Kane 謝凱堯
@kane
Forward Deployed Poster. Seed investor Machine enjoyer @machinepix.
Joined January 2009
2.6K Following 37.7K Followers
Tbf this happened long ago. Specialized sold 49% of the company to its Taiwanese OEM Merida back in 2001.
The US has a few high end boutique builders but the majority of the domestic brands have been Taiwanese/Chinese manufacture for decades. The big shift is Taiwan to China.
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One thing nobody is really talking about - that is super fascinating…
The bike industry is quietly having its “BYD moment.”
For years, Chinese companies manufactured bikes for Western brands.
Now the Chinese manufacturers are building world-class bikes under their own brands and selling for dramatically less.
Feels very similar to what happened in the EV industry.
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