People asked for certainty so I triple checked the data! But the trend is there. Vietnam (and Vinfast) is killing it! Check out my latest unpacking how emerging markets are reshaping the EV narrative and the lessons for policymakers everywhere csis.org/analysis/elect…

It's comical to me that, whether you love or hate the H20 ban lift, both sides are using the same evidence to support their position: large orders placed by Chinese tech companies See these large H20 orders? We are getting the Chinese hooked on our 4th best chips and American AI

Some quick observations following a week (and many conversations with academics, industry people, and think tankers) in Beijing: first, the economy seems to be stabilizing, but not necessarily improving. Deflation (not to mention distrust of government policy) remains a drag on

The 0-100 in Fahrenheit generally fits the range of what the temperature can be outside where humans live. It’s far superior for daily use.

It's safe to say if DeepSeek did not open source the way it did, GPT-OSS would not have open sourced the way *it* did: permissive license, full chain of thought, even opened up the tokenizer This is a rare (only?) example of positive sum tech competition between the US and

Not an interesting or even correct point. Lots of megacities not “globalized” in population. How big was the foreign population of Tokyo when it reached 20 million inhabitants in the 1970s? Or Mexico City in the 1980s, Mumbai and São Paulo more recently.

#ReleaseTheCuomoList

The Ukraine war is both a proxy conflict between NATO and Russia (sparked in part by NATO expansion) & a war of national defense by Ukraine against Russian imperialism. I don’t see a "left" case for only foregrounding half this equation...

1/12 This Foreign Affairs piece by Dan Wang and Arthur Kroeber argues the US misunderstands why China succeeds in tech and manufacturing. The problem isn't that China "cheats" - it's built deep infrastructure enabling rapid innovation. I agree. buff.ly/ZpA3DSo

$TSM. Happy Friday y’all

1/15 Very good Bloomberg piece on Beijing’s recent push to curb overcapacity through an “anti-involution” campaign. It is important to remember in this context that while excess capacity has been... bloomberg.com/news/articles/…

We're driving away the best of us: people willing to risk everything to start anew, work hard, and build something in the US.

Zooming out, I think people underestimate or overlook how big of a deal the AZ semi supply chain will ultimately become in 2030. What's the 2nd place other than Taiwan and South Korea to have both advanced node (<5nm) fabrication and packaging on the same site worldwide?

In the US, lawyers gridlock politics, and in China, engineers solely concerned with development steamroll individual liberties. A new book argues that both nations could learn from one another, but their rivalry is obscuring the social crises they share. jacobin.com/2025/08/us-chi…

Despite their seeming differences, China and the US both suffer from massive levels of inequality and burnout-inducing work cultures. However, their mutual hostility prevents them from noticing what they have in common: jacobin.com/2025/08/us-chi…

Breakfast Club host Charlamagne says of Hakeem Jeffries: "I call him AIPAC Shakur." "I just don't think he stands for anything."

Let’s be clear: Andrew Cuomo didn’t “pass” Pre-K for All, he tried to kill it.

Fantastic essay 🔥

From now on when someone says they want to learn more about China, I will first tell them to read Dan Wang’s book Breakneck. No single book better captures what people need to know right now about how China works.