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James Kynge

👤 Speaker
1513 total appearances

Appearances Over Time

Podcast Appearances

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

And many of the colleagues and friends I had that were around that age, um, they were just sort of either trying to move to America or, or somewhere in Europe, or they were just saying, you know, this is just too much.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

I think we'll move to an outlying city where the pace is slower.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

We can afford cheaper accommodation and, uh,

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

we'll move out of the fast lane of the big cities like Beijing and Shanghai.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

Well, I tried to choose one that is related, although tangentially, to the population issue.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

Of course, as China, well, I'm not going to say runs out of people, but as the number of Chinese people declines, and as the number of people who are willing to do labor in factories also declines, I think Chinese factory robots...

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

this year will exceed a market share domestically that's inside China of 60%.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

That compares to last year, 57%.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

It may not sound like a huge increase, but we're talking about market share that Chinese

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

factory robot makers are taking away from foreign brands such as Fanuc, ABB, Yasukawa, etc.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

And I also think that Chinese exports of factory robots this year will grow at around 60% again.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

That's a growth rate compared to last year.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

By the way, these factory robots, we're not talking about humanoid robots.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

These are really production line robots.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

So they'd be like an automated arm moving things from one place to another or doing some other type of manipulation.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

So that's my prediction.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

Alice, what about you?

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

That's a very interesting and big call.

The Prof G Pod with Scott Galloway
China Decode: Why Apple Can't Quit China (ft. Patrick McGee)

And I'm James King.

The Prof G Pod with Scott Galloway
China Decode: Why Apple Can't Quit China (ft. Patrick McGee)

Yeah, Alice, I mean, it's really hard to know whether this frenzy is justified at the moment.