Peter Alexander Predictions
Founder and CEO of Zben Advisers, China Analyst
Track Peter Alexander's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
2 forecasts 2 pending
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2 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Peter Alexander Humanoid Robotics China will dominate humanoid robotics faster than it dominated the EV market Thoughtful Money 2026-09-15 2030-12-31 pending
See quote
[38:50] whatever you think of the EV market uh China's going to do in humanoid robotics what it did in EVs just faster so you're seeing that rolling out
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
Peter Alexander Semiconductors China will close its gap in semiconductor/chip manufacturing (China Shock 3.0), displacing South Korea, Japan, Taiwan and US in the tech stack, similar to what it did in manufacturing Thoughtful Money 2026-09-15 2030-12-31 pending
See quote
[35:06] you have to now plan for China shock 3.0 of if you want to go down this you know this argument which is South Korea, Japan, Taiwan and elsewhere even the United States where things like chips um you know anything related to the tech stack all of that now is being manufactured in China as well. At this point, the quality is not great. They don't have the yields. But when you see art, when you see news articles or anybody else saying like ASML is my favorite, ASML, which makes one of the most important components for lithography that the Taiwanese need. You know, you have ASML and others saying the Chinese are 15 years behind us. Don't worry about it. People need to stop saying that because every time you hear the Chinese are so far behind, China was two or three years behind in AI, now they're neck and neck.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.