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in part because relative to the Chinese state it’s actually opposition media. See videos like this from DW and this. Hooking it into AI. Read Kai-Fu Lee’s AI Superpowers and then read this, this, and this. Supplement it with Dan Wang’s letters, or this 2019 post from a Chinese intellectual published at Reading the Chinese Dream that is still able t
... See moreBalaji Srinivasan • The Network State: How To Start a New Country
Source: The Wire China
The Dramatic Rise of China’s Mini-Dramas - The Wire China
很多人问我，国内这轮蔬菜水果价格大涨，是不是意味着通缩结束，大放水开始，货币进入滞涨阶段？
大家不要担心，行内人分析得真没错，就是因为下特大暴雨，短期供应紧张，蔬菜水果因为损耗高、时效性强，价格短期涨一波，
只要这波供应紧张结束后（三四个月后），蔬菜水果绝对会暴跌。
原理很简单：
1. 如果真的是滞涨，现在应该很多人告诉你，“化肥价格猛涨”、“农用机械猛涨”、“农药价格暴涨”、“土地承包成本暴涨”、“农业小额贷款申请难度提高、利率陡增”——显然目前这些信号都没出现，就是单纯的“蔬菜水果贵起来了”。
既然农业的各基本要素没有涨价，证明压根就没有“滞涨”的风险
2. 水果蔬菜从来都是受物流和供求影响巨大的产品，很多水果和蔬菜两天卖不掉，就烂掉50%以上，基本没法卖了，
这轮暴雨导致... See more
Anatoly of Chinese surplus
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In other words, China’s real estate era may have ended in tears for some developers and local governments, but it left behind the physical edifice of a very futuristic-looking country. When people go to China and see the future, what they’re really seeing is the country’s recent past.