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-- New High Capacity piece -- China is already the world's manufacturing superpower and facing accusations of "overcapacity" from the US and EU. Yet renowned scholar Lu Feng argues that China needs even more industrial power, not less. Full piece: high-capacity.com/p/chinese-indu…

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

Doing sarcasm on here is risky. But I laughed.

His name was Splendid Alfonsino. He was from Chiba. Remember him as he was. Well dressed. Splendid. Delicious.

Listened to the full thing. This rules.

A complete privilege and pleasure! Many thanks to Joe Weisenthal Tracy Alloway and the rest of the Bloomberg Odd Lots team!

Non, je ne regrette rien...

Posting for no particular reason

New RAND Insight with Kyle Chan and friends. China’s industrial policy for AI is targeting the full stack. It'll boost talent, infrastructure, and deployment, but chips and compute remain a bottleneck. rand.org/pubs/perspecti…

Most people assume China already sees itself as the world’s top manufacturing power. But that’s not how China sees it. China sees itself as the world’s factory, which is not the same — and according to one of the most important official reports used by Chinese policymakers, the

Unlike the US, China’s AI policies are not aimed at “winning the race to AGI” per se. Instead, Beijing wants AI to drive broader economic & military gains and advancements in “hard tech” like robotics. Read the new RAND report: rand.org/pubs/perspecti…