Tag Archives: New Cold War

If China Were Smart… | Firewall vs. FAANG | Markets Are Dumb 15

It’s amazing to me how much of the Security/geopolitics conversations happens around stuff that will never matter. The Pentagon and their pet think tanks and congresspeople are pushing the “New Cold War” with China because they know that it will keep the money rolling in. But it really doesn’t make sense. All the defense related crap we are buying will be superseded or sunk within the first month or so of an actual shooting war with China. Nobody really knows what such a war would look like, but it’s obvious to me that most of the trillions we spend on weapons will be wasted.

What I have done this week, and with last week’s video, is try to talk about areas of competition that actually matter. Diplomacy, Business, and the degree to which the rest of the world is still willing to put up with US hegemony are vastly more important factors in the resolution of this competition than almost anything that will happen in the South China sea. It’s the management of these other competition spaces that will determine whether war with China happens in the 2030s, the 2130s, or not at all. The Big Tech companies are another one of those great benefits, like the peace dividend at the end of the cold war, that we in the United States may be in the process of wasting. We should maybe spend a billion or two thinking about these companies strategically, among the trillions we’ll spend on useless weapons platforms. Today’s video is a place to start.

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Elon Musk vs. China | Starlink, Tesla, SpaceX and the New Cold War | Markets Are Dumb 14

Today’s video hints at something I’ve been thinking about a lot lately. We all know China’s great internet firewall as a source of great repression. But China’s maintenance of a separate national internet has also left it weirdly independent of the US tech giants that rule the internet everywhere else.

China has worked hard to co-opt the newest of the Tech behemoths, Elon Musk, the founder of Tesla and SpaceX. General Motors and other foreign car companies battled for decades to build up their competitive position in China. Musk was building a massive factory in China under favorable terms before he sold his millionth (100,000th?) car. China was wise to try to get this guy on their side, but as today’s video explains, it’s unlikely to work out well for them in the long term…

I’d like to make more videos in this vein, thinking through the outside power of tech companies and what it means for geopolitics, but that depends on how this video does. If you like it, share it around…

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Ladakh: China’s Missed Opportunity | India & The Border

Today’s video covers the India-China border dispute, which has gotten significantly more serious over the past 48 hours. I don’t have much to contribute to what’s happening on the ground, even the real reporters are having difficulty figuring that out. But the fact that China is embroiled in this lethal border dispute indicates a serious problem for the country.

China has missed an extraordinary opportunity. Now that I think of it, so have the Russians, the Chinese, and anybody else who has been set up as an enemy of the United States. Before this year he still had his defenders, but in June of 2020 there are few people who dispute that Donald Trump is the dumbest, weakest, and easiest to bribe president in US history. Yet after three and a half years of Trump’s time in power none of these legendarily so threatening actors have managed to do much at all to advance their interests. China, supposedly the country ready to supplant us, has managed to dig itself a massive hole geopolitically and financially. It’ almost as if we’re spending too much money on our military…

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The New Cold War Could Be Fun! | China, The US and Everyone Else | MIC 19

Multi-polarity doesn’t have to be a disaster. It certainly could be. As competition between the US and China has ramped up over the past year or so, the focus has been on violent possibilities, and the US defense department has led the charge. That’s certainly the point of the exercise. China is being turned into an enemy so we can sell weapons. The competition now looks to me to be inevitable. But, as this video entreats, we can change the tone of that competition.

We can change the frame from war to friendly competition. The last cold war had horrific consequences, but it had positive ramifications as well. If we act proactively we can optimize the mix of the next competition for positivity rather than horror. This may sound ridiculous, but it’s not. The tone of the New Cold War will determine whether or not it kills us.

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Video Transcript after the jump…

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