The electric transition, and how both are reshaping U.S.–China competition, especially around autonomous driving and AI-powered vehicles.
In their August 19, 2025 Foreign Affairs article, “The Real China Model: Beijing’s Enduring Formula for Wealth and Power,” Dan Wang and Arthur Kroeber challenge a set of simplified and reassuring beliefs that long shaped Western interpretations of China’s rise. What they call “The Real China Model” is not a new doctrine but a corrective: … Read more
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
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
China’s industrial success stems from treating manufacturing not as a byproduct of market forces, but as a core national security and development objective. The state protected and sequenced openness, conditioned foreign investment, and prioritized asset-heavy ownership, scale, and export discipline over short-term profitability. Capital was deliberately directed into factories, supply chains, and physical technologies—particularly autos, … Read more
After 1991, the central error of U.S. economic statecraft was not adherence to any single doctrine—market fundamentalism, free-trade universalism, or neoliberal reform—but the deeper meta-error of treating those doctrines as natural laws rather than contingent tools. The absence of a peer rival was mistaken for the end of competition; a fleeting unipolar moment was misread … Read more
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
In High Wire: How China Regulates Big Tech and Governs Its Economy (2024), Angela Huyue Zhang examines China’s regulatory approach, comparing it with developments in the United States and the European Union. She argues that, despite differences in political and economic structures, China faces regulatory challenges similar to those confronting Western systems. Zhang frames this … Read more
Engineering capability—the ability to transform theoretical and technological innovations into practical products—has long been a cornerstone of national competitiveness. The United States, once a global leader in this domain, has experienced a gradual decline due to a complex interplay of factors: overdevelopment of the service and financial sectors leading to industrial hollowing out, globalization and … Read more
Western misconceptions do more than distort how the United States interprets China’s economic system; they structurally constrain America’s ability to learn from China’s industrial policy experience. By framing China’s approach through ideological caricatures rather than analytical assessment, U.S. policymakers often dismiss outcomes that warrant serious study. This misperception is not merely rhetorical—it shapes the boundaries … Read more
In Powerful, Different, Equal, Peter B. Walker argues that Western understandings of China are constrained by a binary, dualistic mindset that classifies political systems as either “good” (democratic and individualistic) or “bad” (authoritarian and collectivist), obscuring the complexity of China’s historical and institutional development. This intellectual framing, Walker suggests, is less an objective analysis than … Read more