Decoding the Dragon
Jayant MundhraBy Jayant Mundhra
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 113 | Founded | 4 years ago | Last Issue | 26 hours ago |
| Active | |||||
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decodingthedragon.substack.comLatest Issues
#113: Why did China's top power-chip maker lose 76% of profit?
Here is a number that stopped me cold. StarPower Semiconductor, the private firm that more than anyone broke Europe's grip on the humble power chip inside your EV, just reported that its net profit for the first half of 2026 fell 76.4% year...
#112: Why does China build drug-filling machines at half Europe's price?
One of these two companies started life in a converted cowshed in Changsha.2 The other began by sleeping next to broken freeze-dryers, fixing seals through the night for foreign clients who charged a fortune and delivered nothing on time.1...
#111: How does one firm undercut Bosch by 50% and win?
I have a soft spot for the boring end of manufacturing, and Hengli Hydraulics sits right at the heart of it.
Here is the thing that stopped me. For decades, the hydraulic cylinders, pumps and valves that act as the muscles of every excavat...
#110: How is China selling humanoid robots for $16,000?
You can now buy a full-sized humanoid robot, two legs, two arms, a torso, and hands whose fingers actually move, for about $16,000.1 That is less than a mid-range hatchback. And the reason it is possible has almost nothing to do with the ar...
#109: Why does one Shenzhen firm cool 30% of China's AI?
The bottleneck nobody talks about is heat
Here is a number that reframes the whole AI story for me. The binding constraint on artificial intelligence right now is not silicon, or data, or even electricity. It is heat.
An NVIDIA GB300 r...
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Sharing data-deepdives daily 8.30am | Startup Investing at Dexter | Ex-Bain, Classplus | Author- Redemption of a Son
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