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Colin Brown's avatar

Really, really great essay. Thank you so much for taking the time to write this.

I recently did a deep dive into China, so a lot of this was very familiar, but you articulated the story really well.

With all good writing, you have to know what to leave out. I spent a lot of my time understanding China's DDDD problems. Debt, Demographics, Distribution and Domestic tension.

Which are really the only headwinds to their rise. I came to conclusions similar to yours in terms of trade "blocs," etc. A lot depends on China / Taiwan.

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Kenny Fraser's avatar

This is a great post and a really valuable read. Lots to absorb and think about. One thing bugs me - why do we think "humanoid" robots are the future? To me these all seem like PR gimmicks. There is a massive shift in manufacturing with robots but those robots are not human like. Is humanoid just another distraction from reality?

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