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Noah Smith: Manufacturing is a war now

noahpinion.blog

Industrial policy has been a frequent subject on Smith's blog, for those who don't follow it. (He's for it, and thinks that Biden's industrial policy was mostly good - it's worth following the links in this post.) This post focuses on defense-related geopolitical industrial policy goals and pros and cons of anticipated changes under the incoming Trump administration and Chinese responses. Particularly, he highlights two major things China can do: Restrict exports of raw materials (recently announced) and use their own industrial policy to hamper the West's peacetime industrial policy (de facto policy of the last 30 years). These are not extraordinary insights, but it's a good primer on the current state of affairs and policies to pay attention to in the near-future.

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The Chinese have no great imperialist instinct

That is absolute nonsense. Where you got this idea? See: Xinjiang, Tibet, nine dash line. See: long line of emperors. See: obsessive superiority obsession. See: growing military. See: their wolf diplomacy self-inflicted mess. See: belt-and-road attempts.

They don’t seek to rule me

Well, for now they try for example with Latvia, Tibet, Hong-Kong, Taiwan, bunch of places in Africa (all in various coercive stages). Hopefully they will bungle it as most as they can.

And on top of that, I expect that they - like any other humans and nearly all animals - would proceed to run extractive imperialism if they could get away with it. (to the limits of their abilities, for deer it would be gorging on all the grass they have. Still smarter than say praising Mao.)

It really feels like a stretch to say that they'll domino their way from Tibet and Hong-Kong to the US. Those places are chinese speaking neighbors that were part of their territory not long ago. I really can't imagine them trying to invade Europe or the US. They might try to dominate the economy and make censor movies but... that's what the US is already doing.

If they fuck around Taiwan then you immediately will be hit by effects. See where CPU are produced.

Also, I was not disputing "USA will not be invaded" claim. I was disputing mainly "The Chinese have no great imperialist instinct" and "not (...) an imperial civilization with global aims."

"they will not invade USA in predictable future" is hardly proof of "have no great imperialist instinct"

It feels like you're making a bizarre 19th century type argument over which countries have an "imperialist instinct" or are an "imperial civilization." Should we also go after Mongolia and Macedonia just in case they try to take over the world again?

I also find it dubious that the US would fight WW3 just to protect our high-end gaming rigs and bitcoin miners. It's more likely we would simply onshore production (as we are already attempting to do) and put up with slightly decreased performance for a few years.

I am disputing claim that they have some unique "imperialist instinct" or are an "imperial civilization." or lack thereof.