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@alysha_lobo "🚨 BREAKING (Again): Chinas MOFCOM Export Controls: Decoded for India Europe and Beyond Thank you to friends in Beijing who kindly agreed to speak with me. Ive spent the last XX hours on calls parsing Chinas new MOFCOM export controls. This isnt just a US story. It hits India Europe and anyone building hardware. What changed: Six MOFCOM notices (No. XX XX XX XX XX 62) extend licensing to a wide set of rare-earth materials magnet manufacturing equipment and processes certain battery and synthetic graphite items and importantly some foreign-made goods that contain Chinese-origin inputs. Parts"
X Link @alysha_lobo 2025-10-10T07:40Z 4256 followers, 188.3K engagements

"🚨: The Divorce from Chinas Tacit Tech Begins BREAKING news is that the EU is considering rules that would force Chinese companies to hand over technology or localize operations if they want to keep access to European markets. Crazy timing I am writing a Substack piece on how China acquired tacit process knowledge after Made in China 2025 was announced in 2015. Over the past decade Chinese firms quietly acquired the industrial backbone of Europe: Midea bought KUKA Wingtech took Nexperia ChemChina acquired Syngenta. (More details in the Rhodium Group table below.). Each one of these deals was"
X Link @alysha_lobo 2025-10-14T16:44Z 4260 followers, 79.1K engagements

"@karpathy I legit had to go check my playback speed 💁🏻♀ Wasnt sure if it was my settings or just your style Half way through this session and theres a lot here to unpack. Also you may have already popped the AI bubble 🫠"
X Link @alysha_lobo 2025-10-19T14:45Z 4260 followers, XXX engagements

"If this isnt the best thing youve seen today I dont what is My dearest friend in China has dressed up her baby boy in a kurta that I gifted him and they are celebrating Diwali in Shanghai 🪔🥹"
X Link @alysha_lobo 2025-10-20T09:03Z 4256 followers, 1615 engagements

"@loong_of China is the biggest consumer and producer of industrial robots"
X Link @alysha_lobo 2025-10-19T15:18Z 4253 followers, XXX engagements

"🚨BREAKING NEWS: SoftBank is buying ABBs robotics arm for $5.4B. If anyone still thinks industrial robotics is a sunset space the market just answered and how Heres the real picture: Industrial arms remain the bedrock of automation. Every reshoring photo out of the US is stacked with FANUC and Yaskawa cells. These machines are the backbone in EV batteries electronics metals not going anywhere. With ABB Japan now effectively controls X of the top X global industrial robot makers (FANUC Yaskawa Kawasaki ABB Robotics; Epson also sits in the top cohort by share). Europe has lost both flagships"
X Link @alysha_lobo 2025-10-08T09:24Z 4259 followers, 73.9K engagements

"What better use of my sick day than to practice Chinese on @duolingo only to realize that its down as part of the AWS Outage 🤦🏻♀"
X Link @alysha_lobo 2025-10-20T13:42Z 4256 followers, 2056 engagements

""mom how did we get so poor" "your VC dad invested in B2B SaaS Web3 and AI wrappers instead of hardware robotics and manufacturing"
X Link @alysha_lobo 2025-10-05T04:53Z 4255 followers, 3090 engagements

"🚨: Rant incoming My inbox is flooded. Friends. VCs. Random connects. Everyone wants me to meet some 19-year-old SF Shenzhen AI glasses founder. The MO is always the same: Hand out glasses for free. Collect tons of street video. Package the data. Sell it to humanoid companies. No. No. No. No. No. That is not how humanoids learn. Robots do not need Instagram footage. They need synchronized state-action data. Joint angles. Torques. Forces. Contacts. Context. Real demos of tasks in homes and factories. They definitely do not need random first-person clips of someone walking down the street."
X Link @alysha_lobo 2025-10-06T03:25Z 4255 followers, 48.7K engagements

"🤓 Policy vs Private sector: China did it with policy in 2015 Americas doing it with money in 2025. Here's the list: Advanced Bulk Materials Advanced Manufacturing Artificial Intelligence Autonomous Mobile Robots Battery Storage Command & Control Tech Critical Components Critical Minerals Mining & Processing Cybersecurity Distributed Energy Edge Computing Grid Resilience Mesh Networks Mission Critical Real Estate Munitions Missiles & Hypersonics Nanomaterials and Microelectronics Nuclear Energy Pharmaceutical Precursors Quantum Computing Secure Communication Sensor Hardware Shipbuilding Solar"
X Link @alysha_lobo 2025-10-13T15:21Z 4254 followers, 1215 engagements

"A Danish friend and I both typed AND both our keyboards instantly suggested and . Same results from X different phones X different countries. Algorithms dont just predict words. They reflect narratives. "
X Link @alysha_lobo 2025-10-14T06:51Z 4255 followers, 2912 engagements

"I seem to have a pattern around Diwali in India: either I am abroad on work or I am burning with fever. There is no in between. 💁🏻♀"
X Link @alysha_lobo 2025-10-19T13:37Z 4250 followers, XX engagements

"Salesperson in the house Sold for not just one but two robot companies into enterprise clients. I think there is an excellent appetite for robotics with large companies. Ive sold to the likes of FedEx LOreal Uniqlo Carl Zeiss and more. The issue is no one in mainstream media/platforms like X talk about robotics and deployment in such accounts"
X Link @alysha_lobo 2025-10-19T16:14Z 4253 followers, XXX engagements

"@chandan_ganwani @duolingo This is ACE Will attempt this 🙌🏼"
X Link @alysha_lobo 2025-10-20T15:03Z 4258 followers, XX engagements

"@Sino_Market Nexperia was a part of NXP Semi conductors NV and was fully acquired by Wingtech in 2020. So yea makes sense now that Wingtech is suing the Dutch Govt. Source: Caixin"
X Link @alysha_lobo 2025-10-14T09:58Z 4259 followers, 14.9K engagements

"Waking up this morning to this news: Beijing hosts Tim Cook and Stephen Schwarzman on the same day. Tech supply chains and global capital both still orbit China"
X Link @alysha_lobo 2025-10-17T03:35Z 4258 followers, 2341 engagements

"@vtchakarova How is Western media not reporting that both hardware and financial big wigs were in Beijing last week"
X Link @alysha_lobo 2025-10-19T12:33Z 4260 followers, 1150 engagements

"I seem to have a pattern around Diwali: either I am abroad on work or I am burning with fever. There is no in between. 💁🏻♀"
X Link @alysha_lobo 2025-10-19T13:37Z 4260 followers, 5132 engagements

"@cheriemisfits Stop showing skinny white women in their ads"
X Link @alysha_lobo 2025-10-21T09:39Z 4256 followers, XXX engagements