The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
And the thing he says quite a bit is like, the only way for the United States to feasibly balance against China, because there's not going to be some, you know, wonderful, like industrial renaissance that's going to come around, you know, even in 10 years, like we'll claw our way back, maybe if we do everything right.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
But like,
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
the only way to really do it is have allied weight.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
You need to build relationships.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
The United States needs to maintain relationships with Japan, with Korea, with France, with Germany.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
And this admin has done a really, really bad job.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
So like, I think that this is the, the core problem is like, if you want to maintain a, if you want to maintain balance against China, you need to be
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
creating an anti-hegemonic coalition where you can use the industrial capacity of the rest of the world.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
Because frankly, like there's no world, maybe in a decade we get a lot of it back if we play our cards right.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
But there's no world in which we're able to actually have parity against them in 2036.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
Right?
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
Like, that's not a thing you can get.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
Right, but the idea that we're going to, on our own, get the industrial capacity back to be a counterweight to China on our own is just dumb.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
And it's just not true.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
And it has no factual basis.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
If you want to build an anti-hegemonic coalition to counter China, you need to build a coalition.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
And given that that doesn't seem to be going very well right now, we either have to rely on Xi Jinping just breaks China or...
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
Or plan C, which I'm going to get to.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
That's right.
The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
We should be blackpilling pretty hard right now, especially because the chance that the United States had and has, and maybe there's an opportunity here still, and I remain optimistic, and I'm a fundamentally patriotic optimist for the United States.