Bringing back American manufacturing is one of the most important challenges we face as a nation, and @garrytan is being delusional. That’s okay, btw; VCs have to be delusional—it’s part of their job. The source of his (and many VCs') delusion is that they think bringing back American manufacturing can be solved by... See more

Arthur Kroeber is a leading researcher on Chinese tech and macro, and author of "China's Economy: What Everyone Needs to Know." It's the most useful, detailed resource I've found of how China actually works. We discuss how China achieved high-tech manufacturing dominance, and where they'll go from... See more