
A 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 | Only free issues | Publishes | Daily | |
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| Issues | 145 | Founded | 5 months ago | Last Issue | 41 hours ago |
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The significance of Huawei’s Tau (τ) Scaling Law is not merely that Huawei is announcing a path toward an equivalent 1.4nm level within five years. Its deeper meaning is that China’s semiconductor breakthrough is moving from “catching up...
The new phase of China’s solar globalization is no longer just about selling cheaper modules overseas. It is about combining modules, inverters, storage, microgrids, delivery capability, and localized services into deployable energy syste...
The real relationship between fairness and efficiency is whether the state can continuously turn growth into human capability, instead of allowing growth to settle into asset gains for a small minority.
This essay is part of the State Go...
Baidu is one of the most complete and contradictory examples of AI commercialization in China: it is standing on the front line of both the digital world and the physical world, trying to turn agents into an entry point for office work an...
In China’s policy system, the real economy is not a backward industrial sector. It is the productive foundation of state capacity. Finance must serve it. The digital economy must enter it. Artificial intelligence must transform it. New qu...
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The writers behind this newsletter.
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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