Welch-era GE vs Ordoliberalism: Lessons for China’s Tech Edge

In The Man Who Broke Capitalism, David Gelles uses Welch-era General Electric to illustrate the consequences of severing corporate freedom from institutional discipline: short-term dynamism fueled by financial engineering ultimately hollowed out productive capacity, labor competence, and innovation. This trajectory stands in sharp contrast to German ordoliberalism, which holds that markets remain genuinely free and … Read more

State Capitalism: Why U.S. Can’t Match China’s Coherence

Recent commentary—captured in the Wall Street Journal’s ironic phrase “state capitalism with American characteristics”—marks a telling shift in U.S. political economy. Ostensibly satirical, the formulation nonetheless signals a substantive break: the erosion of the neoliberal consensus, a forced recognition of state capacity as a core dimension of power, and an implicit admission that China’s model … Read more

Genesis Mission Thought Experiment: Copying China’s Model

If the United States attempted to implement the Genesis Mission by transplanting core mechanisms from China’s industrial policy, the effort would look markedly different in practice and expose deep structural tensions. Operationally, it would require strong top-down coordination: compulsory integration of federal laboratories, universities, and private firms into a unified national platform; mandated data sharing … Read more

Huawei’s AI Strategy: Turning China’s Strengths into Power

In her December 2025 New Year address, Huawei Rotating Chairwoman Meng Wanzhou (Sabrina Meng) framed the company’s recent trajectory as a deliberate strategic reorientation. Reviewing Huawei’s resilient performance in 2025 across 5G-Advanced, HarmonyOS, intelligent driving, AI computing, and digital energy, she outlined seven priority arenas for 2026 that mark a shift from broad-based technological expansion … Read more

Why Living Costs Are So Much Higher in the U.S. Than China

Living costs in the United States are exceptionally high not because Americans consume more, but because the price of everyday services is structurally elevated. In sectors such as healthcare, education, childcare, home repair, legal services, and even food delivery, prices far exceed global norms. These costs are driven by a combination of mechanisms: Baumol’s cost … Read more

Why China’s Moon Mission Is Outpacing NASA’s Artemis

In December 2025, former NASA Administrator Michael Griffin delivered unusually blunt testimony to Congress, warning that the current U.S. Artemis lunar landing architecture is technically unsustainable. His remarks were not a product of factional infighting or rhetorical pessimism, but a rare whistleblower-style intervention from a senior insider with deep engineering credentials. Griffin’s warning underscored a … Read more

Prins Shows Why U.S. Financialization Blocks True Abundance

Within U.S. politics, a longstanding divide has existed between progressive leaders who emphasize distributional policy—welfare, equality, and redistribution—and those who argue that economic growth itself must remain a central objective. Critics and supporters of Abundance (Ezra Klein and Derek Thompson, 2025) converge on a key claim: without robust growth and sustained supply expansion, redistribution alone … Read more

Why China’s Low-Cost Talent Beats U.S. High-Risk Engineers

In the United States, the growing prevalence of ALICE households—asset-limited, income-constrained, and employed—represents not merely a social welfare challenge but a structural failure in talent mobilization. High living costs, pervasive legal and regulatory risk, and an expensive failure environment constrain individuals’ ability to pursue technical training, tolerate career risk, or sustain long time horizons. These … Read more

How U.S. Over-Finance Breeds Social Woes, China Avoids

“Asset Limited, Income Constrained, Employed” (ALICE) describes U.S. households that earn above the Federal Poverty Level yet lack the resources necessary for economic security. ALICE is neither a conspiracy nor a moral failure; it is a rational outcome of interacting systems optimized for self-protection in a society that has lost its stabilizers. U.S. over-financialization and … Read more

WeChat and Alipay as Utilities—America’s Missing Layer

China’s internet ecosystem has evolved beyond a purely economic or commercial domain, increasingly expressing a distinct lifestyle and consumption philosophy grounded in deep user integration. Everyday scenarios—such as paying utility bills through Alipay or accessing ride-hailing services within WeChat—are not simply conveniences enabled by superior technology. Rather, they reflect a systemic logic in which digital … Read more