China as a System @leonliao
Leon LiaoA new framework on how China’s rise is reshaping global competition across industry, technology, energy, capital flows, and geopolitics. Grounded in local insight and shaped by a global perspective. Publishing 5-10 in-depth structural essays weekly
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 180 | Founded | 6 months ago | Last Issue | 9 hours ago |
| Active | |||||
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leonliao.substack.comLatest Issues
The New Uranium Order III: America Buys Fuel, China Buys the System
Two uranium-deficient powers are building different models of nuclear fuel security: America through contracts and allies, China through resource control and state-backed industrial systems.
America secures uranium through contracts, allie...
Fable/Mythos 5 shutdown, AGI Supremacy and American Hegemony
The Fable/Mythos 5 shutdown is not just an AI safety incident. It is a preview of a world in which the United States tries to keep true AGI for itself — not merely away from rivals, but even beyond the full reach of its allies — because e...
Inside CXMT’s Semiconductor Equipment Chain
CXMT’s Expansion Is Pushing China’s Semiconductor Equipment Companies into a Real Mass-Production Validation Field
CXMT’s expansion is providing China’s semiconductor equipment sector with the scarcest things: real production lines, contin...
Without Pax America, There Is No Pax Silica
Pax Silica is America’s attempt to rebuild Pax America through AI infrastructure. Its deepest weakness is not whether the United States can build a technological wall, but whether it still has the powerful, stable, and credible global ord...
China’s AI Compute Domestic Substitution
Huawei Ascend may not immediately replace Nvidia’s frontier position, but it may become the core foundation of domestic AI deployment in China
Domestic AI accelerators already account for 41% of China’s shipment market and is approaching 6...
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China as a System offers a new framework for understanding China, industrial power, state capacity, tech diffusion, capital flows, and global order. Former managing director at a global investment bank and a leading Chinese economic institute
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