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Javier E

The Climate Contradiction That Will Sink Us - The Atlantic - 0 views

  • But none of that is enough, practically speaking, because of one enormous hitch: The world is still using more energy each year, our consumption ticking ever upward, swallowing any gains made by renewable energy. Emissions are still rising—more slowly than they used to but, nonetheless, rising. Instead of getting pushed down, that needle is fitfully jiggling above zero, clawing into the positive digits when it needs to be deeply pitched into the negative. We are, in other words, simply not making a dent.
  • And so we are now in climate purgatory. In this zone, countries and companies are doing the right things to steer away from the damages of climate change, but are at the very same time making deliberate choices that swamp the effect of those other, better things.
  • governments in aggregate still plan to increase coal production until 2030, and oil and gas production until at least 2050, global net-zero agreements be damned. In total, countries that hold the world’s oil, gas, and coal deposits still plan to produce 69 percent more fossil fuels than is compatible with keeping warming under 2 degrees Celsius
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  • Whichever way you cut it, global warming is already happening too fast to generously support life, which our prior climate did quite well. As a feebly supportive climate devolves into an unsupportive one, it won’t matter who forecasted the timing right, only that we missed our chance at the good version of Earth.
  • The scientist James Hansen, famous for his early warnings about climate change, suggested in a paper released last week with a suite of high-level colleagues that warming is accelerating more rapidly than is presently understood: In their view, that the Earth could exceed 1.5 degrees of warming this decade is practically assured, and 2 degrees by 2050 is likely unless the world eliminates fossil-fuel use far faster than planned.
  • One expert who worked on the UN report called this “insanity,” a “climate disaster of our own making.” The climate math is not adding up.
  • Previous studies have warned of the ice sheet’s collapse if emissions were not drawn down; hers now suggests that we’ve passed the point of no return, that even significant emissions cuts would be too late for this particular ice sheet. (The East Antarctic ice sheet, she said, is far more stable—and good thing, because it contains enough frozen water for 10 times the amount of sea-level rise as its western counterpart.
  • by one estimate, the West Antarctic ice sheet contains enough water to raise sea level globally by just over five meters, or 17 feet. At the very least, Naughten told me, she thinks it would be wise to plan for two to three meters of sea-level rise, or six to ten feet, in the next couple of centuries
  • I shudder to think what would happen if everyone living within two meters of sea level would be displaced,” she added. That “everyone” is projected to include some 410 million by 2100.
  • the loss of much of West Antarctica’s ice sheet is now virtually inevitable. Even if future emissions are drastically curtailed, enough warming is probably locked in to wash the bulk of the sheet away. At best, she says, we are on the brink of its total loss becoming assured
  • France, Ireland, Kenya, Spain, and 12 other countries have called for a global accord to phase out fossil-fuel production. There is little doubt that this is necessary; adding more fossil fuels to the pipeline is quite obviously counterproductive to slowing, then stopping, climate change.
  • Yet in the U.S. alone, a country responsible for at least 20 percent of historical emissions, the current buildout of liquified-natural-gas infrastructure, intended to export the country’s plentiful gas, is the largest fossil-fuel expansion proposed in the world—and it’s happening under a president who recently passed the most impactful climate legislation the country has ever seen
  • China, which is responsible for about 12 percent of historical emissions according to Alex Wang, who studies Chinese environmental governance at UCLA, has one of the largest clean-power programs in the world. But the country is at the same time dramatically expanding its coal production.
  • the difference between the world we have and the one we could have is buried in two contrasting modeling reports by two of the world’s most important energy-information organizations.
  • Whereas the International Energy Agency projected that we’d hit peak fossil-fuel use in 2030, the U.S. Energy Information Administration came to a very different conclusion: It saw demand for fossil fuels rising through at least 2050
  • If a policy is set to expire, the U.S. EIA treats it as expiring. It doesn’t take into account policies that countries have talked about but have had yet to implement. The international agency’s analysis, in contrast, assumes countries will follow through with more climate-friendly policies and renew the ones they already have on the books. “Look how different things could be,” Bowman said. The difference is night and day, despair and hope.
  • Policy, and only policy, appears to make that difference. It represents the choices that our leaders make about when to finally change course.
  • “climate is a spectrum; it isn’t an on/off switch.” Whenever we do make a different set of decisions, ones that make the math properly compute, we will be saving what we have left, preventing some layer of livability from being irrecoverably sloughed off and swept away.
Javier E

Yes, Germany supports Israel - but not uncritically, and not for the reasons you think ... - 0 views

  • When the hard right, the left and an autocrat (who denies Turkey’s genocide of the Armenians) combine forces, you know there is something wrong. Let’s be clear: German politicians do not need to wrestle free of history to navigate the debate on the Gaza war. It is a myth that Germany is uncritical in its support of the Israeli government.
  • When Israel used excessive violence in earlier Gaza wars, Germany raised public concerns. Berlin has constantly criticised the expansion of settlements. More than a decade ago, the then foreign minister, Sigmar Gabriel, called the situation in Hebron (in the occupied West Bank) “apartheid”. Berlin has supported the Palestinian Authority with over €1bn, and is among the top donors to Unwra, the UN relief agency for Palestinian refugees.
  • There was never any love lost between either the Merkel or Scholz governments and Benjamin Netanyahu. Angela Merkel knew he was working with Donald Trump to kill off the nuclear deal with Iran behind her back. And that he was lying about his acceptance of two states. Nobody involved with the Middle East dossier in Berlin trusts Netanyahu
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  • So what accounts for the dogged support Berlin extends to Israel in its war against Hamas? You must look beyond immediate crisis. Germany’s foreign policy establishment has suffered a deep shock, indeed the second one, after last year’s realisation that Russia could not be appeased by diplomatic overtures, pipeline deals and “change through trade”
  • Germans had been told they were “surrounded by friends”, as Helmut Kohl put it. They woke up ill-equipped to face a world of sworn enemies. Russia pulverised decades of German Ostpolitik when it attacked Ukraine, and with it the European postwar order.
  • Similarly, Germany had pushed for diplomacy to deal with Iran’s nuclear and regional ambitions.
  • Then the Gazan member of Iran’s axis of resistance attacked Israel on 7 October. The Jewish state is trapped in a pincer movement between Hamas and Hezbollah – and the possibility of a wider war. This is an existential crisis for Israel.
  • The cornerstones of Germany’s foreign policy have crumbled. Engagement with Russia and Iran has failed. This is the view from Berlin: these two powers must be stopped, and that includes the destruction of Hamas. This is the reason for Germany’s staunch support of Israel’s war against Hamas, notwithstanding the deep distrust of Netanyahu – and the wish to see him gone as soon as hostilities end.
Javier E

'Oppenheimer,' 'The Maniac' and Our Terrifying Prometheus Moment - The New York Times - 0 views

  • Prometheus was the Titan who stole fire from the gods of Olympus and gave it to human beings, setting us on a path of glory and disaster and incurring the jealous wrath of Zeus. In the modern world, especially since the beginning of the Industrial Revolution, he has served as a symbol of progress and peril, an avatar of both the liberating power of knowledge and the dangers of technological overreach.
  • The consequences are real enough, of course. The bombs dropped on Hiroshima and Nagasaki killed at least 100,000 people. Their successor weapons, which Oppenheimer opposed, threatened to kill everybody els
  • Annie Dorsen’s theater piece “Prometheus Firebringer,” which was performed at Theater for a New Audience in September, updates the Greek myth for the age of artificial intelligence, using A.I. to weave a cautionary tale that my colleague Laura Collins-Hughes called “forcefully beneficial as an examination of our obeisance to technology.”
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  • Something similar might be said about “The Maniac,” Benjamín Labatut’s new novel, whose designated Prometheus is the Hungarian-born polymath John von Neumann, a pioneer of A.I. as well as an originator of game theory.
  • both narratives are grounded in fact, using the lives and ideas of real people as fodder for allegory and attempting to write a new mythology of the modern world.
  • on Neumann and Oppenheimer were close contemporaries, born a year apart to prosperous, assimilated Jewish families in Budapest and New York. Von Neumann, conversant in theoretical physics, mathematics and analytic philosophy, worked for Oppenheimer at Los Alamos during the Manhattan Project. He spent most of his career at the Institute for Advanced Study, where Oppenheimer served as director after the war.
  • More than most intellectual bastions, the institute is a house of theory. The Promethean mad scientists of the 19th century were creatures of the laboratory, tinkering away at their infernal machines and homemade monsters. Their 20th-century counterparts were more likely to be found at the chalkboard, scratching out our future in charts, equations and lines of code.
  • MANIAC. The name was an acronym for “Mathematical Analyzer, Numerical Integrator and Computer,” which doesn’t sound like much of a threat. But von Neumann saw no limit to its potential. “If you tell me precisely what it is a machine cannot do,” he declared, “then I can always make a machine which will do just that.” MANIAC didn’t just represent a powerful new kind of machine, but “a new type of life.”
  • More than 200 years after the Shelleys, Prometheus is having another moment, one closer in spirit to Mary’s terrifying ambivalence than to Percy’s fulsome gratitude. As technological optimism curdles in the face of cyber-capitalist villainy, climate disaster and what even some of its proponents warn is the existential threat of A.I., that ancient fire looks less like an ember of divine ingenuity than the start of a conflagration. Prometheus is what we call our capacity for self-destruction.
  • Oppenheimer wasn’t a principal author of that theory. Those scientists, among them Niels Bohr, Erwin Schrödinger and Werner Heisenberg, were characters in Labatut’s previous novel, “When We Cease to Understand the World.” That book provides harrowing illumination of a zone where scientific insight becomes indistinguishable from madness or, perhaps, divine inspiration. The basic truths of the new science seem to explode all common sense: A particle is also a wave; one thing can be in many places at once; “scientific method and its object could no longer be prised apart.”
  • . Oppenheimer’s designation as Prometheus is precise. He snatched a spark of quantum insight from those divinities and handed it to Harry S. Truman and the U.S. Army Air Forces.
  • Labatut’s account of von Neumann is, if anything, more unsettling than “Oppenheimer.” We had decades to get used to the specter of nuclear annihilation, and since the end of the Cold War it has been overshadowed by other terrors. A.I., on the other hand, seems newly sprung from science fiction, and especially terrifying because we can’t quite grasp what it will become.
  • Von Neumann, who died in 1957, did not teach machines to play Go. But when asked “what it would take for a computer, or some other mechanical entity, to begin to think and behave like a human being,” he replied that “it would have to play, like a child.”
  • the intellectual drama of “Oppenheimer” — as distinct from the dramas of his personal life and his political fate — is about how abstraction becomes reality. The atomic bomb may be, for the soldiers and politicians, a powerful strategic tool in war and diplomacy. For the scientists, it’s something else: a proof of concept, a concrete manifestation of quantum theory.
  • If Oppenheimer took hold of the sacred fire of atomic power, von Neumann’s theft was bolder and perhaps more insidious: He stole a piece of the human essence. He’s not only a modern Prometheus; he’s a second Frankenstein, creator of an all but human, potentially more than human monster.
  • “Technological power as such is always an ambivalent achievement,” Labatut’s von Neumann writes toward the end of his life, “and science is neutral all through, providing only means of control applicable to any purpose, and indifferent to all. It is not the particularly perverse destructiveness of one specific invention that creates danger. The danger is intrinsic. For progress there is no cure.”
Javier E

Opinion | This Might Be What Broke the Deadlock at COP28 - The New York Times - 0 views

  • “And then we became the first COP to host a change-makers majlis,” Al Jaber said in his prepared closing speech. “And I felt that that was the turning point in our negotiations. You reconnected with your spirit of collaboration, you got out of your comfort zones and started speaking to each other from the heart.”
  • “That,” he said, “made the difference.”Could a majlis really do all that? Or did the sultan overstate the benefits of the majlis because it was kind of his thing? I looked into these questions and came away thinking that the sultan was on to something. The majlis is a tradition of the Arab world that just might have a role on the world stage.
  • A majlis (pronounced MAHJ-liss) is both a place and an event. It is the place in an Arab home where people sit with guests. Often the richer the homeowner, the bigger the majlis. Traditionally there are carpets, cushions, a teapot, an incense burner. In a majlis, people don’t rush to do business. Sociably sitting is part of the experience.
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  • Another type is the majlis-ash-shura, which is quasi-legislative or quasi-judicial, though traditionally not democratic. No voting is involved. But people do have a chance to be heard, and there is an expectation of being treated fairly. The decision may be handed down by the local leader, such as a sultan, or by religious leaders who are respected for their piety.
  • That brings us up to Dubai and the sultan. Considering that Al Jaber is the president of Abu Dhabi National Oil Company, I think he deserves credit for cajoling delegates from nearly 200 countries to, for the first time, approve a pact that calls for “transitioning away from fossil fuels.” In his closing address he thanked delegates “who met me at 4 and 5 a.m.” When does this guy sleep?
  • Al Jaber may have been right that there was more speaking from the heart than usual. “The gathering seemed to evoke a more personal, emotional tone, and confidences were shared,” Environment News Service wrote.
  • In both cases, no one is clearly in charge. In ancient Arabia, tribal leaders who had conflicts couldn’t appeal to some higher authority. They had to work things out among themselves.
  • There is no higher authority — certainly not the United Nations — that can tell sovereign nations what to do. They need to work things out among themselves.
  • Modern majalis might be able to resolve disputes — and help save the planet — by drawing on sources of authority beyond one-person, one-vote democracy. Trust that’s built up over time, for one.
  • A majlis is also a natural forum for scientific experts, religious leaders and artists to be heard and heeded.
  • In modern diplomacy, Yusuf said, “There’s just a complete lack of regard for expertise and any type of leadership.
  • The majlis is based on a kind of decorum. There are things that are totally unacceptable in a majlis, such as backbiting, speaking ill of people. There’s a hushed aspect to it. People speak in a very respectful, formal way. Each situation is going to be unique.”
  • Elinor Ostrom, a political scientist who won a Nobel Prize in economics in 2009, showed how ranchers, fishermen and others had devised clever ways to cooperate, without appealing to government, and to avoid the tragedy of the commons, which is the overexploitation of shared resources. One way they built the necessary trust was through what Ostrom called “cheap talk,” which is simple communication. “More cooperation occurs than predicted, ‘cheap talk’ increases cooperation, and subjects invest in sanctioning free-riders,” Ostrom wrote in her Nobel lecture.
  • The trust-building communication that Ostrom put her finger on in her Nobel lecture seems like the kind of talk that occurs in a majlis, Erik Nordman, the author of “The Uncommon Knowledge of Elinor Ostrom,” told me.
  • I also don’t want to make too much of the role of the majlis in reaching the deal. The majlis should not be a replacement for democracy but a complement to it. In that role, I think it could be quite useful.
criscimagnael

Putin's Threats Highlight the Dangers of a New, Riskier Nuclear Era - The New York Times - 0 views

  • After generations of stability in nuclear arms control, a warning to Russia from President Biden shows how old norms are eroding.
  • “We currently see no indication that Russia has intent to use nuclear weapons in Ukraine, though Russia’s occasional rhetoric to rattle the nuclear saber is itself dangerous and extremely irresponsible,” Mr. Biden wrote in a guest opinion essay in The New York Times. “Let me be clear: Any use of nuclear weapons in this conflict on any scale would be completely unacceptable to us as well as the rest of the world and would entail severe consequences.”
  • With the Biden administration stepping up the flow of conventional weapons to Ukraine and tensions with Russia high, a senior administration official conceded that “right now it’s almost impossible to imagine” how the talks might resume before the last treaty expires in early 2026.
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  • The Chinese are “watching the war in Ukraine closely and will likely use nuclear coercion to their advantage” in future conflicts, the commander, Adm. Charles A. Richard, told Congress.
  • Others are learning their own lessons. North Korea, which President Donald J. Trump boasted he would disarm with one-on-one diplomacy, is building new weapons.
  • What is fast approaching, experts say, is a second nuclear age full of new dangers and uncertainties, less predictable than during the Cold War, with established restraints giving way to more naked threats to reach for such weapons — and a need for new strategies to keep the atomic peace.
  • the dawning era would feature “both a greater risk of a nuclear arms race and heightened incentives for states to resort to nuclear weapons in a crisis.”
  • President Vladimir V. Putin of Russia opened the Ukraine war with a declaration that he was putting his nuclear abilities on some kind of heightened alert — a clear message to Washington to back off.
  • In the years leading up to the Ukraine invasion, Mr. Putin regularly punctuated his speeches with nuclear propaganda videos, including one that showed a swarm of warheads descending on Florida.
  • They are designed by the Russians to blur the distinction between conventional and nuclear weapons, which strategists fear makes their use more thinkable.
  • escalate to de-escalate.”
  • “There are a lot of things that he would do in the context of escalation before he would get to nuclear weapons,” Ms. Haines said.
  • The White House, the Pentagon and the intelligence agencies are examining the implications of any potential Russian claim that it is conducting a nuclear test or the use by its forces of a relatively small, battlefield nuclear weapon to demonstrate its ability.
  • The idea would be to “signal immediate de-escalation” followed by international condemnation, said one administration official who spoke on the condition of anonymity to provide insight into classified topics.
  • Henry Kissinger noted in a recent interview with The Financial Times that “there’s almost no discussion internationally about what would happen if the weapons actually became used.” He added: “We are now living in a totally new era.”
  • The simplest theory is that if China is going to be a superpower, it needs a superpower-sized arsenal. But another is that Beijing recognizes that all the familiar theories of nuclear balance of power are eroding.
  • “China is heralding a paradigm shift to something much less stable,” Mr. Krepinevich wrote, “a tripolar nuclear system.”
  • “They’re up to something,” Mr. Albright said of Saudi Arabia, “and they’re rich.”
sidneybelleroche

US ambassador labels UN meeting on Ukraine an 'absolute success' | TheHill - 0 views

  • The U.S. ambassador to the United Nations, Linda Thomas-GreenfieldLinda Thomas-GreenfieldRussia delivers written response to US over Ukraine-related proposal US, Russia face off over Ukraine at Security Council meeting The Hill's Morning Report - What's Putin's next move? MORE, on Tuesday characterized the recent U.N. Security Council meeting on Ukraine as an "absolute success."
  • When asked how the public meeting affected efforts to resolve tensions through quiet diplomacy, Thomas-Greenfield said it was "one more diplomatic effort to give the Russians an opportunity to explain what they are doing on the border with Ukraine."
  • Russia denies that it has plans to invade but has issued security ultimatums to the U.S. and the North Atlantic Treaty Organization that include denying Ukraine any entrance to the alliance in the future and committing to never placing offensive arms in the former Soviet state.
kennyn-77

Is Ukraine ready for a Russian attack? Yes and no : NPR - 0 views

  • Over the months that Russia amassed more than 100,000 troops on the borders of Ukraine
  • Ukraine is vulnerable to a major cyber attack
  • Ukraine has repeatedly been a target of cyberattacks, especially since the 2014 Russian invasion of Crimea. In the years since Crimea's annexation — which is unrecognized by the international community — near-constant cyber warfare, much of it from Russia, has targeted almost every sector in Ukraine, from its power grid to its treasury to its media companies.
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  • Since 2014, the U.S. has spent tens of millions of dollars toward arming Ukraine with hardware, software and training to secure its critical infrastructure. Those efforts have ramped up in recent months.
  • But Russian disinformation has become less effective
  • When war broke out in eastern Ukraine in 2014, fake news from Russia flooded over the border with the aim of instilling panic in parts of the country with greater sympathy for Russia, like Crimea, turning them away from the Ukrainian government and toward Russia.
  • Russian state-owned TV broadcast false stories about "fascists" in the streets of Kyiv, a ban on the Russian language in Ukraine, and looming food riots and rationing. One story, broadcast on Russian state TV, claimed that Ukrainian soldiers had brutally murdered and crucified a three-year-old boy.
  • One example: A series of bomb scares were called into Ukrainian schools in recent weeks, but many parents shrugged them off.
  • Authorities in Kyiv are working to prepare the city
  • Although an invasion feels unlikely to many who live in Kyiv, city officials say they are not as prepared as they'd like to be.
  • Kyiv has thousands of bomb shelters that date back to the Soviet era, when some of the USSR's nuclear arsenal was based in Ukraine. Over the past several months, authorities have been working to bring as many shelters as possible back into operation. But many are still unusable. Some have been flooded, others are inaccessible. Some shelters have even been taken over by barbershops or bakeries that have set up shop inside. "Authorities will have to take care of this situation and take it more seriously," Mykhailova said.
  • Ukraine's military has strengthened since 2014
  • "Ukrainian troops are well-trained, they're well-equipped and they're very motivated. Ukrainians in general and the Ukrainian military are very patriotic. They love Ukraine. They're willing to fight to save it," said Kristina Kvien, the top U.S. diplomat in Kyiv, in an interview with All Things Considered on Friday.
  • That improvement has come with major help from international donors, primarily the United States. The U.S. has committed more than $5.4 billion in aid to Ukraine since 2014, according to the State Department. About half that total has been security assistance, with the Biden administration announcing another $200 million on Wednesday. Over the years, that military aid has taken many forms: Humvees, patrol boats, counter-artillery radar, a joint training center in western Ukraine.
Javier E

Ukraine Is the West's War Now - WSJ - 0 views

  • A year later, the war in Ukraine has become, to a large extent, the West’s own. True, no American or NATO soldiers are fighting and dying on Ukrainian soil. But the U.S., its European allies and Canada have now sent some $120 billion in weapons and other aid to Ukraine, with new, more advanced military supplies on the way. If this monumental effort fails to thwart President Vladimir Putin’s ambitions, the setback would not only undermine American credibility on the world stage but also raise difficult questions about the future of the Western alliance.
  • “In many ways, we’re all-in, and we’re all-in because the realization has dawned in Europe that showing weakness to President Putin, showing no response to his atrocities, only invites him to go further and further,” said Sjoerd Sjoerdsma, a Dutch politician and member of parliament. “We have also realized that it is not only the safety and security of Ukraine that is at stake but also our own.”
  • The Russian military’s mixture of unexpected ineptitude and shocking cruelty has pulled the U.S. and allies deeper and deeper into the conflict. With one self-imposed constraint falling after another, Western goals have gradually moved from preventing the obliteration of Ukraine to supporting its military victory over Russia.
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  • It’s a more ambitious commitment that carries much higher risks—but also strategic rewards—for the Western alliance.
  • “Nobody thought the Russians would start a medieval war in the 21st century,” said Sen. James Risch, the ranking Republican on the Senate Foreign Relations Committee. “This conflict is going to change the face of Europe as much as World War II did.”
  • In Asia, the Middle East and elsewhere, the West’s geopolitical adversaries are calculating whether the U.S. and its allies have the stamina and cohesion to defend the rules-based international order that has benefited the West for decades.
  • In particular, the future of Taiwan and the South China Sea is closely linked to the West’s record in Ukraine.
  • “If Putin wins in Ukraine, the message to him and other authoritarian leaders will be that they can use force to get what they want. This will make the world more dangerous and us more vulnerable.”
  • The Munich conference capped several weeks in which the U.S. and its allies have dramatically expanded the scope of their military aid, an indication that Mr. Putin’s expectation that the West will eventually tire of helping Ukraine hasn’t materialized just yet
  • Both sides believe they can win on the battlefield, and little room exists for peace negotiations. Ukraine is preparing offensives to regain the roughly 18% of its territory still occupied by Moscow, including the Crimea peninsula and parts of the eastern Donbas region that Mr. Putin seized in 2014. Russia has declared four Ukrainian regions, none of which it fully controls, to be its own sovereign territory and seeks, at the very least, to conquer those lands. Mr. Putin, in a speech on Tuesday, indicated that his aspirations remain much broader, referring to Russia’s “historical territories that are now called Ukraine.”
  • A year into Europe’s bloodiest conflict since World War II, Ukraine’s own military industries have been shattered by Russian missile strikes, and its reserves of Soviet-vintage weapons are running out. By now, Kyiv can keep fighting only as long as Western assistance continues apace
  • “The next months will be very critical. If, say, another Ukrainian offensive fails, if it becomes the public narrative that it’s going to be a stalemate, support in the West might drop—perhaps not substantially, but some of the politicians will see the writing on the wall,
  • “In diplomacy, morality is part of the public narrative, but rarely part of the real decision-making process. But Ukraine’s case was one of the examples in history when you can argue that sympathy based on moral arguments was a game changer,”
  • “Some governments acted the way they did not merely based on their practical considerations but under enormous pressure of their public opinion. And that public opinion was based on moral compassion for the victim of the aggression.”
  • Mr. Putin has tried to counter the Ukrainian message by appealing to fear. On the first morning of the war, he alluded to nuclear weapons to deter the West from helping Ukraine.
  • “Putin is threatening Armageddon, and the Russians are doing it all the time, sometimes in oblique ways and sometimes in a more direct way,
  • “But when you actually poke at that and provide weapons gradually over time, there hasn’t been the catastrophic response that Putin promised.”
  • “boiling the frog.” As the U.S. began to introduce new weapons systems, it did so slowly and, initially, in limited numbers. None of these individual decisions were of sufficient scope to provoke a dramatic escalation by Moscow. But over the past 12 months, the cumulative effect of these new weapons has transformed the balance of power on the battlefield and enabled a string of strategic Ukrainian victories.
  • “If you look at the arc of Western involvement, no one would have predicted where we are now six months ago, and the same goes for six months before that. It’s a crisis response that has evolved into a policy—a policy that, probably, no one would have prescribed at the outset,” said Samuel Charap, a senior political scientist at Rand Corp. who has urged caution on arming Ukraine
  • “The West is also the frog that is boiling itself. With each incremental increase in assistance, qualitative or quantitative, we become accustomed to that being normal, and the next one doesn’t seem so extreme,”
  • “There is a dynamic here where we become desensitized to what is going on. We are in a bit of a slow-moving spiral that shows no signs of letting up.”
  • In 2014, after Mr. Putin annexed Ukraine’s Crimea peninsula and triggered a bloody war in the eastern Donbas region, covertly sending troops and heavy weapons across the border, the American and European response was limited to sanctions that only marginally affected Russia’s economy.
  • Back in 1991, President George H.W. Bush viewed Ukraine’s desire for freedom as a dangerous nuisance. That year, just months before the Soviet Union’s collapse, he delivered to the Ukrainian parliament his infamous “Chicken Kiev” speech, urging Ukrainians to abandon “suicidal nationalism” and permanently remain under the Kremlin’s rule.
  • Other analysts and policy makers argue that the true danger lies in excessive caution over accelerating Western military involvement. “We have been slow in delivering certain capabilities. We keep climbing the stairs, but it goes through a tortuous process, and in the meantime Ukrainians are dying,” said ret. Lt. Gen. Ben Hodges, a former commander of the U.S. Army in Europe. “It has taken the Pentagon a long time to come to the realization that Ukraine can win, and will win, especially if we give them what they need. There has been all too much defeatist hand-wringing.”
  • At the time, President Barack Obama resisted calls to help Ukraine militarily as he sought Mr. Putin’s cooperation on his presidency’s main foreign-policy priority, the nuclear deal with Iran
  • Ukraine, Mr. Obama said in an interview with the Atlantic in 2016, “is going to be vulnerable to military domination by Russia no matter what we do.” All the evidence of the past 50 years, he added, suggested that Russian (and Chinese) decision-making wouldn’t be influenced by “talking tough or engaging in some military action.”
  • Mr. Biden, speaking in front of U.S., Polish and Ukrainian flags to a cheering crowd in Warsaw on Tuesday, had a different message. “Ukraine will never be a victory for Russia,” he pledged. “Appetites of the autocrat cannot be appeased. They must be opposed.”
Javier E

China Declared Its Russia Friendship Had 'No Limits.' It's Having Second Thoughts. - WSJ - 0 views

  • Western nations including the U.S., the U.K. and Canada were laying the groundwork for a diplomatic boycott of the Games over China’s human-rights record. The Biden administration was about to kick off a Summit for Democracy in early December that sought to establish a clear alternative to Beijing’s autocratic rule.
  • Those moves infuriated Beijing and drove its decision-making, say the officials and advisers, who are familiar with the process leading to the Feb. 4 declaration.
  • One of Mr. Xi’s objectives was to lay out an ideological foundation for the partnership between China and Russia, those people said. To that end, the Chinese ambassador to Washington teamed up with his Russian counterpart in publishing an unusual joint opinion piece in late November in the magazine of the Center for the National Interest
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  • The two argued that democracy “can be realized in multiple ways” and isn’t the prerogative of any one country or group of countries. It called China “a whole-process, socialist democracy” and said democracy was the fundamental principle of Russia’s “democratic federative law-governed state.”
  • The Feb. 4 joint statement said both countries “have profound democratic traditions rooted in a thousand years of development,
  • It was Beijing that suggested including that the two countries’ friendship has “no limits”—wording read with apprehension in the West—according to the officials and advisers. The intention was less a declaration China would stand by Russia in case of war than a strong message to the U.S. about the resolve the two have in confronting what they see as increased American threats, the people said.
  • “China’s eagerness to present a strong alignment with Russia to counter the U.S. caused it to miss all the signs and to go in a dangerous direction,” said Yun Sun, director of the China program at the Stimson Center, a Washington think tank focused on promoting peace and security.
  • “It’s undeniable that right now, China is occupying an awkward nexus in which they’re trying to sustain their deep and fundamental relationship with Russia,”
  • “We believe they chose not to weigh in in advance.”
  • Beijing has refrained from coming to Moscow’s aid in a significant way. China is taking steps to buy Russian farm and energy products. But it is complying with the more damaging financial sanctions the U.S. has imposed on Russia, for fear of losing access to the dollar-dominated global trading system, say some Chinese bankers. They say their default position is to comply with the sanctions unless higher-ups tell them otherwise.
  • China’s ambiguous stance on the Russia-Ukraine war will likely speed up moves by countries from the U.K. and Australia to Japan to guard against Beijing,
  • a planned summit between China and the EU for April, if it isn’t canceled, is now likely to be dominated by discussions of China’s position on Ukraine.
  • Beijing’s most difficult contortions are on territorial sovereignty. China has built its foreign policy around the principle that a country’s territory is inviolable and its internal affairs should be free from interference by others.
  • China’s commitment to that principle seemingly would force it to condemn Russia’s invasion of Ukraine, something it has refrained from doing. Its policy statements have called for dialogue to resolve the crisis, avoiding the word invasion. Meanwhile, Western officials worry that Russia’s actions based on the argument that Ukraine is historically a part of Russia could embolden China to step up its own long-stated goal to bring Taiwan into its fold.
  • Since rising to power in late 2012, Mr. Xi has made himself the dominant force in China’s foreign policy and put emphasis on what he calls “big-power diplomacy”—a marked change from the relatively unassuming foreign-policy agendas of previous Chinese leaders that featured compromise and focused on building up ties with the U.S.
  • Today, despite Chinese state media’s pro-Russia rhetoric, some advisers privately question whether the partnership could cut China off from Western technologies and other resources and hurt its development, according to the foreign-policy advisers. After all, they have noted in private discussions, it is China’s opening to the U.S. and its allies that has propelled enormous Chinese growth in the past four decades.
  • China and Russia’s shared interest in confronting the U.S. has helped drive their relationship to its closest point since early in the Cold War. Part of that is due to the personal ties between Messrs. Xi and Putin, authoritarians who have visions of restoring their countries to past glory, even if in China’s case that past was centuries ago.
  • Sergey Radchenko, an international-relations professor at Johns Hopkins School of Advanced International Studies, pointed to instances where Mr. Putin would be deliberately late for meetings with foreign dignitaries. On one occasion, he brought out his dog to a meeting with then-German Chancellor Angela Merkel who, Mr. Putin knew, was terrified of dogs.
  • “He would never let himself do anything like that to Xi,” Mr. Radchenko said. “He’s extremely respectful to Xi because he sees a close relationship with China as one of Russia’s most valuable political assets.”
Javier E

A Revolution Is Coming for China's Families - WSJ - 0 views

  • In January Beijing announced that the country’s total population shrank in 2022—a decade earlier than Western demographers had been forecasting as recently as 2019.
  • one rapidly approaching demographic problem has flown under Beijing’s radar: the crisis of the Chinese family, the foundation of Chinese society and civilization.
  • The Chinese family is about to undergo a radical and historically unprecedented transition. Extended kinship networks will atrophy nationwide, and the widespread experience of close blood relatives will disappear altogether for many
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  • This is a delayed but inescapable consequence of China’s birth trends from the era of the notorious one-child policy (1980-2015)
  • Beijing thus far has ignored this looming crisis because planners don’t prepare for things they don’t track. Officials don’t regard data on the family as relevant to statecraft or security. So statistics tally males and females—not uncles, sisters, cousins, widows.
  • We estimate past patterns and project trends through demographic modeling—simulations replicating China’s available population numbers—while “building” family trees consistent with those figures. We can approximate nationwide changes in China’s extended family networks in the past with reasonable validity and describe what lies ahead with fair confidence.
  • we are only now living through the era of “peak kin” in China. In terms of sheer numbers, Chinese networks of blood relatives were never nearly as thick as at the start of the 21st century.
  • Because of dramatic postwar improvements in health and mortality, men and women in their 40s today have on average five times as many living cousins as in 1960.
  • China’s “kin explosion” may be an important, heretofore unobserved factor in China’s remarkable economic performance since Mao Zedong’s death in 1976.
  • China is now on the cusp of a severe and unavoidable “kin crash,” driven by prolonged subreplacement fertility
  • China’s rising generations will likely have fewer living relatives than ever before in Chinese history.
  • A “kin famine” will thus unfold unforgivingly over the next 30 years—starting now. As it intensifies, the Chinese family—the most important institution protecting Chinese people against adversity in bad times and helping them seize opportunity in good times—will increasingly falter in both these crucial functions.
  • China’s withering of the family is set to collide with a tsunami of new social need from the country’s huge elderly population, whose ranks will more than double between 2020 and 2050
  • By 2050 living parents and in-laws will outnumber children for middle-aged Chinese men and women. Thus exigency may overturn basic familial arrangements that have long been taken for granted. The focus of the family in China will necessarily turn from the rearing of the young to the care of the old.
  • The reliability and durability of familial bonds of duty will be an increasingly critical question—perhaps even a matter of life and death for many, including frail and impecunious elders in the Chinese hinterlands
  • growing numbers of men in decades ahead will enter old age without spouses or children—the traditional sources of support for the elderly.
  • by 2050, 18% of China’s men in their 60s will have no living descendants, twice the fraction today.
  • who will look after these unfortunates?
  • Still worse than the macroeconomic implications of old-age dependency may be the effect of China’s family crisis on the so-called micro-foundations of the national economy—the little things that make markets work.
  • Since earliest recorded history, China’s guanxi networks, a distinctive form of special relationships and professional connections, have helped get business done by reducing uncertainty and transaction costs. The proliferation of blood relatives was likely a powerful stimulant for growth during the era of China’s phenomenal upswing.
  • the kin dearth may prove an economic depressant well beyond what current “head count” projections suggest.
  • China’s coming family revolution could easily conduce to a rise in personal risk aversion. Risk aversion may in turn dampen mobility, including migration.
  • Less migration means less urbanization, which means less growth—and possibly still more pessimism and risk aversion.
  • If the waning of the family requires China to build a huge social welfare state over the coming generation, as we surmise it will, Beijing would have that much less wherewithal for influencing events abroad through economic diplomacy and defense policy.
  • by 2050 at least half of China’s overall pool of male military-age manpower will be made up of only children. Any encounter by China’s security forces involving significant loss of life will presage lineage extinction for many Chinese families.
  • Autocracies are typically tolerant of casualties—but maybe not in the only-child China of today and the decades ahead.
  • Failure to contemplate the implications of the coming changes in Chinese family structure could prove a costly blind spot for the Communist Party. Blind spots expose governments to the risk of strategic surprise. The consequences of social, economic and political risks tend to be greatest when states aren’t prepared for them.
Javier E

The Only Way to Deal With the Threat From AI? Shut It Down | Time - 0 views

  • An open letter published today calls for “all AI labs to immediately pause for at least 6 months the training of AI systems more powerful than GPT-
  • This 6-month moratorium would be better than no moratorium. I have respect for everyone who stepped up and signed it. It’s an improvement on the margin
  • he rule that most people aware of these issues would have endorsed 50 years earlier, was that if an AI system can speak fluently and says it’s self-aware and demands human rights, that ought to be a hard stop on people just casually owning that AI and using it past that point. We already blew past that old line in the sand. And that was probably correct; I agree that current AIs are probably just imitating talk of self-awareness from their training data. But I mark that, with how little insight we have into these systems’ internals, we do not actually know.
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  • The key issue is not “human-competitive” intelligence (as the open letter puts it); it’s what happens after AI gets to smarter-than-human intelligence. Key thresholds there may not be obvious, we definitely can’t calculate in advance what happens when, and it currently seems imaginable that a research lab would cross critical lines without noticing.
  • Many researchers steeped in these issues, including myself, expect that the most likely result of building a superhumanly smart AI, under anything remotely like the current circumstances, is that literally everyone on Earth will die. Not as in “maybe possibly some remote chance,” but as in “that is the obvious thing that would happen.”
  • It’s not that you can’t, in principle, survive creating something much smarter than you; it’s that it would require precision and preparation and new scientific insights, and probably not having AI systems composed of giant inscrutable arrays of fractional numbers.
  • Absent that caring, we get “the AI does not love you, nor does it hate you, and you are made of atoms it can use for something else.”
  • Without that precision and preparation, the most likely outcome is AI that does not do what we want, and does not care for us nor for sentient life in general. That kind of caring is something that could in principle be imbued into an AI but we are not ready and do not currently know how.
  • The likely result of humanity facing down an opposed superhuman intelligence is a total loss
  • To visualize a hostile superhuman AI, don’t imagine a lifeless book-smart thinker dwelling inside the internet and sending ill-intentioned emails. Visualize an entire alien civilization, thinking at millions of times human speeds, initially confined to computers—in a world of creatures that are, from its perspective, very stupid and very slow. A sufficiently intelligent AI won’t stay confined to computers for long. In today’s world you can email DNA strings to laboratories that will produce proteins on demand, allowing an AI initially confined to the internet to build artificial life forms or bootstrap straight to postbiological molecular manufacturing.
  • There’s no proposed plan for how we could do any such thing and survive. OpenAI’s openly declared intention is to make some future AI do our AI alignment homework. Just hearing that this is the plan ought to be enough to get any sensible person to panic. The other leading AI lab, DeepMind, has no plan at all.
  • An aside: None of this danger depends on whether or not AIs are or can be conscious; it’s intrinsic to the notion of powerful cognitive systems that optimize hard and calculate outputs that meet sufficiently complicated outcome criteria.
  • I didn’t also mention that we have no idea how to determine whether AI systems are aware of themselves—since we have no idea how to decode anything that goes on in the giant inscrutable arrays—and therefore we may at some point inadvertently create digital minds which are truly conscious and ought to have rights and shouldn’t be owned.
  • I refrained from signing because I think the letter is understating the seriousness of the situation and asking for too little to solve it.
  • the thing about trying this with superhuman intelligence is that if you get that wrong on the first try, you do not get to learn from your mistakes, because you are dead. Humanity does not learn from the mistake and dust itself off and try again, as in other challenges we’ve overcome in our history, because we are all gone.
  • If we held anything in the nascent field of Artificial General Intelligence to the lesser standards of engineering rigor that apply to a bridge meant to carry a couple of thousand cars, the entire field would be shut down tomorrow.
  • We are not on course to be prepared in any reasonable time window. There is no plan. Progress in AI capabilities is running vastly, vastly ahead of progress in AI alignment or even progress in understanding what the hell is going on inside those systems
  • Many researchers working on these systems think that we’re plunging toward a catastrophe, with more of them daring to say it in private than in public; but they think that they can’t unilaterally stop the forward plunge, that others will go on even if they personally quit their jobs.
  • This is a stupid state of affairs, and an undignified way for Earth to die, and the rest of humanity ought to step in at this point and help the industry solve its collective action problem.
  • When the insider conversation is about the grief of seeing your daughter lose her first tooth, and thinking she’s not going to get a chance to grow up, I believe we are past the point of playing political chess about a six-month moratorium.
  • The moratorium on new large training runs needs to be indefinite and worldwide. There can be no exceptions, including for governments or militaries. If the policy starts with the U.S., then China needs to see that the U.S. is not seeking an advantage but rather trying to prevent a horrifically dangerous technology which can have no true owner and which will kill everyone in the U.S. and in China and on Earth
  • Here’s what would actually need to be done:
  • Shut down all the large GPU clusters (the large computer farms where the most powerful AIs are refined). Shut down all the large training runs
  • Put a ceiling on how much computing power anyone is allowed to use in training an AI system, and move it downward over the coming years to compensate for more efficient training algorithm
  • Track all GPUs sold. If intelligence says that a country outside the agreement is building a GPU cluster, be less scared of a shooting conflict between nations than of the moratorium being violated; be willing to destroy a rogue datacenter by airstrike.
  • Frame nothing as a conflict between national interests, have it clear that anyone talking of arms races is a fool
  • Make it explicit in international diplomacy that preventing AI extinction scenarios is considered a priority above preventing a full nuclear exchange, and that allied nuclear countries are willing to run some risk of nuclear exchange if that’s what it takes to reduce the risk of large AI training runs.
  • when your policy ask is that large, the only way it goes through is if policymakers realize that if they conduct business as usual, and do what’s politically easy, that means their own kids are going to die too.
Javier E

Sixty years on from the Cuban missile crisis, the US has learned its lessons - but Puti... - 0 views

  • They itched to rectify a military balance that was tipped in favour of the US. The Cuban revolutionaries also approved. Nobody, however, asked Khrushchev what would happen if the Americans discovered the missiles en route to Cuba, before they were ready, or if they reacted violently to them once they were installed. There was no “plan B”.
  • This failure was compounded by sloppy Soviet planning. The head of the Strategic Missile Force, Marshal Sergei Biryuzov, promised Khrushchev that Americans would not discover Soviet missiles because palm trees would cover them. One expert, who knew Cuba’s vegetation better, wanted to object, only to have his superior press on his foot under the table, to make him shut up. The tradition of telling bosses what they wanted to hear while sweeping awkward realities under the rug is not Soviet-Russian monopoly. Yet tradition truly flourished under the Soviets, and warped their decision-making, even in life-and-death situations.
  • There is a whole library of excellent books by US historians on the Cuban missile crisis. Innumerable conferences, seminars and “games” have taken place in an attempt to learn the lessons. No wonder that Biden, his people and the US military no longer share the Kennedy-era “gung-ho” approach to nuclear war. On the contrary, they are extremely careful and attentive to the slightest dangers of escalation in Ukraine. And they are determined that a taboo on the use of nuclear weapons should be maintained.
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  • Ukrainians are aware of their new superiority in conventional arms and want to press their advantage to the maximum.
  • Nuclear escalation seems to be a joker that Putin wants to keep in play. What will he do if more retreat and humiliation come his way? The discussion tends to go in circles, focusing on Putin’s megalomania and his habit of surprising people. All of which leaves a room for a disconcerting level of uncertainty. Clearly, Putin intends to keep it that way. So far, the Russian ruler links the preservation of Russia’s “sovereignty” not to successful diplomacy but to nuclear deterrence and, if need be, brinkmanship.
  • In Moscow, the environment is quite the opposite. Putin, his propagandists and top military no longer say “nuclear war must not be waged”. Instead, they seem to be stoking fears of nuclear conflict. The story of Khrushchev’s gamble and retreat is rarely discussed, and its details have not been digested by the current cohort of decision-makers. Many crucial files still remain secret and forgotten, gathering dust in archives
  • The Ukrainian offensive, backed by US weapons and intelligence, has become part of a precarious web of international security. Will the Ukrainians push to regain all their lost territory or stop at the border of Crimea? Will they start shelling Sevastopol with US-provided missile launchers? If they do, the pressure on Putin to escalate would increase enormously
  • Imagine what Kennedy would have done in October 1962 had the Cubans been given the opportunity to shell cities in Florida. If the Kremlin has no more conventional ways to escalate, the temptation to use a tactical nuclear device will grow.
  • As his delusional gamble in Ukraine produces one military retreat after another, Putin has to find an exit. We simply have no means of knowing what kind of an exit he will choose, and whether it will come with a bang.
Javier E

Opinion | America, China and a Crisis of Trust - The New York Times - 0 views

  • some eye-popping new realities about what’s really eating away at U.S.-China relations.
  • The new, new thing has a lot to do with the increasingly important role that trust, and its absence, plays in international relations, now that so many goods and services that the United States and China sell to one another are digital, and therefore dual use — meaning they can be both a weapon and a tool.
  • In the last 23 years America has built exactly one sort-of-high-speed rail line, the Acela, serving 15 stops between Washington, D.C., and Boston. Think about that: 900 to 15.
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  • it is easy to forget how much we have in common as people. I can’t think of any major nation after the United States with more of a Protestant work ethic and naturally capitalist population than China.
  • These days, it is extremely difficult for a visiting columnist to get anyone — a senior official or a Starbucks barista — to speak on the record. It was not that way a decade ago.
  • The Communist Party’s hold is also a product of all the hard work and savings of the Chinese people, which have enabled the party and the state to build world-class infrastructure and public goods that make life for China’s middle and lower classes steadily better.
  • Beijing and Shanghai, in particular, have become very livable cities, with the air pollution largely erased and lots of new, walkable green spaces.
  • some 900 cities and towns in China are now served by high-speed rail, which makes travel to even remote communities incredibly cheap, easy and comfortable
  • Just when trust has become more important than ever between the U.S. and China, it also has become scarcer than ever. Bad trend.
  • China’s stability is a product of both an increasingly pervasive police state and a government that has steadily raised standards of living. It’s a regime that takes both absolute control and relentless nation-building seriously.
  • For an American to fly from New York’s Kennedy Airport into Beijing Capital International Airport today is to fly from an overcrowded bus terminal to a Disney-like Tomorrowland.
  • China got an early jump on A.I. in two realms — facial recognition technology and health records — because there are virtually no privacy restrictions on the government’s ability to build huge data sets for machine learning algorithms to find patterns.
  • “ChatGPT is prompting some people to ask if the U.S. is rising again, like in the 1990s,”
  • “I understand your feeling: You have been in the first place for a century, and now China is rising, and we have the potential to become the first — and that is not easy for you,” Hu said to me. But “you should not try to stop China’s development. You can’t contain China in the end. We are quite smart. And very diligent. We work very hard. And we have 1.4 billion people.”
  • Before the Trump presidency, he added: “We never thought China-U.S. relations would ever become so bad. Now we gradually accept the situation, and most Chinese people think there is no hope for better relations. We think the relationship will be worse and worse and hope that war will not break out between our two countries.”
  • A lot of people hesitated when I asked. Indeed, many would answer with some version of “I’m not sure, I just know that it’s THEIR fault.”
  • t was repeated conversations like these that got me started asking American, Chinese and Taiwanese investors, analysts and officials a question that has been nagging at me for a while: What exactly are America and China fighting about?
  • the real answer is so much deeper and more complex than just the usual one-word response — “Taiwan” — or the usual three-word response — “autocracy versus democracy.”
  • Let me try to peel back the layers. The erosion in U.S.-China relations is a result of something old and obvious — a traditional great-power rivalry between an incumbent power (us) and a rising power (China) — but with lots of new twists
  • One of the twists, though, is that this standard-issue great-power rivalry is occurring between nations that have become as economically intertwined as the strands of a DNA molecule. As a result, neither China nor America has ever had a rival quite like the other.
  • in modern times, China, like America, has never had to deal with a true economic and military peer with which it was also totally intertwined through trade and investment.
  • Another new twist, and a reason it’s hard to define exactly what we’re fighting about, has a lot to do with how this elusive issue of trust and the absence of it have suddenly assumed much greater importance in international affairs.
  • This is a byproduct of our new technological ecosystem in which more and more devices and services that we both use and trade are driven by microchips and software, and connected through data centers in the cloud and high-speed internet
  • so many more things became “dual use.” That is, technologies that can easily be converted from civilian tools to military weapons, or vice versa.
  • no one country or company can own the whole supply chain. You need the best from everywhere, and that supply chain is so tightly intertwined that each company has to trust the others intimately.
  • when we install the ability to sense, digitize, connect, process, learn, share and act into more and more things — from your GPS-enabled phone to your car to your toaster to your favorite app — they all become dual use, either weapons or tools depending on who controls the software running them and who owns the data that they spin off.
  • As long as most of what China sold us was shallow goods, we did not care as much about its political system — doubly so because it seemed for a while as if China was slowly but steadily becoming more and more integrated with the world and slightly more open and transparent every year. So, it was both easy and convenient to set aside some of our worries about the dark sides of its political system.
  • when you want to sell us ‘deep goods’ — goods that are dual use and will go deep into our homes, bedrooms, industries, chatbots and urban infrastructure — we don’t have enough trust to buy them. So, we are going to ban Huawei and instead pay more to buy our 5G telecom systems from Scandinavian companies we do trust: Ericsson and Nokia.”
  • as we’ve seen in Ukraine, a smartphone can be used by Grandma to call the grandkids or to call a Ukrainian rocket-launching unit and give it the GPS coordinates of a Russian tank in her backyard.
  • So today, the country or countries that can make the fastest, most powerful and most energy efficient microchips can make the biggest A.I. computers and dominate in economics and military affairs.
  • As more and more products and services became digitized and electrified, the microchips that powered everything became the new oil. What crude oil was to powering 19th- and 20th-century economies, microchips are for powering 21st-century economies.
  • When you ask them what is the secret that enables TSMC to make 90 percent of the world’s most advanced logic chips — while China, which speaks the same language and shares the same recent cultural history, makes zero — their answer is simple: “trust.”
  • TSMC is a semiconductor foundry, meaning it takes the designs of the most advanced computer companies in the world — Apple, Qualcomm, Nvidia, AMD and others — and turns the designs into chips that perform different processing functions
  • TSMC makes two solemn oaths to its customers: TSMC will never compete against them by designing its own chips and it will never share the designs of one of its customers with another.
  • “Our business is to serve multiple competitive clients,” Kevin Zhang, senior vice president for business development at TSMC, explained to me. “We are committed not to compete with any of them, and internally our people who serve customer A will never leak their information to customer C.”
  • But by working with so many trusted partners, TSMC leverages the partners’ steadily more complex designs to make itself better — and the better it gets, the more advanced designs it can master for its customers. This not only requires incredibly tight collaboration between TSMC and its customers, but also between TSMC and its roughly 1,000 critical local and global suppliers.
  • As the physics of chip making gets more and more extreme, “the investment from customers is getting bigger and bigger, so they have to work with us more closely to make sure they harvest as much [computing power] as they can. They have to trust you.”
  • China also has a foundry, Semiconductor Manufacturing International Corporation, which is partly state-owned. But guess what? Because no global chip designers trust SMIC with their most advanced designs, it is at least a decade behind TSMC.
  • It’s for these reasons that the erosion in U.S.-China relations goes beyond our increasingly sharp disagreements over Taiwan. It is rooted in the fact that just when trust, and its absence, became much bigger factors in international affairs and commerce, China changed its trajectory. It made itself a less trusted partner right when the most important technology for the 21st century — semiconductors — required unprecedented degrees of trust to manufacture and more and more devices and services became deep and dual use.
  • when American trade officials said: “Hey, you need to live up to your W.T.O. commitments to restrict state-funding of industries,” China basically said: “Why should we live by your interpretation of the rules? We are now big enough to make our own interpretations. We’re too big; you’re too late.”
  • Combined with China’s failure to come clean on what it knew about the origins of Covid-19, its crackdown on democratic freedoms in Hong Kong and on the Uyghur Muslim minority in Xinjiang, its aggressive moves to lay claim to the South China Sea, its increasing saber rattling toward Taiwan, its cozying up to Vladimir Putin (despite his savaging of Ukraine), Xi’s moves toward making himself president for life, his kneecapping of China’s own tech entrepreneurs, his tighter restrictions on speech and the occasional abduction of a leading Chinese businessman — all of these added up to one very big thing: Whatever trust that China had built up with the West since the late 1970s evaporated at the exact moment in history when trust, and shared values, became more important than ever in a world of deep, dual-use products driven by software, connectivity and microchips.
  • it started to matter a lot more to Western nations generally and the United States in particular that this rising power — which we were now selling to or buying from all sorts of dual-use digital devices or apps — was authoritarian.
  • eijing, for its part, argues that as China became a stronger global competitor to America — in deep goods like Huawei 5G — the United States simply could not handle it and decided to use its control over advanced semiconductor manufacturing and other high-tech exports from America, as well as from our allies, to ensure China always remained in our rearview mirror
  • Beijing came up with a new strategy, called “dual circulation.” It said: We will use state-led investments to make everything we possibly can at home, to become independent of the world. And we will use our manufacturing prowess to make the world dependent on our exports.
  • Chinese officials also argue that a lot of American politicians — led by Trump but echoed by many in Congress — suddenly seemed to find it very convenient to put the blame for economic troubles in the U.S.’s middle class not on any educational deficiencies, or a poor work ethic, or automation or the 2008 looting by financial elites, and the crisis that followed, but on China’s exports to the United States.
  • As Beijing sees it, China not only became America’s go-to boogeyman, but in their frenzy to blame Beijing for everything, members of Congress started to more recklessly promote Taiwan’s independence.
  • Xi told President Biden at their summit in Bali in November, in essence: I will not be the president of China who loses Taiwan. If you force my hand, there will be war. You don’t understand how important this is to the Chinese people. You’re playing with fire.
  • at some level Chinese officials now understand that, as a result of their own aggressive actions in recent years on all the fronts I’ve listed, they have frightened both the world and their own innovators at precisely the wrong time.
  • I don’t buy the argument that we are destined for war. I believe that we are doomed to compete with each other, doomed to cooperate with each other and doomed to find some way to balance the two. Otherwise we are both going to have a very bad 21st century.
  • I have to say, though, Americans and Chinese remind me of Israelis and Palestinians in one respect: They are both expert at aggravating the other’s deepest insecurities.
  • China’s Communist Party is now convinced that America wants to bring it down, which some U.S. politicians are actually no longer shy about suggesting. So, Beijing is ready to crawl into bed with Putin, a war criminal, if that is what it takes to keep the Americans at bay.
  • Americans are now worried that Communist China, which got rich by taking advantage of a global market shaped by American rules, will use its newfound market power to unilaterally change those rules entirely to its advantage. So we’ve decided to focus our waning strength vis-à-vis Beijing on ensuring the Chinese will always be a decade behind us on microchips.
  • I don’t know what is sufficient to reverse these trends, but I think I know what is necessary.
  • If it is not the goal of U.S. foreign policy to topple the Communist regime in China, the United States needs to make that crystal clear, because I found a lot more people than ever before in Beijing think otherwise.
  • As for China, it can tell itself all it wants that it has not taken a U-turn in recent years. But no one is buying it. China will never realize its full potential — in a hyper-connected, digitized, deep, dual-use, semiconductor-powered world — unless it understands that establishing and maintaining trust is now the single most important competitive advantage any country or company can have. And Beijing is failing in that endeavor.
  • In his splendid biography of the great American statesman George Shultz, Philip Taubman quotes one of Shultz’s cardinal rules of diplomacy and life: “Trust is the coin of the realm.”
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