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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.
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JS Tan
5
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
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JS Tan
1
The Political Economy of China's Cloud
A deep dive.
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JS Tan
6
Explaining overcapacity in China's EV sector
How China's decentralized state structure enables involution-style competition.
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JS Tan
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.
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JS Tan
2
Industrial Policy for the Knowledge Economy: The case of Hangzhou
How the city's talent-focused policies fueled a high-tech revolution.
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JS Tan
4
Why layoffs are the new normal in tech
A story of labor relations in America's most innovative industry.
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JS Tan
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…
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JS Tan
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…
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JS Tan
6
From Fordism to the Platform Economy: The Evolution of Firm Strategies
How firms went from building it all to building nothing at all.
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JS Tan
6
The Return of Vertical Integration
Cars, clouds, and the turn away from the fissured firm.
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JS Tan
2
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.
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JS Tan
3
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