Innovation and Strategy Lessons from My Visit to CATL - Part 1 (286)
The Tech Strategy Podcast

Innovation and Strategy Lessons from My Visit to CATL - Part 1 (286)

2026-06-15
This week’s podcast is about my recent visit to the CATL headquarters in Ningde, Fujian.Plus, there is a bit of a rant about the recent Anthropic ban. My prediction is the future of AI outside of the USA is now:Open source, downloadable and non-embargoable models plusLow cost, tech agnostic AI architectureWhich probably means China.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link t...
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