While much of the recent American political discourse has been around banning TikTok, the real rivalry between the US and China is more centered around winning on high-end technology development and manufacturing (I’ve been thinking a lot about this the past few years) In my latest article, we see that China and the US are running parallel technology races with different win conditions, with China starting to achieve parity (and even leadership) in strategically core technology areas. The West, meanwhile, is starting to fall behind in its “world of atoms” capabilities. To maintain technological supremacy, the West needs to front-load investments in long-horizon, high-capital intensity manufacturing capabilities and exert heavy influence over the existing supply chain. China, meanwhile, may soon achieve the technology self-reliance it needs to be free from the West’s economic influence and technological pressures, especially in the event of a hot war. Check it out here & would love feedback!