site banner

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.

9
Jump in the discussion.

No email address required.

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.