Living the dream. Getting $6 billion richer in one day. Then shopping for food at a night market in Taiwan reddit.com/r/taiwan/comme
Follow
Dan Wang
@danwwang
The secure transport of light: Investigating industry and technology at Gavekal Dragonomics and the Yale Law School’s Tsai China Center
Dan Wang’s Tweets
gm
may you today achieve the focused spiritual elevation of a toddler peeling an orange
5
33
261
Show this thread
Noah is a smart and thorough interviewer, pushing me to make my ideas more clear. Thanks !
Quote Tweet
If you're interested in China at all (and you really should be), then you need to read Dan Wang!
noahpinion.blog/p/interview-da
4
6
63
Enjoyed this intvw with -
"The US is getting ready to spend a lot of money to achieve technological leadership. But the Chinese know better than anyone that enormous spending is only the entry ticket for competition."
Quote Tweet
My latest interview is with the excellent and incisive @danwwang! We talk all about China's economy, including decoupling, export controls, industrial policy, state control, and lots more!
noahpinion.blog/p/interview-da
Show this thread
1
5
17
My latest interview is with the excellent and incisive ! We talk all about China's economy, including decoupling, export controls, industrial policy, state control, and lots more!
14
86
336
Show this thread
The 2022 letter was Dan's last, which is too bad, as these were consistently one of the best things published in English about China every year.
1
6
63
Show this thread
Since it’s his birthday, I’ll repost this incredible take from Marx’s mom
38
720
4,256
The entire piece reads like an exhortation to Chinese to heighten suspicion of foreigners and their organizations, because foreign motives are often threatening underneath a mask of a “friendly face” (友善面孔)
news.cn/legal/2023-04/
3
13
50
Show this thread
I wonder how many research firms in China are covered by this state-media warning: “foreign consulting firm are finding new ways to harm national security, by citing economic work, biology, or technology as a pretext.” (paraphrase)
Quote Tweet
Writing is on the wall news.cn/legal/2023-04/ "如今，境外间谍情报机关及反华敌对势力危害我国家安全的行为已经不再局限于传统安全领域。一些组织和人员，打着境外非政府组织、调查咨询公司、高科技公司等旗号，从经济、生物、科技等领域入手，妄图在我国人权、产业链、供应链等领域“做文章”
17
71
169
Show this thread
I do get twitchy about the term BRICS, because it's basically Entourage for international finance people.
12
36
271
Show this thread
Lots of bad thinking out there about how "stealing technology" works.
I'm begging people to read "How Technology Grows" by .
8
51
217
Show this thread
As Beattie notes, the EU response to this swing against its interests (a successful Chinese industrial policy that created a new export industry) has largely been to complain about the US local content requirements for EV batteries.
ft.com/content/424802
3/3
13
58
318
Show this thread
“Penguins are beefy birds, sleek bullets of swimming muscle, torpedoes of power, and they slapped impressively hard.”
nautil.us/my-life-with-t via
1
8
provides powerful insight into the process knowledge China has gained by making things in recent decades. He argues US will need to claw back some of that process knowledge if it wants to outpace China in tech competition. foreignaffairs.com/china/chinas-h via
1
9
33
“ʻI love the University of Salamancha; for when the Spaniards were in doubt as to the lawfulness of their conquering America, the University of Salamancha gave it as their opinion that it was not lawful.ʼ”
Boswellʼs Life of Dr. Johnson, 1791.
6
18
121
One should of course forever identify as a “developing country”—the US just as much as China—because to be developed is to be done
trackingpeoplesdaily.substack.com/p/xi-in-guangd… via
1
3
17
Sodium-ion batteries are coming, which will help wean off dependence on the more scarce cobalt and lithium
9
48
510
I would refine the first part:
"Clean energy technologies are manufactured products—and they drop in cost like anything else that can be made in China and put into a box"
Quote Tweet
Love this key point from @ramez's recent TED Talk:
"Clean energy technologies are technologies — and they drop in cost like technology.
As they are scaled, they come down in price.
Meanwhile, fossil fuels are commodities — and fossil fuel prices fluctuate over time."
Show this thread
1
11
41
Mark Liu recently complained about the Chips Act, which is unusual because the company doesn’t go often go public with concerns
2
14
89
Show this thread
More reporting on TSMC’s struggles in Arizona: construction costs are at least four times higher in the US than Taiwan, and the company isn’t used to the American workforce
nytimes.com/2023/02/22/tec
36
229
671
Show this thread
Pretty sure this was mostly an artifact of the specific year: I witnessed a lot of people moving to Shanghai in 2021 after Chinese decided to go to the country that had defeated Covid. And I suspect that inflows then turned into outflows in 2022.
Quote Tweet
China now has a net inflow of scientists. In contrast, the US, which greatly benefited from talent inflow in the past, saw an outflow in 2021. Data from @OECD
Show this thread
4
6
49
I ended my letter this year by saying: “It’s a barbarian’s life for me.”
That means identifying with unruly hills people—the Scotch-Irish in Albion’s Seed, for example—over the civilized folk. This author felt the same way after getting Scott-pilled:
2
9
60
every european election:
🔵 The People's Democrats (center-right) - 31%
🔴 Soviet Worker's Party (center/center-left) - 22%
⚫️ Citizen's Forum (fascist) - 19%
🟠 Wow! (center) - 11%
🟣 Friendship Is Magic (left) - 9%
🟢 Green Party - 8%
144
3,677
28.8K
Show this thread
I wrote for the on China becoming a three-headed Cerberus: head one the China of old (a vast market with unparalleled production efficiencies); head two Japan; and head three Russia, a market from which western firms may have to beat a hasty retreat
ft.com/content/9c2fe6
3
12
63
Show this thread
BOOM:
At the end of April, and I are interviewing about semiconductors at an Econ Twitter IRL event at 's bowling alley in Lancaster, PA.
Panels, bowling, videogames, and meeting other folks from the internet. It'll be a blast.
12
20
152
Show this thread
1
1
14
13
100
465
Show this thread
. on the pod offers #climate technocapitalists an important corrective, suggesting that low solar prices are due less to Western markets & more to China's naming solar a "strategic emerging industry."
Fascinating discussion. Listen!
2
9
34
This is pretty funny
Quote Tweet
One of Europe’s largest ammo makers can’t expand to meet rise in demand due to Russia’s war in Ukraine because a TikTok data center’s using all spare power in the area, @rmilneNordic writes. “[O]ur future growth is challenged by the storage of cat videos.”
on.ft.com/3GgIP8z
8
11
68
Another crazy Yunnan story, from 2001, in which a PLA inspection team from Chengdu had a gunfight with Kunming officers in a bordello
gaodawei.wordpress.com/2023/03/26/200 via
3
21
If Beijing is releasing detained chip officials because it values their talents, then it has the air of Stalin rehabilitating purged generals because he needs them again
ft.com/content/ffb81a
13
37
185
This is one of the funniest podcast moments that I know of. Tyler Cowen asks Sam Altman about YIMBY stuff, Sam says "I haven't thought about that because we're about to build God" and Cowen just ploughs through and asks him about Chattanooga's land use policy
37
326
3,066
Show this thread
Finally read 's 2022 newsletter, which itself was delayed. It is illuminating look into China today. In particular the section 'Revelry or growth' is outstanding.
My fave para of the section.
1
5
65
Show this thread