I'm very sympathetic to those who don't want to fight to defend Taiwan. I'm against the forever wars and generally am skeptical about the use of our military.

But defending Taiwan makes sense *for Americans' concrete economic interests, freedoms, and sovereignty*.

Why? 👇 1/
First and foremost, China's ambitions are almost certainly not limited to Taiwan. Rather, they appear to seek first hegemony over Asia and global preeminence from there. How do we know? Well, they say it pretty openly now. Plus they're building a power projection military. 2/
If China achieves this goal, you can be *very confident* that Americans' prosperity and liberties will suffer. Why? China will have a controlling influence over more than 50% of global GDP. It will be the gatekeeper and the center of the global economy. 3/
To simplify a bit: Everybody, every company will have to dance to their tune. If you don't, they'll block you from trading there. The yuan will be the dominant currency. Chinese regulations will be the baseline. Chinese companies and universities will be the world's best. 4/
In that context, you can bet Europe, the Middle East, Latin America, Africa will orient toward Beijing. They need growth! They'll need to play ball. So America will have a choice: Play ball or go it alone. 5/
But China will have a strong incentive to push us down. We are the only country that can challenge their ascendancy. So China will have strong reason to demote us down the value chain, if only to weaken the only plausible counter to Beijing's preeminence. 6/
Certain US elites and favored interest groups would prosper under this model, but not the society as a whole. Our economic security would be subject to Beijing's diktat, and our freedoms would clearly suffer as a result. Economic power is political power. 7/
To take just one example: Many Americans have big concerns about the social media companies (I do!). But our debate *assumes* that *we* can change things in Washington or state capitals. Not if PRC is hegemon. Then the social media companies will be Chinese or subsidiaries. 8/
Or we could try to go it alone. But then we'll be what, at most 20% of global GDP. But with China as the determinant of the rest, it'll try to isolate us and bring us down as the challenger. Autarky will be a much, much more pinched life for Americans. We'll be a lot poorer. 9/
Why does Taiwan matter for this? Well, it's critical to the defense of Japan, the Philippines, South Korea. And it's a reasonable bellwether for them of how much they can rely on the US. If Taiwan falls, it will be *much* harder to prevent China from dominating Asia. 10/
And preventing China from dominating Asia is manifestly in Americans' very concrete interests.

People might want to help Taiwan for other reasons: democracy, shared values, sympathy. *But those are not the bottom line for Americans.* It's in our own interests. 11/
The issue is that Taiwan is a very important but not genuinely existential interest. It's something we should do, but it's not worth fighting to the last man. So we should act to avoid that choice. We can do so by having a military that can defend Taiwan at a tolerable cost. 12/
But we're not doing that right now. Instead we're frittering away our focus and resources on other things instead of laser-focusing. This is profoundly ill-advised and irresponsible. 13/
Success would be laser-focusing on being able to defend Taiwan, China seeing that, and never trying to attack the island because they realize they'd fail. This is possible. Mao wanted to conquer Taiwan but never tried because he knew he'd fail. 14/
If we could convince Beijing they'd fail now, they'd be unlikely to try. Then our anti-hegemonic coalition in Asia would stand up and survive. Then we'd have a good power balance. Then we'd have a strong basis for our economy to prosper: market share, a strong dollar, etc. 15/

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More from @ElbridgeColby

Jul 13
I'm more and more alarmed about a PRC invasion of Taiwan. Why? It's certainly not because I have any special insight into Xi Jinping's decisionmaking. Nor is it because I have some special insight into the Chinese military. To the contrary, others know more than I about both! 1/
Rather, it's because we're heading to a situation in which it might *be rational* for China to invade Taiwan. Like: It might make instrumental sense for them to do it. *That* really worries me. 2/
Why? Well, they're clearly not going to hoodwink the Taiwanese people into giving up through "political warfare" or what not. Taiwan can see what happened to Hong Kong. And the younger generation is more anti-mainland than the older one: Taiwan is moving away from unification. 3/
Read 12 tweets
Jul 13
"The USAF officer responsible for contracting for the service has issued a stark warning about China’s rapid gains in defense acquisition, with the result its military is now getting its hands on new equipment “five to six times” faster than the US." 1/

thedrive.com/the-war-zone/c…
"China increasingly appears to be jockeying for the lead in the development of all kinds of high-end military technologies as part of its broader drive to become a preeminent strategic power." 2/
"The Chinese are also operating far more efficiently. 'In purchasing power parity, they spend about one dollar to our 20 dollars to get the same capability. We are going to lose if we can’t figure out how to drop the cost and increase the speed in our defense supply chains.'" 3/
Read 6 tweets
Jul 13
🎯
"Yet, while Kishida is set to make big boosts to defense spending, it will take years for Japan to reach even 2%-of-GDP annual defense allotments. Significantly more than that will be necessary to deter China and provide credible support to the U.S. military in any war..." 1/
"Japan particularly needs more longer-range missiles, submarines, and a higher level of readiness on the part of its naval and air forces." 2/
"Alongside Australia, Japan recognizes that a Chinese invasion of Taiwan, which most U.S. military and intelligence officers believe is likely to occur by 2030, would dramatically undermine its own security and sovereignty. Were China to conquer Taiwan, its forces..." 3/
Read 4 tweets
Jul 11
It's a consistent position to argue for doubling defense spending. But now you should reckon with reality: that's not happening. And adapt your strategy.

"The reality is that even the $45 billion won’t change the trajectory of managed military decline."

wsj.com/articles/congr…
Personally I think we should make hard choices within the defense budget and get our allies to spend more like what we spend before we saddle the American people with double the defense spending burden. But I recognize that you can think it's better for Americans to spend 7%. 2/
But what I don't think should fly is saying that we should *act* like we're spending 7% on defense and just - year after year - blithely ignoring that we're not. The logical consequence of saying we're not spending enough is that we need to change our strategy. 3/
Read 4 tweets
Jul 7
What's striking to me is how FBI Director Wray talks about the Chinese threat to attack Taiwan as a given. Like it's not even something that really needs to be explained any more. That should worry us all. 1/

fbi.gov/news/speeches/…
"There’s been a lot of discussion about the potential that China may try to forcibly takeover Taiwan. Were that to happen, it would represent one of the most horrific business disruptions the world has ever seen." 2/
"Now, when it comes to the threat against Taiwan I mentioned a minute ago, I’m confident in saying that China is drawing all sorts of lessons from what’s happening with Russia and its invasion of Ukraine—and you should, too." 3/
Read 4 tweets
Jul 3
It more and more seems like the Administration is putting its chips on Europe. Any Asia pivot seems headed for remaining largely rhetorical. Deferring the pivot 10 years ago was a mistake. Now it’s a catastrophe. 1/
Why do I say this? It’s true that there are clearly elements in the Administration rightly trying to shift to Asia/China. That deserves support and credit. 2/
But I look at the President’s own clear emphasis, the overriding focus on Europe, the comparisons of NATO to “sacred” obligations, the “liberal international order” rhetoric, etc etc. 3/
Read 5 tweets

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