Unless you want to keep your head in the sand and pretend this is the soviet union all over again, you better start paying attention to how fast they are iterating.
>China is now Soviet Union, but with horrendous demographics, mind-numbing debt, and wealth flooding out of the country. China is old and broke. China is fucked.
Yeah this is the Peter Zeihan thesis but you know what, it might take a while for this to play out and in the meantime, China may not leave the arena until after they have taken out a large chunk of the western incumbents.
[1]: https://www.youtube.com/watch?v=izvdO-zdlKg
Unless you want to keep your head in the sand and pretend this is the soviet union all over again, you better start paying attention to how fast they are iterating.
>China is now Soviet Union, but with horrendous demographics, mind-numbing debt, and wealth flooding out of the country. China is old and broke. China is fucked.
Yeah this is the Peter Zeihan thesis but you know what, it might take a while for this to play out and in the meantime, China may not leave the arena until after they have taken out a large chunk of the western incumbents.