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117 results
Said and published
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Scott Sumner
Newsletter
Say’s Law in China
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Scott H Young
x.com
New Article: Book Review: China’s Examination Hell https://t.co/qJGWKpTLEZ I found China’s Examination Hell fascinating. It offers a very different perspective on education, learning and competition. Here’s my review.
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Meb Faber
YouTube
Why Carson Block Calls China Uninvestable
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Simon Johnson
x.com
Can the U.S.-Iran conflict be resolved without China’s help? We think not:
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Lincoln Michel
x.com
"We can't let China's bots destroy the world before ours have a chance to!"
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Razib Khan
Newsletter
Collin Hogue-Spears: How AI Works in China
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Dax Raad
Korrent
In US-China AI competition the closed labs are beside the point; the competitor that shifts things must be American, open source and able to serve inference at scale.
in this whole USA vs China thing OpenAI and Anthropic aren't relevant because they're positioned differently
them building better models doesn't hurt china at all
the competitor has to be
- american
- open source
-…
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Scott Sumner
Newsletter
On the bigness of China
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Noah Smith
Korrent
China leapfrogged the West on cars by treating internal combustion as obsolete and mastering the technology that replaces it.
Technological leapfrogging in action. China realized that internal combustion cars are largely obsolete, and mastered the he technology of the future.
We didn't.
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Chamath Palihapitiya
Podcast
Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China
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Noah Smith
Korrent
China is more likely to cooperate on AI safety if the US maintains a clear and comfortable lead in AI capabilities.
But given the Chinese Communist Party’s power-seeking nature, it seems much more likely that China would agree to cooperate on AI safety if U.S. capabilities were comfortably ahead.
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Michael Pollan
x.com
(100) What’s stopping psychedelic therapy in China? 5 Questions with medical ethicist Jennifer Docherty
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Pieter Levels
Korrent
The West's biggest blindspot is repeatedly underestimating China's speed and capabilities.
The West's biggest blindspot is repeatedly underestimating China's speed and capabilities
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Simon Johnson
x.com
New podcast episode: https://t.co/CA0rp35ZIf US-Iran War ends when China decides to help broker a deal (not soon)
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Branko Milanovic
Newsletter
The strange case of China’s urban consumption
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Noah Smith
Newsletter
America is still beating China in the AI race
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Chamath Palihapitiya
Podcast
Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
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Branko Milanovic
Korrent
Chinese writers' preoccupation with China alone is what limits China's soft power abroad.
To come to my key point: this self-concentration limits China’s ideological influence in the rest of the world and its soft power.
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Chamath Palihapitiya
Podcast
Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships
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Pieter Levels
Uses
xAI — xAI
I can confirm @xAI was the only Western AI I was able to use when I was traveling in China
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Patrick O'Shaughnessy
Podcast
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
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Chamath Palihapitiya
Podcast
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
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Branko Milanovic
Korrent
China had more ideological influence in the world during the Cultural Revolution than it has today.
Paradoxically, China might have had more soft power when it followed self-destructive policies of Maoist Cultural Revolution.
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Tanner Greer
x.com
This is exactly right. The book is an intentional study of what the China the 1980s could learn from the America of the 1980s—and Wang found a lot in America to be emulated and admired.
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Chamath Palihapitiya
Podcast
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
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Peter Frankopan
x.com
…Hermes. A Greek god, discovered in a desert cemetery in what is now western China…
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Branko Milanovic
Korrent
China's economic success has produced no transferable blueprint that other poor countries could follow.
China’s tremendous success had not resulted in a blueprint that could be followed from Afghanistan to Zambia on how to become rich in four decades.
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Chamath Palihapitiya
Podcast
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs
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Noah Smith
Newsletter
The end of an era for China's economy
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Brian Potter
Newsletter
Reading List 08/01/26
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Chamath Palihapitiya
Podcast
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
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Noah Smith
Korrent
A large, sustained AI capability lead by either the US or China could shift the global balance of power between them.
If either country opens up a large, sustained lead in AI capabilities, it might upend the balance of power between the two.
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Ray Dalio
Newsletter
The Tribute System: The New World Order
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Julie Zhuo
x.com
Absolutely stunning how quickly the US and China have reversed positions in the eyes of the rest of the world. (In Canada alone, U.S. favorability fell from 57% in 2023 to 33% in 2026 while China rose from 14% to 44%: a…
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Brian Potter
Newsletter
Reading List 07/25/26
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Pieter Levels
Korrent
Restricting US AI models does not work: China builds better ones and everyone switches to them.
US: restricts US AI model because too dangerous China: builds better Chinese AI model Everyone: switches to Chinese AI model This is why restricting models probably doesn't work, it's much more preferable (for US) to…
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Branko Milanovic
Newsletter
Don’t ask me about my profits, but let’s talk about your wages
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Branko Milanovic
Newsletter
How severe is China’s growth slowdown (in historical perspective)?
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Patrick O'Shaughnessy
Podcast
Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]
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Andrew Batson
x.com
Li Daokui's comments are important because there are so few domestic voices in China stating what (I think) is the obvious truth about the economy: the main problem is that aggregate demand is weak, growth is running…
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Andrew Batson
x.com
Excellent piece, very clear and accurate. Just what I've been saying! China's weak real effective exchange rate is a consequence of bad domestic macro policies, and appreciating the nominal rate without different macro…
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Andrew Batson
Blog
Real talk about the exchange rate
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Jasmine Sun
Newsletter
🌻 notes on AI, labor, and China
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Hannah Ritchie
Newsletter
Does China have a huge electricity advantage over the United States?
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Lex Fridman
x.com
I'm traveling the world for a bit, starting with China but then hopping around the globe, anywhere. Open to any adventure. No plans, only a backpack. Hoping to meet & get to know humans from all walks of life. The pic…
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Andrew Batson
x.com
A lot of the discussion about the depreciation of/undervaluation of China's real effective exchange rate takes for granted that this is about the currency. After all, it's called the "exchange rate"! But it's actually…
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Simon Johnson
x.com
My @ProSyn #InsiderInterview with Philippe Aghion is now freely available here: https://t.co/q1pjSpE81D We discuss creative destruction and competition, reviving European dynamism, China, AI, and more
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Tyler Cowen
Recommends
Breakneck: China's Quest to Engineer the Future — Dan Wang
Dan Wang, Breakneck: China's Quest to Engineer the Future
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Casey Handmer
Korrent
Cheap synthetic fuel made from sunlight and air would help China more than America, because it frees China from the oil it has to import.
It absolutely asymmetrically helps China. We're not currently working with China. They don't plan to, but like the physics is very obvious, you know, and synthetic fuels have been around for 100 years.
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Andrew Batson
Blog
Historical trajectories of local government in India and China
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Balaji Srinivasan
Recommends
China's Political Model
A New Idea of India, China's Political Model, Seeing Like a State, Tomorrow the World, From Third World to First, When Money Dies, Deng Xiaoping and the Transformation of China, Collapse: The Fall of the Soviet Union
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Gabriel Weinberg
Bluesky
🆕✍️ China has a major working-age population advantage through at least 2075. Given this advantage, they have a path to dwarf the U.S. economy. gabrielweinberg.com/p/china-has-...
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Fuchsia Dunlop
Recommends
China to Chinatown — JAG Roberts
He has drawn together all kinds of different sources that would be a lot of work to find on your own.
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Lex Fridman
Podcast
#490 – State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI
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Brian Potter
Korrent
American shipbuilding capacity has collapsed to a rounding error beside China's.
The U.S. Navy estimates that China’s shipbuilding capacity is 232 times our own.
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Dan Wang
Korrent
Xi Jinping has formally demoted economic growth from being China's top task.
And Xi Jinping has formally de-prioritized economic growth as China’s top task.
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Balaji Srinivasan
Recommends
Deng Xiaoping and the Transformation of China — Ezra F. Vogel
A New Idea of India, China's Political Model, Seeing Like a State, Tomorrow the World, From Third World to First, When Money Dies, Deng Xiaoping and the Transformation of China, Collapse: The Fall of the Soviet Union
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Dan Wang
Korrent
China's problem is not too little state capacity but too much of it.
Second, China’s problem is usually not too little state capacity, but too much.
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Tanner Greer
Mixed on
Early China: A Social and Cultural History — Feng Li
Feng Li's Early China: A Social and Cultural History is a staid yet serviceable overview of the pre-imperial period.
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Elon Musk
Korrent
China's history says it is not an acquisitive power: it is not going to go out and invade a whole bunch of countries.
The good news, the history of China suggests that China is not inquisitive, meaning they’re not going to go out and invade a whole bunch of countries.
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Dan Wang
Korrent
American shipbuilding capacity has collapsed to a rounding error beside China's.
China built half of the world’s ships (by gross tonnage) in 2022, while the US had 0.2 percent of capacity: in practice, this meant that while China builds hundreds of new ships a year, the US builds three to five.
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Lex Fridman
YouTube
State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI | Lex Fridman Podcast #490
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Jensen Huang
Korrent
Export controls cannot deny China compute: it already manufactures most of the world’s mainstream chips and has some of the world’s best computer scientists.
And so you just have to first realize that chips exist in China. They manufacture 60% of the world's mainstream chips, maybe more. It's a very large industry for them. They have some of the world's greatest computer…
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Hannah Ritchie
Korrent
A country cannot fund its own industrial strategy and call the same policy cheating when China does it.
But you cannot support these programs while calling out China for “cheating” for doing the same.
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Dan Wang
Korrent
China's technological competitiveness is grounded in manufacturing capability rather than in scientific research.
Whereas the US has a track record of doing great science, China’s technology competitiveness is grounded in manufacturing capabilities.
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Andrew Batson
Blog
China bows to de-industrialization
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Tomasz Tunguz
Loved
Breakneck — Dan Wang
Wang argues that the US & China each have a dominant form of government problem-solving
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Dan Wang
Korrent
China will not fade away, so America has to reform itself for a protracted contest with a peer competitor.
It is that China will not fade away, meaning that America must reform itself for a protracted contest with a peer competitor.
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Balaji Srinivasan
Recommends
When Money Dies — Adam Fergusson
A New Idea of India, China's Political Model, Seeing Like a State, Tomorrow the World, From Third World to First, When Money Dies, Deng Xiaoping and the Transformation of China, Collapse: The Fall of the Soviet Union
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Balaji Srinivasan
Recommends
Tomorrow the World — Stephen Wertheim
A New Idea of India, China's Political Model, Seeing Like a State, Tomorrow the World, From Third World to First, When Money Dies, Deng Xiaoping and the Transformation of China, Collapse: The Fall of the Soviet Union
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Balaji Srinivasan
Recommends
A New Idea of India
A New Idea of India, China's Political Model, Seeing Like a State, Tomorrow the World, From Third World to First, When Money Dies, Deng Xiaoping and the Transformation of China, Collapse: The Fall of the Soviet Union
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Branko Milanovic
Newsletter
“There is a great disorder under the heaven. The situation is excellent”
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Paul Krugman
Korrent
Europe is an economic superpower, and at present it is the only democratic one.
Europe, along with China and the United States, is an economic superpower. And, at this point in time, it is arguably the world’s only democratic superpower.
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Dan Wang
Korrent
China will remain the world's largest manufacturer for many years yet, whatever production moves to India and Vietnam.
Though companies are relocating production to India and Vietnam, China is going to remain the world’s largest manufacturer for many more years to come.
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Elon Musk
Korrent
China will incorporate Taiwan, peacefully or militarily, and from its own standpoint that outcome is not in doubt.
Yes, China has been very clear that they’ll incorporate Taiwan peacefully or militarily, but that they will incorporate it from their standpoint is 100% likely.
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Balaji Srinivasan
Recommends
Seeing Like a State — James C. Scott
A New Idea of India, China's Political Model, Seeing Like a State, Tomorrow the World, From Third World to First, When Money Dies, Deng Xiaoping and the Transformation of China, Collapse: The Fall of the Soviet Union
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Dan Wang
Korrent
Most of China's economy may be dysfunctional, but the small part that works spectacularly well is what threatens American interests.
While 50 percent of China’s economy might be dysfunctional, the 5 percent that’s going spectacularly well is pretty dangerous to American interests.
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Balaji Srinivasan
Recommends
From Third World to First — Lee Kuan Yew
A New Idea of India, China's Political Model, Seeing Like a State, Tomorrow the World, From Third World to First, When Money Dies, Deng Xiaoping and the Transformation of China, Collapse: The Fall of the Soviet Union
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Andrew Batson
Blog
Who believes in China’s output gap?
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Fuchsia Dunlop
Recommends
Classic Food of China — Yan-Kit So
Classic Food of China was really her great work, though. I think it was the last book she produced before she died, some years ago. It's one of the few really well-researched historical and cultural Chinese cookery…
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Balaji Srinivasan
Recommends
Collapse: The Fall of the Soviet Union — Vladislav M. Zubok
A New Idea of India, China's Political Model, Seeing Like a State, Tomorrow the World, From Third World to First, When Money Dies, Deng Xiaoping and the Transformation of China, Collapse: The Fall of the Soviet Union
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Andrew Batson
Blog
India and the invidious comparison with China
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Dan Wang
Blog
Breakneck: China’s Quest to Engineer the Future
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Dan Wang
Blog
China notes, July ’23: on technological momentum
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Marc Andreessen
Korrent
The single greatest risk of AI is not AI itself but that China wins global AI dominance and the United States and the West do not.
The single greatest risk of AI is that China wins global AI dominance and we – the United States and the West – do not.
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Dan Wang
Korrent
China's industrial lead was manufactured by deliberate state industrial policy rather than by market forces alone.
The foundations of China’s success in EVs were built a decade ago, when the state decided to bet on batteries, and then bought up a lot of the mines for these metals.
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Balaji Srinivasan
Newsletter
Only Newsom Can Go To China
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Pieter Levels
Disliked
Google Maps — Google
Google Maps essentially really doesn't work in China, the location of our hotel Aman in Beijing for example was completely wrong
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Andrew Chen
Read
The Opium War — Julia Lovell
I’ve started to do a China history deep dive and this was on the list
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Noah Smith
Korrent
China's ageing population will not do serious damage to its economy until the second half of this century.
But China’s economic might is not going to go “poof” and disappear from population aging; in fact, as I’ll explain, it probably won’t suffer significant problems from aging until the second half of this century.
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Emmanuel Macron
Korrent
The era in which Europe bought its energy from Russia, had its goods made in China and left its security to the United States is over.
And so yes, the era when Europe bought its energy and fertilizers from Russia, had its goods manufactured in China, and delegated its security to the United States of America, is over.
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Dan Wang
Korrent
It is the party's censorship, not any lack of talent, that has made China a cultural underperformer beside Japan and South Korea.
As I’ve written in each of my previous letters, the party’s strangling of free expression has rendered China into a pitiful underperformer relative to Japan and South Korea in the creation of cultural products.
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Derek Sivers
Liked
China’s World View — David Daokui Li
Senior academic advisor to the Chinese Communist Party feels most political tensions come from a misunderstanding of China’s world view, hence the subtitle “demystifying to prevent global conflict”, and his intrinsic…
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Casey Handmer
Korrent
China's advantage in solar manufacturing is neither cheap labour nor a friendlier business environment: the first is gone and the second was never true.
so the mainstream view would say, well, China has cheaper labor, which is no longer true, uh, say compared to Mexico, and it's got lower environmental regulations, uh, which is true, and that it is more…
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Dan Wang
x.com
I had a lot of fun presenting to @AaronBastani, who coined the term Fully Automated Luxury Communism, the idea that China should be understood as Partially Automated Authoritarian State Capitalism
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Dan Wang
Korrent
China's cultural and intellectual output to the world is far smaller than its economic weight.
Never has any economy grown so much while producing so few cultural exports.
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Dan Wang
Changed their mind
The 2021 crackdown was a bounded correction, and it would take more than a regulatory campaign to defeat China's economic dynamism.
What I did not sufficiently appreciate is that a state that would so casually decapitate a sector like online tutoring would also have the will to visit catastrophe upon whole cities.
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Zvi Mowshowitz
Recommends
China Talk — Jordan Schneider
When this is good and on point, it is very, very good, and provides essential perspective I couldn’t have found elsewhere, especially when doing key interviews.
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Pieter Levels
Korrent
Only the US and China have substantial startup activity left; the rest of the world cannot really do startups.
I just realized the only 2 countries left with actual substantial startup activity now are literally only the US and China The rest of the world can't really do startups, doesn't have the funding, can't grow them and…
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Dan Wang
Korrent
The West's biggest blindspot is repeatedly underestimating China's speed and capabilities.
I worry however that one of America’s superpowers is to spin up yarns to reduce the urgency for action.
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Jancis Robinson
Recommends
Thirsty Dragon: China's Lust for Bordeaux and the Threat to the World's Best Wines — Suzanne Mustacich
…Suzanne Mustacich. She is based in Bordeaux, but she clearly travelled to China an awful lot and unravelled a most amusing commercial battle that went on in the early years of this decade between the Bordeaux chateau…
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Dan Wang
x.com
I outline a bear case for China to @DouthatNYT: substantial numbers of the rich, the creative, and the desperate are eager to emigrate — the latter trekking across the southwestern US border. Whose great rejuvenation is…
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Dan Wang
x.com
Arthur and I have a piece in the latest issue of Foreign Affairs — China’s technological momentum is driven by its gigantic investments in power, connectivity, and process knowledge The U.S. should make the same…
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Peter Steinberger
Mixed on
Kimi K2.1 — Moonshot AI
I keep an eye on China’s open models, and it’s impressive how quickly they catch up. GLM 4.6 and Kimi K2.1 are strong contenders that slowly reach Sonnet 3.7 quality
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Peter Steinberger
Mixed on
GLM 4.6 — Zhipu AI
I keep an eye on China’s open models, and it’s impressive how quickly they catch up. GLM 4.6 and Kimi K2.1 are strong contenders that slowly reach Sonnet 3.7 quality
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Scott Sumner
Mixed on
The Broken Ice
The Broken Ice (China) 3.2 A few decades ago, I would have been more impressed by this film, which is roughly in the style of Jia Zhangke. Now it seems a bit derivative.
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Fuchsia Dunlop
Recommends
The Food of China — EN Anderson
It offers a good counterpart to the KC Chang. It's very well researched and comprehensive, covering all aspects of Chinese cooking – ingredients, cooking techniques, history, agricultural system and so on.
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Casey Handmer
Korrent
Tariffs are beside the point in the energy race with China; what is actually costing America is environmental regulation, and Texas is out-deploying California ten to one because of it.
In terms of things that are causing us to lose to China, tariffs are neither here nor there because, as we've discussed, we're not sensitive to cost on power. But the environmental regulations that are actively…
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Dan Wang
x.com
This ChinaTalk podcast felt special because @jordanschneider had me hold his one-year-old just before the recording, encouraged both of us to reflect on our time in Beijing, and tolerated my remarks on how sentences…
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Andrew Batson
Blog
Exams are everything in China
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Tanner Greer
Recommends
Medieval Chinese Warfare, 300-900 — David Graff
David Graff's Medieval Chinese Warfare, 300-900 is actually a political-institutional history of China from 200 AD-1000 AD, and is probably the best political narrative history we have for the time period.
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Davis Kedrosky
x.com
…JMP, on the economic consequences of the Household Responsibility System in China. It's a clever and counterintuitive example of how creative data work can help us answer important historical…
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Casey Handmer
Korrent
China's real weakness is not its economy but its geography: it imports almost all its oil across an ocean its navy cannot defend.
China is surrounded by 15 countries who are mostly hostile to it, right? with no good like mountain ranges or rivers or anything to really separate them. And then they get all their oil, almost all their oil from the…
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Dan Wang
Blog
2021 letter