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Culture War Roundup for the week of April 7, 2025

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https://x.com/TrumpDailyPosts/status/1909263788295041257

Yesterday, China issued Retaliatory Tariffs of 34%, on top of their already record setting Tariffs, Non-Monetary Tariffs, Illegal Subsidization of companies, and massive long term Currency Manipulation, despite my warning that any country that Retaliates against the U.S. by issuing additional Tariffs, above and beyond their already existing long term Tariff abuse of our Nation, will be immediately met with new and substantially higher Tariffs, over and above those initially set. Therefore, if China does not withdraw its 34% increase above their already long term trading abuses by tomorrow, April 8th, 2025, the United States will impose ADDITIONAL Tariffs on China of 50%, effective April 9th. Additionally, all talks with China concerning their requested meetings with us will be terminated! Negotiations with other countries, which have also requested meetings, will begin taking place immediately. Thank you for your attention to this matter!

https://x.com/unusual_whales/status/1909411006423392583

China Ministry of Commerce has just said: "Will fight until the end if US Insists on new tariffs"

China urges dialogue with US, strongly opposes 50% additional tariffs

So the two biggest economies are now locked in a full-scale trade war... I suspect this will be more severe than previous skirmishing. In the past China imposed restrictions on imports of Australian wine, lobster and coal due to us calling for an inquiry into COVID. The Australian government basically ignored this without retaliating and eventually (with a change of govt over here to the less anti-Chinese Labour party) the restrictions were dropped. And they didn't touch iron ore, our biggest and most important export.

But nobody really cares about Australia, there's no loss of face in restoring trade relations like there would be with being seen to submit to Trump. You can show magnanimity to a weaker country but you probably can't show weakness to a peer power. Plus the US-China tariffs seem to be much more comprehensive, there's no shielded goods listed. I highly doubt that Xi will back down here like Trump seems to be asking. Giving a one day ultimatum is quite rude.

It seems that Trump's strategy is to shake down the US's weaker trading partners (the 'other countries which have requested meetings') and try to smash the stronger powers like China and possibly the EU. The EU might even fall into the 'weaker' category if Trump can link security to the trade relationship, Vance and co wanted to send Europe the bill for bombing Yemen since it was mostly European trade flowing through the Red Sea. The US has opportunities for leverage in terms of energy flows now that Russia is persona non grata and with defence via NATO. On the other hand, the EU is run by Trump-haters and they're hardened experts in economically wrecking their own countries, so they may show some backbone.

Anyway, who has more leverage between the US and China?

China's exports to the US ($500 billion) are mostly manufactured goods, electronics and machinery. These are ironically the things you'd need to industrialize the US, though a lot is also consumer goods. China dominates certain industries like port equipment as seen here: https://old.reddit.com/r/Unexpected/comments/11jsyyf/well_thats_unfortunate/

https://tradingeconomics.com/china/exports/united-states

The US's exports to China ($144 billion) are a mix of agriculture/energy and electronics (semiconductors are included in this category), aircraft, machinery.

https://tradingeconomics.com/united-states/exports/china

Personally I favour a supply-focused view of trade conflicts. If you're losing out on $500 billion worth of goods due to high tariffs (an additional 50% on top of the 34% and the previous tariffs really add up!) then that's worse than 34% or 84% if Xi matches on a mere $144 billion. Many of those goods will be prerequisites for US production. A much smaller proportion of Chinese imports will be prerequisites and soybeans/gas can be bought from elsewhere. Plus the Chinese approach to industrial policy seems much more sophisticated, they target key sectors to build up economies of scale. They foster development in high-tech industries with huge state backing. They do plenty on the supply side, tariffs only affect prices and demand. I think China is not too concerned about losing US imports, they want to replace them with indigenous suppliers on the high-end anyway and have been working hard to do this for years and years, that's Made in China 2025. There is no equivalent comprehensive program to reshore production in the US.

And if China loses some of their exports, at least they retain production capacity. Those mobile phones and plastic toys could go to Chinese kids instead.

I've seen others online favouring a demand-focused view, so there is room for difference on this (elasticity matters a lot).

I think China will come out ahead here unless Trump manages some crazy 4D chess bullying other nations into tariffing China too. China is the central hub of the world economy in terms of trade flows, their economy is larger in real terms and their political system seems to be more stable, less erratic.

Edit: https://x.com/typesfast/status/1909362292367802840

On April 17th the U.S. Trade Representative's office is expected to impose fees of up to $1.5M per port call for ships made in China and for $500k to $1M if the ocean carrier owns a single ship made in China

This seems even crazier if true, it's like Trump is deliberately trying to crash the US economy with these hasty, no-warning orders and fines. See the thread for details. This is how you don't do industrial policy.

My impression after obsessively monitoring this situation for days (of course) is that neither side will fold, tariffs are here to stay, and everyone will be poor and mad for it. China of course won't fold, the idea that they're at risk is preposterous, they can well weather complete cessation of export to the US.

Broadly I have concluded that the main problem the US faces is racism towards the Chinese; the ill-earned sense of centrality and irreplaceability. I believe that Trump, Navarro and the rest of that gang are as misinformed as the average MAGA guy on Twitter, given how they speak and that amusing formula. Americans still think that their great consumption is the linchpin of Chinese economy, 10-30% of their GDP (it's more like 3%); that the Chinese produce apparel, “trinkets” and low-quality materials (they also produce things that Americans plausibly cannot start producing at the same quality in years); that American IP is vital for their industry (they're making their own software, OSes, CPUs…) and so on. The idea that American de-industrialization is a product of betrayal by Wall Street Elites who offshored jobs to China also feeds into the delusional notion of possible parity – but the truth is that there has never been a point in history where American industry had scale or diversity comparable to what's going on in China now. The issue with their bad financials is also overblown; as for losing markets, they have the capital at hand for consumption stimulus. This guy from Beijing writes:

China’s PPP GDP is only 25% larger than that of the US? Come on people… who are we kidding? Last year, China generated twice as much electricity as the US, produced 12.6 times as much steel and 22 times as much cement. China’s shipyards accounted for over 50% of the world’s output while US production was negligible. In 2023, China produced 30.2 million vehicles, almost three times more than the 10.6 million made in the US.

On the demand side, 26 million vehicles were sold in China last year, 68% more than the 15.5 million sold in the US. Chinese consumers bought 434 million smartphones, three times the 144 million sold in the US. As a country, China consumes twice as much meat and eight times as much seafood as the US. Chinese shoppers spent twice as much on luxury goods as American shoppers.

…It is prima facie ridiculous that China’s production and consumption, at multiples of US levels, can be realistically discounted for lower quality/features to arrive at a mere 125% of US PPP GDP. … Similarly, analysts who lament that China accounts for 30% of the world’s manufacturing output but only 13% of household consumption are far off the mark. China accounts for 20-40% of global demand for just about every consumer product but much of the services it consumes have been left out of national accounts.

Accordingly, with a higher real GDP, their effective debt to GDP ratio may be as low as 150%, not 200-300%. They have US assets to sell too.

So China can trivially absorb half of the overcapacity freed by reduced trade with the US, and might find buyers for the rest.

My thesis is that in picking this fight, Americans don't understand that they're actually not that big of a deal. Unfortunately, their delusions are globally shared and become reality in their own right. But perhaps not enough to offset the gross physical one.

The actual dangerous thing for China here is that Trump seems determined to immiserate the whole planet, completely irrespective of any geopolitical rivalry, because he's an illiterate anarcho-primitivist and thinks that all trade is theft unless it's barter, basically. America vs. The World, especially with a chain reaction of tariffs on Chinese (and likely also Vietnamese etc…) capacity spillover, results in massive reduction of productivity for everyone. For now, nations like Vietnam are unilaterally dropping tariffs on American crap, but that can't be a big effect because their tariffs were low to begin with, and Americans just don't and cannot produce enough at price points that people of those nations can afford. (We may see IMF loans for 3rd world countries importing overpriced American beef or Teslas or whatever to placate Don, but I doubt it'll be sustainable). I suppose in the long run the idea is that Optimus bots will be churning out products with superhuman efficiency, at least Lutnick argues as much. But that's still years away. Perhaps this extortion of zero balance trade (so in effect, the demand that trading partners buy non-competitive American products) is meant to finance the transition to posthuman automated economy. Bold strategy.

I am of course very amused and curious to see how it'll go. Will Fortress America intimidate the rest of us into submission, likely forever? Or will it be so stubborn, brutal and ham-fisted that humanity will finally rebel and ostracize the rogue state, letting it broil in its own supremacist fantasies? Can Bessent et al. turn 1D “trade le bad” checkers of the King of Understanding Things (懂王) into 4D chess? We shall see.

Suppose you wake up tomorrow morning, and find that, worse than Gregor Samsa, your consciousness has been transmigrated into the skull of The Donald. Further, the divine agency enacting this alteration has placed an aegis upon you, such that you cannot blow your brains out in horror; for your many sins, you have been given the penance of wielding great power to Make Things Better.

What do you do? What does "better" look like, and how do you steer things to get there? Assume that, like Trump, you are not particularly bound by norms or even your own prior positions, that you have a great deal of sway over ~50% of the American public, and that you have more-or-less full control of the dominant political party which currently has tenuous control over all three branches of Government. What would the plan be?

I don't want my country to rule China. I certainly don't want to be ruled by them, but I stubbornly believe it's possible to step back from what I perceive to be a long-metastasizing American global empire and to move toward a world where we get our own country working and simply leave other people alone. I'm open to the idea that Trump is a swinish idiot and I am as well, but what does actual wisdom look like? Was it a good idea to help build China into the unrivaled manufacturing and arguably economic colossus that it currently seems to be? I'm pretty sure it wasn't a good idea to try to invade and destroy multiple other countries in the name of "spreading democracy", but maybe you disagree? Was Biden on the right track? Obama? Bush? Or if the string of presidents preceding Trump were all cold, merciless imperial manipulators and Trump is a moronic rampaging swine, can it really be that both of these things are perfectly equally awful, or is one in some way preferable to the other?

There's a thing you wrote one time, about how your people and mine could never be friends, that our relationship would always be conducted across gunsights. Maybe so. But I, at least, have zero desire to actually start shooting, and I perceive the people on my side who want to start shooting, who believe the conflict to be innate and existential, as the enemy that is innate and existential to me. Maybe this is naive. Maybe the perspective I perceive from you is correct, that everything is doomed and the evil always win, and no matter how things change they always change for the worse.

A year ago, the narrative was that Trump could not win, and that if he did win nothing would actually change. Now the narrative is that he's changing everything for the worse. Maybe so! I'm waiting to see what the next updates say, though.

There are so many things wrong with what Trump is doing that I find it silly to write a serious response. Literally an LLM would manage. For one thing, accept Von Der Leyen's offer of mutual tariff drop, that's enough of a “win” for your base and an actual economic boon! Apologize to Denmark and negotiate expanded military presence in Greenland under the existing framework. Offer China a mutual reduction in tariffs for sectors where you actually cannot back up your confidence. Tell Bukele to send back the wantonly arrested innocents for a fair trial. Stop gutting STEM research institutions. Crush or pay off the longshoremen, abolish Jones act. Buy a shitton of equipment for manufacturing drones. Put a few bombers on Guam instead of in Afghanistan, send a garrison onto Taiwan. It's not really complicated, he's done too many errors.

Was it a good idea to help build China into the unrivaled manufacturing and arguably economic colossus that it currently seems to be? I'm pretty sure it wasn't a good idea to try to invade and destroy multiple other countries in the name of "spreading democracy", but maybe you disagree? Was Biden on the right track?

Many questions. Was it a good idea to help build China? Probably not, but was it a bad idea to exploit their growth for salvaging your own one? I guess not again. Invasions? I think that was dumb. Biden? Yes, I think that Biden, or rather the system behind his limp body, was highly effective in reaching at least some subset of relevant goals of the Empire, it was going pretty smoothly. I am surprised to see them so thoroughly vanquished so fast.

How to deescalate? Oh, that's a big one. I think it's psychologically impossible, the US isn't willing to be #2, even if that carries none or minimal material demerits. Neither is Xi willing to give up on his system, or on Taiwan. History will decide.

your people and my people could never be friends

What were “his people” and “your people”, in this context?

Russians and Anglos, IIRC. His framing, not mine, but the point seemed reasonable. Given our history, particularly post-USSR, I do not expect Russians to assume Anglos are pursuing cooperation with them in good faith.

Broadly I have concluded that the main problem the US faces is racism towards the Chinese; the ill-earned sense of centrality and irreplaceability.

I can of course only speak for myself, and not the Trump administration, or even the "MAGA movement" as a whole.

IR policy wonks would say that this suggestion is nonsense; that any conflict between the US and China is just the rational, mechanistic outcome of two world powers who are both vying to secure their own interests. But for my part I will acknowledge that, yes, there is a racial element to the designation of China in particular as a geopolitical adversary, as opposed to some other nation. Ceteris paribus, I would prefer for world power to remain concentrated in the hands of European and European-derived peoples, as opposed to non-European peoples. (This is largely already a doomed project due to the ongoing mestizofiction of America, but, you know, you can't win 'em all...) And I particularly don't want power to rest with the Chinese, who have produced a civilization that (in its current phase of historical development at any rate) I view as uniquely soulless and utilitarian. (I do not view all non-Europeans, or even all East Asians, as exactly equivalent in this regard; if Japan were in China's position instead, I would be welcoming them as liberators!)

The Chinese, too, have a sense of centrality and irreplaceability. They too believe that they have a world historical mission to be the center of world civilization. Very well then, we shall see who prevails.

But all this only goes so far as influencing the fundamental choice to take up the conflict in the first place; it has no bearing on the strategic considerations for how the conflict should actually be navigated. China is obviously very powerful and capable, and it would be the height of foolishness to underestimate them as a nation of "trinket producers".

Americans don't understand that they're actually not that big of a deal.

A change in American economic policy sent global markets into a tailspin, so objectively speaking, America is in fact a big deal.

This is largely already a doomed project due to the ongoing mestizofiction of America, but, you know, you can't win 'em all...

Latinos are reasonably western euro, certainly moreso than Slavs.

I can only say that engaging with the Chinese, and with people like you, has gradually convinced me that White People (Hajnali European stock specifically) are basically jumped-up serfs, the confused lower caste of prawns from District 9, with little more to offer to the world sans stale kanging and hollow, corporate-coded pretense of “soul” that, if it ever existed, resided in your currently extinct owners. You don't even notice my point about simple economics and logistics, so lost you are in your racial superiority masturbation. But of course those issues are related.

if Japan were in China's position instead

But it isn't, and you are largely responsible for that, because your previous generation had the exact same attitude towards the Japanese. Deaths from overwork, rigid hierarchy, soulless collectivist automatons cheating and copying to flood the markets and dispossess our Christian Germanic workers – this can't be allowed, can it? Oh, what a pity that now that we know them better, Japan is a geriatric country of no ambition, that mainly produces anime to give you some respite from the toxic antihuman sludge of your own media. (Presumably this is the fault of Joos. Somehow for all your natural nobility of spirit you are not capable of resisting a tiny tribe of natural wordcels. At least the Chinese managed to overthrow the Manchu).

Regrettably, China is 10 times larger and the same tricks won't work.

A change in American economic policy sent global markets into a tailspin, so objectively speaking, America is in fact a big deal.

Yes, you can do a great deal of damage to humanity. This is akin to the bafflingly swinish line of argument that “China needs us more than we need them, because they need to sell their valuable manufactured goods to someone; our consumption is more valuable than production”. We shall see how well this philosophy works.

  • -11

Speak for yourself, serf.

What I see is the inverse. The professional managerial class seems to have internalized this idea that intelligent reasonable moral people should not exercise agency.. That intelligent reasonable and moral person does not just do things, and if they do the inescapable conclusion is the individual in question is not reasonable, not intelligent, not moral, and possibly not even a person.

Ironically this valorization of non-agency and the demonizing of those like Elon Musk and Daniel Penney who break from this is itself the road to serfdom. The serf is a serf because he prefers the guarantees of servitude to the risks of being a free agent.

So how has this intelligent reasonable agency worked out for you? Not tired of winning yet?

It's actually been working out reasonably well. So no, I am not "tired of winning" yet.

Godspeed! More wins to come then.

internalized this idea that intelligent reasonable moral people should not exercise agency

This is a better treatment: https://www.themotte.org/post/1827/culture-war-roundup-for-the-week/315895?context=8#context

He's a spurned Russian nationalist who has run into the arms of the Chinese. A tragic outcome I don't wish of the Russians writ large. Being a serf isn't a problem so much as a traitor. Justifying that, welcoming the Chinese overlords, on the accusation of Europeans of being serfs is... interesting especially given this criticism is in context of the erratic behavior of high-agency people rocking the boat, like you said.

This is of course a projection of your own tribalism and your own deluded moral framework.

Your problem is that your only guiding light, the only salvation you see for your people, is Nazism, and Nazism is still quite degenerate and NGMI. I won't talk of its moral merits, it's just strategically bad because it's aestheticized desperation and refuge from hopelessness in animalistic impulses. A stronk chieftain (high agency!), will to power (rock the boat!), blood-based tribal identity, vibes over facts… in effect, reject modernity, retvrn by rolling back the evolutionary clock 9000 years, to where an average European was a fat bipolar slob with 65 IQ. Nazism was swiftly crushed by Capitalism and Communism. 80 years later, they remain the dominant forces on the planet and continue their dialectic and coevolution. You like to think that Judaism is still more important, the root of all evil. Well, it's underrated for obvious reasons, I'll give you that, but Earth is a big place, and your struggle with Joos is ultimately quite parochial.

I have observed many sincere Nazis over the years and most are suicidal. It doesn't have to be this way. Accept that the dream of Aryan greatness is dead, but you can live if you accept this world on its own terms, where your people have some advantages and disadvantages entirely irrespective of “jewish manipulation” or “suicidal empathy” or what have you, and need to manage them soberly. In particular this requires a good understanding of where you stand relative to that huge chunk of humanity in East Asia. One approach is to cope with 4chan gifs of tortured dogs and industrial accidents, or the book of Ralph Townsend. Another is to grow the fuck up.

And yet you run into the arms of National Socialism with Chinese Characteristics... No, Nazism is a dead political movement, not something to be treated as a cheap foreign import. I want to see something new, not trying to rehash a dead ideology, and certainly not turning traitor and running for the embrace of the Chinese who hold those same racial sensibilities you mock Europeans for, and which Europeans do not themselves actually hold.

You simultaneously mock Europeans for being "not capable of resisting a tiny tribe of natural wordcels" and for being parochial when they do voice resistance. You just hate Europeans, particularly the West Europeans, you see them as your enemy and you always have. It's unfortunate. Whatever you accuse me of, my hope for the future is fundamentally pro-European, I want the best for Europe and the United States and I do not want to see them under Chinese hegemony. That's not the future I wish for Russia either. You can mock the suicidal Nazis, I will mock the despondent Russian nationalists who have decided to become Chinese nationalists to have some sort of vent for their understandable but misguided hatred of Europe.

National Socialism with Chinese Characteristics...

It's a funny joke but really, they're not any more National Socialist than any normal European state was before WWII. They are quite different from historical Nazis. They have a representation for minorities (even repressed ones) and affirmative action, they have legalized gender transition, they employ open furries in the PLA (explicitly as fursuit engineers, to develop next generation combat armor). Their notions of “degeneracy” or “racial hygiene” would be quite alien to Germans. The basic level of care for the ethnic majority is just what a state is supposed to do. And Socialism – that they owe to being literally Marxists, with a big portrait of Marx in their main hall of power and stuff. They're far more Capitalist than the Third Reich was, too. Xi has restored the cult of personality, though. Seriously speaking, it's its own complex thing, and should be considered on its own merits in its own historical context, not as a copy or a pastiche of Western paradigms. When all is said and done they're just a modernized Chinese empire.

You simultaneously mock Europeans for being "not capable of resisting a tiny tribe of natural wordcels"

I apologize. My sarcasm there may have been too confusing. I don't think Jews are solely guilty for the quality of your media. Jews, from what I can tell, genuinely like their sermonizing slop, but so does the audience, and creators are increasingly Gentiles too. I think you just have ran out of gas. Particularly Americans. Your culture is vulgar and plain bad, and you should feel bad about it. Your mavericks are sleazy hustlers at best and psychopaths at worst, and you do not resist your worst impulses to bow before the undeserving strongman. You come up with zany and harmful ideas and then force them upon everybody else. Thus, you are what has to be resisted now, at least until you improve somehow.

You just hate Europeans, particularly the West Europeans, you see them as your enemy and you always have.

I don't hate Europeans. I am disappointed in you. In you collectively and in you, SecureSignals, personally. You are less than what I figured, you don't deliver on the crucial advertised open-mindedness and ability-to-change-opinions features, and you take pride in stuff that's completely meh or plainly disgusting. You're like some purebred dogs. Remarkable, peculiar, WEIRD phenotype, but no spark, or almost never. Disappointing.

and I do not want to see them under Chinese hegemony

And at the rate you're going, you may well see Chinese hegemony. It is indeed unfortunate because the Chinese themselves never had it in them to establish one, I don't think. Too insular, too mercantile, too autistically uncharismatic, and frankly not capable enough to dismantle natural affinities and alliances. They'd have secured their backyard and grew content to have limited trade with barbarians, and this was the scenario I still consider preferable. But a few more iterations of low-IQ, smug WINNING and ROCKING THE BOAT, and who knows, they may have to pick up the crown tossed their way.

And the ironic thing is that all this is because you'd have wanted your own hegemony, because for all the denialism – the dream, the hope of being Intrinsically Racially Superior, crushing lessers under the jackboot, still lives and yearns for confirmation. Alas.

More comments

To the user who reported this comment with:

can we not have wumaos invade this forum?

lol. Dase has been productively commenting since before you knew this forum existed.

That said, I’m going to remind him not to put words in other peoples’ mouths. Especially not with this level of sarcasm.

At least the Chinese managed to overthrow the Manchu

An intellectual like yourself is no doubt familiar with the extensive Chinese online theories that they secretly control the CCP.

I do know this and I wonder how that coexists with the common East Asian respect for the Hebrews. Have they considered playing one great tribe against another? Or learning the Manchu ways to beat them at their own game, like Koreans try with Talmud? I should ask.

My own impression (and you are likely more familiar than I) is that most Chinese never think about the Jews, a smaller group of boomers and people interested in international politics are vaguely or in rare cases substantially philosemitic, and then young very right wing men online are antisemitic in a vintage /pol/ type way, hate Israel etc.

You don't even notice my point about simple economics and logistics

No, I did notice your point about economics and logistics. But your point wasn't relevant. The likelihood of winning a conflict has little relevance to whether that conflict should be waged in the first place.

Ironically, and contrary to your accusation, it is the serf who acts in accordance with prudence and rationality. The serf is a serf precisely because he correctly calculates that servitude is what gives him the best odds of continued survival. The nobleman, in contrast, acts in accordance with virtue, even when the outcome is certain destruction.

A Nietzsche quote for every situation:

Noble and common. - For common natures all noble, magnanimous feelings appear to be inexpedient and therefore initially incredible: they give a wink when they hear of such things and seem to want to say, 'Surely there must be some advantage involved; one cannot see through every wall' - they are suspicious of the noble person, as if he were furtively seeking his advantage. If they become all too clearly convinced of the absence of selfish intentions and gains, they view the noble person as a kind of fool: they despise him in his pleasure and laugh at the sparkle in his eye. 'How could one enjoy being at a disadvantage? How could one want with open eyes to be disadvantaged? Some disease of reason must be linked to the noble affection' - thus they think and look disparagingly, the way they disparage the pleasure that a madman derives from his fixed idea. What distinguishes the common nature is that it unflinchingly keeps sight of its advantage, and that this thought of purpose and advantage is even stronger than its strongest drives; not to allow these drives to lead it astray to perform inexpeditious acts - that is its wisdom and self-esteem. In comparison, the higher nature is more unreasonable - for the noble, magnanimous, and self-sacrificing person does in fact succumb to his drives; and in his best moments, his reason pauses. An animal that protects its young at the risk of its own life or during the mating period follows the female unto death does not think of danger and death; its reason likewise pauses because the pleasure in its brood or in the female and the fear of being deprived of this pleasure dominate it totally; the animal becomes stupider than it usually is - just like the person who is noble and magnanimous. [...]

The likelihood of winning a conflict has little relevance to whether that conflict should be waged in the first place.

It actually has a lot of relevance. The real reason you act like it doesn't is that you do not seriously engage with the possibility of losing, and losing badly (losing what? To what degree? How many cards do you have left at the point of losing, and what terms can be negotiated?). People make unreasonable maximalist demands when they are assured of their invulnerability. You treat a great power conflict like another Middle Eastern adventure, “oh we found WMDs in this shithole, our Democracy will perish if we do not conquer it hue hue!”. It's an instinct that's hard to overcome after a century of uninterrupted wins and cost-free losses. The same Main Character Syndrome, coupled with low human capital in Trump team, explains decidedly suboptimal and cost-insensitive means that were chosen for prosecuting the conflict. Americans think they can afford anything, because that's recorded in their institutional DNA. But they have never fought a superior power, due to it never having existed prior to this day. So they have developed an auxiliary belief that the very fact of them antagonizing any power confirms it is inferior. It's hard to feel pity for such a narcissistic people.

it is the serf who acts in accordance with prudence and rationality. The serf is a serf precisely because he correctly calculates that servitude is what gives him the best odds of continued survival. The nobleman, in contrast, acts in accordance with virtue, even when the outcome is certain destruction.

In Imperial Russia, there was a trend when mujiks, LARPing as nobles, initiated duels over petty spats, murdering each other with axes; eventually the state had to put its boot down. Due to extremely low literacy rates they couldn't have plausibly cited Nietzsche when doing so, but I believe that they'd have appreciated your quote.

Self-serving, petulant, handwavy, shallowly aesthetic notions of virtue are cheap and easy to brandish in defense of one's animalistic impulses; any kind of impulsive retardation can be dressed up as a calling of aristocratic, virile masculine nature, there's a whole genre of extremely popular Western music about it, authored by the impromptu warrior aristocracy of the streets. Your own elite has been wiped out to such a degree that this whole discourse is vacuous, we can't consult with a living bearer of a tradition, only speculate. It is plausible that I am wrong and there's just never been any substance to the whole fraud.

But they have never fought a superior power, due to it never having existed prior to this day.

America fought Britain twice and the Ottoman Empire once when they were far superior powers.

I know. This was a completely different America, it's like saying that Moscow was once conquered by Poles or something (Russians are very proud of that episode, thanks to propaganda in history lessons, but obviously there is no memory, institutional legacy or military tradition that survived) – a dim fact people learn in school. America that lives today was born in the Civil War and was fully formed in McKinley's era, probably. Since then, it was straight up dunking on weaker powers. With some tasteless underdog posturing from time to time, of course.

Russians are very proud of that episode

Really, very proud? Because, against all odds, it ended with Romanov dynasty rather than a Polish king, or did you mean to write 'Poles' there?

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Self-serving, petulant, handwavy, shallowly aesthetic notions of virtue are cheap and easy to brandish in defense of one's animalistic impulses; any kind of impulsive retardation can be dressed up as a calling of aristocratic, virile masculine nature, there's a whole genre of extremely popular Western music about it, authored by the impromptu warrior aristocracy of the streets. Your own elite has been wiped out to such a degree that this whole discourse is vacuous, we can't consult with a living bearer of a tradition, only speculate. It is plausible that I am wrong and there's just never been any substance to the whole fraud.

Missed your writing. Glad you’ve rejoined us briefly in this transitional period while we no doubt wait for ASI to materialize and save/destroy us.

It actually has a lot of relevance. The real reason you act like it doesn't is that you do not seriously engage with the possibility of losing, and losing badly (losing what? To what degree?

I am well aware that losing is a live possibility, and I know exactly what losing would look like. Losing means a Guangxi Massacre in every American town and city. Losing means obliteration; losing means being consigned to the graveyard of civilizations. Still we press on.

Given that your deepest yearning is for technology to liberate us from life as it has existed hitherto, it is unsurprising that you find these values to be unintelligible.

Losing means a Guangxi Massacre in every American town and city.

It's not clear what must happen for the world to end up like this, but America is a nation of dreamers; I suppose you can effect even this result if you keep pressing on. However, my optimistic theory of American loss is that due to constant bluffing and irresponsible policy epilepsy the USD loses its status as reserve currency, your fraudulent markets deflate, your internal racial contradictions bloom, and after a while you get a lot quieter and less obnoxious as your living standards crash down to roughly Polish level, which is actually very neat and, given your current course, more than you deserve. The traffic to your shores dies down, as mandated by the Great Leader Donald Ieyasu Trump; the rest of humanity, free of the loathsome star-spangled yoke, peacefully trades and gets richer, while you lick your wounded pride and dream of revenge.

A median scenario is that you simply accept the existence of a bigger guy on the block (bloodlessly, or after trying your luck one last time in the South China Sea) and retreat to your hemisphere, living much the same lives as today.

And I suspect that you know this. But it's too painful to imagine such a world, a boring high-probability world where the sky didn't fall, but you're no longer the uncontested Main Character Nation. Visions of massacres and genocides are anesthetic in comparison, they return you to the familiar domain of Marvel movies. Any Avengers-Level Threat, by laws of narrative, ultimately gets defeated, so there really aren't any stakes or hard decisions to make this way.

Great Leader Donald Ieyasu Trump

That should be Iemitsu if you are looking for whoever enacted sakkoku.

I would happily accept either of these worlds. Certainly they sound much better than where things seemed to be heading as of last year.

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If china was just producing plastic junk it wouldn't be an issue. BYD can produce cars at a similar quality as American companies while using their enormous home market, their mineral and processing capacity and the fact that Chinese engineers cost 20% of what American engineers cost. Far more Chinese people in the 100-120 IQ range go into trades while the west unfortunately dumps low Iq people into these jobs while pushing the slightly above average into meaningless office jobs.

Free trade was great in 1950 when the US bought bananas and sold cars. It isn't great when almost everything can be produced in China, India, Poland or Vietnam. China can even compete with AI models and satellite systems. The US can't compete without tariffs. The US risks becoming a real estate bubble using debt to buy goods from Asia.

Free trade was based on American supremacy, the rise of tariffs is the US becoming one country among many. The US isn't a global empire any more, they are a sphere of influence and need to be self sufficient.

Also with covid and Ukraine we should have learned that self sufficiency is paramount and that the US shouldn't be dependent on convoluted global supply chains. Having several supply chains in the world with local suppliers is a lot less fragile.

Broadly I have concluded that the main problem the US faces is racism towards the Chinese; the ill-earned sense of centrality and irreplaceability.

My thesis is that in picking this fight, Americans don't understand that they're actually not that big of a deal. Unfortunately, their delusions are globally shared and become reality in their own right. But perhaps not enough to offset the gross physical one.

People do keep pointing out that Trump has had this fixation with tariffs and the US being screwed by the world for so long that Japan was his original target.

I have wondered if he simply slid China into that same niche and never updated anything else.

This whole thing is demented but if you imagine Trump is still in the 80s or 90s in his head fighting the trade war he never got to fight then, it makes a bit more sense.

This would actually make more sense yes. Allegedly, Trump’s Love for Tariffs Began in Japan’s ’80s Boom:

WASHINGTON — Donald J. Trump lost an auction in 1988 for a 58-key piano used in the classic film “Casablanca” to a Japanese trading company representing a collector. While he brushed off being outbid, it was a firsthand reminder of Japan’s growing wealth, and the following year, Mr. Trump went on television to call for a 15 percent to 20 percent tax on imports from Japan.

“I believe very strongly in tariffs,” Mr. Trump, at the time a Manhattan real estate developer with fledgling political instincts, told the journalist Diane Sawyer, before criticizing Japan, West Germany, Saudi Arabia and South Korea for their trade practices. “America is being ripped off,” he said. “We’re a debtor nation, and we have to tax, we have to tariff, we have to protect this country.”

Thirty years later, few issues have defined Mr. Trump’s presidency more than his love for tariffs — and on few issues has he been more unswerving. Allies and historians say that love is rooted in Mr. Trump’s experience as a businessman in the 1980s with the people and money of Japan, then perceived as a mortal threat to America’s economic pre-eminence.

That's from 2019. If China is just a stand-in for Japan (which he also tariffed anyway), it is no wonder that he acts so brazenly. You can bully Japan with no repercussions. He can finally get back at them for that piano humiliation.

Yes I agree, much of US GDP is nonsense, it's like an inverted pyramid with the manufacturing base too small and services too large. There are of course real services like R&D but there are also more or less fake services, HR training sessions and legal compliance, managing tax... There's real education and fake education, those schools in America where nobody can perform to grade level, useless or negative-value degrees...

Just because money is changing hands, it doesn't follow that it's a good thing. Fentanyl raises the GDP after all. Metrics of production should be prioritized over financial flows.

I don't think it's really possible for this to be true on a grand scale. After all, if the American GDP is in some way fake how come the median American can buy so much Chinese production with his or her dollars? The ratio of durable goods consumption to GDP in the US is not vastly lower than it was in the 60s, and that small decrease we would expect given that the average person obviously has many more 'consumer' services to spend his money on these days in a way that is obviously real consumption than he did in the 60s.

Consumption is indeed high but production is too low. That's my point. It's an unstable position to be in. There are lots of people in the US who are very wealthy and prosperous but shouldn't be.

production is too low

Physical production? I don't see why this is a problem if service production rises to compensate (except for e.g. national security reasons which has nothing to do with whether some service jobs are 'fake' or not). Yes the US runs a BoT deficit but the durables deficit is like an order of magnitude bigger than the overall deficit - that is to say service exports wouldn't have to rise that much to eliminate the deficit, which would certainly be easier than trying only to boost physical goods exports in which the US obviously has far less comparative advantage, especially in mass production.

There are lots of people in the US who are very wealthy and prosperous but shouldn't be

How could this even be true in an inter-country sense? If production is too low, what sustains consumption? Foreign investments in American instruments? But surely these prove that investors are satisfied in the likelihood that future American production, on which they are trading, will be able to make good their investment? Service exports would be the other candidate, but then these, if they are competitive on the open world market, clearly 'deserve' their price.

I don't really understand tbh, and I don't mean that in a rhetorical sense. How do you perceive the supposed 'instability' of the US position unravelling?

A lot of Americans have completely made-up jobs, working in DEI or consulting or HR, compliance (with bizarre laws), educating people with ridiculous nonsense... it's not productive activity. Some of those jobs are useful but much are not.

They're basically sucking wealth away from productive enterprises since they consume wealth but do not produce wealth. The US runs huge trade deficits to support a high level of prosperity, relying on the social construct of 'the US is the greatest country in the world, with the strongest military and the safest currency' so that people maintain confidence in the US dollar.

They're basically sucking wealth away from productive enterprises since they consume wealth but do not produce wealth.

See this doesn't necessarily any problem with trade as such, as this is an internal dynamic - if regulation produces non-productive workers who piggyback off productive workers in 'real' sectors, it's just shuffling around the fruits of production among Americans.

The US runs huge trade deficits to support a high level of prosperity, relying on the social construct of 'the US is the greatest country in the world, with the strongest military and the safest currency' so that people maintain confidence in the US dollar.

If this is the explanation for how the US sustains non-productive work, how come other Western economies have observed a similar turn toward services?

See this doesn't necessarily any problem with trade as such, as this is an internal dynamic

I meant to say sucking wealth away from productive enterprises around the world. Suppose Zhang in Chongqing makes an iphone that goes to a product manager who doesn't do any useful work, just sits around in meetings all day. This is an unstable dynamic in my book. It would be unstable even within a country if you have a class of elites who laze around all day and a class of workers who make goods for them. When Onlyfans whores delight in their paid-off houses it incites a lot of resentment amongst people with shit jobs. Elites are supposed to lead wisely, that's why they're supposed to get goods from the workers.

Other Western countries are poorer than the US. Not everyone is cut out for productive work, there are internal status games and politics... But the US is unusually rich and has a high trade deficit, the US is the biggest offender. The rest of the West (with some exceptions, though German industry seems to be declining fast) is relying on prestige, not production. Degree mill universities, immigration ponzi schemes, selling enterprises overseas. Selling assets to pay for consumption is bad, profits and capabilities head overseas.

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After all, if the American GDP is in some way fake how come the median American can buy so much Chinese production with his or her dollars?

Largely because China (like everyone else) is buying your assets and the USD is the global reserve currency.

Trump is doing what he can to fix this pathological situation, by being laser focused on goods.

Just because money is changing hands, it doesn't follow that it's a good thing. Fentanyl raises the GDP after all. Metrics of production should be prioritized over financial flows.

I don't know if I'll be able to find it, but I saw a clip of an interview (edit: or speech I guess) with Bukele, where he recounts how the world's (or El Salvador's) top economists' told him "nooo! you can't just arrest all the gangs, that will tank the GDP!".

EDIT: Found it

China’s PPP GDP is only 25% larger than that of the US? Come on people… who are we kidding?

Its not hard to pick out a few industries youre strong in. The only number there thats worth taking seriously for macro measures is electricity. And that still seems consistent with the 25% number - manufacturing generally needs more electricity than services, e.g. Icelands GDP is not actually underestimated. Theres an argument that services are BS and therefore Chinas economy really is better - but at that point, youre far enough from conventional economics that GDP is a questionable measure anyway.

But he actually argues that the Chinese services sector size is underestimated, by Chinese accounting mainly.

We believe China’s GDP and PPP GDP are lowballed by an incomplete transition from the Material Product System (MPS) of national accounts, which excludes services by design. The World Bank is likely dutifully doing its sums with goods consumption in China multiples of the US but measuring services consumption as a fraction of the US.

The United Nations System of National Accounts (UNSNA) provides voluntary guidelines and specifically states that nations should base their national accounts on local conditions. What that has meant in the West is to adopt all UNSNA “innovations” introduced over the years.

Items like imputed rent, legal fees and R&D are now all included in GDP. The UK went hog wild with both illegal drugs and prostitution as now part of their GDP because… hey, why not? UNSNA’s 2008 guidelines explicitly recommend that illegal market activity should be included in GDP.

China’s NBS stood its ground on a conceptual level. Rightly or wrongly, the Leninist MPS considers services necessary costs of material production rather than real value creation. In China’s first attempt at converting MPS to SNA in 1985, it tacked on a ludicrously low 13% to the MPS number and called it China’s services GDP.

Over the years, the World Bank has twisted the arm of the NBS for modest increases to China’s services GDP – with limited success.

The affordability crisis in Western economies, the US in particular, is largely driven by inflation of necessary services – rent, healthcare, education and childcare – not by manufactured goods. While these costs have also gone up in China, they have increased less and much are left out of GDP anyway.

Also not captured by the ICP survey conducted in 2021 are the price and service wars that have broken out across industries and products – a bane on businesses but a boon for consumers.

This is most visible in China’s car market with OEMs either cutting prices to the bone (Hyundai Sonatas down to $17,000 from $42,000) or offering cutting-edge technology for peanuts (a 2,000-kilometer range BYD Q plug-in hybrid electric vehicle for $14,000). The price of solar panels fell 50% in 2023 and continues to trend down in 2024. CATL has announced plans to cut lithium-ion battery prices in half by the end of 2024.

Restaurants are offering white glove perks like hot towels, lotion by the sink and snazzy remodeled decors. Hairdressers hand out bottled water and fruit plates. Tech companies have slashed large language model (LLM) prices to basically free. Service quality in China, impossible to quantify, is now head and shoulders above the West and probably even Japan.

Adherence to UNSNA has caused a breakdown in the meaning of GDP. As necessary services become an ever larger share of Western economies, their growth does not appear to result in discernable improvements in living standards.

It's not a workshop country. The thesis isn't that they have a strong industry - everyone knows that.

If Chinas service economy is actually triple of what those numbers say, it gets you from 125% of US to ~155% - not a significant change to debt/GDP.

The affordability crisis in Western economies, the US in particular, is largely driven by inflation of necessary services – rent, healthcare, education and childcare – not by manufactured goods.

This is still propably a problem with the concept rather than the measurement - depending on how exactly PPP is defined, but just a few things being weirdly expensive it would likely miss. With housing especially, if you consider the value of location at all, its hard to see how international "quality" comparisons could be made.

Also not captured by the ICP survey conducted in 2021 are the price and service wars that have broken out across industries and products

Why are they not captured?

it gets you from 125% of US to ~155% - not a significant change to debt/GDP.

Fair. This author thinks that the real scale is Chinese economy is 2x of the US or more, all things considered.

With housing especially, if you consider the value of location at all, its hard to see how international "quality" comparisons could be made.

I think American housing value is inflated by the peculiar, unique necessity of getting away from Undesirable People while still being in the vicinity of jobs, schools and other desirable factors.

Why are they not captured?

For example, how do you compare the utility of a high-status American SUV and a noname Chinese SUV with some crazy AI-driven suspension or drone launch pad, especially if they do not meaningfully coexist on either market?

I think American housing value...

And how do you expect this fact to make its way into PPP determinations? I mean even aside the overton considerations, is there any way to say how much of US housing prices are due to this, beyond "I reckon"? At risk of meme-ing, if I said that living in a free and democratic country is valuable to consumers and this is reflected in the prices of the naturally limited houses-near-XYZ in such countries, how do we know youre right and Im wrong? Indicator measures arent useful if measuring them is epistemology-complete, which is why PPP is almost certainly defined in a way that cant detect these things.

especially if they do not meaningfully coexist on either market

Im sure this is true in some cases, but I dont think its true "across industries". And with services it seems like the default case - e.g. the "style of waiting" in everyday-grade european restaurants propably isnt offered in the US - so they propably have some strategy to capture it anyway

I think that if we are trying to genuinely compare apples to apples, PPP is inadequate between significantly different developed systems and we may indeed have to fall back to Marxism-Leninism and factors of production. In the end, what is being discussed is whether China will be able to finance their debt, and any analysis must have to backchain to the possibility to say anything about that.

Broadly I have concluded that the main problem the US faces is racism towards the Chinese; the ill-earned sense of centrality and irreplaceability.

I might have missed an update, but have you changed your mind on this recently? A boiled-downed version of your opinion on the topic, that seems to be stored in my memory, is something to the effect of: China is doomed to be at the mercy of hypercompetent Anglo boomers who will rule the Earth for the foreseeable future. Or am I misremembering something?

No, you're correct. In fact, had the US continued the course it had just half a year ago, I'd still be largely holding this opinion. But the election of an illiterate boomer strongman does change matters. Xi also has managed to not do anything too self-defeating long enough. I admit I was wrong: the US does not have a functional elite to make appropriate use of its genuine (if transient) political, economic and technological advantages and keep the Chinaman down.

ASI may restore my faith in the previous model, but this is looking like a remote possibility.

The market went up after this announcement IIRC. 50% on top of the already existing and already announced tariffs is almost too absurd to take seriously, bayesian evidence that Trump is bluffing.

Alternatively, both you and the market are still in the denial/bargaining stage.

RIP republicans in 2026. Trump truly doesn’t care how far prices rise for basically everything. But if there’s one thing voters don’t forgive, it’s fucking up the economy.

I wonder if this is what it will take for the China bubble to finally burst? They’re so insanely drowning in debt and their economy seems to be extremely shaky in its fundamentals. Yet there’s a bad record on people saying “China is DOOMED” so I hesitate to say this will be the nail in the coffin

US economy isn’t that trade dependent and the US trades a lot more with Canada, Mexico, and EU compared to China. If Trump can get the EU to reduce trade barriers along with countries like Japan etc. the economy will be fine.

I’m not an economist so I guess we will see! My understanding is America is primarily a services based economy meaning they have to import almost anything manufactured, so your goods are going to explode in price

What do you mean by shaky in fundamentals?

They have a huge amount of industry and infrastructure that pumps out much of the world's goods. Putting finance to one side, isn't that a sound basis for an economy?

China has high corporate debt, that much is known. But debt is just paper. As long as enterprises are productive and efficient, debt doesn't matter. Regardless of what happens in the realm of paper the real productive wealth remains. All those phones, cars, ships will still be produced in increasingly automated factories. All that housing stock is still there. I remember hearing so much about Evergrande collapsing but there don't seem to be many material consequences from that. On the flipside, a home ownership rate of 96% is pretty good in my view, something is going very right there.

And they have plenty of human capital, the cohorts that will be relevant for the next 20 years have already been born, shrinking birthrates will take decades to really cause any major effect.

I think our media has emphasized China's flaws (debt, pollution, totalitarian political system) excessively and refused to cover their successes (logistics, cost-efficient industrial output, innovation) and so people fall into a state of confusion when Deepseek or Tiktok come out, when BYD starts outhustling Tesla or when the Chinese flew their next-gen fighter IRL, as opposed to in CGI like NGAD.

when the Chinese flew their next-gen fighter IRL, as opposed to in CGI like NGAD.

NGAD prototypes flew years before China's next-gen fighter broke cover. IIRC the US had one flying in 2020. We just didn't advertise.

If the jet can't even be shown to the public then it must be in a fairly early stage of development. Only a few months ago it looked like the whole project was going to be cancelled or turned into a family of systems. These air-superiority fighters can't be kept hidden forever, people have to be trained about them, they'll need to be fielded to airbases...

Furthermore, the Chinese could've and surely were secretly flying their next-gen jets before revealing them.

Public reveals should have more weight than allegations of secret techniques. It shows that a design has been largely worked out and that it's closer to deployment.

I half agree with you.

The thing is that countries will debut aircraft and not procure them. For instance the J-35 debuted in 2012. To the best of my knowledge, the Chinese military has not procured them. Russian examples are the Su-47 and (so far) Su-75. The F-20 is a good American example. The Chinese have debuted two prototypes; they might procure neither or both and they could have been at any stage of development. It is also of course possible that countries would reveal or conceal their aircraft for foreign or domestic political/psyop reasons. In the case of the recent Chinese stealth fighters, they debuted on Mao's birthday, so the data might have been chosen more for its symbolic purpose and less for relevance to their maturity.

If the jet can't even be shown to the public then it must be in a fairly early stage of development. [...] Public reveals should have more weight than allegations of secret techniques. It shows that a design has been largely worked out and that it's closer to deployment.

The United States has a long history of IOCing and even operationally using aircraft before they are public.

These prototypes look nothing like the 3D models you have now, however.

I have never seen pictures of those prototypes, not have I seen any 3D models of NGAD.

I've seen promotional or imaginary images, none of which, except probably the two 2D teaser posters that came out after Boeing was announced as the NGAD winner, did not necessarily (to my knowledge) had any visual similarity with "real" aircraft. I still don't think we know much about how NGAD will look.

If you have images of the prototypes or 3D models of NGAD I would be extremely interested to see them, provided I can do so without violating US espionage laws ;)

Do you imply that F-47 is not “NGAD”? The one from 2020 presumably was like that Boeing art.

Do you imply that F-47 is not “NGAD”?

No. Where's the 3D model?

This art from Boeing shows one concept for the Air Force’s future fighter, known as Next Generation Air Dominance

I don't think literal concept art like this should be taken to necessarily mean anything. (At least three NGAD prototypes flew, so maybe it was real, or maybe it was just something an artist thought would look cool in a press release.)

No. Where's the 3D model?

Do you mean that this “artist's rendering” of F-47 is 2D? Well, I admit this possibility didn't occur to me, but now that I look closer…

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China has high corporate debt

It’s not just that. The evergrande crisis is a good example that their real estate companies are essentially a Ponzi scheme, did you know that in China,

  • most people buy a home before it’s ever built

  • And that everyone tries to buy brand new homes because it’s “bad luck” to buy previously owned homes

  • And that the concrete used in many of these homes is made from. Beach sand (ie it won’t last more than a handful of years) due to cost cutting corrupt practices

  • that the real estate companies rely on debt to build and if they aren’t made whole by gov (because consumers often refuse to or cannot pay) they will collapse

  • the above is made worse because housing prices are starting to collapse due to a bunch of factors, so people are paying for mortgages for houses that they cannot sell and get their money back, there’s no appreciation so people are just refusing to buy now

  • huge numbers of houses sit empty (ghost cities are a massive problem). These buildings decay and are essentially a total loss.

But besides all that, there’s also the problem of municipal debt. You see, in China municipal governments make all of their money through taxing developers. But if the developers stop building (see points above) then the cities cannot pay for their budgets anymore. We are already seeing budgetary crises across many Chinese cities. The CCP will have to bail these cities out as well. But with what money?

All of these crises are made worse by the fact that unemployment is a giant problem. The gov stopped collecting stats on this because it was so bad but about 1/3 of young Chinese are unemployed, and this number will soar due to tariffs

I remember hearing so much about Evergrande collapsing but there don't seem to be many material consequences from that. On the flipside, a home ownership rate of 96% is pretty good in my view, something is going very right there.

You don’t want to own a Chinese built flat. See above points. It’s quite often tofu dreg, or built in the middle of nowhere

You also have to remember China is an incredibly censorious state. It’s a black box, you will never hear about its problems generally. The CCP insisted they had like, 7 deaths from COVID during the entirety of the pandemic. When we can accurately guess there has been millions of deaths. But if YOU didn’t hear about it? Must be an amazing system!

And they have plenty of human capital

Hard to say. Most of the births are now in the countryside to poor peasant farmers. Hardly “elite human capital”

And they have plenty of human capital

Hard to say. Most of the births are now in the countryside to poor peasant farmers. Hardly “elite human capital”

One of Scott's book reviews had a neat thesis that homesteading peasants are the first step of the magic formula that produced the Asian tiger countries.

But even beyond this, Studwell talks up the almost spiritual benefits of land reform. In a typical land reform measure, an equal amount of land gets allotted to every peasant family. This is about as close as anything ever comes to the completely fair starting position that eg John Locke liked to fantasize about. Everyone gets to work for themselves in their own little small business, reaping the consequences of their own decisions. The generation who grow up immediately after a land reform tend to be thrifty, hard-working, honest, and civic-minded. They go on to found all of the giant world-spanning Toyota-style companies you get in the next round of development.

Totally would expect this to produce a better sort of human capital than the Western combo of iPad + tiktok + sleeping through primary ed.

Tried very cursorily to search if the Chinese peasants are the homesteading sort and got as first hit a local paper which sounds like yes, and they now want to run down the homestead system. Maybe that's how they finally fall flat.

Totally would expect this to produce a better sort of human capital than the Western combo of iPad + tiktok + sleeping through primary ed.

Sure. Except the Chinese already have their own version of this. Many Chinese kids are basically checked out of society . “lying flat” is the name of the current youth movement in China, and it’s pretty self explanatory

If the apartments fall apart, then they can simply move into the ghost cities - problem solves itself.

Seriously, these things may be true to a certain extent but real estate is not the defining feature of the economy. Production is the defining feature of the economy, production of goods. All else rests on top of production. There are no services without goods, even prostitutes need condoms and lingerie...

China is good at cost-efficient production, therefore it follows that their economy is strong regardless of the situation in real estate or whatever else. If the Soviet Union was the biggest producer of manufactured goods on the planet, bigger than the next 10 combined, then it would still be here today. Soviet production was weak, nobody ever cared to tariff Soviet exports because nobody in their right mind wanted to buy a Soviet car, television or anything but oil and minerals.

But if YOU didn’t hear about it? Must be an amazing system!

This is the reverse of the truth. We in the West hear nothing but bad news about China. We hear about protests in Hong Kong, genocide of the uyghurs, trouble with the Dalai Lama, pollution, liveleak industrial accidents, people getting locked in their homes for COVID, people getting their organs stolen, suppression of Christianity, Social Credit (which is blown out of proportion), repression of the LGBT, backdoors in Tiktok and all other Chinese products... and this shadow banking crisis that has been about to destroy the Chinese economy for the last 10, 15, 20 years. I was taught about it in school.

There are positives as well as negatives, the media is only interested in fostering hatred and contempt, preparing people psychologically for war with China. It's just like the 'Iran is 6 months, 3 weeks, 5 milliseconds away from getting the Bomb!' narrative, fearmongering and warmongering. They want us to hate China and also think they'll be easy to defeat, to manufacture consent for war. But in reality China is a very strong country and we need to be more realistic. War may be inevitable but we shouldn't go in half-cocked, assuming our enemies are made of tofu.

If the apartments fall apart, then they can simply move into the ghost cities - problem solves itself.

The ghost cities are often comprised of the same materials…

Seriously, these things may be true to a certain extent but real estate is not the defining feature of the economy

Housing is close to one third of china’s GDP. So, sure it’s not the only feature but it’s a huge, gigantic feature of the Chinese economy

Yes they do have a great, huge manufacturing sector. They are still fairly a poor country on a per capita basis, which means threats to their economy loom larger for the average citizen. The Chinese only tolerate their overlords because they are slowly getting richer, but that is precisely when the risk of revolution is greatest is when the citizenry gets a taste of freedom. I think if their economy suddenly stopped growing and stagnated it would be quite devastating for them, far more than for America

As for news, I think we get fairly large amount of positive visions of China all the time online thanks in large part to a combination of wumaos and anti American feelings among internet extremists, who love to throw up glittery pictures of neon Chinese cities at night. -And - Wow look at their rail network! And their drone swarm shows, and drone delivery!

Meanwhile military leaders are getting purged for filling missiles with water instead of fuel. It’s really hard to gauge how strong they are when they haven’t fought a war in four decades (and lost all the wars they did fight)

How about looming population collapse?

Looming? What do you mean concretely?

There's reportedly been 9.5 million babies born in China last year. Something like 3.6 million in the US; of those, 1.8 million white babies. Accordingly, in 18 years there will be 5 times as many Chinese 18 year olds as there will be their White American counterparts. Yes, they have lower TFR, but at current trends they'll have a vastly larger workforce for many decades.

Most of the non-white babies born in America are hispanic, who make good citizens as a rule- hard workers, their talented tenth can easily keep up with the whites, can learn the million and one practical skills you need to run an industrial society.

The question is about what the workforce will be doing.

An inverted population pyramid is the grand strategic equivalent of "shooting to wound" to incapacitate three hostiles instead of one.

I don't have very strong opinions as to what will happen In Real Life but historically from what I understand civilizations that lost their TFR edge crumbled regardless of their total population numbers.

There's reportedly been 9.5 million babies born in China last year.

How many of those were ethnic minorities in places like Tibet that will be passively or even actively hostile to the Chinese project? It looks like the regions with the five regions with the highest per capita childbirths were:

  • Tibet (problematic minority)
  • Guizhou (notable minority population)
  • Ningxia (majority Han, but a minority autonomous region for the Islamic Hui people)
  • Qinghai (about 50% recognized ethnic minority groups)
  • Hainan (majority Han, although there is a noticeable minority of the native islanders)

Google's AI suggests that around 800,000 of those births in China were minority due to relatively straightforward calculus of "national birthrate x 9% of the Chinese population that is minority.) But my priors are that minority groups in China (particularly the Tibetans and Islamic people groups) are going to have disproportionately higher birth rates (Tibet's birth rate appears to be twice the national average!)

Now, if you actually go and look at China's population pyramid, I think it's fairly clear the demographics for them are more of a long-term issue than anything, in the short term they can plausibly kick the can down the road and hope AI or robots or something will save them. It's very unlikely that demographics alone will e.g. decide Taiwan's fate.

Tibet is extremely sparsely populated, so their birth rates are irrelevant. There's like 3.4 million ethnic Tibetans, they can have 5x Han TFR and that won't matter.

All of this is just more cope. I think that for a few decades, there was a foreboding feeling in the west that eventually China will become the dominant superpower, and accordingly much mental energy was dedicated to crafting memes that dispel this impression. Like the idea that ethnic minorities in China will help in breaking it apart (this won't work any better than in Russia), or that low TFR or One-child-policy or pollution or real estate market collapse or COVID lockdowns or the crack in the Three Gorges Dam or the debt or x y z will signify the end of the Mandate of Heaven, or… I hope that soon people will realize how pathetic all this cope is. China is not a paper tiger, it's not all fake and propaganda, in fact they barely care what you think about them, it's a well-organized state, their bureaucrats are smarter than yours, they have repeatedly shown more capacity to remove threats to national stability than you have, and they are systematically patching all remaining vulnerabilities. In a sense, you project your own state's inability to manage itself onto China to see how it might conveniently take itself out of the picture.

Now, if you actually go and look at China's population pyramid, I think it's fairly clear the demographics for them are more of a long-term issue than anything, in the short term they can plausibly kick the can down the road and hope AI or robots or something will save them.

This is exactly what they are doing now, but that's also what the US is purporting to do. The problem is that they're very dynamic, in all possible way, and they'll clearly be able to produce millions of robots. Hell, even their Android ROM companies become behemoths that ship high-end race cars and develop humanoid robots (at market cap $127B). Apple (cap $2.6T) has given up on a car after a decade or so of work and is barely able to maintain its phone software. This isn't how things should look when you have a strong position and they're on the verge of collapsing.

(this won't work any better than in Russia)

Didn't Russia fight a violent internal war against minority separatist groups? I seem to recall that happening.

Broadly I think you are attributing a lot of views to me without any evidence that I hold them. Which is fine, I guess. I think that probably the truth on China is between "OMNICOMPETENT HYPERSTATE OF THE FUTURE" and "weak, lame, dying, about to crack."

This isn't how things should look when you have a strong position and they're on the verge of collapsing.

As I said, I don't think China is "on the verge" of collapsing over any sort of near-term timescale.

Didn't Russia fight a violent internal war against minority separatist groups? I seem to recall that happening.

Yes, we won. I refer to the “decolonizing” partition plans during this war, like this one. In reality, the colonized Buryats and all others eagerly enlist and fight in Ukraine (and get killed disproportionately). My point is that even a moderately effective state can easily suppress ethnic minority separatism within its borders, so hoping that China will somehow collapse due to ethnic tensions is not serious.

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Yeah I guess if you don’t count a little thing called “immigration” (leaving aside those birth numbers out of China are likely cooked)

It seems you've collected every possible cope and trope, congrats.

“immigration”

Yes, Venezuelans will surely bail you out in the arms race with China, if you don't deport them to El Salvadoran prisons first.

Sure, it’s only Venezuelans migrating. Except all the best and brightest that America brain drains from every other country. Where did Xis daughter go to school again?

Meanwhile, all of chinas rich flee to America, displaying their utmost confidence in how China is going to lose and lose hard in the near future.

Except all the best and brightest that America brain drains from every other country. Where did Xis daughter go to school again?

I have nothing against Xi's daughter but I don't think she's very smart. Neither is Xi, for that matter. Rich and powerful Chinese sending their kids to the US is a common pattern when they are incapable of scoring enough on Gaokao to get into a serious Chinese school like Tsinghua.

Brain drain is drastically slowing down. I see accomplished Chinese American scientists actually returning home. The US isn't that attractive any more, and it doesn't want to be attractive. Nature is healing.

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Nah. Immigration is 20th century solution.

21st century solution is annexation. First Greenland, then Canada, then Mexico, then all the way from North to South Pole.

What did you think MAGA meant? vibes? papers? essays?