Alice Han
speaker
655 appearances
1 recordings
1 series
first heard Jul 2026
last heard 2 Jul
Alice Han’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And that's, again, a misconception people have is that China's not super competitive.
It is a super competitive ecosystem where companies are very cutthroat.
They scale very quickly because there's a huge market.
This is 1.4 trillion people compared to the 300 billion or so in, say, the US.
It's like a huge market that they can...
So maybe robots, I'm a little bit doubtful, but that's another kind of- Oh, we'll get to the, okay, we'll table robots.
And then fourth D is destruction, which is the other challenge.
It's related to Taiwan.
Are we going to have in the next couple of years, a big showdown over Taiwan?
I certainly don't think it's real in the next two years.
There's a lot of internal politics that I can get into in just a bit in China.
In the next two years, I think it's highly unlikely.
But fast forward 10 years or more, I think the probabilities go up, mainly because the Chinese will start to have superiority in terms of the military balance of power, especially if the U.S.
doesn't do more to really invest in military defense capabilities anymore.
And certainly you've seen in the last couple of years that the spending on debt has outpaced the spending on the military.
This is a law in history coined by my boss, Neil Ferguson, called Ferguson Law.
So shout out to him, which is that he looked at empires through history.
And whenever an empire was spending more on repaying its debt, its debt interest payment growth was outpacing how much it was spending on the military.
That was the number one signal.
red signal that they were in decline.
Showing 281–300 of 655 · page 15 of 33
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