China Rocket Recovery Success: AI Accelerates Innovation
heyshrutimishra · x · 2026-07-11
China successfully completed the maiden flight and sea recovery of the Long March 10B rocket, targeting a cost of $150 per kg, significantly lower than Falcon 9's roughly $3,000. The article notes that China's 2024 R&D spending reached $1.03 trillion, surpassing the US for the first time, graduating 50,000 STEM PhDs annually, with domestic AI chip market share exceeding 41%. DeepSeek trained a GPT-4-level model for about $5.5 million, compared to OpenAI's roughly $100 million. AI is compressing the catch-up timeline in sectors like EVs, batteries, robotics, and clean energy, requiring investors to re-evaluate models based on outdated timelines.
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