19 Comments
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derek's avatar

Generally agree.

But would place more emphasis on the upside of latin American partnerships

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James Wang's avatar

It’s ok. We’ll beat them with what we do best. Enterprise SaaS.

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Alexander Campbell's avatar

rofl

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Sahara Labs's avatar

Great read brother

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Tomek's avatar

disappointing ai slop

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Alexander Campbell's avatar

Thanks for the feedback! I think the charts are the important part, but I take the feedback you didn't like it.

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surya yalamanchili's avatar

i always felt like this is why ray thinks china wins. you’ve written that you disagree. but this seems to make the case, that barring massive restructuring, you agree with him? what am i missing

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Alexander Campbell's avatar

Rimland usually beats Heartland.

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Frre's avatar

Absolutely spot on. However the USA is increasingly deviating from democracy as well. As of today, as an Asian (non Chinese) I would rather live in China than in the USA.

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Alexander Campbell's avatar

Feels like an order of magnitude diff kinda thing, but I understand that meme is present.

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Frre's avatar

Is it really? https://x.com/aoc/status/1974200191164244404?s=46

The order of magnitude is decreasingly weekly since Trump took office.

At this rate it won't last 5y

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Alexander Campbell's avatar

Try holding up a piece of white paper in Shanghai and see how that goes.

Order of magnitude

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Frre's avatar

Wanna try walking around with expensive clothes and accessories in a lot of places in the USA and see how you feel? Why people think of freedom of expression and have a complete disregard for freedom of movement. I have been everywhere in China and never had any issue.

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Frre's avatar

Here is more https://x.com/cszabla/status/1974207602868297771?s=46

Countless examples. You'd to be blind or very sympathetic to the current president not to see it.

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Frre's avatar

Don't you worry, it will soon enough be similar in the US.

You just don't want to accept it just yet, it's ok.

https://archive.li/DhoMD

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Frre's avatar

Try asking Grokipedia for the Eipstein files and tell me the direction of travel is the USA not going full censorship just like the CCP.

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Akis Vogiatzis's avatar

Nice read and overall agree on the thesis regarding the relation between industry and national security. But it is clear you do not know Turkey or Erdogan. As a Greek living right “across the street “ I can tell you that as soon as the West “transfers” technology to Turkey expect Greece to be attacked, à la Ukraine, and Israel via Syria. Turkey is not a democratic nation. Its citizens might feel close to the western values but its leaders are definitely autocratic.

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Alexander Campbell's avatar

Turkey is deeply up in the air yes. That's why they are #4 in the list.

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