Investigating industry and technology at Gavekal Dragonomics and the Yale Law School’s Tsai China Center
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2024-01-24 04:30:07
(This piece is my year in review; here’s my letter from 2022) I. Walking The trunk of an elephant might feel cool to the touch. Not what one expects, perhaps, from 200 pounds of writhing muscle, strong enough to uproot a tree, which tapers down to two “fingers,” giving it enough delicacy to detect the […]
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2023-07-18 23:19:45
My 2022 letter will probably be my last. Now I have to devise another use for this site. Since I’ve just spent a few days in Singapore, joining various roundtables to discuss China, I thought I would write up the notes I presented on. Most of my remarks focus on technology. But with China, one must […]
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2023-03-04 23:45:24
(This piece is my year in review, this year a bit late; here’s my letter from 2021) Mountains offer the best hiding places from the state. There were a lot of state controls to escape from in 2022. Two days before Shanghai locked down in April, I was on the final flight from the city […]
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2022-01-01 23:32:01
(This piece is my year in review; here’s my letter from 2020) I’ve by now lived in each of China’s main megaregions. It is time to make assessments. Everything that can go wrong in urban design has gone wrong in Beijing. The climate is arid and prone to northerly sandstorms. Its streets are unwalkable, but […]
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2021-01-01 23:44:10
(This piece is my year in review; here’s my letter from 2019) I. Inspiration It’s difficult to identify a great economic reason to explore space. There are easier ways to extract minerals, doing anything at all is terribly expensive, and Mars is a hard place to make a living. The benefits of space exploration are […]
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2020-03-11 09:38:17
I was one of the luckier ones: After a lunar new year holiday to Rome and Naples, I returned to Beijing on February 1st. Friends who delayed traveling back from overseas are facing escalating hurdles in their return. Those who went to Japan or the US to escape COVID are confronting both the virus and […]
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2020-01-02 03:41:09
(This piece is my year in review; here’s my letter from 2018) Following the twists and turns of the trade war meant that I had less time for personal writing this year, so this letter is the only piece I’ll publish. I’m disappointed not to write more here, but on the other hand it might […]
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