korrents

What Dan Wang thinks about America

@dan-wang · 32 positions · 1 change of mind

Writer and analyst of Chinese technology and industry, for years based in Beijing and Shanghai, best known for his annual letters and for the argument that manufacturing capability lives in accumulated process knowledge rather than in tools or intellectual property.

Everything they publish, on ppll ↗

Dan Wang did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

10 dated positions, 2020 to 2024, in their own words. Our reading of what Dan Wang has said — not written or endorsed by them.

  1. While 50 percent of China’s economy might be dysfunctional, the 5 percent that’s going spectacularly well is pretty dangerous to American interests.

    2023 letterdanwang.co 2nd of 10 in this piece

    China

  2. China built half of the world’s ships (by gross tonnage) in 2022, while the US had 0.2 percent of capacity: in practice, this meant that while China builds hundreds of new ships a year, the US builds three to five.

    2023 letterdanwang.co 5th of 10 in this piece

    China

  3. I worry however that one of America’s superpowers is to spin up yarns to reduce the urgency for action.

    2023 letterdanwang.co 6th of 10 in this piece

    China

  4. It is that China will not fade away, meaning that America must reform itself for a protracted contest with a peer competitor.

    2023 letterdanwang.co 7th of 10 in this piece

    China

  5. So it feels to me that the US is treating its deficiencies — an inability to build stuff or create a functional system for admitting high-skilled migrants — as mysteries to be endured rather than problems to be solved.

    2023 letterdanwang.co 8th of 10 in this piece

    immigration

  6. 11 months earlier
  7. Beijing decided to partner with Russia, an imperial aggressor, when it is the US and Europe that have markets and technology.

    2022 letterdanwang.co 4th of 7 in this piece

    EuropeChinaRussia

  8. Consider the solar industry, for which the US laid the scientific groundwork, only for Chinese firms to make all the photovoltaic cells.

    2022 letterdanwang.co 6th of 7 in this piece

    solar

  9. 14 months earlier
  10. Beijing diagnosed the problems with financialization earlier than the US, where the problem is now endemic.

    2021 letterdanwang.co 4th of 5 in this piece

    China

  11. The US focus on efficiency has revealed the brittleness of its economy, which has neither the manufacturing capability to scale up domestic production of goods nor the logistics capacity to handle greater imports.

    2021 letterdanwang.co 6th of 5 in this piece

  12. 2 years earlier
  13. The skills US workers learned in the process of becoming an industrial giant helped set the US up for technological leadership over the rest of the century.

    2019 letterdanwang.co 11th of 11 in this piece