

BYD is already facing scrutiny for running Evergrande like accounting, and a lot of political pressures from other Chinese manufacturers. The risk is that they collapse like Evergrande, and that they drag public debt into it. The CCP might prop them up, so it light be safe. A car is different from a book, because you need lifetime service for it. If they go under, you might lose access to parts.
This conversation often gets us to R. Penrose’s “consciousness is not computational”, from which we can retrace our steps with a separation of algorithmic processes. Is GenAI similar to the “stream-of-thought”? Perhaps, but does that lead to intelligence?