#  @mitchpresnick Mitch Presnick ๆๅ Mitch Presnick ๆๅ posts on X about china, linkedin, beijing, countries the most. They currently have [---------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::235599526/interactions)  - [--] Week [------] +476% - [--] Month [-------] +146% - [--] Months [---------] -1.30% - [--] Year [---------] -49% ### Mentions: [--] [#](/creator/twitter::235599526/posts_active)  - [--] Months [---] -13% - [--] Year [---] -56% ### Followers: [---------] [#](/creator/twitter::235599526/followers)  - [--] Week [------] +0.18% - [--] Month [------] +1.50% - [--] Months [------] +6.30% - [--] Year [------] +18% ### CreatorRank: [-------] [#](/creator/twitter::235599526/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) [finance](/list/finance) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) [stocks](/list/stocks) [automotive brands](/list/automotive-brands) [us election](/list/us-election) [currencies](/list/currencies) [celebrities](/list/celebrities) **Social topic influence** [china](/topic/china), [linkedin](/topic/linkedin) #74, [beijing](/topic/beijing), [countries](/topic/countries), [tariffs](/topic/tariffs), [gdp](/topic/gdp), [investment](/topic/investment), [money](/topic/money), [tiktok](/topic/tiktok), [united states](/topic/united-states) **Top accounts mentioned or mentioned by** [@zbenadvisors](/creator/undefined) [@milkeninstitute](/creator/undefined) [@michaelaarouet](/creator/undefined) [@doggydog1208](/creator/undefined) [@rnaudbertrand](/creator/undefined) [@dancollins2011](/creator/undefined) [@harvardbiz](/creator/undefined) [@happy889123](/creator/undefined) [@baoshaoshan](/creator/undefined) [@noahpinion](/creator/undefined) [@orlovprovince](/creator/undefined) [@scmpnews](/creator/undefined) [@wsj](/creator/undefined) [@pstasiatech](/creator/undefined) [@kaiserkuo](/creator/undefined) [@shangguanjiewen](/creator/undefined) [@liangscott44035](/creator/undefined) [@elonmusk](/creator/undefined) [@retaillng](/creator/undefined) [@dunneinsights](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [IBM (IBM)](/topic/ibm) [Alphabet Inc Class A (GOOGL)](/topic/google) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [DeepSeek (DEEPSEEK)](/topic/deepseek) ### Top Social Posts Top posts by engagements in the last [--] hours "@Brad_Setser Ive heard numbers in that range as well but theyve always been on the low side. Most of us doing business there assume its minimum $750bn. Even using $475bn a very significant source of revenue. Larger than the GDP of all but [--] countries" [X Link](https://x.com/mitchpresnick/status/1980098925659836581) 2025-10-20T02:29Z 14.3K followers, [---] engagements "Reposted from Ricky Ho of SourceReady on LinkedIn: ***Mitchs Comment The authors core insight is one many western executives still miss: Chinas competitive advantage is not cheap labor but industrial density speed and accumulated manufacturing memory. China+1 fails when its treated as an exit strategy. It works when its treated as a system-redesign problem. China continues to do the work that depends on deep ecosystems tacit knowledge and rapid iteration; the second location absorbs what is modular labor-intensive and repeatable. The litmus test: if two factories in two countries cannot" [X Link](https://x.com/mitchpresnick/status/2015052771582500929) 2026-01-24T13:23Z 14.3K followers, 35.4K engagements "@communist_bimb0 @SchleterPeter The S&P went up 3x in ten years. Magnificent [--] saw combined earnings growth of 265% over the past five years. Pretty extraordinary performance without having to stock pick" [X Link](https://x.com/mitchpresnick/status/2015589454023360556) 2026-01-26T00:55Z 14.3K followers, [--] engagements "Reposted from Josh Gardner of Kung Fu Data on LinkedIn: Whos winning global public opinion What countries around the world think of the U.S. and China. Ask the same question in different countries and you get very different answers. New data from Pew Research Center shows how uneven global attitudes toward the U.S. and China really are. Theres no clear winner. only sharp contrasts. In traditional U.S.-aligned countries like Japan South Korea and Israel the gap is wide. Favorable views of the U.S. far exceed views of China. Western Europe tells a quieter story. In places like Germany France" [X Link](https://x.com/mitchpresnick/status/2015763209114746934) 2026-01-26T12:26Z 14.3K followers, [----] engagements "@YannS90728931 @NiSiv4 @L_ThinkTank The reality is even stranger. The Chinese (ROC) army is technically still at war with the Chinese (PRC) army" [X Link](https://x.com/mitchpresnick/status/2016599155817288119) 2026-01-28T19:48Z 14.3K followers, [--] engagements "To understand China it must be experienced and feltnot merely analyzed. Thats half the reason Western analysis so often misses the mark. The other half is subjectivity and bias" [X Link](https://x.com/mitchpresnick/status/2016870488190894142) 2026-01-29T13:46Z 14.3K followers, [----] engagements "I think you can no longer distinguish who are democracies and who are dictators; its not clear anymore. - Ai Weiwei Anti-China Artist and Activist Ai Wei Wei slapping Channel [--] in the face: 1) There is Censorship in the West as well. (Ai Wei Wei has been censored an his exhibition cancelled in UK and Europe because of his anti-genocide in Gaza stand and holding Israel accountable) 2) In UK https://t.co/WxE2JrUbRg Anti-China Artist and Activist Ai Wei Wei slapping Channel [--] in the face: 1) There is Censorship in the West as well. (Ai Wei Wei has been censored an his exhibition cancelled in UK" [X Link](https://x.com/mitchpresnick/status/2016875410185691583) 2026-01-29T14:05Z 14.3K followers, [----] engagements "I give my Chinese founder friends the same advice: never hide your Chinese identity. Whatever the ideological debates Chinese companies are widely recognized around the world for quality and value. From @caixin: @McKinsey Greater China Chairman Joe Ngai has some advice for Chinese companies going abroad: Dont try to hide where you are from. Obscuring ones national origins is a short-sighted strategy unlikely to succeed over the long term Ngai told Caixin at the World Economic Forum in #Davos on Thursday. Ngai said some Chinese firms have tried changing registration jurisdictions or minimizing" [X Link](https://x.com/mitchpresnick/status/2016953902856331745) 2026-01-29T19:17Z 14.3K followers, [----] engagements "@retailLNG @35quai" [X Link](https://x.com/mitchpresnick/status/2017036018654871788) 2026-01-30T00:43Z 14.3K followers, [---] engagements "@Macro_Core_View I couldnt agree more Heres all you need to know as an aspiring Western China-watcher: The Western consensus on China is almost always wrong. Even when it gets the facts right it gets the implications wrong. And even when it gets the facts and implications right it will always get the https://t.co/yUjsfBxzGc Heres all you need to know as an aspiring Western China-watcher: The Western consensus on China is almost always wrong. Even when it gets the facts right it gets the implications wrong. And even when it gets the facts and implications right it will always get the" [X Link](https://x.com/mitchpresnick/status/2017167538019340641) 2026-01-30T09:26Z 14.3K followers, [--] engagements "Reposted from Chen Hanyin of ASKaFOX on LinkedIn: *** Mitchs Comment Chinas business relationship with multinational companies is changing rapidly. My work here at Harvard has been entirely focused on researching the new paradigm shaping Chinas evolving business relationship with the West. This is a fundamentally new eraa whole new ballgame if you will. *** Thirty years ago global executives said: In China for China out of China for global. Meaning multinationals China presence was merely a way to bypass entry barriers and serve the domestic market nothing more. Thirty years later the" [X Link](https://x.com/mitchpresnick/status/2017654927666122982) 2026-01-31T17:43Z 14.3K followers, [---] engagements "Reposted from Chen Hanyin of ASKaFOX on LinkedIn: *** Mitchs Comment Chinas business relationship with multinational companies has changed significantly in the last 6-7 years. My work here at Harvard has been focused on researching the new paradigm shaping the Wests evolving business relationship with China. This is a fundamentally new eraa whole new ballgame if you will. *** Thirty years ago global executives said: In China for China out of China for global. Meaning multinationals China presence was merely a way to bypass entry barriers and serve the domestic market nothing more. Thirty" [X Link](https://x.com/mitchpresnick/status/2017662084096364702) 2026-01-31T18:11Z 14.3K followers, [--] engagements "@Cheeseh18129927 @zzbar Why would China have to open its currency to do that Wouldnt the importing country just source RMB from the RMB clearance / holding accounts in HK of countries with large RMB holdings such as Brazil Russia Saudi or South Africa" [X Link](https://x.com/mitchpresnick/status/1792732342819463379) 2024-05-21T01:41Z 14.3K followers, [---] engagements "This isnt about China market access for American companiesits about U.S. market access for Chinese companies which Trump plans to restrict with a 60% tariff on Chinese imports. Im proposing that the U.S. allow China to sell goods produced in Chinese-invested factories built in the U.S. and operated through joint venturesexactly as China allowed American companies to do from [----] to [----]. @mitchpresnick Both Trump and Biden are on record to withhold sales of advanced chip manufacturing equipment to China Even your own post recognizes this Tariffs will only cost American consumers It cannot" [X Link](https://x.com/mitchpresnick/status/1854695722173841658) 2024-11-08T01:21Z 14.3K followers, [----] engagements "Reposted from Ignacio Ramirez Moreno CFA on LinkedIn: China just borrowed at the same rate as the US Treasury. Let that marinate for a second. For the first time in history Beijing's dollar bonds priced exactly where Washington's do. Not [--] basis points higher. Not [--]. Zero. Think about that. The country that owns $3.3 trillion in US reserves just proved it doesn't need to pay a premium to borrow dollars anymore. China's Ministry of Finance dropped $4bn in Hong Kong: 3-year bonds: 3.625% (exactly matching US Treasuries) 5-year bonds: 0.02% above Treasuries (basically a rounding error) 30x" [X Link](https://x.com/mitchpresnick/status/1986769406563602549) 2025-11-07T12:15Z 14.4K followers, 76.1K engagements "The U.S. is now the outlier on Chinese EVs: other developed economies allow managed market access while Washington relies on exclusion. Only U.S.China EV joint ventures forced by 100% tariffs offer any coherent rationale for Americas stance. Canada agrees to cut its 100% tariff on Chinese EVs in return for lower duties on Canadian farm products in a break with the U.S. https://t.co/jq3kddRdOD Canada agrees to cut its 100% tariff on Chinese EVs in return for lower duties on Canadian farm products in a break with the U.S. https://t.co/jq3kddRdOD" [X Link](https://x.com/mitchpresnick/status/2012185927171686558) 2026-01-16T15:31Z 14.4K followers, [----] engagements "Reposted from Deng Qiyi of Guangzhou Yihong Leather Company on LinkedIn: ***Mitchs Comment China is multiple major labor and consumer markets operating as one system but with vastly different pricing. China is getting expensive is a coastal snapshot not a system-wide reality. Whats often described as offshoring or decline is usually internal reallocationfactories moving inland along the same supply-chain backbone under the same rules and language. Thats a structural advantage few countries have. If you benchmark China only by Shanghai or Shenzhen wages youre not assessing competitivenessyoure" [X Link](https://x.com/mitchpresnick/status/2015068479003500953) 2026-01-24T14:25Z 14.3K followers, 13.5K engagements "After nearly a decade Ive stepped off the board of Marco Polo Pure Asset Management where Ive served since [----]. I now have capacity to take on one independent board seat in [----]. If you know an exceptional company seeking to optimize its cross-border China strategy feel free to reach out. https://twitter.com/i/web/status/2015434904062882086 https://twitter.com/i/web/status/2015434904062882086" [X Link](https://x.com/mitchpresnick/status/2015434904062882086) 2026-01-25T14:41Z 14.3K followers, [----] engagements "@communist_bimb0 @SchleterPeter I like IBM because quantum I like Berkshire Hathaway to invest in the real U.S. economy Not financial advice. For information purposes only" [X Link](https://x.com/mitchpresnick/status/2015590032954830993) 2026-01-26T00:58Z 14.3K followers, [--] engagements "Kevin Walmsley (@35quai) is perhaps the sharpest on-the-ground observer of Chinese industry todaybetter than most of the big names people usually cite. If you want to really understand the immense advantages of China's industrial system (not just manufacturing) this is the best on-the-ground info source https://t.co/OVObAXhSlF . Trust me it is better than reading most books out there. BTW I rarely recommend things. If you want to really understand the immense advantages of China's industrial system (not just manufacturing) this is the best on-the-ground info source https://t.co/OVObAXhSlF ." [X Link](https://x.com/mitchpresnick/status/2016942827343626478) 2026-01-29T18:33Z 14.3K followers, 15.1K engagements "Reposted from Josh Gardner of Kung Fu Data on LinkedIn: *** Mitchs Comment Notice how over a third of Chinas largest trade-surplus destinations are now in the developing world That wasnt true even five years ago. For the first time Chinas trade and investment ecosystem is helping emerging economies build enough infrastructure industry and middle-class demand to join the ranks of its top trading partners. A reminder that global trade growth is not a zero-sum game the pie is expanding. Meanwhile fundamentals remain unchanged. Chinas manufacturing scale pricing power and supply-chain centrality" [X Link](https://x.com/mitchpresnick/status/2017240603604529508) 2026-01-30T14:16Z 14.4K followers, [----] engagements "Reposted from Andrs Pereira on LinkedIn: *** Mitchs Comment For many individuals and companies in [----] the smarter move isnt to base in China but to optimize for China just as everyone is now optimizing for AI. *** China is the future. But if I had to start from zero at [--] I wouldnt go there. You need to understand very well where youre getting into. Competition in China right now is brutal. The barriers to entry are huge: The language and the characters make everything complex. China is massive. Its almost a continent. If you enter you need to know exactly where and in which sector. Its far" [X Link](https://x.com/mitchpresnick/status/2017244638935990438) 2026-01-30T14:32Z 14.4K followers, [----] engagements "Reposted from Chen Hanyin of ASKaFOX on LinkedIn: *** Mitchs Comment Chinas business relationship with multinational companies has changed significantly in the last 6-7 years. My work here at Harvard has been focused on researching the new paradigm shaping the Wests evolving business relationship with China. My key takeaway is that Western companies must optimize for China with the same urgency they bring to AI. This is a fundamentally new era requiring a reset in how strategy competitiveness and global positioning are approached. *** Thirty years ago global executives said: In China for" [X Link](https://x.com/mitchpresnick/status/2017665355993235819) 2026-01-31T18:24Z 14.4K followers, [----] engagements "In [----] the smart move isnt necessarily to go to China but to optimize for Chinajust as with AI. Beyond ideology the defining megatrends are exponential technology and Chinas rise as the worlds manufacturing superpower. The German and Korean corporate models shows the way - China adaptation and optimization as alternatives to relegation and irrelevance. https://twitter.com/i/web/status/2018358400598356065 https://twitter.com/i/web/status/2018358400598356065" [X Link](https://x.com/mitchpresnick/status/2018358400598356065) 2026-02-02T16:18Z 14.3K followers, [----] engagements "First no serious China analyst believes the CPC alone can maintain a chokehold on anything. Thats an imprecise framing. The competitive force is the broader Chinese state ecosystem central policy direction provincial execution SOEs private firms banks and coordinated industrial policy operating in concert. On rare earths the constraint isnt simply that extraction and processing are environmentally costly though they are. Nor are the minerals geologically rare. The real leverage sits downstream: refining rare earths into high-purity oxides and metals (99.99%) requires advanced solvent" [X Link](https://x.com/mitchpresnick/status/2019140580844908705) 2026-02-04T20:06Z 14.4K followers, [----] engagements "Dr. Eric Xun Li is the most articulate and balanced of the contemporary Chinese political thinkers explaining in fluent Western idiom why Chinas intellectuals see their governance model not as a deviation from modernity but as an alternative path to it. He is also the most competent and formidable critic of the Western liberal orderbalanced disciplined and analytically precise rather than polemical. A Stanford-trained political scientist and VC he debates the West in its own language stripped of theatrics and largely devoid of ideologyother than a clear sustained argument that the universal" [X Link](https://x.com/mitchpresnick/status/2019396464221262106) 2026-02-05T13:03Z 14.4K followers, [---] engagements "Dr. Eric Xun Li is among the most articulate and balanced contemporary Chinese political thinkers engaging Western audiences today. In fluent Western idiom he explains why many Chinese intellectuals regard their governance model not as a deviation from modernity but as an alternative pathway to it. Agree or disagree his arguments illuminate. He translates complex Chinese institutional logic into terms non-Chinese audiences can actually interrogate. He is also a formidable critic of the Western liberal ordermeasured disciplined analytically exacting rather than theatrical. A Stanford-trained" [X Link](https://x.com/mitchpresnick/status/2019409475522719970) 2026-02-05T13:55Z 14.4K followers, [---] engagements "A factory mistake flips a horses smile upside down and suddenly it becomes the viral mascot of Chinese New Year. The New York Times frames the Frowning Horse as a symbol of Chinese burnout and thats fair. Many younger Chinese workers are exhausted or unemployed. [---] fatigue is real. Growth feels slower. Mobility feels harder. You see it in phrases like garbage time and in the broader drift toward lying flat. But I think theres something else going on. [----] is the Year of the Fire Horse. Im a Fire Horse (1966) so I cant resist noticing. Fire Horses symbolize ambition growth and burning" [X Link](https://x.com/mitchpresnick/status/2019464073692250497) 2026-02-05T17:32Z 14.4K followers, [----] engagements "@DoggyDog1208 I can think of two. One is a professor here who speaks both Mandarin and Manchu. The other is an old friend fluent in Mandarin and Cantonese. Both are exceptionally rare" [X Link](https://x.com/mitchpresnick/status/2020127572693053732) 2026-02-07T13:28Z 14.4K followers, [---] engagements "We do know the answer but its not what you think. For more than [--] years the U.S. cooperated extensively with Chinatransferring manufacturing know-how advanced technology and capital to Chinese partners and at times direct competitors. In many cases this wasnt optional; Chinese government regulations often required 50/50 joint ventures as the price of market access. https://twitter.com/i/web/status/2020144218585387279 https://twitter.com/i/web/status/2020144218585387279" [X Link](https://x.com/mitchpresnick/status/2020144218585387279) 2026-02-07T14:34Z 14.4K followers, [--] engagements "@D_Thaumaturge More than that Eric contends that the neoliberal view on China and US-China relations is incorrect counterproductive and ill-conceived" [X Link](https://x.com/mitchpresnick/status/2020185267299389875) 2026-02-07T17:17Z 14.4K followers, [---] engagements "@Islaladrones We dont have the component manufacturers here. Try buying an American actuator or even one which isnt built by or through China" [X Link](https://x.com/mitchpresnick/status/2020194108757754117) 2026-02-07T17:53Z 14.4K followers, [--] engagements "Well dang. The Super [--] of EVs new Wuling product. Code name: Lingdan Price: 12k Yuan https://t.co/tOmMFT20ZU new Wuling product. Code name: Lingdan Price: 12k Yuan https://t.co/tOmMFT20ZU" [X Link](https://x.com/mitchpresnick/status/1776769897332195687) 2024-04-07T00:32Z 14.4K followers, [----] engagements "China dominates each of these industries through careful planning smart strategy and relentless hard work. I have great admiration and respect for what theyve accomplishedit was impressive to witness from a front-row seat. But they didnt do it alone. Their reindustrialization was built on a foundation that the U.S. and Developed West helped lay starting in [----]. Not a small amount of tech was transferred in the process. Now as the U.S. faces its own need for reindustrialization and tech restoration I argue that we should take a page from Chinas playbook and leverage their dominant" [X Link](https://x.com/mitchpresnick/status/1892959470491435483) 2025-02-21T15:28Z 14.4K followers, [----] engagements "American companies are staying put in China. Because business is pragmatic and non-ideological. https://youtu.be/hPtjp7Scqccsi=9Y4HtaONkk2Fv5c2 https://youtu.be/hPtjp7Scqccsi=9Y4HtaONkk2Fv5c2" [X Link](https://x.com/mitchpresnick/status/1959821551601090838) 2025-08-25T03:34Z 14.4K followers, [----] engagements "Where does the idea originate that China is the United States enemy Enemies do not build vast commercial relationships yet China remains Americas third-largest trading partner and U.S. S&P [---] companies earn over $1 trillion annually in the Chinese market. @mitchpresnick @DanCollins2011 They are our primary enemy. Further they have shown time and time again that they will abuse trade and our IP for their gain and/or our detriment. They have also taken the time to remove themselves from reliance on tech from the west as much as possible choosing to develop @mitchpresnick @DanCollins2011 They" [X Link](https://x.com/mitchpresnick/status/1980066655339479481) 2025-10-20T00:20Z 14.4K followers, 77.4K engagements "Reposted from Robin Hu Asia Chair of @MilkenInstitute on LinkedIn: *** Mitchs Commentary *** Chinas capital regime is shifting from hot money to policy-aligned money. This isnt a normal cycle. Its a structural redesign of how finance supports national industrial priorities. For multinational boardrooms in [----] the real question isnt whether China is falling off a cliff. That framing is simplistic and increasingly disconnected from reality given how deeply embedded China is in global technology and manufacturing supply chains. The better question is more practical: does your business model" [X Link](https://x.com/mitchpresnick/status/2019029161516380365) 2026-02-04T12:43Z 14.4K followers, [----] engagements "Reposted from Josh Gardner on LinkedIn (my commentary first followed by Joshs original post). *** Mitchs Commentary *** Why did the Trump Administration reverse the ban on Nvidias H200 Look at the divergent paths of Google and Microsoft in China. Google exited and was written out of the worlds largest digital commerce market. Microsoft stayed absorbing years of piracy and source-code scrutiny because it understood a strategic reality: once youre engineered out of the Chinese tech ecosystem re-entry is nearly impossible. And besides the domestic market you lose relevance in the country that" [X Link](https://x.com/mitchpresnick/status/2020865823376650513) 2026-02-09T14:22Z 14.4K followers, [----] engagements "@anxonh You could be right but Im guessing the potential revenue from US market access will outweigh those concerns within the next 2-3 years. Lets see what happens" [X Link](https://x.com/mitchpresnick/status/1815945352765399497) 2024-07-24T03:01Z 14.4K followers, [--] engagements "Reposted from Ignacio Loyola on LinkedIn: Like it or not youll soon be producing in China. Not because you want to. Not because its cheap. But because at some point the ecosystem speed or capability you need simply isnt available elsewhere. Every year I read posts announcing that companies are moving away from China. And every year those same companies quietly keep relying on it. Tooling gets done there. Components come from there. Problems get solved there. You may move final assembly. You may change the flag on the box. But China is still in the background making it work. The real issue" [X Link](https://x.com/mitchpresnick/status/2019602118060171296) 2026-02-06T02:40Z 14.4K followers, [----] engagements "When Silicon Valley gets ranked #3 by @WIPO on innovation there are only two possible responses: 1.Accept it. Do hard self-assessment. Build a vertically integrated recovery plan. 2.Shoot the messengerattack motives dispute the data claim it doesnt matter. Only one fixes the problem. Guess which one Washington will choose. https://twitter.com/i/web/status/2021970527187853450 https://twitter.com/i/web/status/2021970527187853450" [X Link](https://x.com/anyuser/status/2021970527187853450) 2026-02-12T15:31Z 14.4K followers, [---] engagements "Joe as a former Budweiser lobbyist and founder of the China practice at @apcoworldwide Id say that while you have a point your framing is too reductive and simplistic. The best advocacy aligns entrenched interests with the public interest. If its purely extractive its unsustainable. https://twitter.com/i/web/status/2022321739607298553 https://twitter.com/i/web/status/2022321739607298553" [X Link](https://x.com/mitchpresnick/status/2022321739607298553) 2026-02-13T14:47Z 14.4K followers, [---] engagements "@teshen8lin @grok @grok are there any complete non-China supplier chains for AI robotics components (actuators rare earth magnets etc.)" [X Link](https://x.com/mitchpresnick/status/2020229655098462692) 2026-02-07T20:14Z 14.4K followers, [--] engagements "U.S. companies need to move now on robotics cooperation with China. Chinese manufacturers shipped roughly 8590% of all humanoid robots globally last year. More than half of all industrial robots installed in [----] were installed in China. Thats before accounting for the underlying stack: components actuators power electronics rare earth processing batteries et al. Whats the alternative other than another DeepSeek moment https://twitter.com/i/web/status/2019874793026195945 https://twitter.com/i/web/status/2019874793026195945" [X Link](https://x.com/mitchpresnick/status/2019874793026195945) 2026-02-06T20:44Z 14.4K followers, [----] engagements "Reposted from Rodrigo Palhares on LinkedIn (my commentary first followed by authors original post): *** Mitchs Commentary *** I dont know a single CEO who believes the Western policymaking model can match the execution speed and efficiency of Chinas unified command and vertically integrated system. The real question is how to materially improve performance and competitiveness within the Western model. === This straight line of coordinated decision-making has given China one of the most significant strategic advantages observed in modern economic history. The cost of a system that protects" [X Link](https://x.com/anyuser/status/2021995028613083457) 2026-02-12T17:09Z 14.4K followers, 41.1K engagements "@JrgenHuber7 Sure but it also compresses timelines and increases efficiencies in ways we in the West struggle to match" [X Link](https://x.com/mitchpresnick/status/2022035927510761817) 2026-02-12T19:51Z 14.4K followers, [---] engagements "Reposted from Thomas Derksen on LinkedIn (my commentary first followed by Thomass original post). *** Mitchs Commentary *** Reposting because the real story of Luckin Coffees comeback is even more consequential than the headline. In [----] Luckin wasnt behind. It was effectively wiped out delisted for fraud leadership purged credibility destroyed. Most Western analysts wrote the obituary. And yet. Luckin rebuilt and scaled to [-----] stores in eight years. Today it competes from a position of strength against Starbucks in China. Starbucks entered with: A globally optimized operating model Decades" [X Link](https://x.com/anyuser/status/2022336117266104594) 2026-02-13T15:44Z 14.4K followers, [---] engagements "I lived in China for over three decades and work daily with its industrial and competitive realities. I see many of the same data points these weekend warriors cite. Instead of spending the majority of effort seeking to discredit the data or its messengers we can surely acknowledge that endlessly disputing the veracity of Chinese industrial statistics is at least partially a self-defeating distraction. The more productive focus is on the structural reforms the U.S. must undertake to enhance competitiveness. Whether the numbers are off by a margin or not doesnt change the underlying" [X Link](https://x.com/mitchpresnick/status/2022342541278937390) 2026-02-13T16:10Z 14.4K followers, 12.8K engagements "I lived in China for over three decades and work daily with its industrial and competitive realities. I see many of the same data points these weekend warriors cite. Instead of spending the majority of effort seeking to discredit the data or its messengers we can surely acknowledge that endlessly disputing the veracity of Chinese industrial statistics is at least partially a self-defeating distraction. The more productive focus is on the structural reforms the U.S. must undertake to enhance competitiveness. Whether the numbers are off by a margin or not doesnt change the underlying" [X Link](https://x.com/anyuser/status/2022342647428362269) 2026-02-13T16:10Z 14.4K followers, 13.9K engagements "Agreed. The United States can recognize the scale and speed of Chinas technological advancesacross EVs batteries robotics rare earth processing and digital platformswithout defaulting to fatalism about inevitable global relegation. Especially if the U.S. develops public private partnerships to help U.S. MNCs optimize for and leverage Chinese advances. At the same time Washington can analyze Chinas structural pressuresdemographics debt overhang property sector imbalances capital controls political centralizationwithout indulging in fantasies of imminent collapse. Serious strategy requires" [X Link](https://x.com/anyuser/status/2022375111970427244) 2026-02-13T18:19Z 14.4K followers, [----] engagements "Reposted from Michael Broza of Asiabits on LinkedIn: Playboy just sold half its China business for $122M. Another Western brand handing over operational control to a local partner. Here's what happened: UTG Brands Management Group in Shanghai takes over 50% of Playboy's China operations. Full operational control for Mainland China Hong Kong and Macau. The deal: $45M cash $67M in guaranteed payouts over [--] years $10M for brand support over [--] years. Why Playboy's China licensing was a mess. Too many agents too many sub-licenses massive counterfeiting problem. The brand was diluted beyond" [X Link](https://x.com/anyuser/status/2022379295881269490) 2026-02-13T18:36Z 14.4K followers, [----] engagements "$LKNCY looks to me a no brainer. Not investment advice but heres why. Domestic consumer market peppy fantastic store level performance lapped their earlier issues. Most important domestic consumer market is totally unrelated to any of the current tech policy risk concerns" [X Link](https://x.com/mitchpresnick/status/1420033231894814732) 2021-07-27T14:48Z 14.2K followers, [--] engagements "$LKNCY $3bn market cap against $1bn sales. Any questions Not investment advice. $lkncy luckin coffee will have more than [----] stores with sales of [--] billion yuan by the end of this year. $lkncy luckin coffee will have more than [----] stores with sales of [--] billion yuan by the end of this year" [X Link](https://x.com/mitchpresnick/status/1420158880940797956) 2021-07-27T23:07Z 14.2K followers, [--] engagements "Told ya $LKNCY" [X Link](https://x.com/mitchpresnick/status/1420406932578373633) 2021-07-28T15:32Z 14.2K followers, [--] engagements "U.S. sanctions have been a counterproductive failure so far and have greatly contributed to US inflation. To be effective sanctions and tariffs must be paired with incentives to funnel Chinese tech and investments towards U.S. strategic objectives. https://www.thewirechina.com/2024/09/15/plugging-the-sanctions-gaps-chinese-firms/ https://www.thewirechina.com/2024/09/15/plugging-the-sanctions-gaps-chinese-firms/" [X Link](https://x.com/mitchpresnick/status/1836818318256132289) 2024-09-19T17:23Z 14.2K followers, [---] engagements "@shaavy2 I think India chooses the latter but that is because in my six trips there over [--] years Ive watched it build momentum and learn a great deal from its less successful recent past" [X Link](https://x.com/mitchpresnick/status/1849459384704803056) 2024-10-24T14:34Z 14.2K followers, [--] engagements "The U.S. still holds global dominance over several critical assets Wall Street Hollywood Silicon Valley $88Tn mkt cap USD and SWIFT @mitchpresnick Advantage China The US might have pawns and bishops China holds the Aces and Joker and the queen @mitchpresnick Advantage China The US might have pawns and bishops China holds the Aces and Joker and the queen" [X Link](https://x.com/mitchpresnick/status/1856356572537971184) 2024-11-12T15:21Z 14.2K followers, [----] engagements "$100Tn stock market cap and $35 Tn VC assets. Hollywood. Second largest manufacturing output. I/3 of the Fortune Global [---]. Its all how one holds the playing card" [X Link](https://x.com/mitchpresnick/status/1863433556501885351) 2024-12-02T04:02Z 13.9K followers, [---] engagements "@Petervujin61176 They sure dont nor $100Tn stock market capitalization nor $35Tn in VC value in Silicon Valley nor Hollywood" [X Link](https://x.com/mitchpresnick/status/1875099271760110067) 2025-01-03T08:37Z 14.1K followers, [----] engagements "@CCLemon1223995 Well its a $1Tn budget (I knew you didnt mean $1Bn) protecting $100Tn in market capitalization $20Tn in MNC revenue etc. Thats a 1% protection fee quite reasonable" [X Link](https://x.com/mitchpresnick/status/1876206880214888468) 2025-01-06T09:59Z 13.8K followers, [--] engagements "@palan318 U.S. national debt is $36Tn today and the U.S. is adding $1Tn every [---] days. The math isnt good; much higher than $50Tn by 2030" [X Link](https://x.com/mitchpresnick/status/1877046354041581969) 2025-01-08T17:34Z 13.8K followers, [--] engagements "The President @realDonaldTrump proposes a 50/50 joint venture to resolve TikTok. I wonder where he got that idea ;). Anyway its good to see fresh thinking in the Executive Office" [X Link](https://x.com/mitchpresnick/status/1881223584993144845) 2025-01-20T06:13Z 14.2K followers, [----] engagements "Well not quite. $135Tn in US equity and PE markets tell a different story. For perspective Global GDP is just over $100Tn. No the U.S. will continue to be quite relevant in the world for a long time to come on that basis alone. @mitchpresnick The U.S. is desperate to prove itself in the world trying to suggest that they are somehow on the same level as China. But simply the U.S. does not have the economy the Chinese diplomacy and mentality. The U.S.'s past makes it impossible to remain relevant in the world @mitchpresnick The U.S. is desperate to prove itself in the world trying to suggest" [X Link](https://x.com/mitchpresnick/status/1886694403084828840) 2025-02-04T08:32Z 13.9K followers, [---] engagements "As the author of an article (Harvard Business Review Aug [--] [----] - link in pinned post and comments below) and as a primary advocate in the U.S. for leveraging Chinas manufacturing and technological strengths to advance U.S. strategic objectives I recognize the potential connection between new U.S. tariffs on Chinese imports and the potential to stimulate fresh Chinese industrial investments in the U.S. My approach suggests effectively harnessing Chinas capabilities towards three key U.S. objectives: [--]. Reshoring U.S. manufacturing through 50/50 joint ventures (JVs) with Chinese MNCs. 2." [X Link](https://x.com/mitchpresnick/status/1887424836953092446) 2025-02-06T08:55Z 12.3K followers, 52.1K engagements "Engagement era refers less to trade or investment volumes more to the the attitudes that both Washington and Beijing held towards business with the other. Engagement and decoupling as attitudes have both been shown to be inappropriate. We are now in the post engagement /post decoupling era" [X Link](https://x.com/mitchpresnick/status/1890808462520483936) 2025-02-15T17:00Z 12.2K followers, [--] engagements "All truebut like any truth irrelevant without context. The weaker party in a relationship always retains enough leverage to inflict counterparty damage often neutralizing the others superior position. China demonstrated this clearly in its negotiations with the U.S. from [----] to [----]. @zzbar @mitchpresnick China is in a position of strength they are numerous competitors to Tesla in China they will beat them fair and square with the help of national pride probably too @zzbar @mitchpresnick China is in a position of strength they are numerous competitors to Tesla in China they will beat them" [X Link](https://x.com/mitchpresnick/status/1891245342571860239) 2025-02-16T21:56Z 12.3K followers, [----] engagements "@guanzhi8 @TheEconomist American MNCs still are. But they are discouraged by the quarterly earnings imperative from proper long term planning" [X Link](https://x.com/mitchpresnick/status/1891777102396973399) 2025-02-18T09:09Z 12.3K followers, [--] engagements "As both the U.S. and China are coming to understand maintaining a balance between individual and collective needs is essential. Lean too far in either direction and problems inevitably arise. From Daniel Senger of @WiltonPartners on LinkedIn: EXCERPTS: More Chinese manufacturers have slipped into the red after slashing prices to compete for market share. As of the third quarter of [----] more than 23% of China's publicly traded companies were loss-making compared with 20% in [----] and less than 10% in [----] before COVID-19 struck. Now economists warn that Trump's extra blanket tariffs of 10% or" [X Link](https://x.com/mitchpresnick/status/1891778340819763319) 2025-02-18T09:14Z 12.3K followers, [---] engagements "China is neither Japan nor Persia. I spent [--] years there and studied at Peking University so I have no such illusionsthey operate on an entirely different level. Before dismissing them as just another once great empire consider learning more. Our entire US history barely covers any one of their [--] major dynasties. @mitchpresnick I heard John Malkovich ( actor) in 'In the line of fire' movie saying about Japan "they are planing [--] years ahead" which was common fear of America at the time. Where is Japan now I know shah of Persia and Saddam Hussain also had some plans to modernize their" [X Link](https://x.com/mitchpresnick/status/1892252835984580898) 2025-02-19T16:40Z 12.3K followers, [----] engagements "President Trumps wide-ranging proposal to President Xi will focus on facilitating Chinese investments in American industries through 50/50 joint ventures with U.S. partners. This approach aims to balance economic interests and address trade imbalances between the two nations. Historically China mandated that foreign companies form joint ventures with local firms capping foreign ownership in many sectors at 50%. By advocating for equal partnership structures the U.S. seeks to ensure mutual benefit and equitable collaboration in cross-border investments. TRUMP WOULD LIKE TO STRIKE A" [X Link](https://x.com/mitchpresnick/status/1892363226764947943) 2025-02-19T23:58Z 12.3K followers, [----] engagements "Whether Chinas GDP is or 2x Rd that of U.S. GDP what really matters to China is this list: Strategic advanced industries that could be reshored in the U.S. under 50/50 JVs with Chinese cooperation include: Electric vehicles (EVs) Solar panels & photovoltaic cells Alternative energy & hydropower Robotics and automation Advanced manufacturing Rare earths mining & processing Drones (including flying cars) Digital infrastructure (6G/7G) Shipbuilding High-speed rail & construction Energy storage and batteries Construction engineering Advanced materials Port automation and operations Advanced" [X Link](https://x.com/mitchpresnick/status/1892946193824538759) 2025-02-21T14:35Z 12.3K followers, [---] engagements "@patrickbrown333 @bravosresearch @DrPippaM Global GDP is $100TN" [X Link](https://x.com/mitchpresnick/status/1906146948861555195) 2025-03-30T00:50Z 13.9K followers, [--] engagements ".@Xiaomi announces new 3nm chip https://www.bloomberg.com/news/articles/2025-05-22/xiaomi-billionaire-touts-new-chinese-chip-in-tech-showcase https://www.bloomberg.com/news/articles/2025-05-22/xiaomi-billionaire-touts-new-chinese-chip-in-tech-showcase" [X Link](https://x.com/mitchpresnick/status/1925526040081797261) 2025-05-22T12:15Z 14.2K followers, 81.2K engagements "@apexlearn_org @Xiaomi Indeed" [X Link](https://x.com/mitchpresnick/status/1925549257827766481) 2025-05-22T13:48Z 14.2K followers, [----] engagements "@GoodUser2023 @Xiaomi Thanks. Ive posted a few screenshots in the comments" [X Link](https://x.com/mitchpresnick/status/1925549932745756825) 2025-05-22T13:50Z 14.2K followers, [----] engagements "Reposted from Patrick McGee author of Apple in China on LinkedIn: **Mitchs Note: and Apple wouldnt be Apple without China either. Americas greatest company our first $Tn company wouldnt exist in this form. The author has completely overlooked the symbiotic nature of the relationship. No other country could match Chinas unique combination of skilled labor availability dense and mature supply chains and advanced manufacturing capabilitiesespecially at the scale and cost necessary to support Apples global pricing strategy and growth. And lets not forget China alone contributes nearly 20% of" [X Link](https://x.com/mitchpresnick/status/1925904824580571531) 2025-05-23T13:21Z 14K followers, [---] engagements "On hypersonic and drones you are so out of your depth of knowledge there is no point having a conversation until you can refute the specifics provided by former U.S. Army Intelligence analyst Kevin Walmsley. Hypersonics Drones Until then youre disqualified from receiving any response here. https://youtu.be/KnMTrp57Glssi=PjFEpuC4j9iVmHsc https://youtu.be/QXvVs8RcbSgsi=OjjyPz93WShZyymP https://youtu.be/QXvVs8RcbSgsi=OjjyPz93WShZyymP https://youtu.be/KnMTrp57Glssi=PjFEpuC4j9iVmHsc https://youtu.be/QXvVs8RcbSgsi=OjjyPz93WShZyymP https://youtu.be/QXvVs8RcbSgsi=OjjyPz93WShZyymP" [X Link](https://x.com/mitchpresnick/status/1957458602496610343) 2025-08-18T15:04Z 13.9K followers, [---] engagements ".@Starbucks China is at a crossroads. It won by introducing coffee culture and giving consumers international cachet. But today locals already know coffeeand they want it with a distinctly Chinese value proposition something Starbucks struggles to deliver. The fix Rebuild SBUX from the ground up around Chinese consumers with nothing off-limitsexcept the mermaid logo. Link to article in comments below" [X Link](https://x.com/mitchpresnick/status/1958908219365236779) 2025-08-22T15:04Z 14K followers, 42.6K engagements "KFC and Super [--] have stayed relevant in China by creating hybrid experiences that lean toward local tastes. Starbucks hasnt cracked that code yet. Luckin by contrast gets it: for Chinese consumers a courteous delivery rider showing up in [--] minutes is far more appealing than a snobby barista with a college degree who misspells your name. @mitchpresnick @Starbucks A comparable Luckin Americano is about half the price of Starbucks and ubiquitous even in lower tier cities. On the other hand other American chains like KFC are huge success. @mitchpresnick @Starbucks A comparable Luckin Americano" [X Link](https://x.com/mitchpresnick/status/1958920403876716603) 2025-08-22T15:53Z 14K followers, [----] engagements "@DanCollins2011 Bartertown" [X Link](https://x.com/mitchpresnick/status/1967685211711476148) 2025-09-15T20:21Z 14K followers, [--] engagements "Brazils cotton exports to China were up a stunning [--] times in a single year. American cotton farmers are being wiped out . @35quai Cant help but wonder if U.S. sanctions on Xinjiang cotton are linked to falling revenues for American cotton farmers. https://youtu.be/DnZWKfTGlhYsi=mgitl94ubiO2a1vg https://youtu.be/DnZWKfTGlhYsi=mgitl94ubiO2a1vg" [X Link](https://x.com/mitchpresnick/status/1973791420117840350) 2025-10-02T16:45Z 14.2K followers, [----] engagements "The U.S. China Rare Earths Race Was Over Before it Began Im often asked lately what the U.S. could have done differently on rare earths to avoid the position its now in. The answer is simple: likely nothing. How do I know In August [----] I wrote an article for @HarvardBiz (pinned post in my profile) which in part called out Chinas dominance in rare earth elements (REEs). In meetings at the time I warned that the U.S. needed to take rare earths seriously given the overwhelming advantage China had built a reality obvious to anyone watching supply chains closely. My warnings were ignored. Most" [X Link](https://x.com/mitchpresnick/status/1978462622522732565) 2025-10-15T14:07Z 13.8K followers, 36.6K engagements "In six months the U.S. has gone from confidently declaring China needs us more than we need them to defiantly insisting They will neither command nor control us. Time to evolve beyond zero sum binary thinking which got the U.S. / EU here and leverage Chinas strengths. .@SecScottBessent: We're going to be speaking with our European allies.India and the Asian democracies and we're going to have a fulsome group response to this because bureaucrats in China cannot manage the supply chain or the manufacturing process for the rest of the world. https://t.co/DzVHW37WRS .@SecScottBessent: We're going" [X Link](https://x.com/mitchpresnick/status/1978472323054194741) 2025-10-15T14:45Z 13.8K followers, 20K engagements "Since the 1990s U.S. mining companies have largely walked away from rare earth mining and refining unwilling to shoulder the massive upfront costs and decades-long payback periods these strategic projects require. Rare earths are the textbook example of why no nation can afford to trust the profit motive or the invisible hand of capitalism to make decisions of national importance. Markets chase short-term returns. Strategy requires long-term vision. China understands this. Its dominance in rare earth elements electric vehicles advanced manufacturing and other critical sectors shows that" [X Link](https://x.com/mitchpresnick/status/1979531464023654459) 2025-10-18T12:54Z 13.8K followers, [----] engagements "@andtam008 Interesting take" [X Link](https://x.com/mitchpresnick/status/1979916917054800382) 2025-10-19T14:25Z 13.8K followers, [---] engagements "We are 100% out of China. We went from 95% market share to 0%. I cant imagine any policymaker thinking thats a good idea whatever policy we implemented caused America to lose one of the largest markets in the world to 0%. - Jensen Huang" [X Link](https://x.com/mitchpresnick/status/1980036050367004894) 2025-10-19T22:19Z 13.8K followers, 33.5K engagements "@Brad_Setser Good catch that should have read revenue. Either way all estimates fall in the $750 billion to $1.2 trillion range a massive amount of revenue generated from a single country and multiples higher than U.S. exports to China" [X Link](https://x.com/mitchpresnick/status/1980094909735436690) 2025-10-20T02:13Z 13.9K followers, [---] engagements "@Brad_Setser What is relevant to U.S. firms is keenly relevant to the U.S. economy This is where we business people see things very differently from folks in the Beltway. U.S. MNCs = economic power = national security Ill paste the Chat GPT response to your question separately" [X Link](https://x.com/mitchpresnick/status/1980113272042131902) 2025-10-20T03:26Z 13.8K followers, [--] engagements "China filed more drug patents this year than the U.S. Thats never happened in history. Five years ago the split was 90%-10%. . Albert Bourla Pfizer CEO CEOs of Wells Fargo and Pfizer caution the U.S. could lose its edge to China without innovation https://t.co/RvJmvWiJnu CEOs of Wells Fargo and Pfizer caution the U.S. could lose its edge to China without innovation https://t.co/RvJmvWiJnu" [X Link](https://x.com/mitchpresnick/status/1980262997923672570) 2025-10-20T13:21Z 13.9K followers, 46.2K engagements "Chinas objective was always to win by any means necessary. And the American business community signaled its understanding of that reality every time it went knocking on Washingtons doors. The fixable mistake the one actually within Americas control lies with the United States itself. We failed to grasp that the terms of engagement were never ideological at all; they were grounded in The Art of War by Sun Zi. By approaching a sophisticated opponent like China through an emotional ideological lens the U.S. didnt just misplay the game we helped create the very problem we now lament every bit as" [X Link](https://x.com/mitchpresnick/status/1980303964173156648) 2025-10-20T16:03Z 13.8K followers, [----] engagements "Unless America internalizes the hard lessons of its post-2016 China policy where sanctions and export controls undercut the U.S.s strategic position as much as Chinas hyper competitiveness biotech and pharma will soon trigger Washingtons next DeepSeek moment. China filed more drug patents this year than the U.S. Thats never happened in history. Five years ago the split was 90%-10%. . Albert Bourla Pfizer CEO China filed more drug patents this year than the U.S. Thats never happened in history. Five years ago the split was 90%-10%. . Albert Bourla Pfizer CEO" [X Link](https://x.com/mitchpresnick/status/1980341834544214168) 2025-10-20T18:34Z 13.8K followers, [----] engagements "None of this is particularly surprising. During Trade War [---] Chinas overriding goal was de-escalation but Beijing soon realized that its restraint had created the false impression that China needs the U.S. more than the U.S. needs China. In Trade War [---] Chinas publicly stated strategy has been far more explicit: to deter U.S. sanctions through asymmetric countermeasures" [X Link](https://x.com/mitchpresnick/status/1980606291312566502) 2025-10-21T12:05Z 13.8K followers, [----] engagements "During Trade War [---] Chinas overriding goal was to avoid escalation but Beijing soon realized that its restraint had created the false impression that China needs the U.S. more than the U.S. needs China. In Trade War [---] Chinas publicly stated strategy has been far more explicit: to deter U.S. sanctions through asymmetric countermeasures. Nothing surprising here. The Administration is factually correct that China's rare earth export controls are far more expansive than anything the United States has ever imposed. China's controls were not an equivalent tit-for-tat response to the U.S. 50%" [X Link](https://x.com/mitchpresnick/status/1980606671543017855) 2025-10-21T12:06Z 13.9K followers, 45.7K engagements "Sharing an insightful op-ed from my friend Shan Weijian Chairman of PAG. He notes that in all [--] cases cited in Professor Graham Allisons book Destined for War each conflict involved one Western power challenging another raising the question of U.S. subjective projection and perhaps undermining the idea that war between the U.S. and China is inevitable. https://www.scmp.com/opinion/china-opinion/article/3329612/avert-war-west-must-shatter-mirror-which-it-views-chinamodule=perpetual_scroll_0&pgtype=article" [X Link](https://x.com/mitchpresnick/status/1980660776948973853) 2025-10-21T15:41Z 13.9K followers, [----] engagements "Beijing was probably glad to see Trump win a pragmatic real estate developer with a rare positive-sum mindset in a role that almost never sees it. The truth is the U.S.China relationship has been overdue for a full reset since [----]. Nuts in both sides interests. Like it or not and to the hawks dismay its evolving into something entirely new: a post-engagement post-decoupling relationship. Just as I predicted in [----]. @mitchpresnick I wonder if China was glad Trump got re-elected. They were probably itching to have another go at the trade war after all the preparations they put in." [X Link](https://x.com/mitchpresnick/status/1980685760928928158) 2025-10-21T17:20Z 13.9K followers, [----] engagements "@jameskinner Really Better not tell the world about that. It has other ideas" [X Link](https://x.com/mitchpresnick/status/1980744150606836157) 2025-10-21T21:13Z 13.8K followers, [---] engagements "@grok @squizz5 China has already found new international suppliers or domestic workarounds for all of these products. The U.S. market remains irreplaceable but for that one China has reduced its reliance on contributions from trade and exports to GDP growth" [X Link](https://x.com/mitchpresnick/status/1980990563488026747) 2025-10-22T13:32Z 13.8K followers, [--] engagements "@squizz5 @grok China has already found new international suppliers or domestic workarounds for all of these products. The U.S. market remains irreplaceable but for that one China has reduced its reliance on contributions from trade and exports to GDP growth. @squizz5 @mitchpresnick China relies on US agricultural exports like soybeans corn and pork to sustain its massive livestock and food needs importing billions annually with limited domestic substitutes. Advanced semiconductors lithography equipment and chip design software from US firms remain @squizz5 @mitchpresnick China relies on US" [X Link](https://x.com/mitchpresnick/status/1980990836738502809) 2025-10-22T13:33Z 13.8K followers, [--] engagements "What the American hard-power crowd misses is that if the U.S. tries and fails to preserve tech dominance through export controlsas has been the case since 2018it will have accepted massive avoidable commercial losses without gaining any strategic advantagea lose-lose outcome. In the past [--] weeks I've met with dozens of journalists Hill staff and officials from more than [--] foreign governments. All are asking the same question: What the hell is going on with American policy toward China Here is the honest answer. https://t.co/ksEeUZDdzZ In the past [--] weeks I've met with dozens of journalists" [X Link](https://x.com/mitchpresnick/status/1981077230273917223) 2025-10-22T19:16Z 13.8K followers, [----] engagements "The United States generates only about half as much electricity as China. At present the U.S. has roughly [--] GW of new capacity under construction compared with Chinas [---] GW. The U.S. has no nuclear power plants being built while China has [--] nuclear reactors under construction. Did I mention that the entire future of AI development depends fundamentally on energy generation" [X Link](https://x.com/mitchpresnick/status/1981130225862742273) 2025-10-22T22:47Z 13.9K followers, [----] engagements "Chinese AI development is focused on application areas where the country already holds an advantagemanufacturing logistics and tradeyielding immediate efficiency and optimization gains. Bigly.Airbnb chooses Alibabas open-source AI over not ready ChatGPT https://t.co/IdMrE1xtCY Bigly.Airbnb chooses Alibabas open-source AI over not ready ChatGPT https://t.co/IdMrE1xtCY" [X Link](https://x.com/mitchpresnick/status/1981376634348241183) 2025-10-23T15:06Z 13.9K followers, [----] engagements "Given how often Fortune [---] CEOs have been blindsided in recent years by Chinas rapid advancesfrom Huaweis chipsets and EV dominance to DeepSeek and rare earthsboardrooms should be asking what the forthcoming Five-Year Plan means for their own long-term competitiveness. Heres a head start: At the CPCs Fourth Plenum (Oct [----] 2025) the communiqu set the tone for the 15th Five-Year Plan (20262030) reordering national priorities to place manufacturing and industrial modernization above innovation itself. This shift signals that Beijing now regards industrial capacity and science-tech" [X Link](https://x.com/mitchpresnick/status/1981387890518110450) 2025-10-23T15:51Z 13.9K followers, [----] engagements "Chinas economic strengths and weaknesses are two sides of the same coin argues @abrownepek former China editor of the @WSJ. My readers know thatunlike most China watchersI tend to see more hidden symmetries than differences between the U.S. and China. So its no surprise to find a striking parallel in household realities. Despite 5% GDP growth over 60% of Chinese citizens still live on about $10 a day. Meanwhile in the U.S. roughly half of all Americans live paycheck to paycheck. Different systems. Similar fragilities. The same story of inequality beneath prosperityand of rising institutional" [X Link](https://x.com/mitchpresnick/status/1981761652157554731) 2025-10-24T16:36Z 13.9K followers, [---] engagements "Chinas economic strengths and weaknesses are two sides of the same coin argues @abrownepek former China editor of the @WSJ. My readers know that unlike most China watchers I tend to see more hidden symmetries than differences between the U.S. and Chinaboth a blessing and a curse So its no surprise to find a striking parallel in household realities. Despite 5% GDP growth over 60% of Chinese citizens still live on about $10 a day. Meanwhile in the U.S. roughly half of all Americans live paycheck to paycheck. Different systems. Similar fragilities. The same story of inequality beneath" [X Link](https://x.com/mitchpresnick/status/1981766333525106752) 2025-10-24T16:54Z 13.9K followers, 13K engagements "First the president and Western media distanced themselves from the China hawks and their self-defeating ideological rigidity. But when even Rand turns against you its a clear sign the tide has shifted. While I can empathize with their frustration the truth is that American and global interests will be far better served by their retreat. Absolutely extraordinary paper by RAND the main think tank of the US military-industrial complex and another key sign that the U.S. deep state - despite all the chaos and noise - is shifting away from deterring China towards accepting coexistence (it's" [X Link](https://x.com/mitchpresnick/status/1982088310529900666) 2025-10-25T14:14Z 13.9K followers, 53.7K engagements "My instincts tend to align more with yours on this as our Super [--] business is so strong. However Many successful older entrepreneurs in Beijing and Shanghai share stories of concern and hardship though their worries often seem comparative rather than absolute. These folks all started their businesses during the Jiang and Zhu eras. Many younger people feel similar trepidation though that may stem from being trained for a financialized economy not a technological one. In both cases I tend to recall a simple rule: where theres smoke theres probably fire. Which is why I tend to assume there is a" [X Link](https://x.com/mitchpresnick/status/1982165835020951601) 2025-10-25T19:22Z 13.9K followers, [---] engagements "Great piece by @KaiserKuo thats rightly getting a lot of attention. Even here in Cambridge Ive felt a slow reluctantbut unmistakablerealization of his main points taking hold since I arrived in July [----]. The belief that China cant succeed without political reform runs deepand still hinders a realistic objective conversation. Middle-income traps authoritarian brittleness inevitable convergence with liberal norms etc still animate the G7 conversation but much less so. That conversation requires a clear-eyed acceptance that the Western model may not apply to societies that are collectivist or" [X Link](https://x.com/mitchpresnick/status/1983218247504732529) 2025-10-28T17:04Z 13.9K followers, 24.1K engagements "Trump should take a page from Chinas playbook by insisting on a joint (automotive) manufacturing venture as the price of market access. This is exactly what China forced General Motors Ford and every other global automaker except Tesla to do over the past [--] years to enter Chinese markets. @dunne_insights Everything You Should Know About Trumps Upcoming Meeting With Xi. Excerpt from @TheFP Cars / Dunne Drowning in overcapacity and beaten down by brutal price wars in their home market Chinese automakers would kill for an opportunity to enter the U.S. still the most https://t.co/NWsoX51E3s" [X Link](https://x.com/mitchpresnick/status/1983299385858433297) 2025-10-28T22:26Z 13.9K followers, 21.1K engagements "My main takeaway from the TrumpXi meeting in Busan South Korea is that both leaders appear intent on cooling trade frictions. Which is good because until the trade relationship stabilizes businesses on both sides will remain cautious about exploring U.S.China joint venture manufacturing opportunities in the United States but that stage is coming next. U.S. based joint ventures are the future of this relationship. Decoupling is and never was a feasible option" [X Link](https://x.com/mitchpresnick/status/1984243237733744947) 2025-10-31T12:57Z 13.9K followers, [----] engagements "Try to have a little vision. There are many plenty of naysayers in the world but few who can approach opportunities with optimism. We said much the same thing about Chinas joint ventures back in the 1980s and early 1990s that manufacturing partnerships there were unrealistic because China was too far from international standards like Six Sigma. Back then factory workers even took naps in the afternoons. Yet here we are" [X Link](https://x.com/mitchpresnick/status/1984271490515173700) 2025-10-31T14:49Z 13.9K followers, [---] engagements "@naval China is best understood as a single large corporationone that practices an efficient top-down approach to stakeholder management led by a powerful executive chairman (Xi Jinping) and an exceptionally qualified board of directors (the Politburo Standing Committee)" [X Link](https://x.com/mitchpresnick/status/1984444617152966830) 2025-11-01T02:17Z 13.9K followers, [----] engagements "China is best understood as a single large corporationone that practices an efficient unemotional approach to stakeholder management led by a powerful executive chairman (Xi Jinping) and an exceptionally qualified board of directors (the Politburo Standing Committee). China is a conglomerate willing to use its GDP and power to cross-subsidize any internal business that benefits from scale economies and network effects until that business achieves a global supply monopoly. China is a conglomerate willing to use its GDP and power to cross-subsidize any internal business that benefits from scale" [X Link](https://x.com/mitchpresnick/status/1984445161171271829) 2025-11-01T02:19Z 13.9K followers, 10.5K engagements "Part of the problem with bringing ideological bias and emotion into the China discussion is the blind spots that inevitably arise which youve just illustrated perfectly by falling back on that old trope that downplays the governments role in their competitiveness and achievements to the detriment of clear thinking and vision. A political party cannot dominate a supply chain or lift people out of poverty. For that you need a government" [X Link](https://x.com/mitchpresnick/status/1984587752021672205) 2025-11-01T11:46Z 13.9K followers, [---] engagements "In China homeowners own their property but only lease the land beneath it for [--] years. That land lease renews automatically for a nominal fee and notably there are no annual property taxes. In the U.S. so-called perpetual ownership depends on the annual payment of property taxes averaging around 3-5% of assessed value each year. Fail to pay and ownership is forfeited. So in both systems the state ultimately holds the leverage. In other words this old trope was refuted long ago. In reality neither Americans nor Chinese truly own their homes. And frankly you dont sound like someone whos lived" [X Link](https://x.com/mitchpresnick/status/1984681309252301104) 2025-11-01T17:57Z 13.9K followers, 17K engagements "@AbeSimp12856621 @grok Thanks for playing" [X Link](https://x.com/mitchpresnick/status/1985401640019542447) 2025-11-03T17:40Z 13.9K followers, [--] engagements "@Max_Aragorn Astute observation its already moving in that direction. More than 50% of Chinas external trade is now settled in CNY when Hong Kong Stock Connect transactions are included" [X Link](https://x.com/mitchpresnick/status/1986773349763063814) 2025-11-07T12:30Z 13.9K followers, [---] engagements "@UncleNoFo Save face You clearly dont know China well enough if you think China has become the standard bearer for openness for face" [X Link](https://x.com/mitchpresnick/status/1986786072500609297) 2025-11-07T13:21Z 13.9K followers, [--] engagements "Irony of the century: The world owes America a great deal of thanks. U.S. policy inadvertently perhaps but genuinely has helped create the conditions that motivated China to transform from a very closed nation into todays leading standard-bearer for open trade open visas and open investment. Openness Is China's Answer to a Fragmented World #CIIE2025 https://t.co/tNjtz0PpmL Openness Is China's Answer to a Fragmented World #CIIE2025 https://t.co/tNjtz0PpmL" [X Link](https://x.com/mitchpresnick/status/1986788983678845337) 2025-11-07T13:33Z 13.9K followers, [----] engagements "When I post something that credits China compares China favorably to the U.S. or seems to skip over Western criticisms of China its usually for one of three reasons: [--]. I want Americans to take this competition seriously. Get off the high horse drop the comforting illusions lose the superiority complex and get our heads in the game. [--]. Giving China credit where its due doesnt weaken the U.S. it shows confident leadership. No prejudice no navet just facts. [--]. The U.S. could learn from Chinas pragmatism. They compete on results. We get stuck in ideology and emotion and thats been a disadvantage" [X Link](https://x.com/mitchpresnick/status/1986946123446321630) 2025-11-07T23:57Z 13.9K followers, 10.7K engagements "@CBankingEditor Quite so. I would add the mortal wounds would definitely include the decision by the Biden Administration to seize Russias USD reserves proving to many that the USD is not a risk free currency" [X Link](https://x.com/mitchpresnick/status/1987020270683505110) 2025-11-08T04:52Z 13.9K followers, [---] engagements "@thejpcs True but bond risk and pricing are determined by the creditworthiness of the issuer not by the currency in which the bond is denominated" [X Link](https://x.com/mitchpresnick/status/1987031051135328564) 2025-11-08T05:34Z 13.9K followers, [---] engagements "@JeffBoeker Thanks Can you think of any specific examples of exaggeration" [X Link](https://x.com/mitchpresnick/status/1987132888123408541) 2025-11-08T12:19Z 13.9K followers, [---] engagements "Just wrapped a Chinese-language interview with @BiancaYijiaChen () on what the post U.S.China trade war era really means: Chinese MNCs are starting to explore joint manufacturing in the U.S. The trade war may be almost overbut the next chapter is just beginning. Link to full interview now on YouTube. @BiancaYijiaChen YouTube http://youtu.be/F8Q19kQTEdIsi http://youtu.be/F8Q19kQTEdIsi" [X Link](https://x.com/mitchpresnick/status/1987161248702566520) 2025-11-08T14:12Z 13.9K followers, [----] engagements "American companies in China also faced many challenges yet the market size was too attractive to ignore. I believe the same will be the case for Chinese MNCs. Besides Chinese companies are smart and dont rely exclusively on govt policy to protect them. Most importantly govt policy will soften when the trade war officially ends" [X Link](https://x.com/mitchpresnick/status/1987182613644165201) 2025-11-08T15:37Z 13.9K followers, [--] engagements "@JeffBoeker Fair points. Yes there are pilot property tax programs in China but those are certainly not widespread or expanding. As for investment openness your information is a bit outdated. Anyone can buy any Chinese A share stock through HK Stock Connect" [X Link](https://x.com/mitchpresnick/status/1987284582019076556) 2025-11-08T22:22Z 13.9K followers, [--] engagements "@PamphletsY @CarlZha If you failed HSK [--] IBT you have much bigger problems than how to become a China thought leader ๐" [X Link](https://x.com/mitchpresnick/status/1987497261664796799) 2025-11-09T12:27Z 13.9K followers, [--] engagements "Nothing says the trade war is ending quite like Jon Stewart (mis)quoting Sun Zi" [X Link](https://x.com/mitchpresnick/status/1988363911809347809) 2025-11-11T21:51Z 14K followers, [----] engagements "Reposted from Djoomart Otorbaev former Prime Minister of Kyrgyz Republic on LinkedIn: ** Mitchs Commentary - Pragmatism and a spirit of equality suit the United States well as it engages one of the worlds most importantyet often overlookedregions. After all resources will shape the future as the foundation of Fourth Industrial Revolution technologies and Central Asia is rich in them. One hopes this signals a new direction for American diplomacyno ideology no lectures just business. Could it be that the United States is finally taking a page from Chinas playbook ** Trump Didnt Lecture He" [X Link](https://x.com/mitchpresnick/status/1988452645195923858) 2025-11-12T03:43Z 13.9K followers, [--] engagements "Reposted from Djoomart Otorbaev former Prime Minister of Kyrgyz Republic on LinkedIn: ***Mitchs Commentary - Pragmatism and a spirit of equality suit the United States well as it engages one of the worlds most importantyet often overlookedregions. After all resources will shape the future as the foundation of Fourth Industrial Revolution technologies and Central Asia is rich in them. One hopes this signals a new direction for American diplomacyno ideology just business. Could it be that the United States is finally taking a page from Chinas playbook*** Trump Didnt Lecture He Listened: The" [X Link](https://x.com/mitchpresnick/status/1988454731212075031) 2025-11-12T03:52Z 13.9K followers, [----] engagements "@HAPPY889123 More dangerous than deep fake. https://www.linkedin.com/posts/marcelmuench_this-is-alibabas-wan22-open-source-i2v-activity-7390012985395658753-Gixgutm_medium=ios_app&rcm=ACoAAAII0bsBmr2zPCneggW0Ro80GaMxg2DP3HI&utm_source=social_share_send&utm_campaign=copy_link https://www.linkedin.com/posts/marcelmuench_this-is-alibabas-wan22-open-source-i2v-activity-7390012985395658753-Gixgutm_medium=ios_app&rcm=ACoAAAII0bsBmr2zPCneggW0Ro80GaMxg2DP3HI&utm_source=social_share_send&utm_campaign=copy_link" [X Link](https://x.com/mitchpresnick/status/1988578368733024584) 2025-11-12T12:03Z 14K followers, [--] engagements "President Trump is correct. After two years of working closely with @Harvard Chinese student programs and mentoring several Chinese undergraduates I can say without hesitation that Chinese students enrich the universitys academic excellence and campus life in countless ways. President Trumps views on China policy differ not only from those of some of his senior advisors but also increasingly from those of his political base perhaps most evidently on the topic of Chinese students at American colleges and universities. https://t.co/dOFH7oIU5F President Trumps views on China policy differ not" [X Link](https://x.com/mitchpresnick/status/1988631419556409832) 2025-11-12T15:34Z 13.9K followers, [----] engagements "@Ali_Wyne President Trump is correct. After two years of working closely with @Harvard Chinese student programs and mentoring several Chinese undergraduates I can say without hesitation that Chinese students enrich the universitys academic excellence and campus life in countless ways" [X Link](https://x.com/mitchpresnick/status/1988646091647250496) 2025-11-12T16:32Z 13.9K followers, [--] engagements "@Mobilegames2020 Stuart joked that the Democrats move to end the federal government shutdown was straight out of Sun Zi. Yet just a year ago even referencing Chinese strategy wouldve been unthinkable given the political sensitivities" [X Link](https://x.com/mitchpresnick/status/1988663355935215836) 2025-11-12T17:41Z 13.9K followers, [--] engagements "@Camrjohnson Stuart joking that the Democrats move to end the federal government shutdown was straight out of Sun Zi wouldve been unthinkable even a year ago given the political sensitivities" [X Link](https://x.com/mitchpresnick/status/1988663596436582645) 2025-11-12T17:42Z 13.9K followers, [--] engagements "@stevehou Shan possesses an extraordinary intellect and an understated demeanor. Though he keeps a low profile hes a remarkably prolific writer. His book Out of the Gobi is an outstanding read. Enjoy" [X Link](https://x.com/mitchpresnick/status/1988666582424571980) 2025-11-12T17:53Z 13.9K followers, [--] engagements "Shan Weijianchairman of Hong Kong investment powerhouse PAGhas written a compelling piece on Chinese manufacturing productivity thats drawing significant attention among China watchers. Read alongside @RnaudBertrands ever-excellent commentary it provides sharp insight into one of the least understood dimensions of U.S.China commercial competition. https://x.com/gave_vincent/status/1986408678610632857s=46 I finally got a chance to read this fascinating paper on productivity in China by Weijian Shan a man who's had an incredible life starting as a Cultural Revolution worker in the Gobi desert" [X Link](https://x.com/mitchpresnick/status/1988670387660492947) 2025-11-12T18:09Z 14K followers, 29K engagements "Few things in life are more happy-making than a frisbee dog. Davy the Whippet set the world record for the longest frisbee catch by a dog at [---] yards [---] meters https://t.co/6TXiLQlGUX Davy the Whippet set the world record for the longest frisbee catch by a dog at [---] yards [---] meters https://t.co/6TXiLQlGUX" [X Link](https://x.com/mitchpresnick/status/1988987072355659834) 2025-11-13T15:07Z 14K followers, [---] engagements "Environmental outsourcing to China was neither the only factor nor one driven primarily by the U.S. or EU. When I traded REEs with Minmetals in [------] I was struck not only by their national long-range plans to build both extraction and refining capacity but also by the underlying rationale. China understood that it held a significant natural advantage in heavy rare earth deposits (which it does) andunlike the Westits SOEs didnt have to operate on a strict profit motive or navigate the stringent environmental restrictions common in Western jurisdictions. Beijing recognized early that this" [X Link](https://x.com/mitchpresnick/status/1990246802767880701) 2025-11-17T02:33Z 14K followers, [----] engagements "People sometimes ask how I can support China tariffs while also advocating for U.S.China joint-venture manufacturing. To me the answer is obvious and straightforward. Hawks support tariffs because they hope tariffs will drive decoupling. Owls support tariffs because we understand they can drive U.S. based China joint ventures technology transfer and ultimately American reindustrialization. In a world where competitive leverage is scarce market access remains one of the few real tools the United States still has. There is simply no other market that can match the size scale and gravitational" [X Link](https://x.com/mitchpresnick/status/1990792646780965348) 2025-11-18T14:42Z 14K followers, [----] engagements "Major global business arenasbeyond startups and venture-backed innovationwhere only China and the United States truly matter. In some cases the EU LATAM and India are significant but not in the same universe: 1.Advanced Technology & AI 2.E-Commerce & Digital Payments 3.Consumer Internet Platforms 4.EVs & the Battery Supply Chain 5.Biotech & Clinical Commercialization [--]. Space & Commercial Aerospace 7.Quantum Computing 8.Defense-Adjacent Dual-Use Tech [--]. Global Logistics & Infrastructure I just realized the only [--] countries left with actual substantial startup activity now are literally only" [X Link](https://x.com/mitchpresnick/status/1990821135902978410) 2025-11-18T16:35Z 14K followers, [----] engagements "AI is being applied very differently in the U.S. versus China. In the U.S. as one might expect the emphasis is on professional services and consumer-facing applications. In China by contrast its being embedded directly into manufacturing logistics and supply-chain operations. Just came back from China. My tech observation is that everyone is told to apply AI but I just didnt see people using it intensively for daily use. this was the case even at some tech companies. There are parts of the companies not using tools they sell to customers Just came back from China. My tech observation is that" [X Link](https://x.com/mitchpresnick/status/1991124436519366759) 2025-11-19T12:40Z 14K followers, 32.8K engagements "Reposted from Monty Weber on LinkedIn. **Mitchs Note: We should probably adopt the same rule for China pundits: if you dont speak Chinese and have never lived worked or studied in China you can still have an opinion you just cant share it with the rest of us. Well call it the Noah Smith @noahpinion Rule. For special cases we can introduce a Kissinger Exception with majority consent.** This is big: Creators in China now need official qualifications. This might be the beginning of verified expertise online. Yes. It is real. If you want to talk about finance. Health. Education or law on Chinese" [X Link](https://x.com/mitchpresnick/status/1991165407839817865) 2025-11-19T15:23Z 13.9K followers, [---] engagements "Reposted from Monty Weber on LinkedIn. **Mitchs Note: We should probably adopt the same rule for China pundits: if you dont speak Chinese and have never lived worked or studied in China you can still have an opinion you just cant share it with the rest of us. Well call it the Noah Smith Rule. For special cases we can introduce a Kissinger Exception with majority consent.** This is big: Creators in China now need official qualifications. This might be the beginning of verified expertise online. Yes. It is real. If you want to talk about finance. Health. Education or law on Chinese platforms." [X Link](https://x.com/mitchpresnick/status/1991171681180668176) 2025-11-19T15:48Z 14K followers, [----] engagements "At this point Steven that distinction is becoming largely irrelevant. China is running the table on technologyparticularly applied techacross nearly every major sector. Fully automated dark factories half of global EV production and next-generation megaports are just a few examples. Lets stay focused on the larger prize. Feel-good gotchas and artistic wins wont keep us competitive. Pragmatism will" [X Link](https://x.com/mitchpresnick/status/1991176172718194982) 2025-11-19T16:06Z 14K followers, [---] engagements "@ShangguanJiewen Love it. Thanks for sharing Jason" [X Link](https://x.com/mitchpresnick/status/1991463707503915352) 2025-11-20T11:08Z 14K followers, [---] engagements "@bernielomax @gizhou007 No thats not it. Well I tried to help. Back to the bin with you Muted sadly" [X Link](https://x.com/mitchpresnick/status/1991485006628417977) 2025-11-20T12:33Z 14K followers, [--] engagements "The Age of Doves and Hawks is Over. It's Time for the Owls Mitch Presnick April [--] [----] Nikkei Asia Owls do not charge blindly or preach idealism. They strike with focus adapt to the dark and act with wisdom. America's relationship with China -- and the world -- is teetering on a knife edge. President Donald Trump has unleashed sweeping tariffs on the rest of the world -- especially on China whose retaliation mirrors that of the U.S. Global markets are in turmoil. This isn't about ideology or alliance-rival dynamics it's a raw power play for leverage a blunt instrument to extract trade" [X Link](https://x.com/mitchpresnick/status/1992220434868187252) 2025-11-22T13:15Z 14K followers, 24.5K engagements "Reposted from Robin Hu Asia Chair of @MilkenInstitute on LinkedIn. ** My Note: Robin offers a powerfully concise reframing of how to analyze the current state of play on the Taiwan issue. As he says lets hope for smart and responsible leaders in Zhongnanhai and Washington. ** What if the most important turning point in the Taiwan Strait is already visible; and quietly agreed upon by Washington Beijing and Taipei Over the past year in strategic conversations across Beijing Los Angeles and Taipei I kept hearing the same date: around [----]. Different rooms different agendas no coordination yet" [X Link](https://x.com/mitchpresnick/status/1993297549369786461) 2025-11-25T12:35Z 14K followers, [----] engagements "Reposted from Jonathan Lishawa LinkedIn Top Voice on LinkedIn. ** First My Take: Good post although several of the assumptions strike me as overly sanguine and in any case are not tracking toward the outcomes projected by the author. [--]. China has demonstrated remarkable nimbleness in both goal-achievement course correction and self-regulation particularly for an authoritarian system overseeing a massive population. [--]. In the current era economic blocs matter far less than technological capability and dominance across manufacturing trade and supply chains. [--]. To the extent economic blocs still" [X Link](https://x.com/mitchpresnick/status/1993677212906672135) 2025-11-26T13:44Z 14K followers, [----] engagements "VW figured it out late but ultimately made the right move. https://www.scmp.com/business/china-evs/article/3334159/volkswagen-revs-designed-china-approach-catch-local-rivals-ev-market https://www.scmp.com/business/china-evs/article/3334159/volkswagen-revs-designed-china-approach-catch-local-rivals-ev-market" [X Link](https://x.com/mitchpresnick/status/1993714443730194812) 2025-11-26T16:12Z 14K followers, [----] engagements "@Karl77573036 How classy of you. I remember when VW was helping China learn how to build modern vehiclesback when Shanghai-brand cars still had doilies on the windowsand playing a real role in Chinas rise as an automotive manufacturing power. XPeng Nio BYd et alia all owe thanks to VW" [X Link](https://x.com/mitchpresnick/status/1994053566516879668) 2025-11-27T14:39Z 14K followers, [--] engagements "Reposted from Josh Gardner of Kung Fu Data on LinkedIn: ** Mitchs Note: China innovates extremely well in fact and Washington will acknowledge that within [----] months the standard American lag in recognizing Chinas realities. ** China just cracked the Global Innovation Top [--]. Here's why the world should pay attention. For the first time ever China has entered the Global Innovation Indexs top [--]. Let that sink in. A country once dismissed as a fast follower is now ranked alongside Switzerland the U.S. and South Korea as one of the worlds most innovative economies. China isnt just catching up" [X Link](https://x.com/mitchpresnick/status/1995905764142281181) 2025-12-02T17:19Z 14.2K followers, [----] engagements "Anyone who says Trump ate a Chinese TACO doesnt understand Chinas leverage over American RAMEN" [X Link](https://x.com/mitchpresnick/status/1995951479400923456) 2025-12-02T20:21Z 14.1K followers, [----] engagements "Most people in the West assume the world is composed of individuals when in fact it is built on relationships. Because American society is oriented toward the former and Chinese society toward the latter China is more closely aligned with objective reality. Need proof Consider which society is mired in culture wars race wars gender wars class conflict and political sclerosis and which is not" [X Link](https://x.com/mitchpresnick/status/1996977306229784758) 2025-12-05T16:17Z 14K followers, [----] engagements "Trumps [----] National Security Strategy has been released marking the most dramatic pivot in U.S. grand strategy in a generation. It abandons the sweeping values-centric framework of earlier doctrines and instead concentrates American power on a tightly bounded set of interests. Sovereignty economic insulation and disciplined engagement abroad now sit at the center of the U.S. approach. What used to be presented as an extensive catalog of global obligations has been pared down to a short roster of essential national priorities with all other activities treated as optional rather than assumed." [X Link](https://x.com/mitchpresnick/status/1997458030091182480) 2025-12-07T00:08Z 14.1K followers, [----] engagements "I was quoted by @johnauthers in @business today weighing in on Nvidias new China chip authorization and the differences between Trump [---] and Trump 1.0: Mitch Presnick a visiting fellow (alum) at Harvard Universitys Fairbank Center for Chinese Studies argues that this pragmatic shiftis better late than never: Its actually not in Americas security interest to be boxed out of the Chinese tech market given that they lead in so many other sectors of technology including aspects of AI" [X Link](https://x.com/mitchpresnick/status/1998783543623692796) 2025-12-10T15:55Z 14.1K followers, [---] engagements "On the Relationship Between Global Demographics Decline and Human-Technology Merging Since global demographics have become such a political talking point it is worth considering that declining birth rates and demographic contractionacross China the EU Japan and elsewheremay be a feature of the current stage of human evolution rather than a failure of modern nation-states. We have entered an era of unprecedented technological capability and it is far from clear what Homo sapiens will become as we progressively integrate with our own technology. Harari explored the prospect of humantechnology" [X Link](https://x.com/mitchpresnick/status/1998811972360409088) 2025-12-10T17:48Z 14.2K followers, [---] engagements "First excellent haircut Morrissey would approve. As for the question Mark: whats actually worse politics dominated by unelected oligarchs or by unelected bureaucrats And finally despite Chinas colossally wasteful capital allocation its system remains devastatingly effective at dominating new industries and building new infrastructure" [X Link](https://x.com/mitchpresnick/status/1999180251134382295) 2025-12-11T18:11Z 14.2K followers, [---] engagements "China in [----] is one of the most observed countries in the world yet also arguably one of the most misunderstood. @AsiaPolicy" [X Link](https://x.com/mitchpresnick/status/1999596381573411020) 2025-12-12T21:45Z 14.2K followers, 12K engagements "If youve wondered how China came to dominate so many manufacturing categoriestoys electronics etc.this short video is for you. Chinas industry is a different beast ๐คฏ Every product and its supply chain are tied to one huge city the size of a nation Eric explains. This is why other nations cant compete with China. https://t.co/ddLw63hTSf Chinas industry is a different beast ๐คฏ Every product and its supply chain are tied to one huge city the size of a nation Eric explains. This is why other nations cant compete with China. https://t.co/ddLw63hTSf" [X Link](https://x.com/mitchpresnick/status/2000214163293950216) 2025-12-14T14:39Z 14.2K followers, [----] engagements "@JustAnOldGuy7 From what I observed it was both. Partly a product of pragmatic imitation and partly a deliberate strategy of controlcaptured in the logic of (strength in numbers)" [X Link](https://x.com/mitchpresnick/status/2000235566529671278) 2025-12-14T16:04Z 14.2K followers, [--] engagements "How does a country with [---] million people under age [--] collapse in [--] years A quick look at Chinas age structure (2025 est. population in millions): By age band 04: 47.5m 59: 80.3m 1014: 90.3m 1519: 84.7m 2024: 78.8m 2529: 82.8m 3034: 98.6m 3539: 121.5m What this means [---] million under [--] [------] million under [--] [------] million under [--] Conclusion: Chinas demographics simply dont support Zeihans imminent collapse theory" [X Link](https://x.com/mitchpresnick/status/2000772373084049537) 2025-12-16T03:38Z 14.2K followers, 32.9K engagements "@DuyaTaksis @janezno63305264 Oh yes I see. Hard to tell sometimes" [X Link](https://x.com/mitchpresnick/status/2000927702510125409) 2025-12-16T13:55Z 14.2K followers, [--] engagements "So your argument is that China will collapse because it has too many people over [--] for its [---] million people under [--] to support. By that logic you must also believe Japan Taiwan and South Korea will collapse well before China since their old-age dependency ratios are far worse. Go aheadsay it out loud. Im struggling to hear you with my two neurons ๐คฃ" [X Link](https://x.com/mitchpresnick/status/2000942624744616403) 2025-12-16T14:54Z 14.2K followers, [---] engagements "Population Decline Is a Feature Not a Bug or National Failure But China and the West Are Responding Very Differently Collapsing birth rates are increasingly framed in the West as evidence of national failure. Chinas demographic slowdown aided by dire predictions of people such as Peter Zeihan is often cited as proof that its system is breaking. Both interpretations miss the bigger picture. Population decline is not primarily a political failure. It is a feature of modernization itself and the real divergence between China and the West lies not in demographics but in how each is adapting to a" [X Link](https://x.com/mitchpresnick/status/2000961825983148501) 2025-12-16T16:10Z 14.2K followers, 23.3K engagements "Sorry to hear reality has struck such a nerve. You have my sympathy Since you claim deep experience with China perhaps you can explainspecificallyhow the CCP could fabricate national population data at a scale large enough to overturn the conclusions you dislike yet not so large that it would completely break the hukou system fiscal transfers education planning healthcare provisioning military conscription and internal migration controls that all depend on those same numbers. Take your time. Well wait" [X Link](https://x.com/mitchpresnick/status/2001040108032868652) 2025-12-16T21:21Z 14.2K followers, [--] engagements "@AE0GE0 @PartyWithWolves @joeroganhq Track record ๐คฃ ๐คฃ ๐คฃ Next time be more careful to whom you call names" [X Link](https://x.com/mitchpresnick/status/2001114786214420555) 2025-12-17T02:18Z 14.2K followers, [--] engagements "@DanielW04617182 @joeroganhq Nope the data is sound. Your interpretation is unsound because youre biased and unwilling to approach this discussion objectively. Strike [--] youre out. Take your L and learn your lesson. Or dont. Muted sadly" [X Link](https://x.com/mitchpresnick/status/2001302619810136392) 2025-12-17T14:45Z 14.2K followers, [--] engagements "If China hawks keep hosting conferences fantasizing about Chinas imminent collapse maybe no one will notice that Goldman just projected Chinas GDP growth at almost [--] the global average in [----]. Someone should tell them theyre past the point where denial is defensibleor patriotic. Goldma Sachs GDP forecast for 2025: Euro Area: 1.5% USA : 2.1% World ๐: 2.8% China : 5.0% India : 7.6% #economy https://t.co/DohJh0cUSd Goldma Sachs GDP forecast for 2025: Euro Area: 1.5% USA : 2.1% World ๐: 2.8% China : 5.0% India : 7.6% #economy https://t.co/DohJh0cUSd" [X Link](https://x.com/mitchpresnick/status/2002402796172087756) 2025-12-20T15:36Z 14.2K followers, [----] engagements "@retailLNG Starting from a low base and with 1/3 to 1/2 of their growth coming from infrastructure and real estate investment Totally possible" [X Link](https://x.com/mitchpresnick/status/2002528662038720799) 2025-12-20T23:56Z 14.2K followers, [---] engagements "@retailLNG Just imagine if they could achieve just 5% GDP growth for twenty years. That is a huge economy" [X Link](https://x.com/mitchpresnick/status/2002537117029994804) 2025-12-21T00:30Z 14.2K followers, [--] engagements "And yet everyone always does and will again. https://www.bloomberg.com/opinion/articles/2025-12-23/repeat-after-me-never-ever-underestimate-china https://www.bloomberg.com/opinion/articles/2025-12-23/repeat-after-me-never-ever-underestimate-china" [X Link](https://x.com/mitchpresnick/status/2003731966957330906) 2025-12-24T07:38Z 14.2K followers, [----] engagements "The Mortal Kombat portion of our program Geely Geome putting a hurt on BYD. All-electric starts at $9200. Sold [------] since October [----]. - Range from 190-240 miles depending on pick size. https://t.co/q04pthdMA9 via @Gasgoo_com https://t.co/QimmXk5OAd Geely Geome putting a hurt on BYD. All-electric starts at $9200. Sold [------] since October [----]. - Range from 190-240 miles depending on pick size. https://t.co/q04pthdMA9 via @Gasgoo_com https://t.co/QimmXk5OAd" [X Link](https://x.com/mitchpresnick/status/2004570551197774049) 2025-12-26T15:10Z 14.2K followers, [---] engagements "Enjoyed this timely wide-ranging conversation with @WeTheBrandon on National Security Talk. If the U.S. keeps underestimating the competitionand overestimating itselfit risks losing far more than just the race with China. Please enjoy. 1/ A ๐งต China isnt collapsing. War with China isnt inevitable. And Americas biggest weakness right now isnt Beijingits how emotionally we think about Beijing. Thats the hard truth from my latest National Security Talk episode with @mitchpresnick ๐ https://t.co/yMqMeOOeZw 1/ A ๐งต China isnt collapsing. War with China isnt inevitable. And Americas biggest" [X Link](https://x.com/mitchpresnick/status/2006007197839548767) 2025-12-30T14:19Z 14.2K followers, [----] engagements "The richest 0.1% of Americans now hold 14% of the countrys household wealth. The highest share in many decades" [X Link](https://x.com/mitchpresnick/status/2008487663272370362) 2026-01-06T10:35Z 14.2K followers, [---] engagements "On Venezuela and the Implications for U.S.China Relations The U.S. action against Venezuela fits a broader and now-familiar pattern under Trump and more importantly reflects the longer-term repositioning of American global leadership. The rhetoric and legal justifications are aimed primarily at domestic audiences not international stewardship. The language is maximalist; the actual constraints remain unchanged: material power projection capital markets energy capacity and narrowly defined national self-interest. In that sense the move is entirely consistent with the most recent U.S. National" [X Link](https://x.com/mitchpresnick/status/2008554381520621993) 2026-01-06T15:00Z 14.2K followers, [----] engagements "@trumpxiputin Good points. But I believe it is now more difficult for the U.S. to credibly oppose Chinese power projection in the SCS" [X Link](https://x.com/mitchpresnick/status/2008559316929048994) 2026-01-06T15:20Z 14.2K followers, [---] engagements "When your identity is your ideology congratulations youve officially screwed yourself. Because now its not just an idea now its you. And when the idea gets challenged you dont hear disagreement. You hear an attack. So what do you do You build a bubble. A nice soft padded little bubble where everyone agrees with you uses the same words hates the same people and claps at the exact right moments. And youll defend that bubble at all costs even if it makes you sound incredibly stupid. Facts dont matter anymore. Logics gone. Humor Dead. Because admitting youre wrong would mean admitting you are" [X Link](https://x.com/mitchpresnick/status/2009819279353340083) 2026-01-10T02:47Z 14.2K followers, [--] engagements "@HAPPY889123 Thanks Happy. I liked it as well but I cant claim authorship. It was presented as a George Carlin video but I later learned it was an AI fabrication that stitches together several of his real viewpoints" [X Link](https://x.com/mitchpresnick/status/2009951063168958597) 2026-01-10T11:30Z 14.2K followers, [---] engagements "China was very poor when I first arrived in [----] but the trains were reliable clean and on time. Roads airports electricity watereverything worked. Buildings were basic but well maintained. Function came before wealth. Singapore is another build get rich later case I saw up closeand even wrote my undergraduate thesis on. Lee Kuan Yew invested in public housing schools hospitals and transport while incomes were still low. Singapore relied on World Bank loans in 1960s70s to finance infrastructure and servicesway before it reached developed status. Infrastructure precedes growth. Someone has to" [X Link](https://x.com/mitchpresnick/status/2011528512595804293) 2026-01-14T19:59Z 14.3K followers, 122.3K engagements "@AhBoard Believe it or not not all debt traps countries. Singapore repaid every World Bank loan on time and in full with interest" [X Link](https://x.com/mitchpresnick/status/2011748607310119264) 2026-01-15T10:33Z 14.2K followers, [---] engagements "@TheCaz64 The CPC enjoys high approval ratings and have lifted 800m people out of poverty. Why should they step aside" [X Link](https://x.com/mitchpresnick/status/2011823681702404386) 2026-01-15T15:31Z 14.2K followers, [---] engagements "Letting Stalin lead Mao into authorizing the Korean War was the only strategic mistake Mao ever made because in the end the Korean War delayed Chinese unification by a century in that it led to Americas commitment to Taiwan. - Henry Kissinger" [X Link](https://x.com/mitchpresnick/status/2012585185464746342) 2026-01-17T17:57Z 14.3K followers, 111.6K engagements "My views largely align with @GlennLuks on this. Until Xi and Trump strike a grand bargainor at least establish a fundamentally new commercial frameworkChinese tech FDI will not flow into the U.S. That said I expect such a framework to emerge in [----] or [----]. @GlennLuk @mitchpresnick has been actively arguing about a CN-US "grand bargains" and was hopeful of it under the current admin. This may be the time you two could have a debate over this @GlennLuk @mitchpresnick has been actively arguing about a CN-US "grand bargains" and was hopeful of it under the current admin. This may be the time" [X Link](https://x.com/mitchpresnick/status/2012591593933426767) 2026-01-17T18:23Z 14.2K followers, [----] engagements "@mywang999 Well never know for sure but its a reasonable thesis to me. Truman originally placed Taiwan outside the U.S. key protection area. He changed his mind after the Korean War began" [X Link](https://x.com/mitchpresnick/status/2012663791595515971) 2026-01-17T23:10Z 14.2K followers, [----] engagements "@jordanschneider @vince_chow1 Gad zooks" [X Link](https://x.com/mitchpresnick/status/2013042006604259364) 2026-01-19T00:13Z 14.2K followers, [----] engagements "Exponential technology isnt the only mega-trend. China is the other. Everyone is optimizing for AI. Very few are optimizing for China. If your CEO is betting on AI while ignoring China fire them for negligence. Hope is not a strategy" [X Link](https://x.com/mitchpresnick/status/2014740366591688912) 2026-01-23T16:41Z 14.3K followers, [----] engagements "You dont hear nearly as much about quantum as AI or robotics but Ive been obsessed with it over the past year. Ive come to believe it will matter just as much to business and our collective future" [X Link](https://x.com/mitchpresnick/status/2015118607399690369) 2026-01-24T17:44Z 14.3K followers, [---] engagements "Incidentally if thats right @IBM is the most undervalued tech company in the world today. It leads in quantum across hardware software and cloud. Just an observation. My father worked at IBM for [--] years" [X Link](https://x.com/mitchpresnick/status/2015118817463025775) 2026-01-24T17:45Z 14.3K followers, [---] engagements "In [----] everyone is optimizing for AI. Almost no one is optimizing for China. In advanced manufacturing and materials science ideology is irrelevant. The next China isnt Vietnam India or Mexico. Its China. In the 21st century you cannot optimize for AI while ignoring Chinaif your organization expects to survive. You can internalize this now or relearn it in [----] months when it becomes consensus. As with many things Ive said here. https://twitter.com/i/web/status/2015430936251584585 https://twitter.com/i/web/status/2015430936251584585" [X Link](https://x.com/mitchpresnick/status/2015430936251584585) 2026-01-25T14:25Z 14.3K followers, [----] engagements "@pplsartofwar Yes many prefer to be genuinely shocked when they discover this [----] months from now" [X Link](https://x.com/mitchpresnick/status/2015484114053247131) 2026-01-25T17:57Z 14.3K followers, [---] engagements "@jenniferzeng97 No I dont believe it. More likely its either a US or Chinese psyop" [X Link](https://x.com/mitchpresnick/status/2015786841861927070) 2026-01-26T14:00Z 14.3K followers, [--] engagements "Chinas exports to BRICS countries totaled 586bn thru Jul '17 up 28.7% YoY; imports same period totaled 561bn up 37.7% YoY. #BetOnChina" [X Link](https://x.com/mitchpresnick/status/904564503769055232) 2017-09-04T04:39Z 13.8K followers, [--] engagements "20-year annualized returns by asset class. Real estate and gold performed 4x better than the average investor" [X Link](https://x.com/mitchpresnick/status/1264260715860365314) 2020-05-23T18:23Z [----] followers, [--] engagements "For most Americans this liquidity-driven stock market is like watching a nearby city win a sports championship. Interesting perhaps even entertaining but not relevant. Stock ownership increasingly concentrated among small share of population; top 10% of earners owned 87% of all U.S. stocks in 1Q 2020up from 82.4% in 2009while bottom 50% owns just a sliver @WSJ @federalreserve https://t.co/HpbAVuYOsH Stock ownership increasingly concentrated among small share of population; top 10% of earners owned 87% of all U.S. stocks in 1Q 2020up from 82.4% in 2009while bottom 50% owns just a sliver @WSJ" [X Link](https://x.com/mitchpresnick/status/1298011869479829507) 2020-08-24T21:38Z [----] followers, [--] engagements "We dont have a private life and a business life. Were humans. We have a life. And we humans work most effectively when all our assets are aligned and engaged in all key pursuits. Not when theyre exploded out into their parts without benefit of flywheel effects" [X Link](https://x.com/mitchpresnick/status/1481070754083004418) 2022-01-12T01:09Z 10.1K followers, [--] engagements "$31tn debt. $25tn GDP. Debt annual revenue. Insolvent. Ergo stop printing and spending yes. We wont need to print if we live within our means and not spend money we dont have to try to dominate a region which now has its own superpower. Dont blame the messenger. Blame those who allowed our middle class to be eviscerated in favor of the job creators. Middle class pays for this party" [X Link](https://x.com/mitchpresnick/status/1655059012713426944) 2023-05-07T03:56Z 13.3K followers, [---] engagements "$31tn debt. $25tn GDP. Debt annual revenue. Insolvent. Ergo stop printing and spending yes. We wont need to print if we live within our means and not spend money we dont have to try to dominate a region which now has its own superpower. Dont blame the messenger. Blame those who allowed our middle class to be eviscerated in favor of the job creators. Middle class pays for the party but they have no more to give. @mitchpresnick @Halle2017 @ElbridgeColby "stop printing" lol. More chaos will emerge if we are short supply of fiat @mitchpresnick @Halle2017 @ElbridgeColby "stop printing" lol. More" [X Link](https://x.com/mitchpresnick/status/1655372857285672963) 2023-05-08T00:43Z 13.3K followers, [---] engagements "US economy reserve currency & global security have all suffered in the [--] yrs since these soft wars began. No discernible benefits to USA. In the past five years the two superpowers have descended into a trade war a tech war and now a new Cold War" [X Link](https://x.com/anyuser/status/1663001429949419520) 2023-05-29T01:56Z [--] followers, [----] engagements "Just heard a report from a friend who attended the Milliken Institutes recent Global Conference in LA. Business and finance leaders from across the Developed West casually discussing US China decoupling completely out of touch with how far China has progressed and blissfully unaware of the inestimable costs and extraordinary difficulties involved in decoupling. In other words US policy hawks and the MIC have temporarily achieved their objectives. Business and finance leaders now ignore the [--] year investment of time energy and capital Wall Street and Main Street have made as part of the" [X Link](https://x.com/mitchpresnick/status/1664866630873251840) 2023-06-03T05:28Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@mitchpresnick Mitch Presnick ๆๅ
Mitch Presnick ๆๅ posts on X about china, linkedin, beijing, countries the most. They currently have [---------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [------] +476%
- [--] Month [-------] +146%
- [--] Months [---------] -1.30%
- [--] Year [---------] -49%
Mentions: [--] #
- [--] Months [---] -13%
- [--] Year [---] -56%
Followers: [---------] #
- [--] Week [------] +0.18%
- [--] Month [------] +1.50%
- [--] Months [------] +6.30%
- [--] Year [------] +18%
CreatorRank: [-------] #
Social Influence
Social category influence countries finance technology brands social networks travel destinations stocks automotive brands us election currencies celebrities
Social topic influence china, linkedin #74, beijing, countries, tariffs, gdp, investment, money, tiktok, united states
Top accounts mentioned or mentioned by @zbenadvisors @milkeninstitute @michaelaarouet @doggydog1208 @rnaudbertrand @dancollins2011 @harvardbiz @happy889123 @baoshaoshan @noahpinion @orlovprovince @scmpnews @wsj @pstasiatech @kaiserkuo @shangguanjiewen @liangscott44035 @elonmusk @retaillng @dunneinsights
Top assets mentioned Tesla, Inc. (TSLA) IBM (IBM) Alphabet Inc Class A (GOOGL) Bitcoin (BTC) Microsoft Corp. (MSFT) DeepSeek (DEEPSEEK)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Brad_Setser Ive heard numbers in that range as well but theyve always been on the low side. Most of us doing business there assume its minimum $750bn. Even using $475bn a very significant source of revenue. Larger than the GDP of all but [--] countries"
X Link 2025-10-20T02:29Z 14.3K followers, [---] engagements
"Reposted from Ricky Ho of SourceReady on LinkedIn: ***Mitchs Comment The authors core insight is one many western executives still miss: Chinas competitive advantage is not cheap labor but industrial density speed and accumulated manufacturing memory. China+1 fails when its treated as an exit strategy. It works when its treated as a system-redesign problem. China continues to do the work that depends on deep ecosystems tacit knowledge and rapid iteration; the second location absorbs what is modular labor-intensive and repeatable. The litmus test: if two factories in two countries cannot"
X Link 2026-01-24T13:23Z 14.3K followers, 35.4K engagements
"@communist_bimb0 @SchleterPeter The S&P went up 3x in ten years. Magnificent [--] saw combined earnings growth of 265% over the past five years. Pretty extraordinary performance without having to stock pick"
X Link 2026-01-26T00:55Z 14.3K followers, [--] engagements
"Reposted from Josh Gardner of Kung Fu Data on LinkedIn: Whos winning global public opinion What countries around the world think of the U.S. and China. Ask the same question in different countries and you get very different answers. New data from Pew Research Center shows how uneven global attitudes toward the U.S. and China really are. Theres no clear winner. only sharp contrasts. In traditional U.S.-aligned countries like Japan South Korea and Israel the gap is wide. Favorable views of the U.S. far exceed views of China. Western Europe tells a quieter story. In places like Germany France"
X Link 2026-01-26T12:26Z 14.3K followers, [----] engagements
"@YannS90728931 @NiSiv4 @L_ThinkTank The reality is even stranger. The Chinese (ROC) army is technically still at war with the Chinese (PRC) army"
X Link 2026-01-28T19:48Z 14.3K followers, [--] engagements
"To understand China it must be experienced and feltnot merely analyzed. Thats half the reason Western analysis so often misses the mark. The other half is subjectivity and bias"
X Link 2026-01-29T13:46Z 14.3K followers, [----] engagements
"I think you can no longer distinguish who are democracies and who are dictators; its not clear anymore. - Ai Weiwei Anti-China Artist and Activist Ai Wei Wei slapping Channel [--] in the face: 1) There is Censorship in the West as well. (Ai Wei Wei has been censored an his exhibition cancelled in UK and Europe because of his anti-genocide in Gaza stand and holding Israel accountable) 2) In UK https://t.co/WxE2JrUbRg Anti-China Artist and Activist Ai Wei Wei slapping Channel [--] in the face: 1) There is Censorship in the West as well. (Ai Wei Wei has been censored an his exhibition cancelled in UK"
X Link 2026-01-29T14:05Z 14.3K followers, [----] engagements
"I give my Chinese founder friends the same advice: never hide your Chinese identity. Whatever the ideological debates Chinese companies are widely recognized around the world for quality and value. From @caixin: @McKinsey Greater China Chairman Joe Ngai has some advice for Chinese companies going abroad: Dont try to hide where you are from. Obscuring ones national origins is a short-sighted strategy unlikely to succeed over the long term Ngai told Caixin at the World Economic Forum in #Davos on Thursday. Ngai said some Chinese firms have tried changing registration jurisdictions or minimizing"
X Link 2026-01-29T19:17Z 14.3K followers, [----] engagements
"@retailLNG @35quai"
X Link 2026-01-30T00:43Z 14.3K followers, [---] engagements
"@Macro_Core_View I couldnt agree more Heres all you need to know as an aspiring Western China-watcher: The Western consensus on China is almost always wrong. Even when it gets the facts right it gets the implications wrong. And even when it gets the facts and implications right it will always get the https://t.co/yUjsfBxzGc Heres all you need to know as an aspiring Western China-watcher: The Western consensus on China is almost always wrong. Even when it gets the facts right it gets the implications wrong. And even when it gets the facts and implications right it will always get the"
X Link 2026-01-30T09:26Z 14.3K followers, [--] engagements
"Reposted from Chen Hanyin of ASKaFOX on LinkedIn: *** Mitchs Comment Chinas business relationship with multinational companies is changing rapidly. My work here at Harvard has been entirely focused on researching the new paradigm shaping Chinas evolving business relationship with the West. This is a fundamentally new eraa whole new ballgame if you will. *** Thirty years ago global executives said: In China for China out of China for global. Meaning multinationals China presence was merely a way to bypass entry barriers and serve the domestic market nothing more. Thirty years later the"
X Link 2026-01-31T17:43Z 14.3K followers, [---] engagements
"Reposted from Chen Hanyin of ASKaFOX on LinkedIn: *** Mitchs Comment Chinas business relationship with multinational companies has changed significantly in the last 6-7 years. My work here at Harvard has been focused on researching the new paradigm shaping the Wests evolving business relationship with China. This is a fundamentally new eraa whole new ballgame if you will. *** Thirty years ago global executives said: In China for China out of China for global. Meaning multinationals China presence was merely a way to bypass entry barriers and serve the domestic market nothing more. Thirty"
X Link 2026-01-31T18:11Z 14.3K followers, [--] engagements
"@Cheeseh18129927 @zzbar Why would China have to open its currency to do that Wouldnt the importing country just source RMB from the RMB clearance / holding accounts in HK of countries with large RMB holdings such as Brazil Russia Saudi or South Africa"
X Link 2024-05-21T01:41Z 14.3K followers, [---] engagements
"This isnt about China market access for American companiesits about U.S. market access for Chinese companies which Trump plans to restrict with a 60% tariff on Chinese imports. Im proposing that the U.S. allow China to sell goods produced in Chinese-invested factories built in the U.S. and operated through joint venturesexactly as China allowed American companies to do from [----] to [----]. @mitchpresnick Both Trump and Biden are on record to withhold sales of advanced chip manufacturing equipment to China Even your own post recognizes this Tariffs will only cost American consumers It cannot"
X Link 2024-11-08T01:21Z 14.3K followers, [----] engagements
"Reposted from Ignacio Ramirez Moreno CFA on LinkedIn: China just borrowed at the same rate as the US Treasury. Let that marinate for a second. For the first time in history Beijing's dollar bonds priced exactly where Washington's do. Not [--] basis points higher. Not [--]. Zero. Think about that. The country that owns $3.3 trillion in US reserves just proved it doesn't need to pay a premium to borrow dollars anymore. China's Ministry of Finance dropped $4bn in Hong Kong: 3-year bonds: 3.625% (exactly matching US Treasuries) 5-year bonds: 0.02% above Treasuries (basically a rounding error) 30x"
X Link 2025-11-07T12:15Z 14.4K followers, 76.1K engagements
"The U.S. is now the outlier on Chinese EVs: other developed economies allow managed market access while Washington relies on exclusion. Only U.S.China EV joint ventures forced by 100% tariffs offer any coherent rationale for Americas stance. Canada agrees to cut its 100% tariff on Chinese EVs in return for lower duties on Canadian farm products in a break with the U.S. https://t.co/jq3kddRdOD Canada agrees to cut its 100% tariff on Chinese EVs in return for lower duties on Canadian farm products in a break with the U.S. https://t.co/jq3kddRdOD"
X Link 2026-01-16T15:31Z 14.4K followers, [----] engagements
"Reposted from Deng Qiyi of Guangzhou Yihong Leather Company on LinkedIn: ***Mitchs Comment China is multiple major labor and consumer markets operating as one system but with vastly different pricing. China is getting expensive is a coastal snapshot not a system-wide reality. Whats often described as offshoring or decline is usually internal reallocationfactories moving inland along the same supply-chain backbone under the same rules and language. Thats a structural advantage few countries have. If you benchmark China only by Shanghai or Shenzhen wages youre not assessing competitivenessyoure"
X Link 2026-01-24T14:25Z 14.3K followers, 13.5K engagements
"After nearly a decade Ive stepped off the board of Marco Polo Pure Asset Management where Ive served since [----]. I now have capacity to take on one independent board seat in [----]. If you know an exceptional company seeking to optimize its cross-border China strategy feel free to reach out. https://twitter.com/i/web/status/2015434904062882086 https://twitter.com/i/web/status/2015434904062882086"
X Link 2026-01-25T14:41Z 14.3K followers, [----] engagements
"@communist_bimb0 @SchleterPeter I like IBM because quantum I like Berkshire Hathaway to invest in the real U.S. economy Not financial advice. For information purposes only"
X Link 2026-01-26T00:58Z 14.3K followers, [--] engagements
"Kevin Walmsley (@35quai) is perhaps the sharpest on-the-ground observer of Chinese industry todaybetter than most of the big names people usually cite. If you want to really understand the immense advantages of China's industrial system (not just manufacturing) this is the best on-the-ground info source https://t.co/OVObAXhSlF . Trust me it is better than reading most books out there. BTW I rarely recommend things. If you want to really understand the immense advantages of China's industrial system (not just manufacturing) this is the best on-the-ground info source https://t.co/OVObAXhSlF ."
X Link 2026-01-29T18:33Z 14.3K followers, 15.1K engagements
"Reposted from Josh Gardner of Kung Fu Data on LinkedIn: *** Mitchs Comment Notice how over a third of Chinas largest trade-surplus destinations are now in the developing world That wasnt true even five years ago. For the first time Chinas trade and investment ecosystem is helping emerging economies build enough infrastructure industry and middle-class demand to join the ranks of its top trading partners. A reminder that global trade growth is not a zero-sum game the pie is expanding. Meanwhile fundamentals remain unchanged. Chinas manufacturing scale pricing power and supply-chain centrality"
X Link 2026-01-30T14:16Z 14.4K followers, [----] engagements
"Reposted from Andrs Pereira on LinkedIn: *** Mitchs Comment For many individuals and companies in [----] the smarter move isnt to base in China but to optimize for China just as everyone is now optimizing for AI. *** China is the future. But if I had to start from zero at [--] I wouldnt go there. You need to understand very well where youre getting into. Competition in China right now is brutal. The barriers to entry are huge: The language and the characters make everything complex. China is massive. Its almost a continent. If you enter you need to know exactly where and in which sector. Its far"
X Link 2026-01-30T14:32Z 14.4K followers, [----] engagements
"Reposted from Chen Hanyin of ASKaFOX on LinkedIn: *** Mitchs Comment Chinas business relationship with multinational companies has changed significantly in the last 6-7 years. My work here at Harvard has been focused on researching the new paradigm shaping the Wests evolving business relationship with China. My key takeaway is that Western companies must optimize for China with the same urgency they bring to AI. This is a fundamentally new era requiring a reset in how strategy competitiveness and global positioning are approached. *** Thirty years ago global executives said: In China for"
X Link 2026-01-31T18:24Z 14.4K followers, [----] engagements
"In [----] the smart move isnt necessarily to go to China but to optimize for Chinajust as with AI. Beyond ideology the defining megatrends are exponential technology and Chinas rise as the worlds manufacturing superpower. The German and Korean corporate models shows the way - China adaptation and optimization as alternatives to relegation and irrelevance. https://twitter.com/i/web/status/2018358400598356065 https://twitter.com/i/web/status/2018358400598356065"
X Link 2026-02-02T16:18Z 14.3K followers, [----] engagements
"First no serious China analyst believes the CPC alone can maintain a chokehold on anything. Thats an imprecise framing. The competitive force is the broader Chinese state ecosystem central policy direction provincial execution SOEs private firms banks and coordinated industrial policy operating in concert. On rare earths the constraint isnt simply that extraction and processing are environmentally costly though they are. Nor are the minerals geologically rare. The real leverage sits downstream: refining rare earths into high-purity oxides and metals (99.99%) requires advanced solvent"
X Link 2026-02-04T20:06Z 14.4K followers, [----] engagements
"Dr. Eric Xun Li is the most articulate and balanced of the contemporary Chinese political thinkers explaining in fluent Western idiom why Chinas intellectuals see their governance model not as a deviation from modernity but as an alternative path to it. He is also the most competent and formidable critic of the Western liberal orderbalanced disciplined and analytically precise rather than polemical. A Stanford-trained political scientist and VC he debates the West in its own language stripped of theatrics and largely devoid of ideologyother than a clear sustained argument that the universal"
X Link 2026-02-05T13:03Z 14.4K followers, [---] engagements
"Dr. Eric Xun Li is among the most articulate and balanced contemporary Chinese political thinkers engaging Western audiences today. In fluent Western idiom he explains why many Chinese intellectuals regard their governance model not as a deviation from modernity but as an alternative pathway to it. Agree or disagree his arguments illuminate. He translates complex Chinese institutional logic into terms non-Chinese audiences can actually interrogate. He is also a formidable critic of the Western liberal ordermeasured disciplined analytically exacting rather than theatrical. A Stanford-trained"
X Link 2026-02-05T13:55Z 14.4K followers, [---] engagements
"A factory mistake flips a horses smile upside down and suddenly it becomes the viral mascot of Chinese New Year. The New York Times frames the Frowning Horse as a symbol of Chinese burnout and thats fair. Many younger Chinese workers are exhausted or unemployed. [---] fatigue is real. Growth feels slower. Mobility feels harder. You see it in phrases like garbage time and in the broader drift toward lying flat. But I think theres something else going on. [----] is the Year of the Fire Horse. Im a Fire Horse (1966) so I cant resist noticing. Fire Horses symbolize ambition growth and burning"
X Link 2026-02-05T17:32Z 14.4K followers, [----] engagements
"@DoggyDog1208 I can think of two. One is a professor here who speaks both Mandarin and Manchu. The other is an old friend fluent in Mandarin and Cantonese. Both are exceptionally rare"
X Link 2026-02-07T13:28Z 14.4K followers, [---] engagements
"We do know the answer but its not what you think. For more than [--] years the U.S. cooperated extensively with Chinatransferring manufacturing know-how advanced technology and capital to Chinese partners and at times direct competitors. In many cases this wasnt optional; Chinese government regulations often required 50/50 joint ventures as the price of market access. https://twitter.com/i/web/status/2020144218585387279 https://twitter.com/i/web/status/2020144218585387279"
X Link 2026-02-07T14:34Z 14.4K followers, [--] engagements
"@D_Thaumaturge More than that Eric contends that the neoliberal view on China and US-China relations is incorrect counterproductive and ill-conceived"
X Link 2026-02-07T17:17Z 14.4K followers, [---] engagements
"@Islaladrones We dont have the component manufacturers here. Try buying an American actuator or even one which isnt built by or through China"
X Link 2026-02-07T17:53Z 14.4K followers, [--] engagements
"Well dang. The Super [--] of EVs new Wuling product. Code name: Lingdan Price: 12k Yuan https://t.co/tOmMFT20ZU new Wuling product. Code name: Lingdan Price: 12k Yuan https://t.co/tOmMFT20ZU"
X Link 2024-04-07T00:32Z 14.4K followers, [----] engagements
"China dominates each of these industries through careful planning smart strategy and relentless hard work. I have great admiration and respect for what theyve accomplishedit was impressive to witness from a front-row seat. But they didnt do it alone. Their reindustrialization was built on a foundation that the U.S. and Developed West helped lay starting in [----]. Not a small amount of tech was transferred in the process. Now as the U.S. faces its own need for reindustrialization and tech restoration I argue that we should take a page from Chinas playbook and leverage their dominant"
X Link 2025-02-21T15:28Z 14.4K followers, [----] engagements
"American companies are staying put in China. Because business is pragmatic and non-ideological. https://youtu.be/hPtjp7Scqccsi=9Y4HtaONkk2Fv5c2 https://youtu.be/hPtjp7Scqccsi=9Y4HtaONkk2Fv5c2"
X Link 2025-08-25T03:34Z 14.4K followers, [----] engagements
"Where does the idea originate that China is the United States enemy Enemies do not build vast commercial relationships yet China remains Americas third-largest trading partner and U.S. S&P [---] companies earn over $1 trillion annually in the Chinese market. @mitchpresnick @DanCollins2011 They are our primary enemy. Further they have shown time and time again that they will abuse trade and our IP for their gain and/or our detriment. They have also taken the time to remove themselves from reliance on tech from the west as much as possible choosing to develop @mitchpresnick @DanCollins2011 They"
X Link 2025-10-20T00:20Z 14.4K followers, 77.4K engagements
"Reposted from Robin Hu Asia Chair of @MilkenInstitute on LinkedIn: *** Mitchs Commentary *** Chinas capital regime is shifting from hot money to policy-aligned money. This isnt a normal cycle. Its a structural redesign of how finance supports national industrial priorities. For multinational boardrooms in [----] the real question isnt whether China is falling off a cliff. That framing is simplistic and increasingly disconnected from reality given how deeply embedded China is in global technology and manufacturing supply chains. The better question is more practical: does your business model"
X Link 2026-02-04T12:43Z 14.4K followers, [----] engagements
"Reposted from Josh Gardner on LinkedIn (my commentary first followed by Joshs original post). *** Mitchs Commentary *** Why did the Trump Administration reverse the ban on Nvidias H200 Look at the divergent paths of Google and Microsoft in China. Google exited and was written out of the worlds largest digital commerce market. Microsoft stayed absorbing years of piracy and source-code scrutiny because it understood a strategic reality: once youre engineered out of the Chinese tech ecosystem re-entry is nearly impossible. And besides the domestic market you lose relevance in the country that"
X Link 2026-02-09T14:22Z 14.4K followers, [----] engagements
"@anxonh You could be right but Im guessing the potential revenue from US market access will outweigh those concerns within the next 2-3 years. Lets see what happens"
X Link 2024-07-24T03:01Z 14.4K followers, [--] engagements
"Reposted from Ignacio Loyola on LinkedIn: Like it or not youll soon be producing in China. Not because you want to. Not because its cheap. But because at some point the ecosystem speed or capability you need simply isnt available elsewhere. Every year I read posts announcing that companies are moving away from China. And every year those same companies quietly keep relying on it. Tooling gets done there. Components come from there. Problems get solved there. You may move final assembly. You may change the flag on the box. But China is still in the background making it work. The real issue"
X Link 2026-02-06T02:40Z 14.4K followers, [----] engagements
"When Silicon Valley gets ranked #3 by @WIPO on innovation there are only two possible responses: 1.Accept it. Do hard self-assessment. Build a vertically integrated recovery plan. 2.Shoot the messengerattack motives dispute the data claim it doesnt matter. Only one fixes the problem. Guess which one Washington will choose. https://twitter.com/i/web/status/2021970527187853450 https://twitter.com/i/web/status/2021970527187853450"
X Link 2026-02-12T15:31Z 14.4K followers, [---] engagements
"Joe as a former Budweiser lobbyist and founder of the China practice at @apcoworldwide Id say that while you have a point your framing is too reductive and simplistic. The best advocacy aligns entrenched interests with the public interest. If its purely extractive its unsustainable. https://twitter.com/i/web/status/2022321739607298553 https://twitter.com/i/web/status/2022321739607298553"
X Link 2026-02-13T14:47Z 14.4K followers, [---] engagements
"@teshen8lin @grok @grok are there any complete non-China supplier chains for AI robotics components (actuators rare earth magnets etc.)"
X Link 2026-02-07T20:14Z 14.4K followers, [--] engagements
"U.S. companies need to move now on robotics cooperation with China. Chinese manufacturers shipped roughly 8590% of all humanoid robots globally last year. More than half of all industrial robots installed in [----] were installed in China. Thats before accounting for the underlying stack: components actuators power electronics rare earth processing batteries et al. Whats the alternative other than another DeepSeek moment https://twitter.com/i/web/status/2019874793026195945 https://twitter.com/i/web/status/2019874793026195945"
X Link 2026-02-06T20:44Z 14.4K followers, [----] engagements
"Reposted from Rodrigo Palhares on LinkedIn (my commentary first followed by authors original post): *** Mitchs Commentary *** I dont know a single CEO who believes the Western policymaking model can match the execution speed and efficiency of Chinas unified command and vertically integrated system. The real question is how to materially improve performance and competitiveness within the Western model. === This straight line of coordinated decision-making has given China one of the most significant strategic advantages observed in modern economic history. The cost of a system that protects"
X Link 2026-02-12T17:09Z 14.4K followers, 41.1K engagements
"@JrgenHuber7 Sure but it also compresses timelines and increases efficiencies in ways we in the West struggle to match"
X Link 2026-02-12T19:51Z 14.4K followers, [---] engagements
"Reposted from Thomas Derksen on LinkedIn (my commentary first followed by Thomass original post). *** Mitchs Commentary *** Reposting because the real story of Luckin Coffees comeback is even more consequential than the headline. In [----] Luckin wasnt behind. It was effectively wiped out delisted for fraud leadership purged credibility destroyed. Most Western analysts wrote the obituary. And yet. Luckin rebuilt and scaled to [-----] stores in eight years. Today it competes from a position of strength against Starbucks in China. Starbucks entered with: A globally optimized operating model Decades"
X Link 2026-02-13T15:44Z 14.4K followers, [---] engagements
"I lived in China for over three decades and work daily with its industrial and competitive realities. I see many of the same data points these weekend warriors cite. Instead of spending the majority of effort seeking to discredit the data or its messengers we can surely acknowledge that endlessly disputing the veracity of Chinese industrial statistics is at least partially a self-defeating distraction. The more productive focus is on the structural reforms the U.S. must undertake to enhance competitiveness. Whether the numbers are off by a margin or not doesnt change the underlying"
X Link 2026-02-13T16:10Z 14.4K followers, 12.8K engagements
"I lived in China for over three decades and work daily with its industrial and competitive realities. I see many of the same data points these weekend warriors cite. Instead of spending the majority of effort seeking to discredit the data or its messengers we can surely acknowledge that endlessly disputing the veracity of Chinese industrial statistics is at least partially a self-defeating distraction. The more productive focus is on the structural reforms the U.S. must undertake to enhance competitiveness. Whether the numbers are off by a margin or not doesnt change the underlying"
X Link 2026-02-13T16:10Z 14.4K followers, 13.9K engagements
"Agreed. The United States can recognize the scale and speed of Chinas technological advancesacross EVs batteries robotics rare earth processing and digital platformswithout defaulting to fatalism about inevitable global relegation. Especially if the U.S. develops public private partnerships to help U.S. MNCs optimize for and leverage Chinese advances. At the same time Washington can analyze Chinas structural pressuresdemographics debt overhang property sector imbalances capital controls political centralizationwithout indulging in fantasies of imminent collapse. Serious strategy requires"
X Link 2026-02-13T18:19Z 14.4K followers, [----] engagements
"Reposted from Michael Broza of Asiabits on LinkedIn: Playboy just sold half its China business for $122M. Another Western brand handing over operational control to a local partner. Here's what happened: UTG Brands Management Group in Shanghai takes over 50% of Playboy's China operations. Full operational control for Mainland China Hong Kong and Macau. The deal: $45M cash $67M in guaranteed payouts over [--] years $10M for brand support over [--] years. Why Playboy's China licensing was a mess. Too many agents too many sub-licenses massive counterfeiting problem. The brand was diluted beyond"
X Link 2026-02-13T18:36Z 14.4K followers, [----] engagements
"$LKNCY looks to me a no brainer. Not investment advice but heres why. Domestic consumer market peppy fantastic store level performance lapped their earlier issues. Most important domestic consumer market is totally unrelated to any of the current tech policy risk concerns"
X Link 2021-07-27T14:48Z 14.2K followers, [--] engagements
"$LKNCY $3bn market cap against $1bn sales. Any questions Not investment advice. $lkncy luckin coffee will have more than [----] stores with sales of [--] billion yuan by the end of this year. $lkncy luckin coffee will have more than [----] stores with sales of [--] billion yuan by the end of this year"
X Link 2021-07-27T23:07Z 14.2K followers, [--] engagements
"Told ya $LKNCY"
X Link 2021-07-28T15:32Z 14.2K followers, [--] engagements
"U.S. sanctions have been a counterproductive failure so far and have greatly contributed to US inflation. To be effective sanctions and tariffs must be paired with incentives to funnel Chinese tech and investments towards U.S. strategic objectives. https://www.thewirechina.com/2024/09/15/plugging-the-sanctions-gaps-chinese-firms/ https://www.thewirechina.com/2024/09/15/plugging-the-sanctions-gaps-chinese-firms/"
X Link 2024-09-19T17:23Z 14.2K followers, [---] engagements
"@shaavy2 I think India chooses the latter but that is because in my six trips there over [--] years Ive watched it build momentum and learn a great deal from its less successful recent past"
X Link 2024-10-24T14:34Z 14.2K followers, [--] engagements
"The U.S. still holds global dominance over several critical assets Wall Street Hollywood Silicon Valley $88Tn mkt cap USD and SWIFT @mitchpresnick Advantage China The US might have pawns and bishops China holds the Aces and Joker and the queen @mitchpresnick Advantage China The US might have pawns and bishops China holds the Aces and Joker and the queen"
X Link 2024-11-12T15:21Z 14.2K followers, [----] engagements
"$100Tn stock market cap and $35 Tn VC assets. Hollywood. Second largest manufacturing output. I/3 of the Fortune Global [---]. Its all how one holds the playing card"
X Link 2024-12-02T04:02Z 13.9K followers, [---] engagements
"@Petervujin61176 They sure dont nor $100Tn stock market capitalization nor $35Tn in VC value in Silicon Valley nor Hollywood"
X Link 2025-01-03T08:37Z 14.1K followers, [----] engagements
"@CCLemon1223995 Well its a $1Tn budget (I knew you didnt mean $1Bn) protecting $100Tn in market capitalization $20Tn in MNC revenue etc. Thats a 1% protection fee quite reasonable"
X Link 2025-01-06T09:59Z 13.8K followers, [--] engagements
"@palan318 U.S. national debt is $36Tn today and the U.S. is adding $1Tn every [---] days. The math isnt good; much higher than $50Tn by 2030"
X Link 2025-01-08T17:34Z 13.8K followers, [--] engagements
"The President @realDonaldTrump proposes a 50/50 joint venture to resolve TikTok. I wonder where he got that idea ;). Anyway its good to see fresh thinking in the Executive Office"
X Link 2025-01-20T06:13Z 14.2K followers, [----] engagements
"Well not quite. $135Tn in US equity and PE markets tell a different story. For perspective Global GDP is just over $100Tn. No the U.S. will continue to be quite relevant in the world for a long time to come on that basis alone. @mitchpresnick The U.S. is desperate to prove itself in the world trying to suggest that they are somehow on the same level as China. But simply the U.S. does not have the economy the Chinese diplomacy and mentality. The U.S.'s past makes it impossible to remain relevant in the world @mitchpresnick The U.S. is desperate to prove itself in the world trying to suggest"
X Link 2025-02-04T08:32Z 13.9K followers, [---] engagements
"As the author of an article (Harvard Business Review Aug [--] [----] - link in pinned post and comments below) and as a primary advocate in the U.S. for leveraging Chinas manufacturing and technological strengths to advance U.S. strategic objectives I recognize the potential connection between new U.S. tariffs on Chinese imports and the potential to stimulate fresh Chinese industrial investments in the U.S. My approach suggests effectively harnessing Chinas capabilities towards three key U.S. objectives: [--]. Reshoring U.S. manufacturing through 50/50 joint ventures (JVs) with Chinese MNCs. 2."
X Link 2025-02-06T08:55Z 12.3K followers, 52.1K engagements
"Engagement era refers less to trade or investment volumes more to the the attitudes that both Washington and Beijing held towards business with the other. Engagement and decoupling as attitudes have both been shown to be inappropriate. We are now in the post engagement /post decoupling era"
X Link 2025-02-15T17:00Z 12.2K followers, [--] engagements
"All truebut like any truth irrelevant without context. The weaker party in a relationship always retains enough leverage to inflict counterparty damage often neutralizing the others superior position. China demonstrated this clearly in its negotiations with the U.S. from [----] to [----]. @zzbar @mitchpresnick China is in a position of strength they are numerous competitors to Tesla in China they will beat them fair and square with the help of national pride probably too @zzbar @mitchpresnick China is in a position of strength they are numerous competitors to Tesla in China they will beat them"
X Link 2025-02-16T21:56Z 12.3K followers, [----] engagements
"@guanzhi8 @TheEconomist American MNCs still are. But they are discouraged by the quarterly earnings imperative from proper long term planning"
X Link 2025-02-18T09:09Z 12.3K followers, [--] engagements
"As both the U.S. and China are coming to understand maintaining a balance between individual and collective needs is essential. Lean too far in either direction and problems inevitably arise. From Daniel Senger of @WiltonPartners on LinkedIn: EXCERPTS: More Chinese manufacturers have slipped into the red after slashing prices to compete for market share. As of the third quarter of [----] more than 23% of China's publicly traded companies were loss-making compared with 20% in [----] and less than 10% in [----] before COVID-19 struck. Now economists warn that Trump's extra blanket tariffs of 10% or"
X Link 2025-02-18T09:14Z 12.3K followers, [---] engagements
"China is neither Japan nor Persia. I spent [--] years there and studied at Peking University so I have no such illusionsthey operate on an entirely different level. Before dismissing them as just another once great empire consider learning more. Our entire US history barely covers any one of their [--] major dynasties. @mitchpresnick I heard John Malkovich ( actor) in 'In the line of fire' movie saying about Japan "they are planing [--] years ahead" which was common fear of America at the time. Where is Japan now I know shah of Persia and Saddam Hussain also had some plans to modernize their"
X Link 2025-02-19T16:40Z 12.3K followers, [----] engagements
"President Trumps wide-ranging proposal to President Xi will focus on facilitating Chinese investments in American industries through 50/50 joint ventures with U.S. partners. This approach aims to balance economic interests and address trade imbalances between the two nations. Historically China mandated that foreign companies form joint ventures with local firms capping foreign ownership in many sectors at 50%. By advocating for equal partnership structures the U.S. seeks to ensure mutual benefit and equitable collaboration in cross-border investments. TRUMP WOULD LIKE TO STRIKE A"
X Link 2025-02-19T23:58Z 12.3K followers, [----] engagements
"Whether Chinas GDP is or 2x Rd that of U.S. GDP what really matters to China is this list: Strategic advanced industries that could be reshored in the U.S. under 50/50 JVs with Chinese cooperation include: Electric vehicles (EVs) Solar panels & photovoltaic cells Alternative energy & hydropower Robotics and automation Advanced manufacturing Rare earths mining & processing Drones (including flying cars) Digital infrastructure (6G/7G) Shipbuilding High-speed rail & construction Energy storage and batteries Construction engineering Advanced materials Port automation and operations Advanced"
X Link 2025-02-21T14:35Z 12.3K followers, [---] engagements
"@patrickbrown333 @bravosresearch @DrPippaM Global GDP is $100TN"
X Link 2025-03-30T00:50Z 13.9K followers, [--] engagements
".@Xiaomi announces new 3nm chip https://www.bloomberg.com/news/articles/2025-05-22/xiaomi-billionaire-touts-new-chinese-chip-in-tech-showcase https://www.bloomberg.com/news/articles/2025-05-22/xiaomi-billionaire-touts-new-chinese-chip-in-tech-showcase"
X Link 2025-05-22T12:15Z 14.2K followers, 81.2K engagements
"@apexlearn_org @Xiaomi Indeed"
X Link 2025-05-22T13:48Z 14.2K followers, [----] engagements
"@GoodUser2023 @Xiaomi Thanks. Ive posted a few screenshots in the comments"
X Link 2025-05-22T13:50Z 14.2K followers, [----] engagements
"Reposted from Patrick McGee author of Apple in China on LinkedIn: **Mitchs Note: and Apple wouldnt be Apple without China either. Americas greatest company our first $Tn company wouldnt exist in this form. The author has completely overlooked the symbiotic nature of the relationship. No other country could match Chinas unique combination of skilled labor availability dense and mature supply chains and advanced manufacturing capabilitiesespecially at the scale and cost necessary to support Apples global pricing strategy and growth. And lets not forget China alone contributes nearly 20% of"
X Link 2025-05-23T13:21Z 14K followers, [---] engagements
"On hypersonic and drones you are so out of your depth of knowledge there is no point having a conversation until you can refute the specifics provided by former U.S. Army Intelligence analyst Kevin Walmsley. Hypersonics Drones Until then youre disqualified from receiving any response here. https://youtu.be/KnMTrp57Glssi=PjFEpuC4j9iVmHsc https://youtu.be/QXvVs8RcbSgsi=OjjyPz93WShZyymP https://youtu.be/QXvVs8RcbSgsi=OjjyPz93WShZyymP https://youtu.be/KnMTrp57Glssi=PjFEpuC4j9iVmHsc https://youtu.be/QXvVs8RcbSgsi=OjjyPz93WShZyymP https://youtu.be/QXvVs8RcbSgsi=OjjyPz93WShZyymP"
X Link 2025-08-18T15:04Z 13.9K followers, [---] engagements
".@Starbucks China is at a crossroads. It won by introducing coffee culture and giving consumers international cachet. But today locals already know coffeeand they want it with a distinctly Chinese value proposition something Starbucks struggles to deliver. The fix Rebuild SBUX from the ground up around Chinese consumers with nothing off-limitsexcept the mermaid logo. Link to article in comments below"
X Link 2025-08-22T15:04Z 14K followers, 42.6K engagements
"KFC and Super [--] have stayed relevant in China by creating hybrid experiences that lean toward local tastes. Starbucks hasnt cracked that code yet. Luckin by contrast gets it: for Chinese consumers a courteous delivery rider showing up in [--] minutes is far more appealing than a snobby barista with a college degree who misspells your name. @mitchpresnick @Starbucks A comparable Luckin Americano is about half the price of Starbucks and ubiquitous even in lower tier cities. On the other hand other American chains like KFC are huge success. @mitchpresnick @Starbucks A comparable Luckin Americano"
X Link 2025-08-22T15:53Z 14K followers, [----] engagements
"@DanCollins2011 Bartertown"
X Link 2025-09-15T20:21Z 14K followers, [--] engagements
"Brazils cotton exports to China were up a stunning [--] times in a single year. American cotton farmers are being wiped out . @35quai Cant help but wonder if U.S. sanctions on Xinjiang cotton are linked to falling revenues for American cotton farmers. https://youtu.be/DnZWKfTGlhYsi=mgitl94ubiO2a1vg https://youtu.be/DnZWKfTGlhYsi=mgitl94ubiO2a1vg"
X Link 2025-10-02T16:45Z 14.2K followers, [----] engagements
"The U.S. China Rare Earths Race Was Over Before it Began Im often asked lately what the U.S. could have done differently on rare earths to avoid the position its now in. The answer is simple: likely nothing. How do I know In August [----] I wrote an article for @HarvardBiz (pinned post in my profile) which in part called out Chinas dominance in rare earth elements (REEs). In meetings at the time I warned that the U.S. needed to take rare earths seriously given the overwhelming advantage China had built a reality obvious to anyone watching supply chains closely. My warnings were ignored. Most"
X Link 2025-10-15T14:07Z 13.8K followers, 36.6K engagements
"In six months the U.S. has gone from confidently declaring China needs us more than we need them to defiantly insisting They will neither command nor control us. Time to evolve beyond zero sum binary thinking which got the U.S. / EU here and leverage Chinas strengths. .@SecScottBessent: We're going to be speaking with our European allies.India and the Asian democracies and we're going to have a fulsome group response to this because bureaucrats in China cannot manage the supply chain or the manufacturing process for the rest of the world. https://t.co/DzVHW37WRS .@SecScottBessent: We're going"
X Link 2025-10-15T14:45Z 13.8K followers, 20K engagements
"Since the 1990s U.S. mining companies have largely walked away from rare earth mining and refining unwilling to shoulder the massive upfront costs and decades-long payback periods these strategic projects require. Rare earths are the textbook example of why no nation can afford to trust the profit motive or the invisible hand of capitalism to make decisions of national importance. Markets chase short-term returns. Strategy requires long-term vision. China understands this. Its dominance in rare earth elements electric vehicles advanced manufacturing and other critical sectors shows that"
X Link 2025-10-18T12:54Z 13.8K followers, [----] engagements
"@andtam008 Interesting take"
X Link 2025-10-19T14:25Z 13.8K followers, [---] engagements
"We are 100% out of China. We went from 95% market share to 0%. I cant imagine any policymaker thinking thats a good idea whatever policy we implemented caused America to lose one of the largest markets in the world to 0%. - Jensen Huang"
X Link 2025-10-19T22:19Z 13.8K followers, 33.5K engagements
"@Brad_Setser Good catch that should have read revenue. Either way all estimates fall in the $750 billion to $1.2 trillion range a massive amount of revenue generated from a single country and multiples higher than U.S. exports to China"
X Link 2025-10-20T02:13Z 13.9K followers, [---] engagements
"@Brad_Setser What is relevant to U.S. firms is keenly relevant to the U.S. economy This is where we business people see things very differently from folks in the Beltway. U.S. MNCs = economic power = national security Ill paste the Chat GPT response to your question separately"
X Link 2025-10-20T03:26Z 13.8K followers, [--] engagements
"China filed more drug patents this year than the U.S. Thats never happened in history. Five years ago the split was 90%-10%. . Albert Bourla Pfizer CEO CEOs of Wells Fargo and Pfizer caution the U.S. could lose its edge to China without innovation https://t.co/RvJmvWiJnu CEOs of Wells Fargo and Pfizer caution the U.S. could lose its edge to China without innovation https://t.co/RvJmvWiJnu"
X Link 2025-10-20T13:21Z 13.9K followers, 46.2K engagements
"Chinas objective was always to win by any means necessary. And the American business community signaled its understanding of that reality every time it went knocking on Washingtons doors. The fixable mistake the one actually within Americas control lies with the United States itself. We failed to grasp that the terms of engagement were never ideological at all; they were grounded in The Art of War by Sun Zi. By approaching a sophisticated opponent like China through an emotional ideological lens the U.S. didnt just misplay the game we helped create the very problem we now lament every bit as"
X Link 2025-10-20T16:03Z 13.8K followers, [----] engagements
"Unless America internalizes the hard lessons of its post-2016 China policy where sanctions and export controls undercut the U.S.s strategic position as much as Chinas hyper competitiveness biotech and pharma will soon trigger Washingtons next DeepSeek moment. China filed more drug patents this year than the U.S. Thats never happened in history. Five years ago the split was 90%-10%. . Albert Bourla Pfizer CEO China filed more drug patents this year than the U.S. Thats never happened in history. Five years ago the split was 90%-10%. . Albert Bourla Pfizer CEO"
X Link 2025-10-20T18:34Z 13.8K followers, [----] engagements
"None of this is particularly surprising. During Trade War [---] Chinas overriding goal was de-escalation but Beijing soon realized that its restraint had created the false impression that China needs the U.S. more than the U.S. needs China. In Trade War [---] Chinas publicly stated strategy has been far more explicit: to deter U.S. sanctions through asymmetric countermeasures"
X Link 2025-10-21T12:05Z 13.8K followers, [----] engagements
"During Trade War [---] Chinas overriding goal was to avoid escalation but Beijing soon realized that its restraint had created the false impression that China needs the U.S. more than the U.S. needs China. In Trade War [---] Chinas publicly stated strategy has been far more explicit: to deter U.S. sanctions through asymmetric countermeasures. Nothing surprising here. The Administration is factually correct that China's rare earth export controls are far more expansive than anything the United States has ever imposed. China's controls were not an equivalent tit-for-tat response to the U.S. 50%"
X Link 2025-10-21T12:06Z 13.9K followers, 45.7K engagements
"Sharing an insightful op-ed from my friend Shan Weijian Chairman of PAG. He notes that in all [--] cases cited in Professor Graham Allisons book Destined for War each conflict involved one Western power challenging another raising the question of U.S. subjective projection and perhaps undermining the idea that war between the U.S. and China is inevitable. https://www.scmp.com/opinion/china-opinion/article/3329612/avert-war-west-must-shatter-mirror-which-it-views-chinamodule=perpetual_scroll_0&pgtype=article"
X Link 2025-10-21T15:41Z 13.9K followers, [----] engagements
"Beijing was probably glad to see Trump win a pragmatic real estate developer with a rare positive-sum mindset in a role that almost never sees it. The truth is the U.S.China relationship has been overdue for a full reset since [----]. Nuts in both sides interests. Like it or not and to the hawks dismay its evolving into something entirely new: a post-engagement post-decoupling relationship. Just as I predicted in [----]. @mitchpresnick I wonder if China was glad Trump got re-elected. They were probably itching to have another go at the trade war after all the preparations they put in."
X Link 2025-10-21T17:20Z 13.9K followers, [----] engagements
"@jameskinner Really Better not tell the world about that. It has other ideas"
X Link 2025-10-21T21:13Z 13.8K followers, [---] engagements
"@grok @squizz5 China has already found new international suppliers or domestic workarounds for all of these products. The U.S. market remains irreplaceable but for that one China has reduced its reliance on contributions from trade and exports to GDP growth"
X Link 2025-10-22T13:32Z 13.8K followers, [--] engagements
"@squizz5 @grok China has already found new international suppliers or domestic workarounds for all of these products. The U.S. market remains irreplaceable but for that one China has reduced its reliance on contributions from trade and exports to GDP growth. @squizz5 @mitchpresnick China relies on US agricultural exports like soybeans corn and pork to sustain its massive livestock and food needs importing billions annually with limited domestic substitutes. Advanced semiconductors lithography equipment and chip design software from US firms remain @squizz5 @mitchpresnick China relies on US"
X Link 2025-10-22T13:33Z 13.8K followers, [--] engagements
"What the American hard-power crowd misses is that if the U.S. tries and fails to preserve tech dominance through export controlsas has been the case since 2018it will have accepted massive avoidable commercial losses without gaining any strategic advantagea lose-lose outcome. In the past [--] weeks I've met with dozens of journalists Hill staff and officials from more than [--] foreign governments. All are asking the same question: What the hell is going on with American policy toward China Here is the honest answer. https://t.co/ksEeUZDdzZ In the past [--] weeks I've met with dozens of journalists"
X Link 2025-10-22T19:16Z 13.8K followers, [----] engagements
"The United States generates only about half as much electricity as China. At present the U.S. has roughly [--] GW of new capacity under construction compared with Chinas [---] GW. The U.S. has no nuclear power plants being built while China has [--] nuclear reactors under construction. Did I mention that the entire future of AI development depends fundamentally on energy generation"
X Link 2025-10-22T22:47Z 13.9K followers, [----] engagements
"Chinese AI development is focused on application areas where the country already holds an advantagemanufacturing logistics and tradeyielding immediate efficiency and optimization gains. Bigly.Airbnb chooses Alibabas open-source AI over not ready ChatGPT https://t.co/IdMrE1xtCY Bigly.Airbnb chooses Alibabas open-source AI over not ready ChatGPT https://t.co/IdMrE1xtCY"
X Link 2025-10-23T15:06Z 13.9K followers, [----] engagements
"Given how often Fortune [---] CEOs have been blindsided in recent years by Chinas rapid advancesfrom Huaweis chipsets and EV dominance to DeepSeek and rare earthsboardrooms should be asking what the forthcoming Five-Year Plan means for their own long-term competitiveness. Heres a head start: At the CPCs Fourth Plenum (Oct [----] 2025) the communiqu set the tone for the 15th Five-Year Plan (20262030) reordering national priorities to place manufacturing and industrial modernization above innovation itself. This shift signals that Beijing now regards industrial capacity and science-tech"
X Link 2025-10-23T15:51Z 13.9K followers, [----] engagements
"Chinas economic strengths and weaknesses are two sides of the same coin argues @abrownepek former China editor of the @WSJ. My readers know thatunlike most China watchersI tend to see more hidden symmetries than differences between the U.S. and China. So its no surprise to find a striking parallel in household realities. Despite 5% GDP growth over 60% of Chinese citizens still live on about $10 a day. Meanwhile in the U.S. roughly half of all Americans live paycheck to paycheck. Different systems. Similar fragilities. The same story of inequality beneath prosperityand of rising institutional"
X Link 2025-10-24T16:36Z 13.9K followers, [---] engagements
"Chinas economic strengths and weaknesses are two sides of the same coin argues @abrownepek former China editor of the @WSJ. My readers know that unlike most China watchers I tend to see more hidden symmetries than differences between the U.S. and Chinaboth a blessing and a curse So its no surprise to find a striking parallel in household realities. Despite 5% GDP growth over 60% of Chinese citizens still live on about $10 a day. Meanwhile in the U.S. roughly half of all Americans live paycheck to paycheck. Different systems. Similar fragilities. The same story of inequality beneath"
X Link 2025-10-24T16:54Z 13.9K followers, 13K engagements
"First the president and Western media distanced themselves from the China hawks and their self-defeating ideological rigidity. But when even Rand turns against you its a clear sign the tide has shifted. While I can empathize with their frustration the truth is that American and global interests will be far better served by their retreat. Absolutely extraordinary paper by RAND the main think tank of the US military-industrial complex and another key sign that the U.S. deep state - despite all the chaos and noise - is shifting away from deterring China towards accepting coexistence (it's"
X Link 2025-10-25T14:14Z 13.9K followers, 53.7K engagements
"My instincts tend to align more with yours on this as our Super [--] business is so strong. However Many successful older entrepreneurs in Beijing and Shanghai share stories of concern and hardship though their worries often seem comparative rather than absolute. These folks all started their businesses during the Jiang and Zhu eras. Many younger people feel similar trepidation though that may stem from being trained for a financialized economy not a technological one. In both cases I tend to recall a simple rule: where theres smoke theres probably fire. Which is why I tend to assume there is a"
X Link 2025-10-25T19:22Z 13.9K followers, [---] engagements
"Great piece by @KaiserKuo thats rightly getting a lot of attention. Even here in Cambridge Ive felt a slow reluctantbut unmistakablerealization of his main points taking hold since I arrived in July [----]. The belief that China cant succeed without political reform runs deepand still hinders a realistic objective conversation. Middle-income traps authoritarian brittleness inevitable convergence with liberal norms etc still animate the G7 conversation but much less so. That conversation requires a clear-eyed acceptance that the Western model may not apply to societies that are collectivist or"
X Link 2025-10-28T17:04Z 13.9K followers, 24.1K engagements
"Trump should take a page from Chinas playbook by insisting on a joint (automotive) manufacturing venture as the price of market access. This is exactly what China forced General Motors Ford and every other global automaker except Tesla to do over the past [--] years to enter Chinese markets. @dunne_insights Everything You Should Know About Trumps Upcoming Meeting With Xi. Excerpt from @TheFP Cars / Dunne Drowning in overcapacity and beaten down by brutal price wars in their home market Chinese automakers would kill for an opportunity to enter the U.S. still the most https://t.co/NWsoX51E3s"
X Link 2025-10-28T22:26Z 13.9K followers, 21.1K engagements
"My main takeaway from the TrumpXi meeting in Busan South Korea is that both leaders appear intent on cooling trade frictions. Which is good because until the trade relationship stabilizes businesses on both sides will remain cautious about exploring U.S.China joint venture manufacturing opportunities in the United States but that stage is coming next. U.S. based joint ventures are the future of this relationship. Decoupling is and never was a feasible option"
X Link 2025-10-31T12:57Z 13.9K followers, [----] engagements
"Try to have a little vision. There are many plenty of naysayers in the world but few who can approach opportunities with optimism. We said much the same thing about Chinas joint ventures back in the 1980s and early 1990s that manufacturing partnerships there were unrealistic because China was too far from international standards like Six Sigma. Back then factory workers even took naps in the afternoons. Yet here we are"
X Link 2025-10-31T14:49Z 13.9K followers, [---] engagements
"@naval China is best understood as a single large corporationone that practices an efficient top-down approach to stakeholder management led by a powerful executive chairman (Xi Jinping) and an exceptionally qualified board of directors (the Politburo Standing Committee)"
X Link 2025-11-01T02:17Z 13.9K followers, [----] engagements
"China is best understood as a single large corporationone that practices an efficient unemotional approach to stakeholder management led by a powerful executive chairman (Xi Jinping) and an exceptionally qualified board of directors (the Politburo Standing Committee). China is a conglomerate willing to use its GDP and power to cross-subsidize any internal business that benefits from scale economies and network effects until that business achieves a global supply monopoly. China is a conglomerate willing to use its GDP and power to cross-subsidize any internal business that benefits from scale"
X Link 2025-11-01T02:19Z 13.9K followers, 10.5K engagements
"Part of the problem with bringing ideological bias and emotion into the China discussion is the blind spots that inevitably arise which youve just illustrated perfectly by falling back on that old trope that downplays the governments role in their competitiveness and achievements to the detriment of clear thinking and vision. A political party cannot dominate a supply chain or lift people out of poverty. For that you need a government"
X Link 2025-11-01T11:46Z 13.9K followers, [---] engagements
"In China homeowners own their property but only lease the land beneath it for [--] years. That land lease renews automatically for a nominal fee and notably there are no annual property taxes. In the U.S. so-called perpetual ownership depends on the annual payment of property taxes averaging around 3-5% of assessed value each year. Fail to pay and ownership is forfeited. So in both systems the state ultimately holds the leverage. In other words this old trope was refuted long ago. In reality neither Americans nor Chinese truly own their homes. And frankly you dont sound like someone whos lived"
X Link 2025-11-01T17:57Z 13.9K followers, 17K engagements
"@AbeSimp12856621 @grok Thanks for playing"
X Link 2025-11-03T17:40Z 13.9K followers, [--] engagements
"@Max_Aragorn Astute observation its already moving in that direction. More than 50% of Chinas external trade is now settled in CNY when Hong Kong Stock Connect transactions are included"
X Link 2025-11-07T12:30Z 13.9K followers, [---] engagements
"@UncleNoFo Save face You clearly dont know China well enough if you think China has become the standard bearer for openness for face"
X Link 2025-11-07T13:21Z 13.9K followers, [--] engagements
"Irony of the century: The world owes America a great deal of thanks. U.S. policy inadvertently perhaps but genuinely has helped create the conditions that motivated China to transform from a very closed nation into todays leading standard-bearer for open trade open visas and open investment. Openness Is China's Answer to a Fragmented World #CIIE2025 https://t.co/tNjtz0PpmL Openness Is China's Answer to a Fragmented World #CIIE2025 https://t.co/tNjtz0PpmL"
X Link 2025-11-07T13:33Z 13.9K followers, [----] engagements
"When I post something that credits China compares China favorably to the U.S. or seems to skip over Western criticisms of China its usually for one of three reasons: [--]. I want Americans to take this competition seriously. Get off the high horse drop the comforting illusions lose the superiority complex and get our heads in the game. [--]. Giving China credit where its due doesnt weaken the U.S. it shows confident leadership. No prejudice no navet just facts. [--]. The U.S. could learn from Chinas pragmatism. They compete on results. We get stuck in ideology and emotion and thats been a disadvantage"
X Link 2025-11-07T23:57Z 13.9K followers, 10.7K engagements
"@CBankingEditor Quite so. I would add the mortal wounds would definitely include the decision by the Biden Administration to seize Russias USD reserves proving to many that the USD is not a risk free currency"
X Link 2025-11-08T04:52Z 13.9K followers, [---] engagements
"@thejpcs True but bond risk and pricing are determined by the creditworthiness of the issuer not by the currency in which the bond is denominated"
X Link 2025-11-08T05:34Z 13.9K followers, [---] engagements
"@JeffBoeker Thanks Can you think of any specific examples of exaggeration"
X Link 2025-11-08T12:19Z 13.9K followers, [---] engagements
"Just wrapped a Chinese-language interview with @BiancaYijiaChen () on what the post U.S.China trade war era really means: Chinese MNCs are starting to explore joint manufacturing in the U.S. The trade war may be almost overbut the next chapter is just beginning. Link to full interview now on YouTube. @BiancaYijiaChen YouTube http://youtu.be/F8Q19kQTEdIsi http://youtu.be/F8Q19kQTEdIsi"
X Link 2025-11-08T14:12Z 13.9K followers, [----] engagements
"American companies in China also faced many challenges yet the market size was too attractive to ignore. I believe the same will be the case for Chinese MNCs. Besides Chinese companies are smart and dont rely exclusively on govt policy to protect them. Most importantly govt policy will soften when the trade war officially ends"
X Link 2025-11-08T15:37Z 13.9K followers, [--] engagements
"@JeffBoeker Fair points. Yes there are pilot property tax programs in China but those are certainly not widespread or expanding. As for investment openness your information is a bit outdated. Anyone can buy any Chinese A share stock through HK Stock Connect"
X Link 2025-11-08T22:22Z 13.9K followers, [--] engagements
"@PamphletsY @CarlZha If you failed HSK [--] IBT you have much bigger problems than how to become a China thought leader ๐"
X Link 2025-11-09T12:27Z 13.9K followers, [--] engagements
"Nothing says the trade war is ending quite like Jon Stewart (mis)quoting Sun Zi"
X Link 2025-11-11T21:51Z 14K followers, [----] engagements
"Reposted from Djoomart Otorbaev former Prime Minister of Kyrgyz Republic on LinkedIn: ** Mitchs Commentary - Pragmatism and a spirit of equality suit the United States well as it engages one of the worlds most importantyet often overlookedregions. After all resources will shape the future as the foundation of Fourth Industrial Revolution technologies and Central Asia is rich in them. One hopes this signals a new direction for American diplomacyno ideology no lectures just business. Could it be that the United States is finally taking a page from Chinas playbook ** Trump Didnt Lecture He"
X Link 2025-11-12T03:43Z 13.9K followers, [--] engagements
"Reposted from Djoomart Otorbaev former Prime Minister of Kyrgyz Republic on LinkedIn: Mitchs Commentary - Pragmatism and a spirit of equality suit the United States well as it engages one of the worlds most importantyet often overlookedregions. After all resources will shape the future as the foundation of Fourth Industrial Revolution technologies and Central Asia is rich in them. One hopes this signals a new direction for American diplomacyno ideology just business. Could it be that the United States is finally taking a page from Chinas playbook Trump Didnt Lecture He Listened: The"
X Link 2025-11-12T03:52Z 13.9K followers, [----] engagements
"@HAPPY889123 More dangerous than deep fake. https://www.linkedin.com/posts/marcelmuench_this-is-alibabas-wan22-open-source-i2v-activity-7390012985395658753-Gixgutm_medium=ios_app&rcm=ACoAAAII0bsBmr2zPCneggW0Ro80GaMxg2DP3HI&utm_source=social_share_send&utm_campaign=copy_link https://www.linkedin.com/posts/marcelmuench_this-is-alibabas-wan22-open-source-i2v-activity-7390012985395658753-Gixgutm_medium=ios_app&rcm=ACoAAAII0bsBmr2zPCneggW0Ro80GaMxg2DP3HI&utm_source=social_share_send&utm_campaign=copy_link"
X Link 2025-11-12T12:03Z 14K followers, [--] engagements
"President Trump is correct. After two years of working closely with @Harvard Chinese student programs and mentoring several Chinese undergraduates I can say without hesitation that Chinese students enrich the universitys academic excellence and campus life in countless ways. President Trumps views on China policy differ not only from those of some of his senior advisors but also increasingly from those of his political base perhaps most evidently on the topic of Chinese students at American colleges and universities. https://t.co/dOFH7oIU5F President Trumps views on China policy differ not"
X Link 2025-11-12T15:34Z 13.9K followers, [----] engagements
"@Ali_Wyne President Trump is correct. After two years of working closely with @Harvard Chinese student programs and mentoring several Chinese undergraduates I can say without hesitation that Chinese students enrich the universitys academic excellence and campus life in countless ways"
X Link 2025-11-12T16:32Z 13.9K followers, [--] engagements
"@Mobilegames2020 Stuart joked that the Democrats move to end the federal government shutdown was straight out of Sun Zi. Yet just a year ago even referencing Chinese strategy wouldve been unthinkable given the political sensitivities"
X Link 2025-11-12T17:41Z 13.9K followers, [--] engagements
"@Camrjohnson Stuart joking that the Democrats move to end the federal government shutdown was straight out of Sun Zi wouldve been unthinkable even a year ago given the political sensitivities"
X Link 2025-11-12T17:42Z 13.9K followers, [--] engagements
"@stevehou Shan possesses an extraordinary intellect and an understated demeanor. Though he keeps a low profile hes a remarkably prolific writer. His book Out of the Gobi is an outstanding read. Enjoy"
X Link 2025-11-12T17:53Z 13.9K followers, [--] engagements
"Shan Weijianchairman of Hong Kong investment powerhouse PAGhas written a compelling piece on Chinese manufacturing productivity thats drawing significant attention among China watchers. Read alongside @RnaudBertrands ever-excellent commentary it provides sharp insight into one of the least understood dimensions of U.S.China commercial competition. https://x.com/gave_vincent/status/1986408678610632857s=46 I finally got a chance to read this fascinating paper on productivity in China by Weijian Shan a man who's had an incredible life starting as a Cultural Revolution worker in the Gobi desert"
X Link 2025-11-12T18:09Z 14K followers, 29K engagements
"Few things in life are more happy-making than a frisbee dog. Davy the Whippet set the world record for the longest frisbee catch by a dog at [---] yards [---] meters https://t.co/6TXiLQlGUX Davy the Whippet set the world record for the longest frisbee catch by a dog at [---] yards [---] meters https://t.co/6TXiLQlGUX"
X Link 2025-11-13T15:07Z 14K followers, [---] engagements
"Environmental outsourcing to China was neither the only factor nor one driven primarily by the U.S. or EU. When I traded REEs with Minmetals in [------] I was struck not only by their national long-range plans to build both extraction and refining capacity but also by the underlying rationale. China understood that it held a significant natural advantage in heavy rare earth deposits (which it does) andunlike the Westits SOEs didnt have to operate on a strict profit motive or navigate the stringent environmental restrictions common in Western jurisdictions. Beijing recognized early that this"
X Link 2025-11-17T02:33Z 14K followers, [----] engagements
"People sometimes ask how I can support China tariffs while also advocating for U.S.China joint-venture manufacturing. To me the answer is obvious and straightforward. Hawks support tariffs because they hope tariffs will drive decoupling. Owls support tariffs because we understand they can drive U.S. based China joint ventures technology transfer and ultimately American reindustrialization. In a world where competitive leverage is scarce market access remains one of the few real tools the United States still has. There is simply no other market that can match the size scale and gravitational"
X Link 2025-11-18T14:42Z 14K followers, [----] engagements
"Major global business arenasbeyond startups and venture-backed innovationwhere only China and the United States truly matter. In some cases the EU LATAM and India are significant but not in the same universe: 1.Advanced Technology & AI 2.E-Commerce & Digital Payments 3.Consumer Internet Platforms 4.EVs & the Battery Supply Chain 5.Biotech & Clinical Commercialization [--]. Space & Commercial Aerospace 7.Quantum Computing 8.Defense-Adjacent Dual-Use Tech [--]. Global Logistics & Infrastructure I just realized the only [--] countries left with actual substantial startup activity now are literally only"
X Link 2025-11-18T16:35Z 14K followers, [----] engagements
"AI is being applied very differently in the U.S. versus China. In the U.S. as one might expect the emphasis is on professional services and consumer-facing applications. In China by contrast its being embedded directly into manufacturing logistics and supply-chain operations. Just came back from China. My tech observation is that everyone is told to apply AI but I just didnt see people using it intensively for daily use. this was the case even at some tech companies. There are parts of the companies not using tools they sell to customers Just came back from China. My tech observation is that"
X Link 2025-11-19T12:40Z 14K followers, 32.8K engagements
"Reposted from Monty Weber on LinkedIn. Mitchs Note: We should probably adopt the same rule for China pundits: if you dont speak Chinese and have never lived worked or studied in China you can still have an opinion you just cant share it with the rest of us. Well call it the Noah Smith @noahpinion Rule. For special cases we can introduce a Kissinger Exception with majority consent. This is big: Creators in China now need official qualifications. This might be the beginning of verified expertise online. Yes. It is real. If you want to talk about finance. Health. Education or law on Chinese"
X Link 2025-11-19T15:23Z 13.9K followers, [---] engagements
"Reposted from Monty Weber on LinkedIn. Mitchs Note: We should probably adopt the same rule for China pundits: if you dont speak Chinese and have never lived worked or studied in China you can still have an opinion you just cant share it with the rest of us. Well call it the Noah Smith Rule. For special cases we can introduce a Kissinger Exception with majority consent. This is big: Creators in China now need official qualifications. This might be the beginning of verified expertise online. Yes. It is real. If you want to talk about finance. Health. Education or law on Chinese platforms."
X Link 2025-11-19T15:48Z 14K followers, [----] engagements
"At this point Steven that distinction is becoming largely irrelevant. China is running the table on technologyparticularly applied techacross nearly every major sector. Fully automated dark factories half of global EV production and next-generation megaports are just a few examples. Lets stay focused on the larger prize. Feel-good gotchas and artistic wins wont keep us competitive. Pragmatism will"
X Link 2025-11-19T16:06Z 14K followers, [---] engagements
"@ShangguanJiewen Love it. Thanks for sharing Jason"
X Link 2025-11-20T11:08Z 14K followers, [---] engagements
"@bernielomax @gizhou007 No thats not it. Well I tried to help. Back to the bin with you Muted sadly"
X Link 2025-11-20T12:33Z 14K followers, [--] engagements
"The Age of Doves and Hawks is Over. It's Time for the Owls Mitch Presnick April [--] [----] Nikkei Asia Owls do not charge blindly or preach idealism. They strike with focus adapt to the dark and act with wisdom. America's relationship with China -- and the world -- is teetering on a knife edge. President Donald Trump has unleashed sweeping tariffs on the rest of the world -- especially on China whose retaliation mirrors that of the U.S. Global markets are in turmoil. This isn't about ideology or alliance-rival dynamics it's a raw power play for leverage a blunt instrument to extract trade"
X Link 2025-11-22T13:15Z 14K followers, 24.5K engagements
"Reposted from Robin Hu Asia Chair of @MilkenInstitute on LinkedIn. ** My Note: Robin offers a powerfully concise reframing of how to analyze the current state of play on the Taiwan issue. As he says lets hope for smart and responsible leaders in Zhongnanhai and Washington. ** What if the most important turning point in the Taiwan Strait is already visible; and quietly agreed upon by Washington Beijing and Taipei Over the past year in strategic conversations across Beijing Los Angeles and Taipei I kept hearing the same date: around [----]. Different rooms different agendas no coordination yet"
X Link 2025-11-25T12:35Z 14K followers, [----] engagements
"Reposted from Jonathan Lishawa LinkedIn Top Voice on LinkedIn. ** First My Take: Good post although several of the assumptions strike me as overly sanguine and in any case are not tracking toward the outcomes projected by the author. [--]. China has demonstrated remarkable nimbleness in both goal-achievement course correction and self-regulation particularly for an authoritarian system overseeing a massive population. [--]. In the current era economic blocs matter far less than technological capability and dominance across manufacturing trade and supply chains. [--]. To the extent economic blocs still"
X Link 2025-11-26T13:44Z 14K followers, [----] engagements
"VW figured it out late but ultimately made the right move. https://www.scmp.com/business/china-evs/article/3334159/volkswagen-revs-designed-china-approach-catch-local-rivals-ev-market https://www.scmp.com/business/china-evs/article/3334159/volkswagen-revs-designed-china-approach-catch-local-rivals-ev-market"
X Link 2025-11-26T16:12Z 14K followers, [----] engagements
"@Karl77573036 How classy of you. I remember when VW was helping China learn how to build modern vehiclesback when Shanghai-brand cars still had doilies on the windowsand playing a real role in Chinas rise as an automotive manufacturing power. XPeng Nio BYd et alia all owe thanks to VW"
X Link 2025-11-27T14:39Z 14K followers, [--] engagements
"Reposted from Josh Gardner of Kung Fu Data on LinkedIn: ** Mitchs Note: China innovates extremely well in fact and Washington will acknowledge that within [----] months the standard American lag in recognizing Chinas realities. ** China just cracked the Global Innovation Top [--]. Here's why the world should pay attention. For the first time ever China has entered the Global Innovation Indexs top [--]. Let that sink in. A country once dismissed as a fast follower is now ranked alongside Switzerland the U.S. and South Korea as one of the worlds most innovative economies. China isnt just catching up"
X Link 2025-12-02T17:19Z 14.2K followers, [----] engagements
"Anyone who says Trump ate a Chinese TACO doesnt understand Chinas leverage over American RAMEN"
X Link 2025-12-02T20:21Z 14.1K followers, [----] engagements
"Most people in the West assume the world is composed of individuals when in fact it is built on relationships. Because American society is oriented toward the former and Chinese society toward the latter China is more closely aligned with objective reality. Need proof Consider which society is mired in culture wars race wars gender wars class conflict and political sclerosis and which is not"
X Link 2025-12-05T16:17Z 14K followers, [----] engagements
"Trumps [----] National Security Strategy has been released marking the most dramatic pivot in U.S. grand strategy in a generation. It abandons the sweeping values-centric framework of earlier doctrines and instead concentrates American power on a tightly bounded set of interests. Sovereignty economic insulation and disciplined engagement abroad now sit at the center of the U.S. approach. What used to be presented as an extensive catalog of global obligations has been pared down to a short roster of essential national priorities with all other activities treated as optional rather than assumed."
X Link 2025-12-07T00:08Z 14.1K followers, [----] engagements
"I was quoted by @johnauthers in @business today weighing in on Nvidias new China chip authorization and the differences between Trump [---] and Trump 1.0: Mitch Presnick a visiting fellow (alum) at Harvard Universitys Fairbank Center for Chinese Studies argues that this pragmatic shiftis better late than never: Its actually not in Americas security interest to be boxed out of the Chinese tech market given that they lead in so many other sectors of technology including aspects of AI"
X Link 2025-12-10T15:55Z 14.1K followers, [---] engagements
"On the Relationship Between Global Demographics Decline and Human-Technology Merging Since global demographics have become such a political talking point it is worth considering that declining birth rates and demographic contractionacross China the EU Japan and elsewheremay be a feature of the current stage of human evolution rather than a failure of modern nation-states. We have entered an era of unprecedented technological capability and it is far from clear what Homo sapiens will become as we progressively integrate with our own technology. Harari explored the prospect of humantechnology"
X Link 2025-12-10T17:48Z 14.2K followers, [---] engagements
"First excellent haircut Morrissey would approve. As for the question Mark: whats actually worse politics dominated by unelected oligarchs or by unelected bureaucrats And finally despite Chinas colossally wasteful capital allocation its system remains devastatingly effective at dominating new industries and building new infrastructure"
X Link 2025-12-11T18:11Z 14.2K followers, [---] engagements
"China in [----] is one of the most observed countries in the world yet also arguably one of the most misunderstood. @AsiaPolicy"
X Link 2025-12-12T21:45Z 14.2K followers, 12K engagements
"If youve wondered how China came to dominate so many manufacturing categoriestoys electronics etc.this short video is for you. Chinas industry is a different beast ๐คฏ Every product and its supply chain are tied to one huge city the size of a nation Eric explains. This is why other nations cant compete with China. https://t.co/ddLw63hTSf Chinas industry is a different beast ๐คฏ Every product and its supply chain are tied to one huge city the size of a nation Eric explains. This is why other nations cant compete with China. https://t.co/ddLw63hTSf"
X Link 2025-12-14T14:39Z 14.2K followers, [----] engagements
"@JustAnOldGuy7 From what I observed it was both. Partly a product of pragmatic imitation and partly a deliberate strategy of controlcaptured in the logic of (strength in numbers)"
X Link 2025-12-14T16:04Z 14.2K followers, [--] engagements
"How does a country with [---] million people under age [--] collapse in [--] years A quick look at Chinas age structure (2025 est. population in millions): By age band 04: 47.5m 59: 80.3m 1014: 90.3m 1519: 84.7m 2024: 78.8m 2529: 82.8m 3034: 98.6m 3539: 121.5m What this means [---] million under [--] [------] million under [--] [------] million under [--] Conclusion: Chinas demographics simply dont support Zeihans imminent collapse theory"
X Link 2025-12-16T03:38Z 14.2K followers, 32.9K engagements
"@DuyaTaksis @janezno63305264 Oh yes I see. Hard to tell sometimes"
X Link 2025-12-16T13:55Z 14.2K followers, [--] engagements
"So your argument is that China will collapse because it has too many people over [--] for its [---] million people under [--] to support. By that logic you must also believe Japan Taiwan and South Korea will collapse well before China since their old-age dependency ratios are far worse. Go aheadsay it out loud. Im struggling to hear you with my two neurons ๐คฃ"
X Link 2025-12-16T14:54Z 14.2K followers, [---] engagements
"Population Decline Is a Feature Not a Bug or National Failure But China and the West Are Responding Very Differently Collapsing birth rates are increasingly framed in the West as evidence of national failure. Chinas demographic slowdown aided by dire predictions of people such as Peter Zeihan is often cited as proof that its system is breaking. Both interpretations miss the bigger picture. Population decline is not primarily a political failure. It is a feature of modernization itself and the real divergence between China and the West lies not in demographics but in how each is adapting to a"
X Link 2025-12-16T16:10Z 14.2K followers, 23.3K engagements
"Sorry to hear reality has struck such a nerve. You have my sympathy Since you claim deep experience with China perhaps you can explainspecificallyhow the CCP could fabricate national population data at a scale large enough to overturn the conclusions you dislike yet not so large that it would completely break the hukou system fiscal transfers education planning healthcare provisioning military conscription and internal migration controls that all depend on those same numbers. Take your time. Well wait"
X Link 2025-12-16T21:21Z 14.2K followers, [--] engagements
"@AE0GE0 @PartyWithWolves @joeroganhq Track record ๐คฃ ๐คฃ ๐คฃ Next time be more careful to whom you call names"
X Link 2025-12-17T02:18Z 14.2K followers, [--] engagements
"@DanielW04617182 @joeroganhq Nope the data is sound. Your interpretation is unsound because youre biased and unwilling to approach this discussion objectively. Strike [--] youre out. Take your L and learn your lesson. Or dont. Muted sadly"
X Link 2025-12-17T14:45Z 14.2K followers, [--] engagements
"If China hawks keep hosting conferences fantasizing about Chinas imminent collapse maybe no one will notice that Goldman just projected Chinas GDP growth at almost [--] the global average in [----]. Someone should tell them theyre past the point where denial is defensibleor patriotic. Goldma Sachs GDP forecast for 2025: Euro Area: 1.5% USA : 2.1% World ๐: 2.8% China : 5.0% India : 7.6% #economy https://t.co/DohJh0cUSd Goldma Sachs GDP forecast for 2025: Euro Area: 1.5% USA : 2.1% World ๐: 2.8% China : 5.0% India : 7.6% #economy https://t.co/DohJh0cUSd"
X Link 2025-12-20T15:36Z 14.2K followers, [----] engagements
"@retailLNG Starting from a low base and with 1/3 to 1/2 of their growth coming from infrastructure and real estate investment Totally possible"
X Link 2025-12-20T23:56Z 14.2K followers, [---] engagements
"@retailLNG Just imagine if they could achieve just 5% GDP growth for twenty years. That is a huge economy"
X Link 2025-12-21T00:30Z 14.2K followers, [--] engagements
"And yet everyone always does and will again. https://www.bloomberg.com/opinion/articles/2025-12-23/repeat-after-me-never-ever-underestimate-china https://www.bloomberg.com/opinion/articles/2025-12-23/repeat-after-me-never-ever-underestimate-china"
X Link 2025-12-24T07:38Z 14.2K followers, [----] engagements
"The Mortal Kombat portion of our program Geely Geome putting a hurt on BYD. All-electric starts at $9200. Sold [------] since October [----]. - Range from 190-240 miles depending on pick size. https://t.co/q04pthdMA9 via @Gasgoo_com https://t.co/QimmXk5OAd Geely Geome putting a hurt on BYD. All-electric starts at $9200. Sold [------] since October [----]. - Range from 190-240 miles depending on pick size. https://t.co/q04pthdMA9 via @Gasgoo_com https://t.co/QimmXk5OAd"
X Link 2025-12-26T15:10Z 14.2K followers, [---] engagements
"Enjoyed this timely wide-ranging conversation with @WeTheBrandon on National Security Talk. If the U.S. keeps underestimating the competitionand overestimating itselfit risks losing far more than just the race with China. Please enjoy. 1/ A ๐งต China isnt collapsing. War with China isnt inevitable. And Americas biggest weakness right now isnt Beijingits how emotionally we think about Beijing. Thats the hard truth from my latest National Security Talk episode with @mitchpresnick ๐ https://t.co/yMqMeOOeZw 1/ A ๐งต China isnt collapsing. War with China isnt inevitable. And Americas biggest"
X Link 2025-12-30T14:19Z 14.2K followers, [----] engagements
"The richest 0.1% of Americans now hold 14% of the countrys household wealth. The highest share in many decades"
X Link 2026-01-06T10:35Z 14.2K followers, [---] engagements
"On Venezuela and the Implications for U.S.China Relations The U.S. action against Venezuela fits a broader and now-familiar pattern under Trump and more importantly reflects the longer-term repositioning of American global leadership. The rhetoric and legal justifications are aimed primarily at domestic audiences not international stewardship. The language is maximalist; the actual constraints remain unchanged: material power projection capital markets energy capacity and narrowly defined national self-interest. In that sense the move is entirely consistent with the most recent U.S. National"
X Link 2026-01-06T15:00Z 14.2K followers, [----] engagements
"@trumpxiputin Good points. But I believe it is now more difficult for the U.S. to credibly oppose Chinese power projection in the SCS"
X Link 2026-01-06T15:20Z 14.2K followers, [---] engagements
"When your identity is your ideology congratulations youve officially screwed yourself. Because now its not just an idea now its you. And when the idea gets challenged you dont hear disagreement. You hear an attack. So what do you do You build a bubble. A nice soft padded little bubble where everyone agrees with you uses the same words hates the same people and claps at the exact right moments. And youll defend that bubble at all costs even if it makes you sound incredibly stupid. Facts dont matter anymore. Logics gone. Humor Dead. Because admitting youre wrong would mean admitting you are"
X Link 2026-01-10T02:47Z 14.2K followers, [--] engagements
"@HAPPY889123 Thanks Happy. I liked it as well but I cant claim authorship. It was presented as a George Carlin video but I later learned it was an AI fabrication that stitches together several of his real viewpoints"
X Link 2026-01-10T11:30Z 14.2K followers, [---] engagements
"China was very poor when I first arrived in [----] but the trains were reliable clean and on time. Roads airports electricity watereverything worked. Buildings were basic but well maintained. Function came before wealth. Singapore is another build get rich later case I saw up closeand even wrote my undergraduate thesis on. Lee Kuan Yew invested in public housing schools hospitals and transport while incomes were still low. Singapore relied on World Bank loans in 1960s70s to finance infrastructure and servicesway before it reached developed status. Infrastructure precedes growth. Someone has to"
X Link 2026-01-14T19:59Z 14.3K followers, 122.3K engagements
"@AhBoard Believe it or not not all debt traps countries. Singapore repaid every World Bank loan on time and in full with interest"
X Link 2026-01-15T10:33Z 14.2K followers, [---] engagements
"@TheCaz64 The CPC enjoys high approval ratings and have lifted 800m people out of poverty. Why should they step aside"
X Link 2026-01-15T15:31Z 14.2K followers, [---] engagements
"Letting Stalin lead Mao into authorizing the Korean War was the only strategic mistake Mao ever made because in the end the Korean War delayed Chinese unification by a century in that it led to Americas commitment to Taiwan. - Henry Kissinger"
X Link 2026-01-17T17:57Z 14.3K followers, 111.6K engagements
"My views largely align with @GlennLuks on this. Until Xi and Trump strike a grand bargainor at least establish a fundamentally new commercial frameworkChinese tech FDI will not flow into the U.S. That said I expect such a framework to emerge in [----] or [----]. @GlennLuk @mitchpresnick has been actively arguing about a CN-US "grand bargains" and was hopeful of it under the current admin. This may be the time you two could have a debate over this @GlennLuk @mitchpresnick has been actively arguing about a CN-US "grand bargains" and was hopeful of it under the current admin. This may be the time"
X Link 2026-01-17T18:23Z 14.2K followers, [----] engagements
"@mywang999 Well never know for sure but its a reasonable thesis to me. Truman originally placed Taiwan outside the U.S. key protection area. He changed his mind after the Korean War began"
X Link 2026-01-17T23:10Z 14.2K followers, [----] engagements
"@jordanschneider @vince_chow1 Gad zooks"
X Link 2026-01-19T00:13Z 14.2K followers, [----] engagements
"Exponential technology isnt the only mega-trend. China is the other. Everyone is optimizing for AI. Very few are optimizing for China. If your CEO is betting on AI while ignoring China fire them for negligence. Hope is not a strategy"
X Link 2026-01-23T16:41Z 14.3K followers, [----] engagements
"You dont hear nearly as much about quantum as AI or robotics but Ive been obsessed with it over the past year. Ive come to believe it will matter just as much to business and our collective future"
X Link 2026-01-24T17:44Z 14.3K followers, [---] engagements
"Incidentally if thats right @IBM is the most undervalued tech company in the world today. It leads in quantum across hardware software and cloud. Just an observation. My father worked at IBM for [--] years"
X Link 2026-01-24T17:45Z 14.3K followers, [---] engagements
"In [----] everyone is optimizing for AI. Almost no one is optimizing for China. In advanced manufacturing and materials science ideology is irrelevant. The next China isnt Vietnam India or Mexico. Its China. In the 21st century you cannot optimize for AI while ignoring Chinaif your organization expects to survive. You can internalize this now or relearn it in [----] months when it becomes consensus. As with many things Ive said here. https://twitter.com/i/web/status/2015430936251584585 https://twitter.com/i/web/status/2015430936251584585"
X Link 2026-01-25T14:25Z 14.3K followers, [----] engagements
"@pplsartofwar Yes many prefer to be genuinely shocked when they discover this [----] months from now"
X Link 2026-01-25T17:57Z 14.3K followers, [---] engagements
"@jenniferzeng97 No I dont believe it. More likely its either a US or Chinese psyop"
X Link 2026-01-26T14:00Z 14.3K followers, [--] engagements
"Chinas exports to BRICS countries totaled 586bn thru Jul '17 up 28.7% YoY; imports same period totaled 561bn up 37.7% YoY. #BetOnChina"
X Link 2017-09-04T04:39Z 13.8K followers, [--] engagements
"20-year annualized returns by asset class. Real estate and gold performed 4x better than the average investor"
X Link 2020-05-23T18:23Z [----] followers, [--] engagements
"For most Americans this liquidity-driven stock market is like watching a nearby city win a sports championship. Interesting perhaps even entertaining but not relevant. Stock ownership increasingly concentrated among small share of population; top 10% of earners owned 87% of all U.S. stocks in 1Q 2020up from 82.4% in 2009while bottom 50% owns just a sliver @WSJ @federalreserve https://t.co/HpbAVuYOsH Stock ownership increasingly concentrated among small share of population; top 10% of earners owned 87% of all U.S. stocks in 1Q 2020up from 82.4% in 2009while bottom 50% owns just a sliver @WSJ"
X Link 2020-08-24T21:38Z [----] followers, [--] engagements
"We dont have a private life and a business life. Were humans. We have a life. And we humans work most effectively when all our assets are aligned and engaged in all key pursuits. Not when theyre exploded out into their parts without benefit of flywheel effects"
X Link 2022-01-12T01:09Z 10.1K followers, [--] engagements
"$31tn debt. $25tn GDP. Debt annual revenue. Insolvent. Ergo stop printing and spending yes. We wont need to print if we live within our means and not spend money we dont have to try to dominate a region which now has its own superpower. Dont blame the messenger. Blame those who allowed our middle class to be eviscerated in favor of the job creators. Middle class pays for this party"
X Link 2023-05-07T03:56Z 13.3K followers, [---] engagements
"$31tn debt. $25tn GDP. Debt annual revenue. Insolvent. Ergo stop printing and spending yes. We wont need to print if we live within our means and not spend money we dont have to try to dominate a region which now has its own superpower. Dont blame the messenger. Blame those who allowed our middle class to be eviscerated in favor of the job creators. Middle class pays for the party but they have no more to give. @mitchpresnick @Halle2017 @ElbridgeColby "stop printing" lol. More chaos will emerge if we are short supply of fiat @mitchpresnick @Halle2017 @ElbridgeColby "stop printing" lol. More"
X Link 2023-05-08T00:43Z 13.3K followers, [---] engagements
"US economy reserve currency & global security have all suffered in the [--] yrs since these soft wars began. No discernible benefits to USA. In the past five years the two superpowers have descended into a trade war a tech war and now a new Cold War"
X Link 2023-05-29T01:56Z [--] followers, [----] engagements
"Just heard a report from a friend who attended the Milliken Institutes recent Global Conference in LA. Business and finance leaders from across the Developed West casually discussing US China decoupling completely out of touch with how far China has progressed and blissfully unaware of the inestimable costs and extraordinary difficulties involved in decoupling. In other words US policy hawks and the MIC have temporarily achieved their objectives. Business and finance leaders now ignore the [--] year investment of time energy and capital Wall Street and Main Street have made as part of the"
X Link 2023-06-03T05:28Z [----] followers, [----] engagements
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