Patrick O'Shaughnessy
๐ค SpeakerAppearances Over Time
Podcast Appearances
A kid that's trying to understand the trajectory of the world that may not understand the subtle difference between lawyerly and engineering.
Have you attempted to boil it down even to that level and create the best story for them to understand what's happening?
Are there any other companies that, again, putting my investor hat on, Huawei is a great example.
Xiaomi is a great example.
Voxconn is a good example.
Any other companies that you think are the most interesting to study for people that are interested in what's working so well in China, may want to go visit one of their factories or whatnot?
What's the canon of the other couple of companies that should be studied in detail in addition to the ones that we've talked about so far?
Do you think that that's in the cards?
Do you think there's a version of the world where those profiles are really good for China if they're true and honest and high access?
I wouldn't ask you to give me a probability or something of a hot war because it's just too freaking hard.
It's too complicated.
But if your life depended on creating that probability, what are the variables that you think will most influence whether or not one happens?
So you've been writing about China for a long time.
Your annual letters have been some of my favorite things to read for many, many years, your research too, back when you were doing that.
In the process of writing this specific book, did your mind change in any major ways or surprising ways?
How do you think this book and this experience will change your relationship to China, the place, and Chinese nationals more generally?
And was any part of it risky?
Did it feel risky to you to write the book, given you lived there for so long and may want to live there again in the future?
What's next for you?
Having completed this really epic project that I think will be seen as the definitive account of what's going on in China vis-a-vis the US for a long time.