The Gods Must Be Crazy! DRAGON vs. EAGLE

The Trillion-Dollar Autonomous Demolition Derby

De: Saji Madapat, Tiger Rider, EPM Mavericks, Puli Murugan

Narrado por: Virtual Voice

The US-China autonomous vehicle divide is the investment opportunity of a generation—and almost no one is pricing it correctly.
America has built the most admired self-driving technology on Earth. Waymo delivers 450,000 driverless rides per week across six cities. Tesla’s market capitalization exceeds $1.5 trillion. Investors have poured over $100 billion into the autonomous dream. The Cathedral of Code is magnificent.
Meanwhile, China has quietly built something different: not an autonomous driving ecosystem but an embodied-intelligence platform — five interconnected nodes spanning autonomous mobility, logistics, robotics, energy, and financial rails — where $28,000 robotaxis achieve unit economics breakeven, where 2.5 million vehicles generate 160 million kilometers of training data every single day, and where the automobile is not the last car but the first robot. The per-vehicle valuation gap between American and Chinese AV companies ranges from 14-to-1 to over 10,000-to-1. Wall Street calls it a "geopolitical discount." This book calls it Māyā—the grand illusion—and argues the market is not merely underpricing a country. It is miscategorising an entire industrial civilisation as an auto sector.
Drawing on thirty years of Fortune 10 strategy experience, fieldwork across forty countries, and the epistemological traditions of Kerala’s Theyyam rituals, Saji Madapat maps both rivers of the autonomous revolution with forensic precision and biting satire. From the regulatory graveyard that consumed $40 billion in failed American AV startups, to the Belt-and-Road procession carrying Chinese robotaxis to the Middle East and Southeast Asia, to the six investment archetypes that structure a portfolio for whichever monsoon arrives—Dragon vs. Eagle is the first book to treat the US-China autonomous divide as what it actually is: not a technology race, but a civilizational contest whose outcome will reshape global mobility, geopolitical power, and a trillion dollars in capital allocation.
Includes: the Māyā Meter (a proprietary valuation framework exposing the gap), the Dinosaur Meter (a seven-factor fragility scorecard for legacy automakers), the Interdependency Web Score (a five-node competitive matrix for nations and companies), the Six Temples investment taxonomy, three scenario-based portfolio architectures with Quarter-Kelly position sizing, a dated catalyst calendar through 2027, and four data-rich appendices with company profiles, broker mechanics, and Kelly Criterion mathematics.
The other engine is already running. The question is whether you can hear it.