Wonseok Cho (Superstone)
Seoul, South Korea
I'm an ordinary office worker who wrestles with robots on dusty factory floors by day, and writes by night with the scent of makgeolli quietly fermenting nearby.
Rather than designing some grand future, I fill this space hoping that today's technical musings and everyday records made with my own hands might offer a small insight to someone out there.
I share the world as seen through the eyes of an engineer who builds robots — and the very human stories behind it all. Nice to meet you.
Interests
Recent Posts
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The AI-Climate Paradox: Half Right, Half Wrong
Google, Meta, and Amazon's carbon emissions are up 30–60%. Yet research shows AI could eliminate 5 billion tons of carbon. Both claims are true — they're just on different timelines. For investors, the question isn't who's right. It's when the crossover happens.
Secondary Battery Industry: EV Headwinds, ESS Tailwinds — Who Survives Inside the FEOC Shield
Korean battery makers at 50% utilization, CATL at 90%. The reason investors are divided is that they're conflating EV and ESS batteries. We map the margin structure across the value chain, the positioning matrix, and scenario analysis to pinpoint where the real opportunity sits.
Why Construction Margins Stay Structurally Low: The Uncomfortable Numbers Global Data Reveals
Hyundai E&C: ₩32 trillion in revenue, ₩1.2 trillion operating loss. Meanwhile VINCI posts a 12.5% group operating margin. The numbers look strange — until you look at the incentive structure. The uncomfortable truth about construction profitability, by the global data.