Lei Jun, ustanovitelj Xiaomija in proizvajalec najhitrejšega električnega avta na svetu

Xiaomi je leta 2010 v Pekingu ustanovil kitajski podjetnik Lei Jun (rojen leta 1969) skupaj s soustanovitelji. Lei Jun  je po izobrazbi inženir računalništva (Wuhan University), kar je močno vplivalo na njegovo tehnološko vizijo podjetja. Pred ustanovitvijo Xiaomija je bil soustanovitelj in dolgoletni direktor podjetja Kingsoft, kjer je pridobil izkušnje z razvojem programske opreme in vodenjem tehnološkega podjetja. Lei Jun je pogosto primerjan s Stevom Jobsom zaradi svoje karizme, minimalističnega pristopa k produktom in neposredne komunikacije z uporabniki. Njegova strategija pri Xiaomiju temelji na kombinaciji visokotehnoloških izdelkov, nizkih marž in močne skupnosti uporabnikov (“Mi fans”), kar je omogočilo izjemno hitro rast podjetja

Podjetje je najprej zaslovelo s pametnimi telefoni z zelo dobrim razmerjem med ceno in zmogljivostjo, nato pa se razširilo v celoten ekosistem naprav: ure, slušalke, televizorji, robotski sesalniki, pametne luči, gospodinjski aparati in zdaj tudi električni avtomobili. Ob telefonih je zaslovel  tusi z najhitrejšim električnim avtom na svetu: SU7 Ultra je postavil rekord za zelo hitre električne avte na Nürburgringu in celo prehitel nekatere bistveno dražje hiperavtomobile. Produkcijska različica je na Nürburgringu dosegla čas 7:04.957 in bila nekaj časa najhitrejši serijski električni avto na tej stezi. Prototip SU7 Ultra pa je dosegel čas 6:22.091, kar ga uvršča med najhitrejše avtomobile v zgodovini Nürburgringa — tam je hitrejši od večine Ferrarijev, Lamborghinijev in McLarnov.

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Zhou Qunfei, najbogatejša ženska v Kitajski, ki je definirala zaslone na dotik

Če smo nekoč občudovali ameriške ali evropske self-made industrialce, ki so naredili globalni preboj iz nič, danes občudujemo kitajske. Denimo Rena Zhengfeija, ustanovitelja Huaweija, ali Zhou Qunfei, ustanoviteljico Lansi Technology, ki proizvaja zaslone na dotik na večini naših telefonov in tablic.

At this U.S. visit to China dinner banquet, the most eye-catching figure in the prime center seat between Musk and Cook was Lansi Technology founder Zhou Qunfei—from a rural factory girl to China’s richest woman, with absolutely no background to rely on, building everything from scratch through her own grit. She was born in a small village in Hunan Province. At age 5, her mother passed away, and her father became disabled and blind from a work injury, leaving the family in dire poverty with nothing to their name. At 16, unable to afford school fees, she was forced to drop out and head to Guangdong to work in a factory, grinding glass on the assembly line—working days away during the day and furiously self-studying at night, earning certifications in accounting, computer operations, and other skills. That’s how she spent a few years, until she scraped together 20,000 yuan from her wages, rallied eight relatives including her brother, sister, sister-in-law, and brother-in-law, and started a small workshop in Shenzhen doing watch glass processing. She handled machine repairs and sales runs single-handedly, grinding away like that for another four years.

By the 2000s, the mobile phone industry began booming on a massive scale. By a stroke of luck, her watch glass factory landed an order for TCL phone screens. She spotted the huge potential in the phone glass market and quickly founded Lansi Technology, specializing in the production, R&D, and sales of phone glass. At first, they only handled domestic phones and knockoffs, but everything changed when she went after a Motorola order—foreign companies had insanely strict quality standards. She bet nearly all her resources to meet Motorola’s demands and snagged the V3 order, which sold over 100 million units worldwide, catapulting Lansi Technology straight to industry leadership. From there, she smoothly secured deals with Nokia, Samsung, and other foreign giants.

The pivotal turning point hit again in 2007, when Jobs unveiled the first iPhone, revolutionizing phones toward full-glass touchscreens. Jobs’ obsessive craftsmanship demands left the whole world scrambling for a supplier that could meet them. Zhou Qunfei keenly sensed this was another massive opportunity, so she led her team in a three-month joint push with Apple engineers, breaking through key processes to mass-produce the first-generation iPhone glass panels. That locked in a long-term Apple contract, and soon after, nearly all Apple gear—from iPads to MacBooks—went to Lansi Technology for production. It also propelled Lansi to become the world’s top player in touch glass panels.

That’s why she got to sit next to Cook. But why was Musk right there beside her too?

After dominating global glass panels, Lansi Technology branched into more diverse smart devices, including car cockpits and robots. In autos, they’ve already locked in deals with 30 carmakers like Tesla, BMW, Mercedes, and Li Auto for windows, center consoles, and more. In robotics, they handle joints, sensors, and other components—areas with deep overlap in Musk’s businesses.

A girl who dropped out at 15 with just a junior high diploma, emerging from rural Hunan to build an empire from nothing and become China’s richest woman—forty years later, stepping into U.S.-China talks, seated between Musk and Cook. That’s Zhou Qunfei’s story.

Bogataši, ki prosjačijo v Pekingu

They told the whole world to avoid China. Decouple. De-risk. Sanctions. Tariffs. War rhetoric.

Then 12 US capitalists flew to Beijing to beg the Communist Party for deals.

Elon Musk. Top CEOs. Trump himself. All in China. Smiling. Shaking hands. Asking for business.

The same politicians who call China an “evil empire” are now standing in Beijing with their hands out.

Told Africa to stay away from China. Told Europe to cut ties. Told everyone China is a threat.

But when their economy is burning, when their factories are shutting, when their own system is failing, where do they run?

Beijing.

They do not believe their own lies. They just want you to.

Hypocrisy has no borders. But neither does desperation.

Zahvala prebivalcev Gaze Laminu Yamalu

Recesija partnerstev: Zakaj mladi nočejo živeti v parih? (1)

Pojem »recesije partnerstev« je postal zelo popularen na področju demografije. V zadnjem času ga je močno populariziral John Burn-Murdoch v Financial Timesu januarja 2025 (takrat sem ga povzel tukaj na blogu), nato pa so ga prevzeli The Economist, Population Europe in različni demografi. Anna Rotkirch ga uporablja kot analitični okvir za Evropo: mladi vse redkeje vstopajo v trajne, zavezujoče partnerske odnose, redkeje živijo skupaj, se poročajo ali imajo otroke (Burn-Murdoch, 2025).

Pomen izraza je širši od »manj porok«. Označuje upad partnerskega povezovanja kot življenjskega vzorca: več samskosti, manj skupnega bivanja, manj stabilnih zvez, manj zmenkov, manj zgodnjih romantičnih izkušenj in več odlašanja z družino. Zato je pojem povezan tako z rodnostjo kot z dobrobitjo, osamljenostjo, socialno neenakostjo in duševnim zdravjem. Rotkirch posebej poudarja, da partnerstvo ostaja močan napovednik dobrobiti, zlasti pri moških in v starejših letih (Rotkirch, 2025).

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Recesija partnerstev: Zakaj mladi nočejo živeti v parih? (2)

Anna Rotkirch v članku v Population Europe o »recesiji partnerstev« opozarja, da mladi Evropejci danes bistveno redkeje vstopajo v stabilne in dolgotrajne partnerske odnose kot prejšnje generacije. Samskost narašča: vedno več mladih živi samih ali brez romantičnega partnerja, hkrati pa so partnerske zveze bolj krhke in manj trajne. Tudi tam, kjer pari začnejo živeti skupaj, kot na severu Evrope, se redkeje odločajo za poroko ali otroke. Ta trend spremljajo tudi drugi znaki sprememb v intimnem življenju, kot so manj spolnih odnosov in manj dolgoročnih zvez, kar kaže na globlji premik v načinu, kako mladi oblikujejo odnose.

Ta pojav ni omejen na Evropo, temveč je del širšega globalnega trenda, ki zajema tudi Vzhodno Azijo in Latinsko Ameriko. Ključno sporočilo je, da ne gre zgolj za upad rodnosti, ampak za širšo družbeno transformacijo: vse več ljudi ostaja samskih ali v nestabilnih odnosih. Kot poudarjajo analize v Financial Timesu, je porast samskosti morda celo bolj temeljna sprememba kot upad rojstev, saj preoblikuje samo strukturo družbe in način organizacije vsakdanjega življenja.

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Osmrtnica za ameriško vojaško dominacijo

What’s going on? Are neocons having a come-to-Jesus moment?

After Bob Kagan writing an article on how the U.S. is facing “total defeat” in Iran (see https://x.com/RnaudBertrand/status/2053741799047655462?s=20), you now have Max Boot – the very author of “The Case for American Empire” and one of the most vocal advocates for the Iraq war – publishing a Washington Post interview explaining that China has surpassed the U.S. in most military domains.

If anything, Boot’s interview is even more devastating than Kagan’s piece, because it’s not editorial opinion – he’s interviewing John Culver, a former top CIA analyst (he was national intelligence officer for East Asia) and one of the world’s foremost authorities on the Chinese military which he’s been studying since 1985.

This isn’t a pundit opining – this is someone who spent decades inside the intelligence community staring at the actual data.

So what is Culver saying?

1) In case of war with Taiwan, the U.S. will flee the theater

This is undoubtedly the single most stunning revelation in the entire piece. Culver says that – as far as he is aware – the Pentagon’s plan in case of war with Taiwan is… flee!

This is the exact quote: “I think some of the thinking in the Pentagon, and it may have evolved since I retired, is that when we think there’s going to be a war, we need to get our high-value naval assets out of the theater, and then we would have to fight our way back in. From where, it’s not clear. Guam is no bastion either.”

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Kitajska avtomobilska raketa, s katero ni mogoče tekmovati

Najprej ni bilo nič videti. Potem je bilo obdobje Covida. Še vedno nič. Nakar je prišlo post-covidno odpiranje. In nenadoma se je iz nič pojavila kitajska raketa – strma krivulja izvoza kitajskih avtomobilov. 2 milijona leta 2021. 3 milijone leta 2022. 5 milijonov leta 2023. 6 milijonov leta 2024. In Kitajska je iz nič v vsega 4 letih pri izvozu avtomobilov prehitela najprej Južno Korejo leta 2022. Nato Nemčijo leta 2023. In nato še Japonsko leta 2024.

Toda to je bil šele začetek. Konec lanskega leta (2025) je kitajski izvoz avtomobilov presegel 8 milijonov, letos naj bi presegel že 12 milijonov.

Vir: Brad Setser

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