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Iconoclast's avatar

Excellent analysis of the difference between the Chinese and US business environments. There is a reason the US remains among the most innovative economies in the world. The Chinese environment is the same bureaucratic system found among all large complex organizations, including large US corporations, though at a much grander scale.

And what if China literally 'stole' the technology? Knowledge will spread. Duplicating what others do well is a useful practice. In the corporate world it was called 'best practice'.

J M Hatch's avatar

One thing that both do is heavy state subsidy, Musk just hides it better. He sometimes has to hide it because it's basically recirculated drug trade money off of the CIA ported into the NSA and DOD/DOW. In China it's assumed (edit: by outsiders), even when it's in some cases clearly not true, there are heavy subsidies, but usually structured in a less corrupt manner that still allows for cut throat competition among a group of industrial giants.

I grokked on to this when China split the grid company into China Southern and China State Grid and set them against each other in 2002, with China Southern a smaller but more dynamic part of the grid to manage. Both became vehicles for redistribution of public good in an extremely challenging time and their performance watched by a large number of stakeholders.

Dwight Gilbert Jones's avatar

Thank you for the superb commentary. The Musk/China two-step now moves to the question of AI agentic safety best described by Roman Yampolskiy, who predicts that AI will shortly eliminate our species - with a 98% probability. Musk warns of this constantly, China seems quiet but along with militarism and rogue states these are truly existential issues for all concerned.

My own immediate priority for every human would be DNA stewardship, so that our human seed is cryobanked offline, allowing our ancestral lines to survive online or real world massacres. See my prospectus for China to upgrade its Ancestral Hall tradition to formalized physical stewardship at waypointregistry.com.