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Ghost Infrastructure
China raced to build data centers—now many are left underutilized or idle.
Nov 6
•
JS Tan
23
1
8
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
Learning from the learners
What the West can learn from East Asia’s FDI strategy to build industrial capacity.
Jun 26
•
JS Tan
15
3
Explaining overcapacity in China's EV sector
How China's decentralized state structure enables involution-style competition.
May 1
•
JS Tan
46
9
12
The Political Economy of China's Cloud
A deep dive.
Apr 23
•
JS Tan
45
6
14
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
6
7
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 Trump's tariff won't revive American industry
Yet his (and Elon Musk's) efforts to gut state capacity and reverse Biden's industrial policies will only ensure America falls further behind.
Feb 5
•
JS Tan
20
3
7
Behind the AI Arms Race: U.S. vs. China Cloud Computing Comparison
Firm ownership structure and industrial policy are critical yet under-discussed differences between the American and Chinese cloud sectors.
Jan 14
•
JS Tan
and
Grace Shao
17
1
5
The Political Foundations of Green Industrial Policy
Why can some countries and not others generate the political will to support green industrial policy?
Dec 25, 2024
•
JS Tan
4
1
America's Era of Hidden Industrial Policy
Before the US started doing industrial policy out in the open, it was doing industrial policy behind closed doors
Dec 18, 2024
•
JS Tan
4
1
1
The Rise and Fall of Industrial Policy
Industrial policy is back. Here's a brief intellectual history of why it went away.
Dec 11, 2024
•
JS Tan
6
1
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