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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.”

The whistleblower added that no one in the government knew the true figure of the dead because “we have lost contact with major divisions”.

FSB officers had been ordered to assess the effects of western sanctions, they said, but were told that it was a hypothetical box-ticking exercise. “You have to write the analysis in a way that makes Russia the victor . . . otherwise you get questioned for not doing good work,” they wrote. “Suddenly it happens and everything comes down to your completely groundless analysis.

“[We are] acting intuitively, on emotion . . . our stakes will have to be raised ever higher with the hope that suddenly something might come through for us.

“By and large, though, Russia has no way out. There are no options for a possible victory, only defeat.”

The letter said that Ramzan Kadyrov, the Chechen leader and an ally of Putin, was on the verge of outright conflict with the Russians after his “hit squad”, sent to kill President Zelensky, was destroyed by Ukrainian forces.

Even if Zelensky were killed, the report said, Russia would have no hope of occupying Ukraine. “Even with minimum resistance from the Ukrainians we’d need over 500,000 people, not including supply and logistics workers.”

The analyst said that the SVR, Russia’s foreign intelligence service, was trying to “dig up dirt” to claim that Ukraine had built nuclear weapons, a pretext for a pre-emptive strike.

The 2,000-word document was published by Vladimir Osechkin, a Russian human rights activist who runs the anti-corruption website Gulagu.net.

Christo Grozev, an expert on the Russian security services, said he had shown the letter to two FSB officers, both of whom had had “no doubt it was written by a colleague”.

The war, the writer said, had been given a “provisional deadline” of June because by then the Russian economy will have collapsed. “I have hardly slept at all recently, working all hours, in a brain-fog,” they wrote. “Maybe it’s from overwork, but I feel like I am in a surreal world. Pandora’s Box has been opened.”

The author said they could not rule out international conflict and that they were expecting “some f***ing adviser to convince the leadership” to send an ultimatum to the West threatening war if sanctions were not lifted.

“What if the West refuses?” they wrote. “In that instance I won’t exclude that we will be pulled into a real international conflict, just like Hitler in 1939.” Elsewhere in the letter they said: “Our position is like Germany in 1943-44 — but that’s our starting position.”

North Korea conducted seven missile tests in January, more than in all of 2021. ​It refrained from weapons tests ​for most of February, possibly out of deference to China, its neighbor and only major ally, which was hosting the Winter Olympics in Beijing.

​The resumption of North Korean weapon tests comes as the Biden administration is focused on the crisis in Ukraine, and as South Korea is in the midst of a presidential campaign. South Korea goes to the polls on Wednesday to elect the replacement for President Moon Jae-in, whose single five-year term ends in May.

North Korea has often been accused of attempting military provocations to influence elections in the South. Prof. Lee recalled that in December 2012, just a week before the South Korean presidential election, North Korea launched a rocket under the pretext of putting a satellite into orbit.

Since the North does not want a hawkish right-wing leader to take power in the South, it will refrain from attempting a major military provocation before the election, said Cheong Seong-chang, director of the Center for North Korean Studies at the Sejong Institute in South Korea.

But once the election is over, it will likely step up weapons tests to celebrate the 110th birthday of Kim Il-sung, the North Korean founder and grandfather of the current leader, Kim Jong-un, Mr. Cheong said. The senior Kim’s birthday is April 15.

The implications for China extend beyond Ukraine, and even Europe.

“He’s damned if he did know, and damned if he didn’t,” Paul Haenle, a former director for China on the National Security Council, said of whether Mr. Xi had been aware of Russia’s plans to invade. “If he did know and he didn’t tell people, he’s complicit; if he wasn’t told by Putin, it’s an affront.”

In any case, the invasion evidently surprised many in Beijing’s establishment

Mr. Xi’s statement with Mr. Putin on Feb. 4 endorsed a Russian security proposal that would exclude Ukraine from joining the North Atlantic Treaty Organization.

Even so, as Mr. Putin became determined to reverse Ukraine’s turn to Western security protections, Chinese officials began to echo Russian arguments. Beijing also saw a growing threat from American-led military blocs.

“Putin may have done this anyway, but also it was unquestionably an enabling backdrop that was provided by the joint statement, the visit and Xi’s association with all of these things,”

“He owns that relationship with Putin,” Mr. Haenle said. “If you’re suggesting in the Chinese system right now that it was not smart to get that close to Russia, you’re in effect criticizing the leader.”

For decades it sought to build ties with Russia while also keeping Ukraine close.

Over the past years, as growing numbers of Ukrainians supported joining NATO, Chinese diplomats did not raise objections with Kyiv, said Sergiy Gerasymchuk, an analyst with Ukrainian Prism, a foreign policy research organization in Kyiv.

For both leaders, their partnership was an answer to Mr. Biden’s effort to forge an “alliance of democracies.”

Before and shortly after the invasion, Beijing sounded sympathetic to Moscow’s security demands, mocking Western warnings of war and accusing the United States of goading Russia. Over the past two weeks, though, China has sought to edge slightly away from Russia. It has softened its tone, expressing grief over civilian casualties. It has cast itself as an impartial party, calling for peace talks and for the war to stop as soon as possible.

Beijing had its own complaints with NATO, rooted in the bombing of the Chinese Embassy in Belgrade, Serbia, during NATO’s war in 1999 to protect a breakaway region, Kosovo. Those suspicions deepened when NATO in 2021 began to describe China as an emerging challenge to the alliance.

n Feb. 23, a foreign ministry spokeswoman, Hua Chunying, accused Washington of “manufacturing panic.”

Chinese officials tweaked their calls to heed Russia’s security, stressing that “any country’s legitimate security concerns should be respected.” They still did not use the word “invasion,” but have acknowledged a “conflict between Ukraine and Russia.”

“Many decision makers in China began to perceive relations in black and white: either you are a Chinese ally or an American one,”

“They still want to remain sort of neutral, but they bitterly failed.”

Upon his arrival at Rzeszów-Jasionka Airport, Biden will be greeted by Polish President Andrzej Duda and receive a briefing on the humanitarian response to the war. He'll meet with service members from the 82nd Airborne Division in Rzeszów before traveling to Warsaw in the evening.On Saturday, the White House says Biden will hold a bilateral meeting with Duda to discuss how the US and allies are responding to the refugee crisis that has ensued as a result of the war. He'll also deliver remarks before returning to Washington.Biden's travel to Poland comes after meetings on Thursday in Brussels, where he attended a slate of emergency summits, announced new actions -- such as sanctions against hundreds of members of Russia's parliament and a commitment to admit 100,000 refugees fleeing Ukraine -- and conferred with global leaders on how the world will respond if Russia deploys a chemical, biological or nuclear weapon.

Poland, which borders Ukraine to the west, has registered more than 2 million Ukrainian refugees crossing into the country. However, the number of refugees staying in Poland is lower, with many continuing on in their journey to other countries.Earlier this month during Vice President Kamala Harris' trip to Poland, Duda personally asked the vice president to speed up and simplify the procedures allowing Ukrainians with family in the US to come to the country. He also warned Harris that his country's resources were being badly strained by the influx of refugees, even as Poland welcomes them with open arms.The White House says that since February 24, the US has provided more than $123 million to assist countries neighboring Ukraine and the European Union to address the refugee influx, including $48 million in Poland.

Biden brought up that he has visited war zones, saying he understood the plight of refugees."I've been in refugee camps. I've been in war zones for the last 15 years. And it's -- it's devastating," he said.Biden also said the refugee influx is "not something that Poland or Romania or Germany should carry on their own."

The Poland trip also comes two weeks after the US rejected Poland's proposals to facilitate the transfer its MiG-29 fighter jets to Ukraine. The US rejected Poland's proposals over fears that the US and NATO could be perceived as taking an escalatory step, further fomenting conflict between the alliance and Russia -- which adamantly opposes Ukraine's ambitions to join the NATO alliance.Ukrainian President Volodymyr Zelensky has repeatedly requested more aircraft for the invasion, making another appeal to NATO leaders on Thursday.

President Joe Biden has dramatically increased the flow of arms to Ukraine, including anti-tank missiles, anti-aircraft systems, drones, rifles and other weapons. Importantly, it was Trump who first sent lethal aid, in a major reversal from the Obama administration, which refused to send offensive weapons to Ukraine during the early stages of fighting in the eastern Donbas region.But Trump has a checkered past on this topic. As a candidate, his position was unclear at best. Trump campaign aides intervened during the 2016 Republican National Convention to block language from the GOP party platform that called on the US to send lethal arms to Ukraine.

One of his 2016 campaign aides falsely claimed that "Russia did not seize Crimea." "Trump said that Crimea is Russian, because people speak Russian," said Elena Petukhova of Molfar, a Kyiv-based business intelligence firm, who called it an "absolutely pro-Kremlin" view. "According to this logic, the entire territory of the United States should belong to Great Britain."

Trump's biggest lie was about the 2016 election. He rejected the reality that Russia interfered to help him win. Instead, he falsely claimed it was Ukraine who meddled, and that he was the victim. These lies, which he repeated dozens of times, were a double boon to the Kremlin: they downplayed Russia's brazen attack on US democracy, while simultaneously smearing Ukraine.

This was a break from decades of warm US policy toward Ukraine, especially when dealing with leaders like Zelensky who tried to reorient the country toward the West. Former President George W. Bush praised the Ukrainian people in 2004 for protesting a rigged election, and Obama celebrated the 2014 revolution that ousted a Kremlin-friendly government in Kyiv. "When Trump muddies the water by praising Putin, or undermines Zelensky and spreads falsehoods about Ukraine, this has real implications for how this crisis plays out," said Jordan Gans-Morse, a Northwestern University professor who was a Fulbright Scholar in Ukraine. "It shapes public opinion in ways that tie Biden's hands when he's a de facto wartime president."

This strong-arming by Team Trump forced Zelensky, in his first months in office, to navigate a surprisingly hostile relationship with the US, a supposed top ally in his fight against Russia. "Zelensky had more than enough on his plate when he came to power," Gans-Morse said. "The country was already at war with Russia. He's a political novice. And then, on top of that, the most powerful person in the world essentially extorted him, and he had to devote time and energy to deal with that. It's unclear what the full impact was, but it definitely tested Zelensky."

There is no dispute now that Mr Putin wants to defend Russia’s sphere of influence. Right at the start of his speech on February 24th, as his forces invaded Ukraine, he criticised the “expansion of the NATO bloc to the east, bringing its military infrastructure closer to Russian borders”

However, for Professor Mearsheimer to reduce the causes of Russia's invasion to the Bucharest declaration is simplistic and wrong.

For a start, there were some obvious frustrations, fears and mistakes.

The continuing American strategic partnership with Ukraine, which Professor Mearsheimer mentions, may indeed have played a part

Ukrainian defiance in response to Russia’s huge military exercise on its border last year would have been hard for Mr Putin to tolerate. A successful and democratic Ukraine undermines the Russian leader’s own authoritarianism at home.

there was a faulty understanding of the situation on the ground: both America in Iraq and Russia in Ukraine have launched wars on terrible “intelligence”.

Throughout his analysis Professor Mearsheimer pays remarkably little attention to the ideals and political desires of people in countries that have experienced “people power” revolutions.

the break-up of empires is often messy and traumatic. Often foreign military intervention of some kind follows. The end of European colonial empires, and the collapse of the Soviet and Yugoslav empires in the 1990s, forced new or re-constituted states to make fateful decisions. Is citizenship based on ethnicity or simply residence? Should kin living outside the state have a right to citizenship? What frontiers does the state have? What friends and allies? What constitution? What language

Both Georgia and Ukraine faced many if not all of these quandaries in the 1990s—and faced them long before the question of NATO membership arose.

Second, the existence of nuclear weapons outside of Russia necessitated a degree of Western involvement in security matters. An array of nuclear weapons remained in Ukraine

The breakdown of the Budapest Memorandum left Ukraine in an awkward situation. It was unable to trust Russia’s word, but also had reason to doubt Western security guarantees. The idea of full-blooded membership of NATO appeared increasingly attractive but not necessarily more attainable.

The third factor is colour revolutions—the popular revolutions that occurred in many countries in the former Soviet Union in recent decades. They must have reminded Mr Putin of the movements in eastern Europe in 1989 that precipitated the collapse of one communist regime after another.

It suits Mr Putin to treat civil resistance movements as parts of a grand international conspiracy. I have been studying such movements for more than 50 years. In that time all kinds of accusations have been made that such movements are the pawns of outside forces. There is little evidence to support such theories.

there are three other factors that help to explain the current crisis in Ukraine.

These factors suggest that the 2008 proposal to expand NATO to include Georgia and Ukraine is just one among many developments that have made the current crisis so acute

It is arguable, indeed likely, that the NATO expansion proposal made matters worse, as may some other Western actions, but to assert that “the West is principally responsible for the Ukrainian crisis” goes too far.

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

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. 

“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. 

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

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.

Beijing has policy options.

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

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

“I understand he’s between a rock and a hard place,” Ms. Collins told the pollsters, speaking of Mr. Biden’s dilemma. “It just feels like Putin’s not going to stop at Ukraine.”

And that, she said, made her believe that a direct confrontation with Russia was “inevitable

But there was one area of agreement across party lines. Strong majorities in both parties approved of Mr. Biden’s efforts to marshal international support for crippling economic sanctions against Mr. Putin and his allies, with 70 percent of Americans backing a total U.S. ban on oil imports from Russia.

Whether North Korea has mastered the technology needed to send an intercontinental nuclear warhead into space and then guide it back through the earth’s atmosphere to its target is still unclear.

North Korea’s short-range ballistic missile program has made big advances.

When North Korea resumed missile tests in 2019 following the collapse of the Kim-Trump talks, the tests featured three new missiles that used solid fuel, military experts said.

The North has also stockpiled thousands of tons of chemical and biological​ weapons​ ​agents​ that it can deliver with its missiles​​.

“He was asked what he thought. He said they are very good people on both sides. And that’s when I decided I wasn’t going to be quiet any longer,” Biden said of Trump’s response to the violence in Charlottesville. The president, eschewing the historical norm of avoiding domestic political commentary while traveling abroad, proceeded to claim that even US news outlets that oppose him know of his commitment to do “the right thing.”

The president added, “The first G7 meeting I attended, like the one I did today, was in Great Britain. And I sat down and I said, ‘America’s back.’ And one of my counterparts, colleagues, who is a head of state, said, ‘For how long? For how long?’ And so I don’t blame, I don’t criticize anybody for asking that question.”

On March 11, YouTube’s parent company Google announced that it would block Russian state-backed media globally, including within Russia. The policy was an expansion of an earlier announcement that these channels would be blocked within the European Union. “Our Community Guidelines prohibit content denying, minimizing or trivializing well-documented violent events, and we remove content about Russia’s invasion in Ukraine that violates this policy,” Google said in a statement. “In line with that, effective immediately, we are also blocking YouTube channels associated with Russian state-funded media, globally.”

That could leave many millions of Russians cut off from independent news and content shared by opposition activists like Navalny’s team. (It would also effectively delete 75 million YouTube users, or some 4% of the platform’s global total—representing a small but still-significant portion of Google’s overall profits.)

Today, YouTube remains the most significant way for tens of millions of ordinary Russians to receive largely uncensored information from the outside world.

Part of the reason for YouTube’s survival amid the crackdown is its popularity, experts say. “YouTube is by far and away the most popular social media platform in Russia,” says Justin Sherman, a non-resident fellow at the Atlantic Council’s cyber statecraft initiative. The platform is even more popular than VK, the Russian-owned answer to Facebook.

Still, Sherman says the situation is volatile, with Russia now more likely than ever before to ban YouTube. For an authoritarian government like Russia’s, “part of the decision to allow a foreign platform in your country is that you get to use it to spread propaganda and disinformation, even if people use it to spread truth and organize against you,” he says. “If you start losing the ability to spread misinformation and propaganda, but people can still use it to spread truth and organize, then all of a sudden, you start wondering why you’re allowing that platform in your country in the first place.” YouTube did not respond to a request for comment.

On the same day as Navalny’s channel posted the video about Matviyenko, elsewhere on YouTube a very different spectacle was playing out. In a video posted to the channel of the Kremlin-funded media outlet RT, (formerly known as Russia Today,) a commentator dismissed evidence of Russian bombings of Ukrainian cities. She blamed “special forces of NATO countries” for allegedly faking images of bombed-out Ukrainian schools, kindergartens and other buildings.

“YouTube has, over the years, been a really important place for spreading Russian propaganda,” Donovan said in an interview with TIME days before YouTube banned Russian state-backed media.

In July 2021, the Russian government passed a law that would require foreign tech companies with more than 500,000 users to open a local office within Russia. (A similar law passed previously in India had been used by the government there to pressure tech companies to take down opposition accounts and posts critical of the government, by threatening employees with arrest.)

The heightened risk to free expression in Russia Experts say that Russia’s ongoing crackdown on social media platforms heralds a significant shift in the shape of the Russian internet—and a potential end to the era where the Kremlin tolerated largely free expression on YouTube in return for access to a tool that allowed it to spread disinformation far and wide.

grants membership only by unanimous consent.

Mr. Putin is trying to distract from more urgent matters.

Mr. Biden successfully urged NATO to accept Poland, Hungary and the Czech Republic as member states in the late 1990s. The top Democrat on the Senate Foreign Relations Committee at the time, Mr. Biden said that turning the former Cold War adversaries into allies would mark the “beginning of another 50 years of peace” for Europe.

we support Ukraine membership in NATO.

Officials in European nations with stronger liberal governance — notably in Sweden and Finland — have also floated the possibility of joining NATO

After annexing Crimea, Mr. Putin invaded eastern Ukraine and gave military aid to a separatist insurgency there. He did something similar in Georgia in 2008.

Mr. Biden blew past those comments without responding.

the Telluride workshops were being organized by two college-age students, filled with the spirit of the times

From what I gleaned, they involved crudely conveying certain dogmatic assertions, no matter what topic the workshops were ostensibly about:Experiencing hardship conveys authority. There is no hierarchy of oppressions—except for anti-black oppression, which is in a class of its own. Trust black women.Prison is never the answer.Black people need black space.Allyship is usuAlly performative.All non-black people, and many black people, are guilty of anti-blackness.There is no way out of anti-blackness.

It is tempting to add: Such is life. Such is democratic life. We each have different, partial knowledge. We each get things wrong, over and over. At our best, we enter the fray by listening to each other and complementing and challenging the insights of our fellows. In the process, over years, decades, we are oriented toward justice and truth.

Specific words, phrases, arguments, and images from a text offer essential friction for conversation, holding seminar participants accountable to something concrete.

The seminar assumes that each student has innate intelligence, even as we come from different backgrounds, have different amounts and sorts of knowledge, and different skills. We can each be formed best if we take advantage of our differing insights to push each other, over time, again and again. When this practice is occasioned by carefully curated texts—not exclusively “great books,” but texts that challenge each other and us as they probe issues of essential importance—a seminar succeeds.

Each intervention in a seminar is incomplete, and gets things wrong. Each subsequent intervention is also incomplete, and also gets things wrong. But there are plenty of insights and surprises, for each participant looks at a text with different eyes

By its nature, a seminar requires patience. Day by day, one intervention builds on another, as one student notices what another student overlooked, and as the professor guides the discussion toward the most important questions

If the seminar is slow food, the anti-racist workshop put on by college-age students is a sugar rush. All the hashtags are there, condensed, packaged, and delivered from a place of authority. The worst sort of anti-racist workshop simply offers a new language for participants to echo—to retweet out loud.

“Two of the Asian-American students would be expelled from the program.”In the 2022 anti-racism workshops, the non-black students learned that they needed to center black voices—and to shut up.

The effects on the seminar were quick and dramatic. During the first week, participation was as you would expect: There were two or three shy students who only spoke in partner or small-group work, two or three outspoken students, and the rest in the middle. One of the black students was outspoken, one was in the middle, and one was shy. By the second week of the seminar, the two white students were effectively silent. Two of the Asian-American students remained active (the ones who would soon be expelled), but the vast majority of interventions were from the three black students. The two queer students, one Asian and one white, were entirely silent

In their “transformative-justice” workshop, my students learned to name “harms.”

In the language of the anti-racism workshop, a harm becomes anything that makes you feel not quite right. For a 17-year-old at a highly selective, all-expenses-paid summer program, newly empowered with the language of harm, there are relatively few sites at which to use this framework. My seminar became the site at which to try out—and weaponize—this language.

John McWhorter asserts that anti-racism is a new religion. It was an idea I quickly dismissed. Last summer, I found anti-racism to be a perversion of religion: I found a cult

the features of cults have become familiar in popular culture. There is sleep deprivation. Ties to the outside world are severed. The sense of time collapses, with everything cult-related feeling extremely urgent. Participants are emotionally battered. In this weakened state, participants learn about and cling to dogmatic beliefs. Any outsider becomes a threat.

The feature of a cult that seems to be missing from this story is a charismatic leader, enforcing the separation of followers from the world, creating emotional vulnerability, and implanting dogma. Enter Keisha

Pushing anti-racism to its limits, what we reach isn’t just hollow doctrine, but abuse: Pathological relationships that cut us off from the world, from the give-and-take of reasons and feelings unfolding over time that makes up life in the world.

We see this crystal clear in the paradoxes that I encountered

The experience was supposed to be organized around a “transformative justice,” rather than a punitive model, yet the community managed to expel two of its members.

Students continually voiced their desire to find practical actions to help change the world, but after four weeks, they had learned to say that anti-blackness is so foundational, the world could never change

The students wanted freedom, for themselves and for all, but they started to say that the only route to freedom is indoctrination: having me tell them what to think.

Saddest of all, for me, was hearing what the black students said. They needed extra help, they were struggling to understand anything from the readings, and they couldn’t even know what questions to ask unless they had guidance—first Keisha said this, then the black students said it, then their “allies” repeated it in solidarity with them

Disagreement on the right quickly came to be seen as synonymous with disrespect. If “we the people” (the term Trump partisans apply to what they call the “real America”) believe something, then the people deserve to have that view reflected right back to them by their politicians and pundits.

Thus began the coddling of the populist mind

Repeatedly, Fox leaders and personalities who did not seem to believe the 2020 election was stolen referred to the need to “respect” their audience by telling them otherwise. For these Fox staffers, respecting the audience didn’t mean relaying the truth (a true act of respect). Instead, it meant feeding viewers’ insatiable hunger for confirmation of their conspiracy theories.

Politicians are always tempted to pander, but rarely do you see such a complete abdication of anything approaching true moral or political leadership as what transpired at the Waco rally

It’s common to critique the Trumpist movement as a Donald Trump cult, but that’s not quite right anymore. He’s still immensely influential, but do true cultists boo their leader when he deviates from the approved script? Yet that’s what happened in December 2021, when parts of a Dallas rally crowd booed Trump when he said he’d received a Covid vaccine booster. And does anyone think that Trump is a QAnon aficionado? Yet in 2022 he boosted explicit Q content on Truth Social, his social media platform of choice.

There may have been a time when Trump truly commanded his movement. That time is past. His movement now commands him. Fed by conspiracies, it is hungry for confrontation, and rallies like Waco demonstrate its dominance

titled “Tightness-Looseness Across the 50 United States,” the study calculated a catalog of measures for each state, including the incidence of natural disasters, disease prevalence, residents’ levels of openness and conscientiousness, drug and alcohol use, homelessness and incarceration rates.

Gelfand said:Some groups have much stronger norms than others; they’re tight. Others have much weaker norms; they’re loose. Of course, all cultures have areas in which they are tight and loose — but cultures vary in the degree to which they emphasize norms and compliance with them.

states in New England and on the West Coast were the loosest: California, Oregon, Washington, Maine, Massachusetts, Connecticut, New Hampshire and Vermont.

In both 2016 and 2020, Donald Trump carried all 10 of the top “tight” states; Hillary Clinton and Joe Biden carried all 10 of the top “loose” states.

“Rule Makers, Rule Breakers: How Tight and Loose Cultures Wire the World” in 2018, in which she described the results of a 2016 pre-election survey she and two colleagues had commissioned

The results were telling: People who felt the country was facing greater threats desired greater tightness. This desire, in turn, correctly predicted their support for Trump. In fact, desired tightness predicted support for Trump far better than other measures. For example, a desire for tightness predicted a vote for Trump with 44 times more accuracy than other popular measures of authoritarianism.

The 2016 election, Gelfand continued, “turned largely on primal cultural reflexes — ones that had been conditioned not only by cultural forces, but by a candidate who was able to exploit them.”

Along the same lines, if liberals and conservatives hold differing moral visions, not just about what makes a good government but about what makes a good life, what turned the relationship between left and right from competitive to mutually destructive?

Cultural differences, Gelfand continued, “have a certain logic — a rationale that makes good sense,” noting that “cultures that have threats need rules to coordinate to survive (think about how incredibly coordinated Japan is in response to natural disasters).

cultures that don’t have a lot of threat can afford to be more permissive and loose.”

The tight-loose concept, Gelfand argued,is an important framework to understand the rise of President Donald Trump and other leaders in Poland, Hungary, Italy, and France,

The gist is this: when people perceive threat — whether real or imagined, they want strong rules and autocratic leaders to help them survive

My research has found that within minutes of exposing study participants to false information about terrorist incidents, overpopulation, pathogen outbreaks and natural disasters, their minds tightened. They wanted stronger rules and punishments.

The South dominated the tight states: Mississippi, Alabama Arkansas, Oklahoma, Tennessee, Texas, Louisiana, Kentucky, South Carolina and North Carolina

Looseness, Gelfand posits, fosters tolerance, creativity and adaptability, along with such liabilities as social disorder, a lack of coordination and impulsive behavior.

If liberalism and conservatism have historically played a complementary role, each checking the other to constrain extremism, why are the left and right so destructively hostile to each other now, and why is the contemporary political system so polarized?

Gelfand writes that tightness encourages conscientiousness, social order and self-control on the plus side, along with close-mindedness, conventional thinking and cultural inertia on the minus side.

Niemi contended that sensitivity to various types of threat is a key factor in driving differences between the far left and far right.

She cited research thatfound 47 percent of the most extreme conservatives strongly endorsed the view that “The world is becoming a more and more dangerous place,” compared to 19 percent of the most extreme liberals

Conservatives and liberals, Niemi continued,see different things as threats — the nature of the threat and how it happens to stir one’s moral values (and their associated emotions) is a better clue to why liberals and conservatives react differently.

Unlike liberals, conservatives strongly endorse the binding moral values aimed at protecting groups and relationships. They judge transgressions involving personal and national betrayal, disobedience to authority, and disgusting or impure acts such as sexually or spiritually unchaste behavior as morally relevant and wrong.

Underlying these differences are competing sets of liberal and conservative moral priorities, with liberals placing more stress than conservatives on caring, kindness, fairness and rights — known among scholars as “individualizing values

conservatives focus more on loyalty, hierarchy, deference to authority, sanctity and a higher standard of disgust, known as “binding values.”

As a set, Niemi wrote, conservative binding values encompassthe values oriented around group preservation, are associated with judgments, decisions, and interpersonal orientations that sacrifice the welfare of individuals

Just as ecological factors differing from region to region over the globe produced different cultural values, ecological factors differed throughout the U.S. historically and today, producing our regional and state-level dimensions of culture and political patterns.

Niemi cited a paper she and Liane Young, a professor of psychology at Boston College, published in 2016, “When and Why We See Victims as Responsible: The Impact of Ideology on Attitudes Toward Victims,” which tested responses of men and women to descriptions of crimes including sexual assaults and robberies.

We measured moral values associated with unconditionally prohibiting harm (“individualizing values”) versus moral values associated with prohibiting behavior that destabilizes groups and relationships (“binding values”: loyalty, obedience to authority, and purity)

Increased endorsement of binding values predicted increased ratings of victims as contaminated, increased blame and responsibility attributed to victims, increased perceptions of victims’ (versus perpetrators’) behaviors as contributing to the outcome, and decreased focus on perpetrators.

For example, binding values are associated with Machiavellianism (e.g., status-seeking and lying, getting ahead by any means, 2013); victim derogation, blame, and beliefs that victims were causal contributors for a variety of harmful acts (2016, 2020); and a tendency to excuse transgressions of ingroup members with attributions to the situation rather than the person (2023).

What happened to people ecologically affected social-political developments, including the content of the rules people made and how they enforced them

Numerous factors potentially influence the evolution of liberalism and conservatism and other social-cultural differences, including geography, topography, catastrophic events, and subsistence styles

Joshua Hartshorne, who is also a professor of psychology at Boston College, took issue with the binding versus individualizing values theory as an explanation for the tendency of conservatives to blame victims:

I would guess that the reason conservatives are more likely to blame the victim has less to do with binding values and more to do with the just-world bias (the belief that good things happen to good people and bad things happen to bad people, therefore if a bad thing happened to you, you must be a bad person).

Belief in a just world, Hartshorne argued, is crucial for those seeking to protect the status quo:It seems psychologically necessary for anyone who wants to advocate for keeping things the way they are that the haves should keep on having, and the have-nots have got as much as they deserve. I don’t see how you could advocate for such a position while simultaneously viewing yourself as moral (and almost everyone believes that they themselves are moral) without also believing in the just world

Conversely, if you generally believe the world is not just, and you view yourself as a moral person, then you are likely to feel like you have an obligation to change things.

I asked Lene Aaroe, a political scientist at Aarhus University in Denmark, why the contemporary American political system is as polarized as it is now, given that the liberal-conservative schism is longstanding. What has happened to produce such intense hostility between left and right?

There is variation across countries in hostility between left and right. The United States is a particularly polarized case which calls for a contextual explanatio

A central explanation typically offered for the current situation in American politics is that partisanship and political ideology have developed into strong social identities where the mass public is increasingly sorted — along social, partisan, and ideological lines.

I then asked Aaroe why surveys find that conservatives are happier than liberals. “Some research,” she replied, “suggests that experiences of inequality constitute a larger psychological burden to liberals because it is more difficult for liberals to rationalize inequality as a phenomenon with positive consequences.”

Steven Pinker, a professor of psychology at Harvard, elaborated in an email on the link between conservatism and happiness:

t’s a combination of factors. Conservatives are likelier to be married, patriotic, and religious, all of which make people happier

They may be less aggrieved by the status quo, whereas liberals take on society’s problems as part of their own personal burdens. Liberals also place politics closer to their identity and striving for meaning and purpose, which is a recipe for frustration.

Some features of the woke faction of liberalism may make people unhappier: as Jon Haidt and Greg Lukianoff have suggested, wokeism is Cognitive Behavioral Therapy in reverse, urging upon people maladaptive mental habits such as catastrophizing, feeling like a victim of forces beyond one’s control, prioritizing emotions of hurt and anger over rational analysis, and dividing the world into allies and villains.

Why, I asked Pinker, would liberals and conservatives react differently — often very differently — to messages that highlight threat?

It may be liberals (or at least the social-justice wing) who are more sensitive to threats, such as white supremacy, climate change, and patriarchy; who may be likelier to moralize, seeing racism and transphobia in messages that others perceive as neutral; and being likelier to surrender to emotions like “harm” and “hurt.”

The authors used neural imaging to follow changes in the dorsomedial prefrontal cortex (known as DMPFC) as conservatives and liberals watched videos presenting strong positions, left and right, on immigration.

there are ways to persuade conservatives to support liberal initiatives and to persuade liberals to back conservative proposals:

While liberals tend to be more concerned with protecting vulnerable groups from harm and more concerned with equality and social justice than conservatives, conservatives tend to be more concerned with moral issues like group loyalty, respect for authority, purity and religious sanctity than liberals are. Because of these different moral commitments, we find that liberals and conservatives can be persuaded by quite different moral arguments

For example, we find that conservatives are more persuaded by a same-sex marriage appeal articulated in terms of group loyalty and patriotism, rather than equality and social justice.

“political arguments reframed to appeal to the moral values of those holding the opposing political position are typically more effective

We find support for these claims across six studies involving diverse political issues, including same-sex marriage, universal health care, military spending, and adopting English as the nation’s official language.”

In one test of persuadability on the right, Feinberg and Willer assigned some conservatives to read an editorial supporting universal health care as a matter of “fairness (health coverage is a basic human right)” or to read an editorial supporting health care as a matter of “purity (uninsured people means more unclean, infected, and diseased Americans).”

Conservatives who read the purity argument were much more supportive of health care than those who read the fairness case.

Liberals who read the fairness argument were substantially more supportive of military spending than those who read the loyalty and authority argument.

In “Conservative and Liberal Attitudes Drive Polarized Neural Responses to Political Content,” Willer, Yuan Chang Leong of the University of Chicago, Janice Chen of Johns Hopkins and Jamil Zaki of Stanford address the question of how partisan biases are encoded in the brain:

society. How do such biases arise in the brain? We measured the neural activity of participants watching videos related to immigration policy. Despite watching the same videos, conservative and liberal participants exhibited divergent neural responses. This “neural polarization” between groups occurred in a brain area associated with the interpretation of narrative content and intensified in response to language associated with risk, emotion, and morality. Furthermore, polarized neural responses predicted attitude change in response to the videos.

The four authors argue that their “findings suggest that biased processing in the brain drives divergent interpretations of political information and subsequent attitude polarization.” These results, they continue, “shed light on the psychological and neural underpinnings of how identical information is interpreted differently by conservatives and liberals.”

While liberals and conservatives, guided by different sets of moral values, may make agreement on specific policies difficult, that does not necessarily preclude consensus.

or each video,” they write,participants with DMPFC activity time courses more similar to that of conservative-leaning participants became more likely to support the conservative positio

Conversely, those with DMPFC activity time courses more similar to that of liberal-leaning participants became more likely to support the liberal position. These results suggest that divergent interpretations of the same information are associated with increased attitude polarizatio

Together, our findings describe a neural basis for partisan biases in processing political information and their effects on attitude change.

Describing their neuroimaging method, the authors point out that theysearched for evidence of “neural polarization” activity in the brain that diverges between people who hold liberal versus conservative political attitudes. Neural polarization was observed in the dorsomedial prefrontal cortex (DMPFC), a brain region associated with the interpretation of narrative content.

The question is whether the political polarization that we are witnessing now proves to be a core, encoded aspect of the human mind, difficult to overcome — as Leong, Chen, Zaki and Willer sugges

— or whether, with our increased knowledge of the neural basis of partisan and other biases, we will find more effective ways to manage these most dangerous of human predispositions.

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.

If that continues, it will take five years, the length of a British parliament, for AI to become a thousand times more powerful

no one has yet determined how to solve the problem of “alignment” between AI and human values, or which human values those would be. Without that, says the leading US researcher Eliezer Yudkowsky, “the AI does not love you, nor does it hate you, and you are made of atoms it can use for something else”.

The rise of AI is almost certainly one of the two main events of our lifetimes, alongside the acceleration of climate change

open up a new age in which the most successful humans will merge their thinking intimately with that of machines

The stately world of making law and policy is about to be overtaken at great speed, as are many other aspects of life, work and what it means to be human when we are no longer the cleverest entity around.

what should we do about it in the UK? First, we have to ensure we, with allied nations, are among the leaders in this field. That will be a huge economic opportunity, but it is also a political and security imperative

Last week, ministers published five principles to inform responsible development of AI, and a light-touch regulatory regime to avoid the more prescriptive approach being adopted in the EU.

we will need much greater sovereign AI capabilities than currently envisaged. This should be done whatever the cost. Within a few years it will seem ridiculous that we are spending £100 billion on a railway line while being short of a few billion to be a world leader in supercomputing.

Before AI turns into AGI (artificial general intelligence) the UK has a second responsibility: to take the lead on seeking global agreements on the safe and responsible development of AI

even China should agree never to let AI come near the control of nuclear weapons or the creation of dangerous pathogens. The letter from the experts will not stop the AI race, but it should lead to more work on future safety and in parti

Last week, ministers said we should not fear AI. In reality, there is a lot to fear. But like an astronaut on a launch-pad, we should feel fear and excitement at the same time. This rocket is lifting off, it will accelerate, and we all need to prepare now.

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.”