China’s state sets goals, takes risks, and builds scale, while firms compete and innovate—an integrated system the market-driven U.S. struggles to match.
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
“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
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 analyses of China often remain trapped in Western-centric political assumptions and fail to appreciate the enduring indigenous logic of Chinese political development. It is tempting to interpret China’s actions and ambitions through American or broader Western paradigms, yet such projections distort reality rather than illuminate it. A more accurate understanding requires approaching China on … Read more
Western critiques of China’s hukou (household registration) system often frame it as a uniquely authoritarian mechanism that restricts permanent migration to major cities by tying access to public services—such as education, healthcare, and social housing—to one’s registered locality. This comparison, however, is strategically incomplete. It evaluates hukou against an idealized vision of Western mobility rather … Read more
The United States persistently confuses moral conviction and procedural authority with substantive material strategy, a pattern evident in its unplanned decoupling from global dependencies—a deliberate echo of habits ingrained since the Cold War’s end. To effectively vie with China in the technological arena and avert recurring pitfalls, the U.S. must confront its fundamental errors and … Read more
The United States misread the lessons of the Cold War, while China accurately understood the dynamics of the post–Cold War world. Today, as the U.S. and China compete in technology, it is imperative to draw concrete lessons from this divergence. In strategic competition, reality does not bend to values; outcomes are determined by capacity, cost, … 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 High Wire: How China Regulates Big Tech and Governs Its Economy (2024), Angela Zhang argues that interpreting China’s regulation of Big Tech primarily through the lens of state repression is a fundamental misreading. While repression is not absent, overemphasizing it obscures other explanatory forces that are central to understanding how China’s technology sector has … Read more
The fall of General Electric, as chronicled in Lights Out: Pride, Delusion, and the Fall of General Electric (Thomas Gryta and Ted Mann, 2020), offers a sobering yet instructive case study for China’s manufacturing sector. Rather than a cautionary tale of inevitable decline, GE’s experience serves as an analytical framework for examining how structural weaknesses … Read more