5 articles

Reviews

Long essays that test the big frames against the data.

Reviews

$8 Trillion, Three Gulf Wars, and the Ghost of the Athenian Fleet

In 2026, the US opened its third Gulf War in 35 years. Two and a half millennia ago, another maritime superpower made the same bet on a distant, resource-rich region — and lost everything. The mechanism is the same. Only the scale differs.

4 Oct 20268 min read
Reviews

Cold War reloaded #4: The Containment Trap

The Cold War frame says economic containment worked against the Soviet Union, so it will work against China. The data says the Soviet Union was already closed, technologically stagnant, and had nothing to offer. China is open, technologically dynamic, and has everything to offer. Containment that worked on a closed system is a category error against an open one. The US is fencing itself out, not China in.

4 Oct 20264 min read
Reviews

Cold War reloaded #3: The Leadership Gap

The Cold War frame assumes democratic leadership is inherently more adaptive. The data on age, turnover, and skills background of political leadership in China and America shows this need not be so.

4 Oct 20264 min read
Reviews

Cold War reloaded #2: AI Is Not the Space Race

The AI-as-space-race frame says: sprint to AGI, win the race, dominate the future. The data says AI is not a sprint. It is a decades-long buildout of enablement layers — electricity grids, industrial robots, 5G networks, research pipelines, patent ecosystems. The country that builds the enablement layer wins. The country that sprints to AGI may win a race that doesn't matter.

4 Oct 20265 min read
Reviews

Cold War reloaded #1: China Is Not the Soviet Union

The Cold War frame says China is the USSR. The data says China is larger, more integrated, more technologically advanced, and more demographically complex than the Soviet Union ever was. The frame is an anchor. It prevents the United States from seeing the problem clearly. And the problem is not that China is the Soviet Union. The problem is that the United States is drifting into the Soviet role.

4 Oct 20264 min read
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