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Noah Smith: Manufacturing is a war now

noahpinion.blog

Industrial policy has been a frequent subject on Smith's blog, for those who don't follow it. (He's for it, and thinks that Biden's industrial policy was mostly good - it's worth following the links in this post.) This post focuses on defense-related geopolitical industrial policy goals and pros and cons of anticipated changes under the incoming Trump administration and Chinese responses. Particularly, he highlights two major things China can do: Restrict exports of raw materials (recently announced) and use their own industrial policy to hamper the West's peacetime industrial policy (de facto policy of the last 30 years). These are not extraordinary insights, but it's a good primer on the current state of affairs and policies to pay attention to in the near-future.

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Why don’t we just let China have Taiwan and the South China Sea? I really don’t care about China. China doesn’t care about most of the rest of the world. China doesn’t seek dominion over European civilization. China is uninterested in the export of world revolution in the way that, say, some historic communist states were. The Taiwanese will do just fine under Chinese rule; even the old KMT vets are unlikely to face any retribution in their very, very old age. Most people neither require nor care about democracy; they want streets that are safe, low crime, affordable and decent food on the table, a youth that is disciplined and hardworking, and a feeling that their country is headed in the right direction.

What matters is civilization. What matters is mass immigration. What matters is law and order. What matters is the cultural rot that has hollowed out the West, leaving a small class of feckless, neurotic elites and a vast population of normal people held hostage by the scum at the bottom of society who continuously go un- and under-punished. What matters is ugliness, in architecture, in obesity, in fonts, in advertising, in fashion. China is responsible for relatively little of this.

Challenging China is both pointless and cruel. The Chinese, for all the great flaws of their system, still have the kind of state capacity and self-belief that Western nations can only dream of. Waging a war against China would be an act of nightmarish self-harm. Fix the West, first, on a cultural level, then worry about whatever the fuck is going to happen with Taiwan (I don’t care).

China doesn’t seek dominion over European civilization.

Neither does the U.S., and yet we continue to keep it aligned. Cooperative. The legacy of WWII was that you don’t have to literally occupy a territory to get value from it. Set up the right rules, and the subsequent international order serves your interests.

China would prefer a different set of rules. That’s why they’re reclaiming SCS islands, pushing the rules on international waters, and making passes at Taiwan, eroding the (admittedly weak!) rules about self-determination. The SCS connects major U.S. allies to the rest of the world. Handing those routes over to Chinese control would seriously damage the current order.

What matters is the cultural rot that has hollowed out the West,

I do not believe this can be done while abandoning the world stage. Hand-wringing over whether we’re worthy of dominating the planet is quintessential slave morality. Extending it down to surrendering our own borders and our own cities—isn’t that the source of most of your complaints?

China is responsible for relatively little of this [fecklessness].

I think that’s a difference of opportunity rather than one of character. Say what you will about modern Chinese urbanism; I draw the line at whitewashing the Cultural Revolution.

Waging a war against China would be an act of nightmarish self-harm.

Well…yes. I desperately hope it doesn’t come to this. If the CCP is rational, they hope it won’t, too. We can make it out of this without any nightmares.

Extending it down to surrendering our own borders and our own cities—isn’t that the source of most of your complaints?

If anything, I’m an American imperialist. I think America should directly rule the majority of the world, especially Central and South America, Western Europe and probably Japan and Korea. I just don’t care about China. The Chinese have no great imperialist instinct the way the Japanese, Russians, Anglos and French have or have had. They don’t seek to rule me or convert me to the Chinese system and never have. Theirs is not - in a deep sense, deeper than surface level marxism - an imperial civilization with global aims.

The Chinese have no great imperialist instinct

That is absolute nonsense. Where you got this idea? See: Xinjiang, Tibet, nine dash line. See: long line of emperors. See: obsessive superiority obsession. See: growing military. See: their wolf diplomacy self-inflicted mess. See: belt-and-road attempts.

They don’t seek to rule me

Well, for now they try for example with Latvia, Tibet, Hong-Kong, Taiwan, bunch of places in Africa (all in various coercive stages). Hopefully they will bungle it as most as they can.

And on top of that, I expect that they - like any other humans and nearly all animals - would proceed to run extractive imperialism if they could get away with it. (to the limits of their abilities, for deer it would be gorging on all the grass they have. Still smarter than say praising Mao.)

It really feels like a stretch to say that they'll domino their way from Tibet and Hong-Kong to the US. Those places are chinese speaking neighbors that were part of their territory not long ago. I really can't imagine them trying to invade Europe or the US. They might try to dominate the economy and make censor movies but... that's what the US is already doing.

If they fuck around Taiwan then you immediately will be hit by effects. See where CPU are produced.

Also, I was not disputing "USA will not be invaded" claim. I was disputing mainly "The Chinese have no great imperialist instinct" and "not (...) an imperial civilization with global aims."

"they will not invade USA in predictable future" is hardly proof of "have no great imperialist instinct"

It feels like you're making a bizarre 19th century type argument over which countries have an "imperialist instinct" or are an "imperial civilization." Should we also go after Mongolia and Macedonia just in case they try to take over the world again?

I also find it dubious that the US would fight WW3 just to protect our high-end gaming rigs and bitcoin miners. It's more likely we would simply onshore production (as we are already attempting to do) and put up with slightly decreased performance for a few years.

I am disputing claim that they have some unique "imperialist instinct" or are an "imperial civilization." or lack thereof.