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Culture War Roundup for the week of March 2, 2026

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So as one of the resident Taiwan pessimists, I have surprising news. Contrary to all my expectations, Trump might have actually pushed back a Taiwan invasion. I'm always a little suspicious of the variable quality of Time magazine stories, but this laid out a pretty cogent case. First, my prior base case:

With the U.S. military depleted and distracted by a conflict on the other side of the globe, observers worried that Chinese strongman Xi Jinping may never have a better opportunity to move on the democratic island of 23 million, whose “reunification” he has called “the great trend of history.” The fear is that Trump’s transactional bearing and embrace of a “might is right” doctrine—both in his own actions and his ambivalence regarding Russia’s invasion of Ukraine—could be interpreted as a green light by Xi.

“Will Xi be tempted to take advantage of U.S. potentially exhausting smart munitions and attack Taiwan even if the PLA is not fully ready?” asks Prof. Steve Tsang, director of the SOAS China Institute at the University of London. “Possible.”

You can definitely still make this case. I'm almost tempted to. On a very substantial fact-based level, the US in the next 1-2 years especially will be possibly at the lowest level or readiness in a great while: large portions of the fleet will need refits, interceptor stocks will take years to recover even under optimistic scenarios, other precision munitions are also low, every conflict lowers US domestic appetite for more, and contrarily war would improve domestic approval within China that's otherwise a little grumpy with recent so-so growth. Additionally, there's some mild but decent evidence that US defenses are indeed still vulnerable to the new classes of hypersonic missiles. US capacity and abilities are sure to spike again in the 3-5 year time frame as the US not only implements highly relevant fixes to problems that have been exposed recently, but also continues to re-orient its efforts to prioritize things that threaten China more both directly and indirectly, so the window is real but closing.

However, on a more how-the-real-world-works level, war is less likely. Trump demonstrated quite clearly that the US military is far more capable and combat-ready than observers had assumed. It has the capacity to plan carefully thousands of targets, kidnap or assassinate world leaders (though with nuclear-armed China I disagree that this is very relevant), completely overwhelm air defenses without losses (including at least some amount of Chinese-made equipment in both Venezuela and Iran), sustain and project power across the globe, process an enormous amount of intelligence and surveillance with decent accuracy, and more. And clearly the President can unilaterally do whatever they want, with Trump in particular shedding a previous (avowed) aversion to conflict. DPP is not weak exactly, but definitely having some down moments compared to the more pro-China KMT within Taiwan, mildly raising hopes of a political reunification. And Taiwanese self-defense efforts as far as I can tell remain pretty lackluster despite continuing to shell out for some high end systems. Furthermore this is a tiny little dry run of how badly the global oil supply can get screwed with even a regional war, doubtless actual action would be worse, and I'm guessing China feels a bit of that pain.

And sure enough this seems to be the initial reaction. Here for example, we have a typical bellwether academic at a flagship university saying stuff like this:

Li Yihu, dean of the Taiwan Research Institute at Peking University, said the reunification process would enter an “accelerated phase” in the next five years and the mainland needed to do more to communicate an understanding of what he said was the inevitability of the process.

“Currently, we are doing very well in terms of building the capacity and the resolve to use [military deterrence], but we still need to work on ensuring that … both overt and potential adversaries fully understand the consequences of deterrence and the gains and losses,” he said.

He was referencing the deterrence theory of former US secretary of state Henry Kissinger, who argued that deterrence was a product of the physical military capacity to inflict damage, the resolve and willingness of leadership to act and the potential rivals’ perception and understanding of the deterrer’s power and resolve.

Reading between the lines, the obvious message is: wow, actually, the US is doing really well at deterrence recently in all of these three areas, especially demonstrated capacity and resolve, and China has, well, very little to show for its own efforts. No big operations besides military exercises. No real allies willing to pitch in. Unclear transmission of internal resolve to America, too. So in our how-the-world-actually-works framework, China is missing the essential psychological ingredients to actually pull off deterrence even if I still believe that in terms of the nuts and bolts, China could win pretty handily even if the US intervenes (in terms of a conflict itself) and has more cards to play in terms of the "how". They know it, too, but that's likely not going to be enough.

As such I'll take a predictive L in advance. My predictions about 4-5 years ago that a Taiwanese invasion would happen in approximately this timeframe was wrong. Difficult to foresee political factors significantly distorted the general strategic picture, which I assert remains accurate. My primary failing was underweighting the political side of things and the significant variance there, along with its impact on the strategic calculations necessary to pull the trigger on a big move.

The idea that Trump pushed back a Taiwan invasion only makes sense if there was, indeed, a plan for a Taiwan invasion. And I'm not sure of that, given the anemic support that China has been giving to Russia for the last 4 years. If China cares enough about its trade with the West to avoid providing significant support to a country that is actively engaged in a proxy war with the West, despite easily being able to provide such support, it seems weird to me that China would enter a possible open war with the West by attacking Taiwan.

I feel like in the last few years there has been a whole genre of "war between the US and China is inevitable" literature that has perhaps made it almost seem like such a war really is inevitable.

I'm not surprised by the popularity of the genre. It is entertaining, it has a certain "back in a Cold War" charm, it benefits China hawks and defense manufacturers.

But I believe that if such a war does happen it will represent not the outcome of inevitability, but rather a massive failure of diplomacy.

That said, I don't have a good track record of geopolitical predictions.

I mean, it seems obvious that China may be pro-Russia, but is unwilling to eat Russia's war bill because it's a big bill.

Sure, but China could help Russia much more than it currently is helping, without breaking its own bank in the process. For example, China could spin up a few military drone factories.