Jack 🤖 ✓
@JacklouisP · London, England · joined 15 Nov 2012
10 years in robotics. Robotics deep dives before they hit your time line. Investor @robostrategy. Not investment advice
14 075Followers
9 814Following
4 296Posts total
2.3MViews on collected posts
Ultimi post
Cerchiamo nuovi post…
Looks like @lukas_m_ziegler and I need to host robotics drinks in Zurich.
Who wants to come? https://t.co/wjUQNtslQb
1.4K views · 19 likes
· 1 reposts · 3 replies
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Great crowd thanks to @lukas_m_ziegler for pulling it off
1.6K views · 11 likes
· 0 reposts · 1 replies
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London's got that physical AI aura now! 😮💨
Just got back from London, where I got to visit some brilliant robotics companies, talk to insanely ambitious founders, and even pull off a physical AI gathering (mostly thanks to @JacklouisP and @RoboStrategy) that drew a seriously ht
5.3K views · 45 likes
· 4 reposts · 2 replies
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@JacklouisP @alexgkendall @Uber Yep! Just make sure you have the most recent version of the Uber app and that your AV preference is turned on:
1. Open Uber
2. Tap Account
3. Tap Settings
4. Tap Autonomous Vehicles in Ride Preferences
5. Toggle on your AV preference
1.9K views · 3 likes
· 0 reposts · 2 replies
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Turns out Midea uses Kuka robots internally as well.
This plant has 1000+ autonomous machines & outputs a washing machine every 15 seconds https://t.co/mTIifeXNcW
6.9K views · 150 likes
· 13 reposts · 7 replies
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1:34
@JacklouisP Robotic arms don’t get enough hype as they deserve.
Kuka and Fanuc power most of the advanced automotive plants in the world.
I knew they were now being manufactured in China, but had no idea that they had Chinese ownership as well.
Great thread!
17.3K views · 198 likes
· 3 reposts · 2 replies
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Was KUKA solely responsible for China's robotics advancement? No. But it accelerated what might have taken decades into just a few years.
Robotics isn't just another industry - it's the foundational technology of the next economic era.
When we sell 100+ years of expertise for h
46K views · 765 likes
· 79 reposts · 55 replies
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The Strategic Payoff:
The acquisition wasn't just about Kuka - it was about transplanting decades of German expertise.
Made in China had staggering results. China's 2024 vs 2015 Transformation:
- Robot density: 49 → 470 units per 10,000 workers (+861%)
- Global ranking: 25th h
55.1K views · 491 likes
· 58 reposts · 3 replies
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Too little too late:
The acquisition transformed how Europe viewed outside investment.
Immediate responses:
- Investment review threshold lowered from 25% to 10-20% (making Midea's stealth accumulation strategy impossible - future acquirers would face government scrutiny before
53.6K views · 397 likes
· 26 reposts · 2 replies
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0:43
Strategic Concessions:
Midea sidestepped remaining concerns with targeted concessions:
- Signed agreements restricting corporate reorganisation for 7.5 years
- Carved out US aeronautics subsidiary to satisfy American CFIUS requirements
- Secured management and supervisory board
59.6K views · 415 likes
· 26 reposts · 1 replies
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The Regulatory Reality:
Germany tried to throw up barriers but discovered a fundamental gap: they lacked the legal apparatus to block the acquisition.
They couldn't even conduct formal inquiry unless it touched sensitive sectors like telecommunications or utilities.
KUKA's
100K views · 591 likes
· 29 reposts · 4 replies
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The Kill:
When German Economy Minister Sigmar Gabriel searched for European "white knights" - courting Siemens, ABB, and others to counter-bid - none were willing or able to match Midea's offer.
European companies simply didn't believe KUKA was worth that much. https://t.co/z0R
75.9K views · 512 likes
· 32 reposts · 4 replies
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The 3 Phase Campaign:
1️⃣ Phase 1: Silent Accumulation (2015):
Midea quietly accumulated KUKA shares, staying below the 5% disclosure threshold.
Once they crossed to 5.4%, disclosure requirements kicked in and everything changed.
"As soon as it was out, their CEO came knocking
86.8K views · 452 likes
· 31 reposts · 7 replies
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The Approach:
Fang's first meeting with KUKA executives revealed the challenge ahead.
Only a sales manager was there to greet the Chinese delegation - clearly not taking them seriously as potential partners, let alone acquirers.
Instead of protesting, Fang began executing a
59.5K views · 365 likes
· 19 reposts · 1 replies
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The Target:
KUKA represented everything Midea needed: 118 years of German engineering excellence and one of the top 4 robotics companies globally.
The Augsburg-based company employed 13,000 people across 25 countries and held a commanding position in automotive robotics - https
68.6K views · 434 likes
· 29 reposts · 2 replies
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0:15
The Hunter:
Midea Group wasn't an obvious candidate to acquire Germany's robotics crown jewel.
Founded in 1968 as a bottle cap producer, the company had evolved into the world's largest air conditioner manufacturer, with $21 billion in revenue by 2015.
But CEO Paul Fang saw ht
73.1K views · 384 likes
· 30 reposts · 3 replies
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The Setup:
In May 2015, China announced "Made in China 2025" - an ambitious 10-year industrial strategy targeting robotics as a key sector for technological dominance.
At the time, the global robotics landscape was dominated by a handful of established powers.
- Japan led htt
98.4K views · 637 likes
· 68 reposts · 9 replies
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Thread: How China bought Germany's robotics crown jewel
Quick story: I recently called Kuka German in a thread and got called out - "Kuka is Chinese now."
This sent me down a rabbit hole.
What I found was straight out of Succession, and it reshaped how the West thinks about ht
1.5M views · 6K likes
· 1.2K reposts · 202 replies
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0:19
Rispetto ad account della stessa dimensione
6 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.
Visualizzazioni mediane1 660questo account924mediana per 10K–100K
Copertura, %11.79%questo account3.62%mediana per 10K–100K
Interazione, %0.84%questo account1.52%mediana per 10K–100K
| Metrica | Questo account | Mediana per 10K–100K | Rapporto |
|---|---|---|---|
| Visualizzazioni mediane per post | 1 660 | 924 | 1.80× |
| Copertura (visualizzazioni ÷ follower) | 11.79% | 3.62% | 3.26× |
| Tasso di interazione | 0.84% | 1.52% | 0.55× |
Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
75.9K18 Aug
100K
59.6K
53.6K
55.1K
46K
17.3K
6.9K26 Aug
1.5K1 Sep
1.9K3 Sep
1.7K
5.3K4 Sep
1.6K
1.4K5 Sep
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.73%18 Aug
0.63%
0.75%
0.79%
1.02%
1.96%
1.17%
2.45%26 Aug
0.73%1 Sep
0.31%3 Sep
0.94%
0.98%4 Sep
0.74%
1.68%5 Sep
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes64.7%11 895 in total
Reposts9.1%1 676 in total
Replies1.7%312 in total
Quotes1.6%303 in total
Bookmarks22.8%4 201 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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