Founder of The China Market Research Group (CMR). Author of 5 books. The Split: Finding the Opportunities in China's Economy in the New World Order @harvard
12 years later but finally getting some recognition for my prediction in 2014 that the world better get ready for what I call Stage 3 innovation in China -- when China begins to innovate for the world
Silicon Valley and the WSJ laughed at me for this book. So did a journalist at the FT who said it wasn't worthy of a book review. I mean, Chinese can't innovate right?
Now look at what's happening - from EVs to humanoids to apps to pharmaceuticals to even AI LLMs, Chinese innovation is taking the world by storm
By laughing at me, America's technology experts and media sector did a disservice to America by underestimating the capabilities of Chinese companies. Amazingly they are still doing so when it comes to chips and AI.
I was wrong. I thought the CIA understood China better than it does. Then you see Dennis Wilder tweeting about China & then you realize the CIA really is clueless
I was wrong
The CCP Chinese can't innovate. They just steal everything.
They stole all of Americans rare earth refining technology.
That's why they can refine rare earth but we can't. Same with 5G. They just stole everything before we even had it