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By standing strong in the face of armed suppression, protesters can supply examples of courage that inspire functionaries to stop carrying out orders, or as Sharp put it, to “withhold cooperation.” Each instance of resistance provides the model for further resistance.

as the inner circles of power join the outer circle in withholding cooperation—the regime crumbles.

Once Twitter applied its rules to Trump—and received accolades for its decision—it inadvertently set a precedent.

A large swath of S&P 500 companies soon calculated that it was better to stand in solidarity with the protests, rather than wait for their employees to angrily pressure them to act.

After the president insisted that governors “dominate” the streets on his behalf, they roundly refused to escalate their response.

As each group of elites refused Trump, it became harder for the next to comply in good conscience.

When the armed forces withhold cooperation, the dictator is finished.

Even if the protests fizzle—and the parade of denunciations comes to an end—it’s worth pausing to marvel at the moment. Despite the divisions of the country, a majority of its people joined together in shared abhorrence of the president, at least for an instant

Republicans in the Trump years have gotten used to competing under rules biased in their favor. They have come to fear that unless the rules favor them, they will lose. And so they have learned to think of biased rules as necessary, proper, and just—and to view any effort to correct those rules as a direct attack on their survival.

What I wrote in 2017 has only become more true since: “We are living through the most dangerous challenge to the free government of the United States that anyone alive has encountered.”

No one has stopped him from defying congressional subpoenas looking into whether he was violating tax and banking laws. No one has stopped him from hiring and promoting his relatives.

Trump’s clemency to Stone reminded others who might hold guilty knowledge—people like Paul Manafort and Ghislaine Maxwell—of the potential benefits to them of staying silent about Trump.

How did Trump get away with using a public power for personal advantage in this way? There’s nothing to stop him. The Constitution vests the pardon power in the president.

a second-term Trump could demand that associates break the law for him—and then protect them when they are caught and face punishment. He could pardon his relatives—and even try to pardon himself.

Abuse of Government Resources for Personal Gain

Mr. Trump’s aides said he enjoyed the frustration and anger he caused by holding a political event on the South Lawn of the White House, shattering conventional norms and raising questions about ethics law violations. He relished the fact that no one could do anything to stop him,

“No one could do anything to stop him.” No one has stopped Trump from directing taxpayer dollars to his personal businesses.

Trump has a lot to hide, both as president and as a businessman. The price of his political and economic survival has been the destruction of oversight by Congress and the discrediting of honest reporting by responsible media

No one has stopped him from using government resources for partisan purposes. No one has stopped him from pressuring and cajoling foreign governments to help his reelection campaign.

No one has stopped him from using his power over the Postal Service to discourage voting that he thinks will hurt him.

The Hatch Act forbids most uses of government resources for partisan purposes. By long-standing courtesy, however, enforcement of that law against senior presidential appointees is left to the president. It’s just assumed that the president will want to comply. But what if he does not? The independent federal agency tasked with enforcing the Hatch Act, the Office of Special Counsel, has found nine senior Trump aides in violation of the law, and has recommended that Trump request their resignation. He has ignored that recommendation.

Abuse of the Pardon PowerOn July 10, 2020, Trump commuted the sentence of his longtime associate Roger Stone. As Stone’s own communications showed, he had acted as an intermediary between the Trump campaign and WikiLeaks in 2016. Had Stone cooperated with federal investigators, the revelations might have been dangerous to Trump. Instead, Stone lied to Congress and threatened other witnesses.Just as Stone was supposed to go to prison, Trump commuted his sentence. Commutation was more useful to the cover-up than an outright pardon. A commuted person retains his Fifth Amendment right not to testify; a pardoned person loses that right.

The Justice Department would be debauched ever more radically, becoming Trump’s own law firm and spending taxpayer dollars to defend him against the consequences of his personal wrongdoing. The hyper-politicization of the Justice and Homeland Security Departments would spread to other agencies.

Directing Public Funds to Himself and His CompaniesIn the 230-year history of the United States, no president before Trump had ever tried to direct public dollars to his own companies—so no Congress had ever bothered to specifically outlaw such activity.

Trump’s superpower is his absolute shamelessness. He steals in plain view. He accepts bribes in a hotel located smack in the middle of Pennsylvania Avenue. His supporters do not object. His party in Congress is acquiescent. This level of corruption in American life is unprecedented.

A willingness to line the Trump family’s pockets has become a mark of obeisance and identity, like wearing cowboy boots during the George W.  Bush administration

The result of this almost-universal Republican complicity in Trump’s personal corruption has been the neutering of Congress’s ability to act when corruption is disclosed.

Republicans in the House cheerfully support Trump when he defies subpoenas from Democratic chairs, setting a precedent that probably will someday be used against them.

“No one could do anything to stop him.” In his first term, Trump purged the inspectors general from Cabinet departments and punished whistleblowers. In a second Trump term, the administration would operate ever more opaquely to cover up corruption and breaches in national security.

In a second Trump term, radical gerrymandering and ever more extreme voter suppression by Republican governors would become the party’s only path to survival in a country where a majority of the electorate strongly opposes Trump and his party. The GOP would complete its transformation into an avowedly antidemocratic party.

Inciting Political ViolenceTrump has used violence as a political resource since he first declared his candidacy, in the summer of 2015. But as his reelection prospects have dimmed in 2020, political violence has become central to Trump’s message. He wants more of it

“The more chaos and anarchy and vandalism and violence reigns, the better it is for the very clear choice on who’s best on public safety and law and order,” Trump’s adviser Kellyanne Conway said on Fox & Friends on August 27. Two nights later, a 600-vehicle caravan of Trump supporters headed into downtown Portland, Oregon, firing paintball guns and pepper spray, driving toward a confrontation during which one of them was shot dead.

The people best positioned to regulate the level of political violence in the country are local police, whom Trump has again and again urged to do their work in ways that support him, no matter how “tough” that requires them to be. The police are represented by unions often aligned with the Trump campaign

“I can tell you,” Trump said in a March 2019 interview with Breitbart News, “I have the support of the police, the support of the military, the support of the Bikers for Trump—I have the tough people, but they don’t play it tough—until they go to a certain point, and then it would be very bad, very bad.”

Trump’s appeal is founded on a racial consciousness and a racial resentment that have stimulated white racist terrorism in the United States and the world, from the New Zealand mosque slaughter (whose perpetrator invoked Trump) to the Pittsburgh synagogue murders to mass shootings in El Paso, Texas, and Gilroy, California. In recent weeks, political violence has caused those deaths in Kenosha and Portland

It’s a trick of authoritarian populists like Trump to proclaim themselves leaders of “the people,” even as large majorities of the electorate reject them. The authoritarian populist defines “the people” to exclude anyone who thinks differently. Only his followers count as legitimate citizens.

Legend has it that in the 1870s, “Boss” William Tweed, the famously corrupt New York City politician, taunted his critics by saying, “What are you going to do about it?”* Trump’s relentless defiance of law and decency does the same. Congress has done nothing. So it’s up to voters.

Mr. Trump himself has provided no evidence to back up his assertions, apart from citing a handful of Pennsylvania ballots discarded in a dumpster — and immediately tracked down, and counted, by election officials.

Meanwhile, the Department of Homeland Security and the F.B.I. have been issuing warnings, as recently as 24 hours before the debate, about the dangers of disinformation in what could be a tumultuous time after the election.

The world that emerges from the pandemic will be shaped by an adversarial rivalry that is not just about each side’s relative power, but has become an existential competition as each side strives to demonstrate the superiority of its system of government.

Starting with the Winter Olympics in February and culminating with the 20th Communist Party congress later in the year, China will stage a series of tightly choreographed events designed to project the competence, clout and all-round superiority of party rule, and formalise Mr Xi’s position at its helm beyond the ten-year tenure that has hitherto been the norm.

As the year goes on, the near certainty that, health permitting, Mr Trump will be the Republican presidential candidate in 2024 means America’s political debate will be overshadowed by fears of the biggest constitutional crisis since the civil war.

If the theatre of politics makes Western democracy look dysfunctional relative to Chinese autocracy, 2022 may offer a different verdict on which system delivers the most competent economic management. From tech companies to post-pandemic reopening, China and America are taking starkly divergent approaches to similar challenges

America and the rest of the West will move into a living-with-covid mindset. The disease will not disappear, but become endemic. Booster jabs will become the norm, remaining travel restrictions will be relaxed and lockdowns will become a thing of the past

China, by contrast, will stick with a zero-covid policy throughout 2022. Having terrified its citizens about the disease and touted its toughness as a mark of superiority, China’s government cannot easily change course. The country will remain walled off from the rest of the world with long quarantines and sharply restricted travel.

In both of these cases, China’s draconian approach will eventually cause economic damage.

All this will complicate China’s already challenging macroeconomic environment. China-watchers have worried for years about the consequences of unwinding the country’s enormous property boom and the jaw-dropping levels of debt that accompanied it. The crisis at Evergrande, a huge developer, suggests that this tricky transition is at last under way. It will dominate 2022 as other property-related firms fail. Add to that structural challenges, from a shrinking workforce to a rapidly growing number of old-age dependents, and the economic pressures are considerable. Annual GDP growth could fall to 5%

With covid-19 behind it, its fiscal tightening mostly complete and (assuming some version of Mr Biden’s bill is passed) with a long-overdue effort to improve infrastructure under way, America’s economy could grow smartly, even as its politics frays. GDP growth of 4%, not far off China’s, is plausible.

in theory the two sides could make progress in plenty of areas, such as devising a sensible deal on trade and technology to replace the tariffs of the Trump era; agreeing on a common approach to cyber-security, nuclear non-proliferation or the militarisation of space; or finding ways to accelerate the clean-energy transition in the wake of the COP26 climate meeting in Glasgow.

The good news is that a military confrontation seems unlikely in 2022. The overriding need to preserve stability in the run-up to the party congress will discourage China from adventurism or excessive sabre-rattling, whether around Taiwan or in the South China Sea. The bad news is that the Thucydides Trap will not have gone away.

Lenin argues that socialist consciousness, at least initially, can only be brought to workers "from without." This became the basis for saying that Lenin believed workers must be led by intellectuals.

Lenin wanted the working class to lead the struggle against autocracy. That's his modus operandi in its entirety.

It teaches us that socialists cannot simply participate in the struggle, but must strive to always bring their politics to the struggle, and find ways to advance that struggle to the next level.

Lenin makes clear that workers cannot lead the fight for socialism if they are encouraged to fight only around economic issues at the workplace. Their own experience of struggle, combined with the propaganda and agitation of socialists, must instill in them an instinctive hatred of all forms of oppression, "no matter what stratum of people" are affected.

"He is not Social Democrat who forgets in practice," argues Lenin, "his obligation to be ahead of all in raising, accentuating and solving every general democratic question," from freedom of assembly, to the rights of women and national minorities.

A “civilization-based world order” was emerging, in which societies “sharing cultural affinities” were more likely to group themselves into alliances or blocs.

And the would-be universalism of the West was setting the stage for sustained conflict with rival civilizations, most notably with China and the Islamic world.

These claims were the backbone of Huntington’s book “The Clash of Civilizations and the Remaking of World Order,” which was seen as a sweeping interpretive alternative to Francis Fukuyama’s “end of history” thesis, with its vision of liberal democracy as the horizon toward which post-Cold War societies were likely to converge.

often lately Huntington has been invoked either warily, on the grounds that Putin wants a clash of civilizations and we shouldn’t give it to him, or in dismissal or critique, with the idea being that his theory of world politics has actually been disproved by Putin’s attempt to restore a Greater Russia.

Christopher Caldwell also invokes Huntington’s seemingly falsified predictions about Orthodox Christian unity. But then he also offers a different reason to reject Huntington’s application to our moment, suggesting that the civilizational model has been a useful framework for understanding events over the last 20 years, but lately we have been moving back to a world of explicitly ideological conflict — one defined by a Western elite preaching a universal gospel of “neoliberalism” and “wokeness,” and various regimes and movements that are trying to resist it.

Caldwell’s analysis resembles the popular liberal argument that the world is increasingly divided between liberalism and authoritarianism, democracy and autocracy, rather than being divided into multiple poles and competing civilizations.

if you want to understand the direction of global politics right now, the Huntington thesis is more relevant than ever.

The first years of the 21st century, in other words, provided a fair amount of evidence for the universal appeal of Western capitalism, liberalism and democracy, with outright opposition to those values confined to the margins — Islamists, far-left critics of globalization, the government of North Korea.

American power has obviously declined relative to our rivals and competitors, or that our post-9/11 efforts to spread Western values by force of arms so often came to grief.

The specific divergences between the world’s major powers have also followed, in general ways, the civilizational patterns Huntington sketched out.

None of the emerging non-Western great powers have yet built grand alliances based on civilizational affinities, meaning that the third of the four big Huntingtonian predictions looks like the weakest one tod

wherever smaller countries are somehow “torn,” in his language, between some other civilization and the liberal West, they usually prefer an American alliance to an alignment with Moscow or Beijing.

This speaks to the West’s resilient appeal, to enduring American advantages even in a multipolar world. But it doesn’t mean that liberalism is poised for some sweeping return to the position it occupied when American strength was at its height.

while aspects of Fukuyama’s end of history have clearly spread beyond the liberal West, it’s as often the shadow side of his vision — consumerism and childless anomie — as the idealism of democracy and human rights.

Still less does the conflict in Ukraine mean that the export of American-style “wokeness,”

Quite the reverse: Most of wokeness feels inward-looking and parochial, a specifically Western and especially Anglo-American response to disappointments with the neoliberal period

the current culture war may actually be reducing ethnic polarization in our political parties — drawing some racial minorities rightward, for instance — while resurfacing some of the oldest divides in Anglo-American politics.

The woke often seem like heirs of the New England Puritans and the utopian zeal of Yankeedom; their foes are often Southern evangelicals and conservative Catholics and the libertarian descendants of the Scots-Irish; and the stakes in the debates are competing interpretations of the American founding, the Constitution, the Civil War and the settlement of the frontier.

if there’s going to be a clash of civilizations, the clash inside America is over what kind of civilization ours should be.

the Englishness of Brexit only matters if people see themselves as something other than British.

Brexit revealed the scale of the problem that was already there.

he passage reminded me of a conversation I’d had with a figure who had been close to Boris Johnson and worried that the U.K. was in danger of becoming an anachronism like the Kingdom of the Two Sicilies or the Austro-Hungarian empire.

Britain, this person said, was failing because it had grown lazy and complacent, unable to act with speed and purpose. The state had stopped paying attention to the basics of government, whether that was the development of its economy, the protection of its borders, or the defense of the realm. Instead, it had become guilty of a failed elite groupthink that had allowed separatism to flourish, wealth to concentrate in London and its surrounding areas, and the political elite to ignore the public mood.

Austria-Hungary did not, as is often portrayed, disintegrate because it was illegitimate or a relic of a bygone era. It fell apart because in its desperation to survive World War I, it undermined the foundation of its legitimacy as an empire of nations, becoming instead an Austrian autocracy. In its scramble to survive, it forgot who it was.

States that have forgotten who they are tend not to last long.The Soviet Union, Yugoslavia, Austria-Hungary, the Kingdom of the Two Sicilies: In each case, the breakup came about because of the demands of the dominant state in the union (or from outside the union, in the case of Sicily) as much as the demand for independence or autonomy from the peripheries.

One of the problems in Britain is that the loss of faith in the country is now so pervasive that it is hard to know whether it can be rebuilt

if Britain is to survive, it has to believe that there is such a thing as Britain and act as though that is the case. Joseph Roth wrote that the old Austro-Hungarian monarchy died “not through the empty verbiage of its revolutionaries, but through the ironical disbelief of those who should have believed in, and supported, it.” In time, we might well say the same of Britain.

Outside the European Union, Britain’s collective experience becomes more national by definition. Its economy diverges from the EU, with separate trading relationships, tariffs, standards, and products. It will have its own British immigration system, border checks, and citizenship. For good or bad, Brexit means that Britain will become more distinct from the other nations of Europe.

Brexit is unlikely to be the decisive factor either way. Unless people in Scotland believe that they are also British and that the British government and state is their government and state, nothing else matters.

At the end of The Leopard, as the prince lies dying in his old age, he realizes that his youthful calm about the fate of his class and country had been misplaced—he had been wrong to think nothing would change. “The significance of a noble family lies entirely in its traditions, that is in its vital memories,” he says to himself. But the revolution has swept away his family’s old aristocratic privileges and way of life. The meaning of his name, of being noble, had become, more and more, little more than “empty pomp.”

The United Kingdom of Great Britain and Northern Ireland remains an unusual country, but its vital memories are dying. To survive, it must be more than empty pomp.

Yet three increasingly authoritarian NATO nations — Poland, Hungary and Turkey — play key roles in the coalition aiding Kyiv. And the United States is grappling with internal assaults to its own democracy.

The war lends urgency to Mr. Biden’s climate change agenda, reinforcing the need for more reliance on renewable clean energy over the fossil fuels that fill Russian coffers.

Yet it has already generated new pressure to increase the short-term supply of oil from the likes of Venezuela’s isolated dictatorship and Saudi Arabia’s authoritarian monarchy.

While some experts warn that a renewed focus on Europe will inevitably divert attention from Asia, several top White House officials say the United States can capitalize on how the war has convinced some Asian governments that they need to work more closely with the West to build up a global ideological front to defend democracy.

“What we are seeing now is an unprecedented level of Asian interest and focus,”

“And I believe one of the outcomes of this tragedy will be a kind of new thinking around how to solidify institutional connections beyond what we’ve already seen between Europe and the Pacific,”

Mr. Biden sought to rebuild American alliances, but did so largely in the name of confronting China.

The Russian invasion has expanded his mission dramatically and urgently, setting the stage for a seismic geopolitical shift that would pit the United States and its allies against China and Russia at once if they form an entrenched anti-Western bloc

“We’ve been trying to get to a new era for a long time,” he said. “And now I think Putin’s invasion has necessitated an American return to the moral high ground.”

Saudi Arabia has declined so far to increase oil production, while the United Arab Emirates waited until Wednesday to ask the OPEC nations to do so. American officials were also furious with the U.A.E. for declining to vote on a United Nations Security Council resolution to condemn Russia, though it did support a similar resolution later in the U.N. General Assembly.

The unreliability of the two nations and Russia’s place in the oil economy have increased momentum within the Biden administration to enact policies that would help the United States more quickly wean itself off fossil fuels and confront the climate crisis.

“We may see more fundamental questioning about the value of these partnerships,” Ms. Kaye said. “These states already believe the U.S. has checked out of the region, but their stance on Russia may only strengthen voices calling for a further reduction of U.S. forces in the region.”

“In times of crisis, there is sometimes a tension between our values and our interests,” said Andrea Kendall-Taylor, a senior fellow at the Center for a New American Security. “In the short term, we’re going to have to prioritize pushing back against Russia, at the risk of taking our foot off the gas on the democracy and human rights concerns that had been at the front and center of the Biden administration’s agenda.”

They call the advocates for diversity “biased” and defenders of social stagnation “impartial.” They prefer ideology to ideas, replacing the exquisite democratic choreography of checks and balances with the myopic march of majoritarianism.

We’re in a mean-spirited moral free-for-all, a climate polluted by bombastic insensitivity, antisemitism, racism, sexism, islamophobia, homophobia and discrimination generally

Too often, law and justice are in a dysfunctional relationship. Too often, hate kills, truth is homeless and lives don’t matter.

We need to put justice back in charge, and to do that, we need to put compassion back in the service of law and law in the service of humanity. We need the rule of justice, not just the rule of law.

what’s the point of law? Or lawyers? What good is the rule of law if there’s no justice?

to make justice happen, we can never forget how the world looks to those who are vulnerable.

My life started in a country where there had been no democracy, no rights, no justice. No one with this history does not feel lucky to be alive and free. No one with this history takes anything for granted. And no one with this history does not feel that we have a particular duty to wear our identities with pride and to promise our children that we will do everything humanly possible to keep the world safer for them than it was for their grandparents

This, it strikes me, is not only a political choice, but a reneging on a historical deal, forged in the colossal upheavals of the Enlightenment, the Industrial Revolution, and revolution in England, the US and Europe.

You can hear the language and logic of this economic dictatorship everywhere. Tony Blair tells us that with an ageing population, a climate crisis, higher debt interest and an economic workforce increasingly constrained in its ability to seek services such as housing and healthcare outside the public sector, we should be ready to not wait for the NHS and use private health providers for minor health matters, and that we should ultimately be “taxing less and spending less”.

The result is a sort of ambient autocracy, where personal choices are increasingly dictated by forces that you had no say in creating and have no means of overthrowing.

The trade-off was that we would lose the traditional supports and solaces of rural values and extended families, but become free from their prejudices and patriarchies, and the associated economic and political exploitations of a hierarchical system that was skewed to landowners, rent seekers and those imbued with authority because of where they were born in that hierarchy.

to choose how to live our lives. “The only freedom which deserves the name,” wrote John Stuart Mill, “is that of pursuing our own good, in our own way, so long as we do not attempt to deprive others of theirs, or impede their efforts to obtain it.”

That good is now increasingly limited to those who can afford it – who can purchase the liberty to love, leave and leisure, and the right to indulge in creative work and expression.

The rest are caught in a halfway house between the old and new worlds.

Bereft of the support and proximity of family and community, people are deprived of the social safety net that was supposed to replace it, increasingly having to fork out funds for childcare, subsidising boomeranging single children and elderly parents while paying tax, or fretting about their fates in a cutthroat housing market and a scandalously underfunded care system.

Anything that disturbs this tenuous balance cannot be contemplated, so the shackles to partners, employers and imperfect domestic arrangements grow ever tighter.

I grew up in the old world and saw only its limitations, chafing against it and impatient for some individual autonomy. My mother had four children, working throughout her childbearing years as a school teacher, only able to go back to work because, with each child, a new family member would move in, or move back in, to help. They joined others who lived with us on and off over the years when they needed housing.

My parents were distant but seemed to be broadly content figures, either at work or obscured by a blur of relatives they were constantly entertaining, feeding or cleaning up after in a gaggle of chat, laughter and gossip. The price for that mutual communal facilitation was paid in other ways – a violating lack of privacy and personal space, and a sense that everyone’s lives, in their most private and intimate detail, were the subject of others’ opinions and policing. It was a “gilded cage”, as it is called in Orientalist literature

In hindsight now, and in adulthood and parenthood, having experienced both in the new world, I can see that gilded cages come in many forms

We tend to take it for granted, but it is an astonishing novelty in human history. For thousands of years, military expenditure was by far the biggest item on the budget

The decline of war didn’t result from a divine miracle or from a change in the laws of nature. It resulted from humans making better choices. It is arguably the greatest political and moral achievement of modern civilisation.

he fact that it stems from human choice also means that it is reversible.

Technology, economics and culture continue to change. The rise of cyber weapons, AI-driven economies and newly militaristic cultures could result in a new era of war, worse than anything we have seen befor

Maybe the law of the jungle is a choice rather than an inevitability?

a poor choice by just one side can lead to war.

This is why the Russian threat to invade Ukraine should concern every person on Earth

The first and most obvious result of a return to the law of the jungle would be a sharp increase in military spending at the expense of everything else

A return to the jungle would also undermine global co-operation on problems such as preventing catastrophic climate change or regulating disruptive technologies such as artificial intelligence and genetic engineering.

If you believe that historic change is impossible, and that humanity never left the jungle and never will, the only choice left is whether to play the part of predator or prey.

To enjoy peace, we need almost everyone to make good choice

If so, any leader who chooses to conquer a neighbour will get a special place in humanity’s memory, far worse than your run-of-the-mill Tamerlane. He will go down in history as the man who ruined our greatest achievement

perhaps we can learn from the Ukrainians.

They endured two centuries of tsarist autocracy (which finally collapsed amidst the cataclysm of the first world war). A brief attempt at independence was quickly crushed by the Red Army that re-established Russian rule. Ukrainians then lived through the terrible man-made famine of the Holodomor, Stalinist terror, Nazi occupation and decades of soul-crushing Communist dictatorship. When the Soviet Union collapsed, history seemed to guarantee that Ukrainians would again go down the path of brutal tyranny – what else did they know?

Despite history, despite grinding poverty and despite seemingly insurmountable obstacles, Ukrainians established a democracy. In Ukraine, unlike in Russia and Belarus, opposition candidates repeatedly replaced incumbents

Every old thing was once new. It all comes down to human choices

We may need to forget our pressing worries over inflation and gasoline prices just long enough to take to the streets, with unceasing frequency and in greater numbers, in order to make our beliefs and our voices heard.

the greatest shock of all would be to wake up one morning and find that while we were driving the kids to soccer practice and enjoying that welcome after-work cocktail, more and more of our rights had been stripped away, as has happened in so many countries in which democracy vanished, overnight and in darkness –when, as it were, no one was looking. The overturning of Roe v Wade should shock us even more than it already does – shock us into looking beyond the dance floor of the Titanic and spotting that iceberg, looming in our path, not so very far away.

the authors argue that the first job of a strategic leader is to get the big ideas right. Those who have succeeded include Gerald Templer, who became Britain’s high commissioner for Malaya in 1952 and whose reference to winning “the hearts and minds of the people,”

“remains the most succinct explanation for how to win a counter-insurgency.”

By contrast, the nationalist forces in China, the French in Algeria and the Americans in Vietnam got the big ideas wrong and paid a steep price.

On the 2021 collapse of Afghanistan’s government troops, who had been so expensively trained and equipped under Presidents Bush, Obama, Trump and Biden, Mr. Petraeus remarks that “the troops were brave enough—the 66,000 dead Afghan soldiers killed during the war attest to that. But they fought for an often corrupt and incompetent government that never gained the trust and confidence of local communities, which had historically determined the balance of power within Afghanistan.”

Russia’s invasion of Ukraine in 2022 serves as the book’s case study on how badly Goliath can stumble against David

Elon Musk’s control of the Starlink satellite internet system, they note, gave him a unique veto power over Ukrainian operations in Crimea. “With individual tycoons such as Elon Musk, Mark Zuckerberg and Jeff Bezos wielding such extraordinary power,” the authors tell us, “wars of the future will have to take their influence into account.”

The final chapter teases out the contours of future conflicts. Artificial intelligence, strategic mineral monopolies and “hybrid wars”—where weapons include deepfake disinformation, political manipulation, proxy forces and cyberattacks—cap an incisive look at the next phase of warfare. “Hybrid warfare particularly appeals to China and Russia, since they are much more able to control the information their populaces receive than are their Western adversaries,”

. And with the line between limited and total wars growing fuzzier every year, the combatant of the next war might be a woman sitting at a drone desk, a computer geek hacking into a power grid or a robotics designer refining directed-energy weapons systems.

“Conflict” is, in some ways, an extension of Mr. Roberts’s thesis in “The Storm of War” (2009)—that dictatorships tend to crack under the stress of a sustained war against popular democracies. While autocracies enjoy some advantages at war’s outset—they are nimble and can achieve true strategic surprise, for instance—if the sucker punch doesn’t end the fight quickly, democracies, shocked into action, may bring to bear more motivated, more efficient and often larger forces to turn the tide.

Both men see modern military history as a succession of partnerships created to counter violent challenges from nationalists, terrorists and dictators.

But I was constantly confronted by the contradictions embedded in American leadership, the knowledge that our government arms autocrats while its rhetoric appeals to the dissidents trying to overthrow them or that our nation enforces rules — for the conduct of war, the resolution of disputes and the flow of commerce — while insisting that America be excused from following them when they become inconvenient.

He helped extend the war in Vietnam and expand it to Cambodia and Laos, where the United States rained down more bombs than it dropped on Germany and Japan in World War II. That bombing — often indiscriminately massacring civilians — did nothing to improve the terms on which the Vietnam War ended; if anything, it just indicated the lengths to which the United States would go to express its displeasure at losing.

For decades, he was a coveted guest at gatherings of statesmen and tycoons, perhaps because he could always provide an intellectual framework for why some people are powerful and justified in wielding power

Mr. Kissinger was fixated on credibility, the idea that America must impose a price on those who ignore our demands to shape the decisions of others in the future. It’s hard to see how the bombing of Laos, the coup in Chile or the killings in East Pakistan (now Bangladesh) contributed to the outcome of the Cold War.

But Mr. Kissinger’s unsentimental view of global affairs allowed him to achieve consequential breakthroughs with autocratic countries closer to America’s weight class — a détente with the Soviet Union that reduced the escalatory momentum of the arms race and an opening to China that deepened the Sino-Soviet split, integrated the People’s Republic of China into the global order and prefaced Chinese reforms that lifted hundreds of millions of people out of poverty.

From a strategic standpoint, Mr. Kissinger surely knew, being a superpower carried with it a cavernous margin of error that can be forgiven by history

Now history has come full circle. Around the world, we see a resurgence of autocracy and ethnonationalism, most acutely in Russia’s war against Ukraine

Just a few decades after the end of the Vietnam War, the same countries we’d bombed were seeking expanded trade with the United States. Bangladesh and East Timor are now independent nations that receive American assistance. Chile is governed by a millennial socialist whose minister of defense is Mr. Allende’s granddaughter.

Superpowers do what they must. The wheel of history turns. When and where you live determines whether you get crushed or lifted by it

But that worldview mistakes cynicism — or realism — for wisdom. The story, what it’s all about, matters. Ultimately, the Berlin Wall came down not because of chess moves made on the board of a great game but rather because people in the East wanted to live like the people in the West.

Economics, popular culture and social movements mattered. Despite all our flaws, we had a better system and story.

Credibility, after all, is not just about whether you punish an adversary to send a message to another; it’s also about whether you are what you say you are. No one can expect perfection in the affairs of state any more than in relations among human beings.

But the United States has paid a price for its hypocrisy, though it’s harder to measure than the outcome of a war or negotiation. Over the decades, our story about democracy has come to ring hollow to a growing number of people who can point to the places where our actions drained our words of meaning and “democracy” just sounded like an extension of American interests.

Similarly, our insistence on a rules-based international order has been ignored by strongmen who point to America’s sins to justify their own.

The generous defense is that Mr. Kissinger represented an ethos that saw the ends (the defeat of the Soviet Union and revolutionary Communism) as justifying the means. But for huge swaths of the world, this mind-set carried a brutal message that America has often conveyed to its own marginalized populations: We care about democracy for us, not for them.

In Gaza the United States has supported an Israeli military operation that has killed civilians at a pace that has once again suggested to much of the world that we are selective in our embrace of international laws and norms.

Meanwhile, at home, we see how democracy has become subordinate to the pursuit of power within a chunk of the Republican Party.

This is where cynicism can lead. Because when there is no higher aspiration, no story to give meaning to our actions, politics and geopolitics become merely a zero-sum game. In that kind of world, might makes right.

his is also a cautionary tale. As imperfect as we are, the United States needs our story to survive. It’s what holds together a multiracial democracy at home and differentiates us from Russia and China abroad.

That story insists that a child in Laos is equal in dignity and worth to our children and that the people of Chile have the same right of self-determination as we do. For the United States, that must be a part of national security. We forget that at our peril.

This order has preserved the longest peace in human history.

Notwithstanding the outbreak of conflicts between smaller states, Asia has enjoyed a considerable degree of peace since World War II. The wars of the Greater Middle East pale in comparison with the region’s violent history, only tamed by European imperialism.

And Europe, a continent plagued by continental wars, has been at peace for a quarter century.

This has resulted in unprecedented prosperity, growth in life expectancy, and decline of violence

Most importantly, due to the simple fact that America is the judge, the jury, and the executioner of this order, it has disproportionately benefited Americans

Most Americans though don’t remember the pre-American world. They tend to take the world they live in for granted, not realizing the enormous investment their leaders make in preserving it.

If one studies history, it is obvious that in comparison the American world is a beautiful garden. If unattended, however, the unforgiving law of the jungle will rule.

The core of the American order is a legacy of the Westphalian peace, that the sovereignty of other states must be respected

Detractors argue that America has also broken this rule. True enough. But as much as it is unpopular to say that America is not the world’s policeman, our country has acted as the world’s law enforcement officer. And while citizens do not have a right to be violent with each other, the police have the right to use force against lawbreakers.

A second flaw of this false comparison could be explained by the late Bill Buckley, “to say that we and [Russia] are to be compared is the equivalent of saying that the man who pushes the old lady into the way of an oncoming bus and the man who pushes the old lady out of the way of an oncoming bus are both people who push old ladies around.”

All American wars have been against autocracies. Especially in the recent era, at every point, America has tried to leave behind a democracy.

And unlike the Russian military, the U.S. military has never permanently stayed in a country against the will of a democratic host.

However, there is widespread skepticism about the prospect for change. In eight of the 17 publics, roughly half or more of those polled say the political system needs major changes or a complete overhaul and say they have little or no confidence the system can be changed effectively.

We found that the strongest predictor of being dissatisfied was being unhappy with the current state of the national economy. Another significant predictor was how someone feels about economic opportunity.

dissatisfaction with the way democracy is working was much more common among people who expect that when children in their country today grow up, they will be worse off financially than their parents. The economic pessimists are also especially likely to think their country’s political system needs major changes or needs to be completely reformed. For example, in the United Kingdom, 61% of respondents who are pessimistic about the next generation’s financial prospects think their country needs significant political reform, compared with just 34% among those who are optimistic that the next generation will do better financially than their parents.

People who believe their country is doing a poor job of dealing with the pandemic are consistently more likely to say they are dissatisfied with the way their democracy is working and that they want significant changes to the political system. For instance, 73% of Germans who feel their country is handling the crisis poorly say they believe their political system needs major changes or should be completely overhauled, while just 32% of those who think the country is handling it well express this view.

Across 27 nations we polled in 2018, a median of 54% said that most politicians in their country are corrupt. This sentiment was especially high in Greece (89%) and Russia (82%). When we asked Americans a similar question in the fall of 2020, two-thirds said most politicians are corrupt.

A median of 78% across the 38 nations polled said that “a democratic system where representatives elected by citizens decide what becomes law” is a very or somewhat good way to govern their country. More than half expressed this view in every country polled. However, even at this broad level, enthusiasm for representative democracy was somewhat subdued – a median of only 33% said it is a very good approach to governing.

Across the 16 advanced economies surveyed, a median of just 17% consider American democracy a good model for other countries to follow. A median of 57% think it used to be a good example but has not been in recent years. And around a quarter say the U.S. has never been a good example. The belief that democracy in the U.S. has never been a good model for other nations is especially common among young adults.

For example, a median of 49% believed a system in which “experts, not elected officials, make decisions according to what they think is best for the country” would be very or somewhat good. 

A median of 26% considered “a system in which a strong leader can make decisions without interference from parliament or the courts” a very or somewhat good way to govern.

A median of 24% said “a system in which the military rules the country” would be a very or somewhat good system. In five countries – Vietnam, Indonesia, India, South Africa and Nigeria – roughly half or more expressed this opinion, as did at least 40% in another six nations. And higher-income nations weren’t completely immune: 17% in the United States, Italy and France believed military rule could be a good way to run the country.

For example, 27% of Americans who identified as conservative thought autocracy would be a good way to govern, compared with 14% who identified as liberal. And 20% of conservatives supported military rule, compared with 12% of liberals. People with lower levels of educational attainment were more likely to consider military rule a good way to govern in 23 countries.

A median of more than 67% across 34 countries rated a fair judicial system, gender equality and freedom of religion as very important. But there was less support for holding regular competitive elections, freedom of speech and press freedom. A median of roughly six-in-ten or fewer said it was very important to have free expression on the internet or to allow human rights groups and opposition parties to operate freely.

In Greece, for example, the share who say having people of many different racial, ethnic and religious backgrounds makes their country a better place to live more than doubled between 2017 and 2021. Over the same period, favorable views of diversity increased by about 10 percentage points or more in Japan, the Netherlands, the UK and Spain. Slightly smaller increases can be seen in Germany, South Korea, Australia and Sweden.

A median of 67% across the same 17 publics say racial or ethnic discrimination is a problem where they live. Roughly three-in-ten or more in Germany, Spain, the UK, Greece, France, the U.S. and Italy say it is a very serious problem in their country. Younger adults and those on the ideological left are often more convinced on this point. In the U.S., about two-thirds of Americans on the left say racial and ethnic discrimination is a very serious problem in their country, compared with only 19% of Americans on the political right.

median of 56% across 17 advanced economies surveyed in 2021 say their political system needs major changes or needs to be completely reformed. Roughly two-thirds or more express this opinion in Italy, Spain, the U.S., South Korea, Greece, France, Belgium and Japan.

Across the 17 advanced economies we surveyed in 2021, a median of 61% say their country is more divided than before the outbreak. Moreover, the share of the public that feels this way has risen substantially as the pandemic has worn on. In the spring of 2020, only months into the crisis, just 29% of Canadians believed they were more divided, but a year later 61% express this view.

a median of 64% disagreed with the statement “most elected officials care what people like me think.”

A median of 50% disagreed with the statement “the state is run for the benefit of all the people,” while 49% agreed.

For example, 88% of Italians in 2002 said their government was run for the benefit of all, but only 30% held this view in 2019.

Across 34 nations polled in 2019, a median of 67% agreed that voting gives ordinary people some say about how the government runs things.

He wants to undermine America, to shrink American influence, to remove the power of the democracy rhetoric that so many people in his part of the world still associate with America. He wants America itself to fail.

of all the questions that repeatedly arise about a possible Russian invasion of Ukraine, the one that gets the least satisfactory answers is this one: Why?

Why would Russia’s president, Vladimir Putin, attack a neighboring country that has not provoked him? Why would he risk the blood of his own soldiers?

To explain why requires some history

the most significant influence on Putin’s worldview has nothing to do with either his KGB training or his desire to rebuild the U.S.S.R. Putin and the people around him have been far more profoundly shaped, rather, by their path to power.

Putin missed that moment of exhilaration. Instead, he was posted to the KGB office in Dresden, East Germany, where he endured the fall of the Berlin Wall in 1989 as a personal tragedy.

Putin, like his role model Yuri Andropov, who was the Soviet ambassador to Hungary during the 1956 revolution there, concluded from that period that spontaneity is dangerous. Protest is dangerous. Talk of democracy and political change is dangerous. To keep them from spreading, Russia’s rulers must maintain careful control over the life of the nation. Markets cannot be genuinely open; elections cannot be unpredictable; dissent must be carefully “managed” through legal pressure, public propaganda, and, if necessary, targeted violence.

Eventually Putin wound up as the top billionaire among all the other billionaires—or at least the one who controls the secret police.

Try to imagine an American president who controlled not only the executive branch—including the FBI, CIA, and NSA—but also Congress and the judiciary; The New York Times, The Wall Street Journal, The Dallas Morning News, and all of the other newspapers; and all major businesses, including Exxon, Apple, Google, and General Motors.

He is strong, of course, because he controls so many levers of Russia’s society and economy

And yet at the same time, Putin’s position is extremely precarious. Despite all of that power and all of that money, despite total control over the information space and total domination of the political space, Putin must know, at some level, that he is an illegitimate leader

He knows that this system works very well for a few rich people, but very badly for everyone else. He knows, in other words, that one day, prodemocracy activists of the kind he saw in Dresden might come for him too.

In his mind, in other words, he wasn’t merely fighting Russian demonstrators; he was fighting the world’s democracies, in league with enemies of the state.

All of which is a roundabout way of explaining the extraordinary significance, to Putin, of Ukraine.

Of course Ukraine matters as a symbol of the lost Soviet empire. Ukraine was the second-most-populous and second-richest Soviet republic, and the one with the deepest cultural links to Russia.

modern, post-Soviet Ukraine also matters because it has tried—struggled, really—to join the world of prosperous Western democracies. Ukraine has staged not one but two prodemocracy, anti-oligarchy, anti-corruption revolutions in the past two decades. The most recent, in 2014, was particularly terrifying for the Kremlin

Putin’s subsequent invasion of Crimea punished Ukrainians for trying to escape from the kleptocratic system that he wanted them to live in—and it showed Putin’s own subjects that they too would pay a high cost for democratic revolution.

they are all a part of the same story: They are the ideological answer to the trauma that Putin and his generation of KGB officers experienced in 1989. Instead of democracy, they promote autocracy; instead of unity, they try constantly to create division; instead of open societies, they promote xenophobia. Instead of letting people hope for something better, they promote nihilism and cynicism.

from the Donbas to France or the Netherlands, where far-right politicians hang around the European Parliament and take Russian money to go on “fact-finding missions” to Crimea. It’s a longer way still to the small American towns where, back in 2016, voters eagerly clicked on pro-Trump Facebook posts written in St. Petersburg

China’s technocrats have, to date, demonstrated competence in managing the economy’s imbalances.

Mainland China has delivered significant extra returns -- 87 basis points a year more than the mighty S&P -- for anyone willing to hack the wild volatility

“On balance,” Adam sums up, “If you want to be part of history-making economic transformation, China is still the place to be.”

The third point is where we disagree. We just don’t see China as having any good options for maintaining strong growth. 

we think China’s underlying growth story is coming to an end as the country’s economic imbalances become unsustainable and global decoupling picks up steam. The volatility and low valuations, on the other hand, are likely here to stay. 

Replace bad investment with domestic consumption. 

What imbalances are we talking about? In crude summary, China’s growth has been driven by debt-funded investment, especially in property and infrastructure. The problem is that the returns on these investments are in fast decline, even as debt continues to build up.

This can’t go on forever. Eventually, you have all the bridges, trains, airports and apartment blocks you need, and the return on new ones falls below zero (How do you know that you have arrived at that point? When you have a financial crisis).

The problem is that without a healthy consumer, China’s only real options to create growth are investment and exports -- and at the same time as return on internal investments are declining, the rest of the world, led by the US, are increasingly wary of dependence on Chinese exports. 

What are China’s policy options? Broadly, there are five, as Micheal Pettis explained to us:

Stay with the current model.

Replace bad investment in things like infrastructure and real estate with good investment in things like tech and healthcare.

Beijing has policy options.

Replace bad investment with (even) move exports and a wider current account surplus.

Just quit it with the bad investment. 

we think that options 1 and 5 are not really options at all. The current model will lead to a financial crisis as return on investment falls further and further behind the costs of debt. Simply ceasing to overinvest in infrastructure and real estate, without changing anything else, will simply kill growth. 

Option 2 might be summed up -- as Jason Hsu of Ralient Global Advisors summed it up to us -- as China becoming more like Germany.

The idea is that China would steer more and more money away from real estate and towards high value-add sectors from biotech to chip manufacturing. 

The problem with option 2 is that investment is such a huge part of the Chinese economy that it is difficult to see how that the capital could be efficiently allocated to the country's tech-heavy, high value-add sectors, which are comparatively small

The most promising Chinese firms are swimming in capital as it is. And developing productive capacity isn't just about capital. It takes things the state can't rapidly deploy, like knowhow and intellectual property.

Option 3 is more promising. China could start, as Adam suggests, by building up a proper welfare safety net. But it is reasonable to expect pretty serious social and institutional resistance to this sort of mass redistribution.

why hasn’t China increased its welfare state until now? Longtime China watcher and friend of Unhedged George Magnus suggests it is because of a deep bias in the Chinese policy establishment. “It’s how Leninist systems operate: they think production and supply are everything … if you see a demand problem as a supply problem, you get the wrong answers.”

Option 4, increasing exports’ share of China’s economy even further, may be in the abstract the most appealing. But it runs directly into the fact that both China and the US and its allies have reasons to reduce mutual dependence on their economies.

The emergence of geopolitical divisions between the west, on the one hand, and Russia and China, on the other, will put globalisation at risk. The autocracies will try to reduce their dependence on western currencies and financial markets. Both they and the west will try to reduce their reliance on trade with adversaries. Supply chains will shorten and regionalise… 

Russia must remain a pariah so long as this vile regime survives. But we will also have to devise a new relationship with China. We must still co-operate. Yet we can no longer rely upon this rising giant for essential goods. We are in a new world. Economic decoupling will now surely become deep and irreversible.

In all, the most likely scenario is that China’s growth just keeps slowing. That does not mean that investors in China will necessarily lose money. But it does suggest that generic China exposure -- simply owning Chinese equity or credit indices -- is going to be a losing proposition in the long-term

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.

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.”