Anyone can claim foresight after the fact. Below is what it looks like claimed in advance.
The call: America's export controls are aimed at the wrong layer. China secured the layer below the chip a decade ago, permanently, and no sanction can claw it back. The proof sits in a 2016 filing nobody in Washington had read.
The call: Beijing has already moved past the chip war to a data and compute infrastructure play, and Washington is still fighting the last one. Published from the original Mandarin before the official translation existed.
The argument: AI removes the need for institutional trust the way agriculture once created it, and the answer is people learning to stand together on their own feet. Four essays and counting, with the next arriving this week.
Primary-source intelligence on US–China technology competition, read in the original Mandarin. The free tier carries the analysis before the official translations exist. The paid tier carries the full record.
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