So a short thread on the US China Zoom call and that other reason you come to Twitter epistemology (a big word that means how do we know what we think we know). So here goes. I rightly deride all the arm chair (yes looking right at journos and other Galaxy Brains) sophistry 1/n
Discussing the summits and yes I said the same under Trump. There are two basic reasons for this. First, most meetings of this kind produce very little new information. Read the output from the China side and the US side and it was like watching reruns you've seen before 2/n
Second, the information received is generally very poor quality so even if there is some shred of new information it is very poor quality signal. How many times do politicians promise things they never intend to deliver even in the best of circumstances? Armchair analysts 3/n
Are then left deconstructing the importance of what tie color Biden was wearing or why Xi parted his hair on the other side or which form of the verb they used in the read out. Do we really have any NEW and high quality information after the Zoom call? No, not at all 4/n
Are Galaxy Brains going invent a variety of things to explain their preferred scenario? Hells yea Daddy got to meet his oped writing quota. I like the Taleb explanation for this phenomenon: when we see facts that have no real explanation we create narratives to explain them 5/n
Does almost anyone really know the importance of anything that happened yesterday? No. Will lots of people tell you? Oh yea. Why did the stock market go down/up the other day 0.3%? Who knows. Will lots of people tell you? Hells yea. They will invent narratives regardless 6/n
to explain events much like what early civilizations created narratives around why the sun rose. They had no knowledge of physics but had reasons why the sun rose. My own bias/framework, and I admit and declare this to me by bias, I expect this to have no meaningful impact 7/n
With US-China relations remaining on trend with China continuing to become more belligerent while Biden administration basically stands still neither engaging in large scale roll back of Trump policies but neither moving forward to challenge China. That is the clear trend 8/n
For both sides so until I see sustained material evidence to change that position, that will be y default interpreting evidence in a low and low quality information environment. Done

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More from @BaldingsWorld

17 Nov
So with the China journalist story back in the news I'm going to tell a story I don't think I have ever told completely, told parts of it but I tell it now so hopefully the context and my position makes more sense. Here goes 1/n
I had officially been let go from my job at Peking University and word was leaking out in the Chinese language community though I had not announced it publiclly because I felt doing so would put myself and my family at risk which was entirely accurate. 2/n
During this time, I received a speaking invitation from Xinhua for a conference in Hainan. This was very puzzling. Word was spreading rather rapidlyin the Chinese language world appearing on chat boards so they had to know so why were they inviting me when they clearly knew 3/n
Read 22 tweets
1 Nov
As I have detailed repeatedly, my complaint about journalism is not that they have an view point they want to push but rather they are awful at their fundamental job on gathering facts about complex news issues and events. The reason this matters is it provides very VERY 1/n
Distorted understanding and importantly solutions to problems. More importantly for them it sets their preferred candidates up for failure because they have absolutely no chance of providing the absurdly simple solutions provided by journalistic narratives. Couple examples 2/n
For the last four years the answer to any foreign policy issue was "stupid Trump". What was sold was that new leadership would be able to solve these problems. Anyone that wasn't cursed with a Galaxy Journo Brain knew these issues were deep seeded going back decades 3/n
Read 9 tweets
25 Oct
Professors and universities like to think of themselves as the smartest people in the room but they unwittingly reveal their ignorance by saying "I'm just a professor my research is academic." Let's unpack this thinking how they are targeted for the EXACT reason they think 1/n
Acts as a shield. In other words, they are saying out loud, we have no idea what we are talking about. First, let's put to rest the idea that professors are not targeted. I won't detail how I know that but I do. It can be because of the university they work at or the type 2/n
of research or because of material you may have access to. There are a variety of reasons why. Second, China keeps very detailed records of professors, research, think tankers, with lots of scoring and information they want to obtain. In other words, China generates targets 3/n
Read 9 tweets
24 Oct
This is a very very charitable interpretation not least if which is because the White House walked this exact statement back only a few minutes after he says it. However because he says it this leaves us two specific choices in his to interpret what he said 1/n
First, he said the quiet part out loud maybe even as a signal to Beijing knowing his press people would walk out back. Possibly. Second, it was the standard Biden non sequitur his press people walk back shortly after he says something. I will generally leave the Rohrshach 2/n
Interpretation up to you as I leave the door open to either but will say my leaning is that he simply misspoke like the "agreement" about Taiwan he previously cited. However, let's assume for a moment he didn't misspeak and the (widely assumed though rarely spoken) assumption 3/n
Read 8 tweets
23 Oct
I would disagree with the stay out of policy but the rest is totally true. They're are a couple things that are stunningly clear. Especially in China, the "data" academics and tankies dealing with is so old and top level as to be worthless stale and moldy. Any academic 1/n
Paper on China is probably five years out of date from release. The data quality academics and tankies use is really really poor. It is policy papers, official data, and top line data. This effectively makes "censorship" part of the data set. Academics and tankies are 2/n
Censoring on behalf of their funders or they are relying on effectively censored data to conduct studies. The sad part is they either don't understand this or they don't care. If you want to understand China watch ONLY how people behave. Words are very very poor signals 3/n
Read 8 tweets
21 Oct
You've heard me say that the Galaxy Brains dealing with foreign policy are simply deeply unserious people and thinkers that if not for their influece should be ignored. Let me explain the reasons I say this. First, it is obvious their minds have been made up and no evidence 1/n
Or facts are going to change their mind. Pick any topic surrounding China and they cannot argue factually or empirically relying on data. So no matter what data or evidence you provide them, it is dismissed for increasingly creative reasons because facts don't matter 2/n
Second, their thinking is entirely inconsistent chasing straw men. Like theNYT Oped, "free market purists" will never be content with China. There is zero that the Chinese economy has been centralizing and shutting down markets. It is an invented straw men by a research firm 3/n
Read 9 tweets

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