindustrialized themselves though. That's just capitalism chasing ever increasing profits and moving production to where it's cheaper, i.e.from west to China. In fact this was cherished because it increased share holder profits.
As someone with both an Insta360 camera and a Bambu printer, I feel it, would love to buy GoPro and Prusa, but the value just isn't there.
For one, I had a GoPro whose sensor broke after about 20 minutes of recorded. I ended up getting 3 different replacements, all of which also broke. In the end I just forgot about it when my home burnt down in a wildfire. I got an Insta360 with better picture quality that's also been more reliable for a similar cost.
And I would have loved to buy a Prusa printer but I got a Bambu P1S combo for $600, an equivalent Prusa plus the $300 shipping to Canada would have been ~$2500 CAD. For making trinkets for my 3 year old son plus the few random other things I'd make it's not worth it to pay 4x the money.
Maybe it'll forever be this way due to the differences in cost of living but I do feel as though there's a million barriers to entry to building a business in North America, at least a business that's not fully online.
100%. It would strongly behoove the US to encourage domestic 3d printer manufacture (or friendly countries like Japan), to the point of bannning Bambu and Chinese companies. Obviously we are doing fine for industrial 3d printers, but the small scale consumer stuff is very important too.
If and when AI commiditizes professional services, it would be good to have modern industry to fall back on. With 3d printing the gap isnt insurmountable yet.
However, our country is run by lawyers, not engineers, so I dont have too much hope. At least a lot of our billionaires started out as engineers...
If you’ve spent a life and the market being supreme then it’s a shock. China’s economic system is wiping the floor with the west.
The U.K. has just nationalised a steel plant which had been bought by China to stop it from being destroyed, and of course the economic right wing hate this as steel is far cheaper to import.
China does not want to deindustrialize any country. Why do you think of everything in terms of war and domination ? China has built a industry capable of taking any product and make it better and cheaper. There is no psycho strategy behind it. They will do it till every chinese will live a comfortable life equal to an american. At that point america will be able to compete again.
boo hoo china bad, buy my more expensive and shitty american product
If your country’s industrial and defense policy relies on individual consumers making choices that are worse for them on almost all metrics, it’s time to think about on worse payroll your politicians are.