In the past decade, China has experienced significant growth in the electric vehicle (EV) sector, largely due to government initiatives. By late 2025, it is projected that nearly 60% of new vehicle sales will comprise electric or plug-in hybrid models. However, as the batteries from initial EV purchases begin to reach the end of their lifespan, owners are facing the challenge of retiring these vehicles. This situation places pressure on China’s developing battery recycling industry, which is currently unprepared for the rising volume of discarded batteries.
The emerging issue has contributed to the growth of a gray market in battery disposal, where safety and environmental standards may not be strictly adhered to. Efforts from both national regulators and private enterprises to manage the situation have struggled to keep up with the increasing number of batteries coming off the roads. Questions arise about the effectiveness of current recycling initiatives and the long-term sustainability of the battery lifecycle management in China.
In a separate development, a group known as the “AI doomers” has been navigating a changing landscape surrounding artificial intelligence (AI). This community maintains that advancements in AI could pose significant threats to humanity. In recent years, their influence has been notable, particularly in shaping AI policy within the Biden administration. However, recent economic discussions regarding a potential AI bubble and significant investments in infrastructure without guaranteed demand have raised concerns among this group.
Amidst these shifting dynamics, some prominent figures in the AI doomer community were consulted to understand how recent setbacks may have influenced their perspectives. These discussions highlight the ongoing debates surrounding the impact of AI technology and the broader implications for society.
Source: https://www.technologyreview.com/2025/12/19/1130167/the-download-chinas-dying-ev-batteries-and-why-ai-doomers-are-doubling-down/