| ▲ | Robotbeat 4 hours ago | |
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. | ||