The chain of "Japan's losing pattern" continues!!! The Liberal Democratic Party (LDP), deeply intertwined with a cult that received a dissolution order, drowning in slush funds, and engaging in rampant misconduct, remains the most supported political party among Japanese citizens!!! ... A "mad" nation like this has no future.
"China's Winning Pattern"
Tariffs imposed by Europe and the U.S. have, paradoxically, strengthened China’s power and global influence. Trump, a relic of the old economy, appears to lack the cognitive and analytical ability to accurately grasp the changing global trends.
DeepSeek's program, which has grown rapidly due to advancements in distillation technology, is open-source and freely modifiable by anyone. This has led to a rapid expansion of applications and generated significant value.
This open-source approach is likely to nullify first-mover advantages. In China, autonomous driving in BEVs is increasingly being offered for free. This poses a definite threat to American AI companies like Tesla.
China's winning pattern involves attracting a flood of players riding the boom, with the government providing aggressive policy support. The survivors of this intense competition emerge as globally dominant companies.
The EV Bubble Fueled by Chinese Subsidies
Around 2014, roughly 500 new EV manufacturers emerged in China. Japanese media ridiculed the resulting over-competition as an "EV graveyard," as many startups failed. However, only 10% of these companies survived, and of those, half later disappeared. In total, approximately 475 companies (95%) vanished in a brutal survival battle. Yet, the remaining Chinese companies—led by BYD—are now becoming dominant global enterprises.
This is a completely different environment from Japan’s lukewarm business climate.
This pattern has repeated across multiple industries: smartphones, solar panels, automotive batteries, wind power, drones, and more. The brutal competition eliminates inefficient players and fuels disruptive innovation, paving the way for excellent companies to rise.
This is precisely the "catfish effect" triggered by Xi Jinping’s decision to welcome Tesla into China under favorable conditions. Within just five years, BYD, CATL, Xiaomi, Huawei, and others have overtaken Tesla in key areas.
AI Could Follow the Same Pattern
Half of the world’s AI engineers are Chinese or educated in China. The top 20% of them are recruited to the U.S. with high salaries, supporting the dominance of American AI giants like GAXAMT. China’s AI development capabilities rank among the best in the world.
China is experiencing an "Open-Source DeepSeek Bubble." Nationalistic fervor and enthusiasm have led to a surge in AI investment and funding, pushing Chinese AI to the next stage.
The future of AI development will impact global power balances in every domain—economic strength, military power, education... "superiority in any field = superiority in AI."
Meanwhile, Japan remains utterly disconnected. Many Japanese businesses and individuals still ask, "What is AI?" They are isolated, like a Galápagos island in the middle of the ocean.
The sad reality for Japanese corporations is evident in the ongoing struggles between Nissan and Honda over a potential merger. Similarly, Japan lacks the talent to leverage DeepSeek’s open-source technology for independent development. Furthermore, reports suggest that some Japanese automakers, lacking BEV expertise, are outsourcing vehicle design and manufacturing to Foxconn. Some companies are even abandoning their status as automobile manufacturers altogether.
If Japanese companies have no choice but to cling to Foxconn, a firm with no track record in BEVs, can they really survive?
Japan's Decline in Education and AI Talent
The 2025 World University Rankings place the University of Tokyo at 28th and Kyoto University at 5th, with only these two Japanese institutions in the top 100. In AI-specific rankings, China dominates, with six universities in the top 10. The University of Tokyo ranks just 128th—the results are shocking.
Among the world's top 100 AI universities, China has 49 institutions, while Japan has none. Additionally, half of the top AI researchers in the U.S. are originally from China.
This is the result of Japan’s bureaucrats and politicians prioritizing self-preservation over genuine learning. Japan, a nation with almost no natural resources, has only its people to rely on. Yet, as the population rapidly declines due to aging and low birth rates, the country ignores its only viable path: becoming an "education-driven nation." The entrenched elite, who maintain their privileged status across generations, bear significant responsibility for this failure.
A Nation in Decline
Why have the Japanese become such a dysfunctional, failing people? From fraudulent part-time job schemes and phone scams to predatory sales tactics and the rise of figures like the NHK Party spreading misinformation for profit, illegal activities are rampant. Yet, Japan's police, prosecutors, and judiciary appear entirely ineffective.
The country merely offers small "release valves" to prevent public frustration from boiling over. In reality, Japan's youth, born into a country that has "lost the lottery of nations," are truly unfortunate. Sigh... Perhaps we should just be grateful that it’s not as bad as Russia.
