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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
Dwarkesh Patelx.com🚨 NEW: Marc Andreessen on China's manufacturing dominance
"There's three industries that follow phones that the Chinese own the global market at:
1) Drones
Something over 90% of all the consumer drones are made in China. Which is what the US Military also uses. It's the whole... See more
Autism Capital đź§©x.comSec. Raimondo's speech at the Reagan National Defense Forum felt like a turning point, the birth of 'Dark Gina.' She's fed up with industry and on a mission to stay ahead of China.
Some highlights:
Host: "Huawei released their new smartphone..." Raimundo: "When I was in China thank you very much..."... See more
Jordan Schneiderx.comMy thoughts on China, export controls and two possible futures https://t.co/LZAANEcZJW
Dario Amodeix.com
Dwarkesh Patel Visits China (and what not to do when you visit China).
First of all - I love Dwarkesh and very happy he did it for his listeners.
Quite disappointed though that Dwarkesh can't help but be a USAID // RAND Corporation regime change champion. He doesn't come with an attitude of... See more
🚨NEW: Peter Thiel with @JTLonsdale on tariffs, trade policy, and China.
"You need a very drastic reset with China. In theory, you need to reset with other people, but what we really need to get them to do is also reset things with China."
Full episode drops next... See more
American Optimistx.comWhen the clock strikes midnight tonight, the battle begins. China will be hit with triple digit tariffs... the export menace should have never retaliated. China had a plan: dump cheap goods into the rest of the world, use the money to build their military, and pass the U.S. as the world’s top super-power. But if China can’t dump cheap goods here,... See more
Jesse Wattersx.com



MAGA has thrown in the towel on China.
This is completely understandable.
But it has many implications.
(1) First, what just happened? The new National Defense Strategy[1] is reportedly pivoting away from China and towards the homeland. Many troops will be brought back...at first to enforce... See more