Azeem Azhar

speaker

7,268 appearances 34 recordings 2 series first heard Apr 2025 last heard 25 Mar

Azeem Azhar’s voice in public audio — every appearance, attributed to the second.

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Azeem Azhar's Exponential View · Why China builds while America debates, with Dan Wang · 1 Oct 2025 podcast

And the US can do it because, you know, in a sense, US car market

has been much more heavily skewed domestically anyway.

But, you know, in these emerging car markets, whether it's across Africa or elsewhere, that calculus doesn't exist.

And all that does is serve to expand the market, right, and expand the opportunities for learning.

So I can't, I haven't in my head been thinking about this.

I'm not sure how one ends up squaring that circle, but I'm not a fatalist, right?

I'm a possibleist.

So I'm hoping you have a possibility.

there is another way to get down these curves.

So during the, um, the industrial revolution and the early mechanization revolution, really in, in England, mill owners and loom manufacturers really put very, very tight contracts around the engineers who are making these first, these first looms because the know-how was in their heads.

We would call it process knowledge, uh, now, and if they walked out of the factory, went to a competitor, they would, they would exchange that.

And the U S mechanization industry around, uh,

cotton and textiles in the 19th century really started because somebody whose nickname amongst British historians is Slater the Traitor left England with this know-how and went over to the US and bootstrapped the Americans.

And one of the things that strikes me is that that

That revolving door around knowledge is really easy if there's more free movement of people.

And of course, the view has been, well, it's been people coming from China, going to the US, and then going back to China who've taken the knowledge.

But there's a whole series of domains now where perhaps that knowledge flow would move the other way if the people could.

Dan, there's so much to discuss.

Thank you for your time today.

As a reminder, there's your book, Breakneck, shortlisted for the FT and Schroeder's Business Book of the Year this year.

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