Two civilizations are building the same technology through entirely different logics. One is gilded and theatrical. The other is turbid and relentless. Most investors are watching only one river.
Dragon vs. Eagle is a contrarian strategic forecast that exposes how China's autonomous vehicle manufacturing machine-led by BYD, XPeng, Huawei, and a new generation of pure-play operators like WeRide and Pony.ai-is quietly overtaking the American robotaxi narrative built around Waymo, Tesla, and a $1.5 trillion valuation illusion.
Using the proprietary Māyā Meter, this autonomous vehicle investment guide reveals the staggering per-vehicle valuation gap: Waymo at $50 million per vehicle versus WeRide at $3 million. The Dinosaur Meter scores the fragility of legacy automakers-Ford (83.4), Volkswagen (79.1), Toyota (70.6)-against a refinancing wall that the capital markets have not yet priced.
At the heart of the analysis is the 'Industrialiser' archetype: how China's state-directed electric vehicle supply chain has driven hardware costs from $150,000 to $150, producing a massive 'Data Monsoon' from BYD's God's Eye ADAS system-now generating 150 million kilometers of driving data per day across 21+ million vehicles. This is not a car story. It is the birth of the first mass-produced embodied intelligence platform.
The book maps the Interdependency Web connecting five nodes-autonomous mobility, logistics, robotics, distributed energy, and financial data rails-and provides a complete investment framework: the Quarter-Kelly position-sizing model, the Six Temples taxonomy, and Three Monsoons scenario planning for 2030-2035.
For investors navigating the US-China technology war, tariff policy, semiconductor export controls, and the LiDAR cost curve revolution, Dragon vs. Eagle delivers what no other book does: the boatman's manual for reading both rivers at once.
From the author of The Gods Must Be Crazy II: A Rooseveltian Renaissance for Trump 2.0, with three decades of Fortune 10 strategic consulting across 40+ countries, Six Sigma Master Black Belt and TOGAF9 credentials, and field expertise spanning the geopolitical risk landscape from BIG4 boardrooms to the ancient ritual traditions of Kerala.
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