Lee Kuan Yew’s U.S. Forecasts Tested Against 2026 Realities

Lee Kuan Yew: The Grand Master’s Insights on China, the United States, and the World (MIT Press, 2013) offers a sophisticated analysis of Lee Kuan Yew’s geopolitical legacy and the think tanks that shaped his strategic vision. By 2026, the distance between his mid-1990s and early-2010s perspectives and contemporary global realities provides a compelling “stress … Read more

Can the U.S. Move Beyond Free-Market Fundamentalism?

Naomi Oreskes and Erik M. Conway’s The Big Myth: How American Business Taught Us to Loathe Government and Love the Free Market (2023) challenges the assumption that U.S. commitment to free-market fundamentalism is natural or inevitable, arguing instead that it is the product of a sustained, century-long ideological campaign aimed at undermining public confidence in … Read more

BOE’s Rise vs Japan & Korea: Lessons for U.S.–China Tech Race

BOE Technology Group’s transformation from a marginal Chinese display maker in the early 2000s into the world’s leading LCD producer by the late 2010s exemplifies state-enabled latecomer industrial catch-up. Through a combination of long-term investment, scale expansion, engineering iteration, and patient state support, BOE systematically restructured the global display ecosystem, forcing Japanese and South Korean … Read more

Why U.S. Can’t Build China’s AI-for-Science Platform—Yet

Announced in November 2025, the Genesis Mission is a United States federal initiative aimed at accelerating scientific discovery through artificial intelligence, frequently described as an “AI Manhattan Project.” Its ambition is to fuse AI with scientific research at national scale, yet it attempts to do so without the dense physical and industrial substrate—advanced manufacturing, instrumentation, … Read more

GE Compared: Why Some Conglomerates Broke and Others Adapted

General Electric’s trajectory can be best understood in comparative perspective, alongside other major conglomerates that confronted the same late-twentieth- and early-twenty-first-century economic environment marked by financialization, technological disruption, regulatory change, and intensified global competition. While some conglomerates collapsed under excessive leverage, opaque financial arms, or strategic overreach, others fragmented deliberately, dismantling diversified structures that had … Read more

Why GE Failed When the Economic and Political Tides Turned

As Lights Out: Pride, Delusion, and the Fall of General Electric makes clear, GE’s decline cannot be understood in isolation from the economic environment and political landscape in which it operated. These external forces did not cause the company’s internal failures; rather, they amplified and exposed them, and once conditions shifted, they ensured that those … Read more

Why GE Fell and What It Reveals About the U.S.–China Tech War

In Lights Out: Pride, Delusion, and the Fall of General Electric, GE’s decline, set against Huawei’s rise, highlights a fundamental divergence in how large organizations confront pride, complexity, and long-term strategy. As Gryta and Mann show, GE became captive to its own legacy and to Wall Street expectations, relying on financial engineering and optimistic narratives … Read more

Huawei and the China–U.S. Tech War: Systems Beat Products

Amid widespread attention to Huawei’s “backup plans” and “striver culture,” its most enduring competitive advantage lies elsewhere: a deeply institutionalized operating system for management. This system synthesizes Western management science, military organizational discipline, and Chinese practical rationality, rejecting both dependence on charismatic leaders and blind faith in market forces. Instead, Huawei relies on legalized end-to-end … Read more

How Huawei Beat Sanctions by Adopting US Military Thinking

Within Huawei’s organizational philosophy, advanced equipment and high-quality resources positioned in the rear are designed to provide rapid, effective support once front-line targets and opportunities are identified, rather than allowing those who control resources to dominate decision-making or hoard forces for their own interests. This approach is encapsulated in Ren Zhengfei’s principle of “letting those … Read more

Huawei’s 2026 Master Plan: AI, Autos & Sovereign Stacks

In her December 2025 New Year address, Huawei Rotating Chairwoman Meng Wanzhou (Sabrina Meng) reviewed the company’s major achievements in 2025 and outlined seven primary arenas for development in 2026. The speech signaled a clear strategic shift from broad-based technological expansion toward focused ecosystem building and a more explicit role as an industrial enabler. This … Read more