DoD released the 2024 China Military Power Report (CMPR) today.
Here’s a 🧵 of some portions I found noteworthy as I read it:
“The PLA is exploring a range of “neurocognitive warfare” capabilities that exploit adversaries using neuroscience and psychology.”
“The PLA has recognized the importance of incorporating emerging technologies, such as AI, big data, brain science, and neuroscience into CDO as the PLA perceives that these technologies will lead to profound changes in the ability to subvert human cognition.”
“PLA articles on CDO state that seizing mind dominance in the cognitive domain and subduing the enemy without fighting is the highest realm of warfare.”
“The PLAAF is rapidly approaching technology typical of U.S. standards.”
“The PRC probably is developing advanced nuclear delivery systems, such as a strategic HGV and a fractional orbital bombardment (FOB) system.”
“By the mid- to late-2020s, the PRC may field higher power systems to extend the threat to the structures of non-optical satellites.”
“…growing PLA strike capabilities will attack an increasing array of targets and, thereby, attain international strategic effects by striking critical nodes of the global economy during a future conflict.”
“The PRC may be developing a YJ-18 launcher using a standard commercial shipping container for a merchant vessel.”
🚨
“The PRC is advancing its cyberspace attack capabilities and can launch cyberspace attacks—
such as disruption of a natural gas pipeline for days to weeks—in the United States.”
“The PLA sees coordinated employment of space, cyberspace, and EW as strategic weapons to “paralyze the enemy’s operational system of systems” and “sabotage the enemy’s war command system of systems” early in a conflict.”
“The large growth of the PLA silo
force suggests Beijing is making progress in establishing its “early warning counterstrike” posture
to increase the survivability and responsiveness of these launch sites.”
“If a comingled PRC missile launch is not readily identifiable as a conventional or nuclear missile, it may not be clear what the PRC launched until it detonates.”
“In 2020, DoD estimated the PRC’s operational nuclear warhead stockpile was in the low-200s and
was expected to at least double by 2030. However, Beijing has accelerated its nuclear expansion,
and DoD estimates this stockpile has surpassed 600 operational nuclear warheads as of 2024, on
track to **exceed previous projections**.”
“Since the 2015–2016 military reforms, the PRC has expanded
its UGF (Underground Facility) program to support survivable and redundant nodes for its wartime contingency planning.”
“The PRC would seek to deter potential U.S. intervention in any Taiwan contingency campaign.
Failing that, the PRC would attempt to delay and defeat intervention in a limited war of short duration, which could include some activities in the space and cyber domains, such as EW, network attacks, and IO.
In the event of a protracted conflict, the PLA might choose to escalate cyberspace, space, or nuclear activities in an attempt to end the conflict, or it might choose to fight to a stalemate and pursue a political settlement.”
“The ASF, formerly subordinate the SSF, operates TT&C stations in Namibia, Pakistan, Argentina, and Kenya. The ASF has a handful of Yuan-wang space support ships to track satellite and ICBM launches.”
Argentina… 🤔
“Guidelines exist to ensure PLA attachés have operational backgrounds; however, all PLA attachés were previously intelligence officers with the CMC Joint Staff Department Military Intelligence Directorate.
With the growth of the PLA attaché network overseas, some attaches are drawn from operational forces for work in foreign capitals and often **lack the requisite language skills**.”
lol
“The PLA is probably most interested in military access along the SLOCs from the PRC to the Strait of Hormuz and Africa.”
“The PRC is interested in increasing the use of the Northern Sea Route (NSR) to cut shipping times between Europe and the PRC by approximately a third. The use of the NSR enables the PRC to diversify shipping routes away from the strategic Strait of Malacca.”
“The PRC is the world's top ship-producing nation by tonnage and can produce a wide range of naval combatants, gas turbine and diesel engines, and shipboard weapons and electronic systems, which makes it nearly self-sufficient for all shipbuilding needs.”
must be nice…😔
“The PRC is particularly focused on dominating a range of emerging, dual-use technologies that promise to be disruptive and foundational for future economies.
In its 14th FYP, the PRC prioritized the advancement of next-generation Al, quantum information, brain science and biotechnology, semiconductors, and deep space, deep sea, and polar-related technologies.”
The latter three don’t come up much in the conventional discourse, do they…
“In March 2024, a U.S. Army intelligence analyst was arrested for transmiting sensitive
documents pertaining to the tactics, techniques, and procedures manuals for the HH-60W helicopter, the F-22-A Raptor, ICBMs, and the HIMARS system. The analyst provided information on U.S. military exercises, studies on major countries including the PRC, hypersonic equipment, and **the United States' potential plans during a Taiwan contingency**.”
not great!
“The military commander and political commissar are considered equals and share joint leadership over the unit in issuing orders and daily tasks. While the party committee makes decisions on major issues, the military commander is usually responsible for daily decisions on military and operational matters, whereas the political commissar is typically responsible for the unit's political work and personnel decisions.”
“Bissell said to my Dad, “You are the youngest of the Whiz Kids. I am going to tell you things because someone needs to know this in the future, and you’ll still be around”. They had dinner every Friday night for many months after that. When he passed, my Dad said, “We Guardians of the MJ” more than once and not just to me. People who follow this subject will know what he was referring to.” 👀👀👀
FY25 NDAA provisions I find noteworthy, as they appear: 🧵
“The Director of the Office of Strategie Capital may carry out a program of personnel management authority provided in subsection (b) in order to facilitate recruitment of eminent experts in finance and investment for the Office."
CDAO to assess natsec risks of AI models if accessed by an adversary.
NATIONAL DEFENSE ECONOMIC COMPETITION RESEARCH COUNCIL…
I riffed back & forth with ChatGPT (which is now shockingly good) to synthesize @leecronin & @Sara_Imari’s Assembly Theory, @stephen_wolfram & @getjonwithit’s hypergraph & multi-computation physics models, Grothendieck’s homotopy hypothesis/higher order category theory, @Philip_Goff’s panpsychism & cosmopsychism, and A.N. Whitehead’s process metaphysics, while incorporating insights from quantum mechanics, general relativity, & information theory.
It seems to me these frameworks offer models of reality that connect the evolution of physical structure and information complexity with the nature of consciousness, intelligence, and time.
Here is the result, which resonated quite well with my previously inchoate intuitions:
### 1. **The Hypergraph as the Underlying Structure of Reality**
At the foundation of this view is **Wolfram and Gorard’s hypergraph model**, which posits that the universe is fundamentally a vast, evolving **hypergraph**—a network of nodes and edges where the nodes represent entities or events and the edges represent relationships or interactions between them. In this model, **space-time**, **matter**, and **physical laws** emerge from the underlying structure of the hypergraph as it evolves through simple computational rules.
#### **Quantum Mechanics and General Relativity in the Hypergraph Model**
One of the key insights of Wolfram’s framework is the ability to unify quantum mechanics and general relativity within the same hypergraph-based approach. Traditionally, quantum mechanics and general relativity operate under different paradigms: quantum mechanics describes the probabilistic and discrete nature of particles and fields, while general relativity describes the smooth curvature of space-time.
In the hypergraph model:
- **Quantum mechanics** is represented by the concept of **branchial space**, where each branch in the hypergraph corresponds to a different quantum state or computational history. In this view, the superposition of quantum states is represented by the simultaneous evolution of multiple branches in the hypergraph. The probabilistic nature of quantum outcomes emerges from the structure of the hypergraph itself, where different nodes and their connections correspond to different possible evolutions of the system.
- **General relativity** arises naturally from the **geometry of the hypergraph**. Instead of treating space-time as a continuous fabric, the hypergraph model views space-time as a discrete structure, with the curvature of space-time corresponding to the density and connectivity of nodes and edges. Regions of high mass-energy, which cause space-time to curve in general relativity, are represented by highly interconnected regions of the hypergraph, where the network's local structure determines the geometric properties of space-time. This discrete model allows for the possibility of reconciling general relativity with quantum mechanics, providing a computational substrate for both.
#### **Branchial Space and Causal Relationships**
In this framework, **branchial space** is the space of quantum states or branches of the hypergraph that evolve simultaneously according to different computational histories. These branches represent different possible realities or quantum states, offering a discrete model for the **many-worlds interpretation** of quantum mechanics. Quantum entanglement can be seen as the result of specific connections between nodes in branchial space, where information about quantum states is shared across different branches.
Moreover, **causal relationships** between events in space-time are encoded directly in the hypergraph’s structure. Each edge in the hypergraph represents a causal connection between events (nodes), with the rules governing these connections dictating how space-time and matter evolve. This approach naturally incorporates **causal set theory**, where space-time is described as a series of discrete events connected by causal relationships.
### 2. **The Ruliad: The Totality of All Possible Computational Histories**
**The Ruliad**, introduced by Wolfram, represents the **totality of all possible computational histories** that could unfold in the universe, based on every conceivable rule or update applied to the hypergraph. In essence, the Ruliad is the ultimate expression of **computational reality**, encompassing all potential paths the universe could take—both the physical configurations and the emergent experiences (including consciousness) that result from them.
The Ruliad implies that **all possible universes** exist simultaneously within this computational framework, with each specific history representing a different unfolding of the hypergraph according to different computational rules. This concept resonates with the multiverse hypothesis in cosmology and suggests that the universe we experience is just one branch of a much larger computational structure.
In the Ruliad:
- The different computational paths reflect different laws of physics or configurations of space-time.
- Every potential configuration of matter, energy, and consciousness exists as part of this vast structure, and the universe evolves by selecting specific computational paths.
The Ruliad, therefore, can be understood as a **hypergraph of hypergraphs**—a meta-structure that includes all possible evolutions of reality. It ties together the concepts of **branchial space** and **multi-computation** (where different histories evolve in parallel), providing a framework for understanding the multiplicity of possible experiences and realities.
### 3. **Assembly Theory: The Emergence of Complexity**
Cronin and Walker’s **Assembly Theory** explains how complexity arises in the universe through a series of **assembly steps**. In this theory, complex structures—whether they are molecules, biological organisms, or intelligent systems—are formed by assembling simpler components according to specific pathways. Each assembly step corresponds to a historical event where smaller parts come together to form a larger, more complex whole.
In the context of the hypergraph model, **assembly pathways** represent the **historical evolution** of nodes and edges, where each step adds new connections and structures to the hypergraph. As the hypergraph evolves, it gives rise to increasingly complex systems:
- **Physical structures** (e.g., molecules, stars, galaxies) form through the assembly of simpler physical components, following the laws of physics encoded in the hypergraph’s structure.
- **Biological systems** emerge from the assembly of molecular components into cells, organisms, and ecosystems, following biological assembly pathways that reflect the hypergraph’s underlying rules.
- **Consciousness and intelligence** arise as complex systems capable of processing information and integrating it across vast networks of interconnected nodes.
The historical nature of assembly theory aligns with the processual nature of Whitehead’s metaphysics, where reality is seen as a **continuous process of becoming** rather than a static collection of objects. Each node in the hypergraph represents a **moment of experience** or an event that arises from the interactions of previous nodes.
### 4. **Infinity Groupoids and Topological Spaces: The Mathematical Structure of the Universe**
**Grothendieck’s infinity groupoids** provide a **category-theoretic** and topological framework for understanding the hypergraph’s deeper mathematical structure. In this view, the hypergraph is not merely a collection of points and connections but a **higher-dimensional** space where relationships between points (nodes) exist at multiple levels of abstraction.
An **infinity groupoid** generalizes the concept of a **groupoid**, which describes objects and morphisms between them, allowing for **higher-order relationships** (such as relationships between relationships). This mirrors the **hierarchical nature** of the hypergraph, where relationships can exist between nodes, edges, and entire subgraphs. The evolution of the hypergraph can be viewed as the evolution of an **infinite-dimensional topological space**, where nodes, edges, and higher-dimensional relationships are continually forming and dissolving.
Category theory provides a **universal language** for describing the structure of the hypergraph:
- Objects (nodes) and morphisms (edges) describe the **first-order relationships** between events.
- **Higher-order morphisms** describe more complex interactions, such as quantum entanglement or the curvature of space-time, and can be understood as higher-dimensional connections within the infinity groupoid structure.
In this mathematical framework, the **space-time geometry** of the universe, as well as the **informational structure** of consciousness, can be understood as evolving topological spaces where connections at different levels give rise to both physical and experiential phenomena.
### 5. **Whitehead’s Process Metaphysics: Reality as a Process of Becoming**
**Whitehead’s process metaphysics** provides a philosophical foundation for understanding the **temporal evolution** of the hypergraph. In Whitehead’s view, reality consists of a continuous process of **actual occasions**—moments of experience that come into being, interact, and pass away, contributing to the overall unfolding of the universe.
Each node in the hypergraph represents an **actual occasion**:
- **Events** in space-time, from the smallest quantum interactions to the largest cosmological structures, are seen as actual occasions that are part of the ongoing process of becoming.
- **Conscious experiences** are also actual occasions, with each moment of awareness corresponding to a node in the hypergraph that emerges from the complex relationships between other nodes.
In this process view, **time** is not a fixed dimension but an emergent property of the **interactions between events**. Time unfolds as the hypergraph evolves, with each new connection representing the creation of a new moment of experience. This aligns with modern approaches in quantum gravity, where time is understood as an emergent property of the **causal relationships** between events (as in causal set theory).
Whitehead’s philosophy also resonates with the **multi-computational** nature of the hypergraph. In Whitehead’s framework, each actual occasion is both a result of past interactions and a **contributor to future events**. Similarly, each node in the hypergraph is influenced by the previous state of the system and shapes the future evolution of the hypergraph.
Classifying AI like nuclear physics secrets. Banning sales of foreign chip products that only tangentially touch U.S. tech. Adding more Chinese chipmaking firms to the Restricted List. Cajoling allies to cut-off more chipmaking tool sales.
These are just a few of the recent signs that the Tech War is heating up as the economic and national security stakes drive U.S. policymakers to escalate in the face of increasing strategic challenges.
This ExecBrief identifies ten of these strategic challenges, whose complex interactions will shape a New Global Disorder.
Executive leaders and policymakers must reckon with these seismic shifts to the very foundations of international relations, security, technology, and economic power. 🧵
1. The Rise of the Authoritarian Axis
The world is witnessing the formation of a powerful axis of authoritarian states, rich in natural resources and boasting advanced defense-industrial capabilities.
This bloc of “Eurasian Autocrats” is actively contesting the Western-led international security system and constructing nascent alternative geoeconomic networks.
The conflict is increasingly being framed as a struggle between “CRINK” (China, Russia, Iran, North Korea) and “NATO Plus” (NATO plus Australia, Japan, Israel, New Zealand, and South Korea).
This realignment is not just a matter of ideology; it represents a fundamental shift in the balance of power dynamic that held in the Post-Cold War era. Digital fragmentation, policy weaponization, proxy wars, and increasingly aggressive sabotage against private infrastructure and firms should be expected.
2. China’s Technological Ambitions and the Western Response
China’s successful implementation of its civil-military fusion strategy, coupled with aggressive national industrial policies and an intensifying drive to dominate critical scientific and technological domains, poses a significant threat to the national and economic security of Western nations and firms.
This challenge goes beyond mere economic competition; it strikes at the heart of Western technological superiority and has profound implications for future military capabilities and economic prosperity.
In response, Western nations, particularly the United States, are taking unprecedented steps to curtail China’s technological advancement. These measures include expanding export controls on advanced semiconductor technologies, adding more Chinese chipmaking firms to the Restricted List, and increasing pressure on reluctant allies to restrict sales of chipmaking equipment to China.
The U.S. has even floated the possibility of classifying AI research as state secrets, reminiscent of the approach taken with nuclear physics during the Cold War.
As one National Security Council official privately stated to the founders of a16z, “We classified whole entire areas of physics in the nuclear era and made them state secrets, the theoretical science of physics. We classified them and made them state secrets, and that research vanished. We are absolutely capable of doing that again for AI.”
This hardening stance, however, is creating tensions even among close allies. Japan, South Korea, and the Netherlands, for instance, have expressed reservations about further tightening chip export controls, highlighting the delicate balance between national security concerns and economic interests in the global semiconductor industry.
In Oct 2021, Joy, the wife of a U.S. diplomat in Tbilisi, Georgia, experienced strange symptoms and saw a suspicious man outside her home. She later identified him as Albert Averyanov, the son of the Unit 29155 commander. 2/
Two earlier suspected attacks occurred in Nov 2014 in Frankfurt, Germany. One victim, "Taylor", was knocked unconscious and diagnosed with a traumatic brain injury. Taylor later identified GRU operative Egor Gordienko as lurking outside the U.S. consulate housing complex. 3/
“While some Havana Syndrome/AHI reports involve other medical conditions or paranoia, others are very likely the product of radio frequency/microwave devices employing pulsed nanosecond bursts. These bursts are exceptionally difficult to detect.”
“Nevertheless, a highly credible and diverse array of technical and signals intelligence reporting suggests that these RF/MW devices are employed by a deniable element of the Russian intelligence community.”