Dan Wang

Dan Wang ( @danwwang ) is one of the sharpest thinkers on China and its relationship with the US.

Dan spent six years living in China studying its manufacturing and technology ecosystem, and his new book Breakneck is the best framework I’ve seen for understanding US-China competition.

I’ve read his annual letters and research on China for years and they’re some of the most thoughtful writing on how the country really works.

In this conversation, we explore why it’s far harder for the US to rebuild manufacturing than for China to improve scientific research – a dynamic with implications for AI, national security, and investing.

https://x.com/patrick_oshag/status/1978833560376431078