Measuring trade without breaking down the goods is like counting calories without asking if it’s broccoli or beer. It matters. (1/8)
China exports mainly industrial goods—chips, machinery, components. The U.S. exports grain, aircraft, and intellectual property. Different leverage. (2/8)
Trading with China means relying on supply chains. Trading with the U.S. often means buying final goods or selling raw materials. Strategic dependency is one-sided. (3/8)
Volume stats ignore value added. Chinese goods can be low-margin but high-control. U.S. exports are often high-margin but not foundational. (4/8)
Services are missing from these numbers. The U.S. dominates finance, entertainment, and consulting. These shape power and influence, though they don’t show in container ports. (5/8)
Trade maps that crown China without this context are for headlines, not strategy. They count numbers and miss the real picture. (6/8)
This is a scoreboard for spectators, not a playbook for decision-makers. (7/8)
If you want to understand who really depends on whom, don’t ask how much they trade. Ask what breaks if the trade stops. (8/8)
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The U.S. and India Finally Have Something in Common: They're Both Failing Their People
Two global giants. Trillions in GDP. Yet both have become playgrounds for billionaires while their citizens drown in debt, hunger, and false promises.
China doesn’t just build fabs. It owns the back end. And it's coming for the rest. (1/16)
While the West obsesses over EUV and 2nm milestones, China focused on the grunt work: assembly, testing, and advanced packaging. That’s where the leverage sits. (2/16)
Xiaomi released a 7B vision-language model that outperforms Claude 3.5 Sonnet and Meta’s top-tier systems in document parsing, GUI control, and visual reasoning. (1/9)
It trained on 2.4 trillion tokens and uses a custom reward system combining reinforcement learning with logic-based verification. OpenAI doesn't offer anything comparable. (2/9)
Forget Microsoft’s AI hype. China’s internet giants already own the future, running AI at a scale and speed the West can’t touch. Here’s why you’re behind.
TSMC fabs aren’t bunkers. They’re humidity-controlled, power-hungry cleanrooms. Pull the plug or stop the water and production halts. No exceptions. (1/10)
Taiwan imports over 80% of its energy. The grid is a soft target. China can hit it with a naval squeeze, cyberattack, or by cutting LNG supply. (2/10)
The next chip war won’t be fought on silicon.
China already has a head start in post-silicon transistor tech. Japan just entered the race. The U.S.? Mostly watching.
(1/10)
In 2023, Chinese researchers built a gate-all-around transistor using a 2D material called bismuth oxyselenide.
It runs 40% faster than Intel’s 3nm chip and uses 10% less power.
(2/10)