Dan Wang - The US vs China In The 21st Century
Invest Like the Best with Patrick O'Shaughnessy
- Published
- October 16, 2025
- Duration
- 1h 36m
- Summary source
- description
- Last updated
- Jul 5, 2026
Discusses ai, investing.
Summary
My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck. Dan offers the most nuanced framework I've encountered for understanding US-China competition. We explore a critical asymmetry: it's far harder for the US t…
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Show notes
My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck. Dan offers the most nuanced framework I've encountered for understanding US-China competition. We explore a critical asymmetry: it's far harder for the US to rebuild manufacturing capacity than for China to improve scientific research, with profound implications for AI, national security, and inves
Themes
- ai
- investing