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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
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How Every Superpower Stole Its Way to the Top
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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
42
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DeepSeek part 1: How new labor practices propelled an unknown AI firm to the top
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The Political Economy of China's Cloud
A deep dive.
Apr 23
•
JS Tan
45
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The Political Economy of China's Cloud
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6
Explaining overcapacity in China's EV sector
How China's decentralized state structure enables involution-style competition.
May 1
•
JS Tan
43
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Explaining overcapacity in China's EV sector
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9
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
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DeepSeek part 2: An Outlier in China’s AI Innovation Ecosystem
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2
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
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Industrial Policy for the Knowledge Economy: The case of Hangzhou
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Why layoffs are the new normal in tech
A story of labor relations in America's most innovative industry.
Jun 11
•
JS Tan
35
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Why layoffs are the new normal in tech
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2
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
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The "China as superpower" vs "China in crisis" narrative
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2
Tariff Wreckage: The Myth of America's Manufacturing Comeback
Trump’s tariffs promise industrial revival. Even if it does, it overlooks the simple fact that fixing American industry alone won't restore middle-class…
Apr 10
•
JS Tan
27
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Tariff Wreckage: The Myth of America's Manufacturing Comeback
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6
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
26
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From Fordism to the Platform Economy: The Evolution of Firm Strategies
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6
The Return of Vertical Integration
Cars, clouds, and the turn away from the fissured firm.
May 8
•
JS Tan
22
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The Return of Vertical Integration
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How we forgot about production—and why it’s back on the agenda
A brief history of economic value from the factory floor to the platform economy.
Feb 19
•
JS Tan
23
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How we forgot about production—and why it’s back on the agenda
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