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Dan Wang

What Dan Wang thinks about America

@dan-wang · 41 positions · 1 change of mind · On ppll ↗

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.

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.

14 dated positions, 2020 to 2026, in their own words. Our reading of what Dan Wang has said — not written or endorsed by them.

  1. China

    On AI, China is behind the US, but not by years. There's no question that American reasoning models are more sophisticated than the likes of DeepSeek and Qwen. But the Chinese efforts are doggedly in pursuit, sometimes a bit closer to US models, sometimes a bit further.

    ↗2025 letterdanwang.co 2nd of 3 in this piece

  2. 5 months earlier
  3. China

    China is an engineering state, which brings a sledgehammer to problems both physical and social, in contrast with America's lawyerly society, which brings a gavel to block almost everything, good and bad.

    ↗Breakneck: China’s Quest to Engineer the Futuredanwang.co 1st of 3 in this piece

  4. The dominance of lawyers in the American elite has helped transmute the United States into a litigious vetocracy.

    ↗Breakneck: China’s Quest to Engineer the Futuredanwang.co 2nd of 3 in this piece

  5. America cannot remain a great power if it is so committed to a system that works well mostly for the wealthy and well-connected.

    ↗Breakneck: China’s Quest to Engineer the Futuredanwang.co 3rd of 3 in this piece

  6. 18 months earlier
  7. China

    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

  8. China

    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

  9. China

    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

  10. China

    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

  11. immigration

    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

  12. 11 months earlier
  13. EuropeChinaRussia

    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

  14. solar

    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

  15. 14 months earlier
  16. China

    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

  17. 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

  18. 2 years earlier
  19. 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