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Is China an Engineering or a Developmental State?
Breakneck is excellent, but could use a touch more developmental thinking.
Sep 4
•
JS Tan
81
6
29
Why layoffs are the new normal in tech
A story of labor relations in America's most innovative industry.
Jun 11
•
JS Tan
58
5
18
DeepSeek part 1: How new labor practices propelled an unknown AI firm to the top
DeepSeek's management structure challenges conventional wisdom about Chinese innovation
Jan 22
•
JS Tan
44
1
12
How Every Superpower Stole Its Way to the Top
The U.S. stole its way to the top—now it's trying to stop China from doing the same.
Mar 10
•
JS Tan
58
6
16
The Political Economy of China's Cloud
A deep dive.
Apr 23
•
JS Tan
45
6
14
Explaining overcapacity in China's EV sector
How China's decentralized state structure enables involution-style competition.
May 1
•
JS Tan
46
9
12
America can still build (data centers)
The Abundance thesis is that America can't build anymore, so how do we explain the surge of data center construction across the country?
Sep 17
•
JS Tan
42
4
10
DeepSeek part 2: An Outlier in China’s AI Innovation Ecosystem
DeepSeek's success shouldn't be understood as emerging because of China’s innovation system but in spite of it.
Jan 28
•
JS Tan
39
2
14
Industrial Policy for the Knowledge Economy: The case of Hangzhou
How the city's talent-focused policies fueled a high-tech revolution.
Mar 19
•
JS Tan
40
4
15
Why China's internet giants are putting an end to the 996 work schedule
And how that might align with the government’s broader goals for national development.
Jul 10
•
JS Tan
31
1
10
The "China as superpower" vs "China in crisis" narrative
China's manufacturing prowess is sustained by the very conditions (low labor costs, minimal social policy, and currency devaluation) that create the…
Apr 17
•
JS Tan
35
2
5
From Fordism to the Platform Economy: The Evolution of Firm Strategies
How firms went from building it all to building nothing at all.
Mar 27
•
JS Tan
29
6
11
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