Noah Smith (Noahpinion Substack) discusses techno-industrial competition with China and Russia.

Topics include:

• American industry: we’re #2 :( 
• Allies: no longer a luxury
• NEPA sucks
• A brief lesson about nickel
• The death of state capacity: greatly exaggerated?
• Will information destroy liberalism?
• Clowns to the left, clowns to the right
• Hey, let’s *not* be divided and poor

Links:

Noahpinion (Substack)

People are realizing that the Arsenal of Democracy is gone

Happy fun Cold War 2 update

Three holes in the U.S.’ economic strategy against China

How liberal democracy might lose the 21st century

Liberalism is losing the information war