I think China has a coordinated plan to dismantle the US…
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I think China has a coordinated plan to dismantle the US economy
I think China has a coordinated plan to dismantle the US economy
Been thinking about this and wanted to see if I'm onto something or just paranoid.
The AI front:
China is taking frontier models, distilling them down, and releasing them for free, accelerating AI intelligence for their end goal, intelligence commoditization. The goal isn't to win the AI race — it's to make intelligence so cheap that nobody needs SaaS anymore. No more paying for software. No more API bills. The US biggest export is basically IP and subscriptions. You can't charge for something that runs free on a laptop.
The EV front:
China wants to take down the petrodollar, and EV is the way to do it. They've poured at least 30 billion into building their EV industry — direct subsidies, tax breaks, cheap land. BYD alone got .7 billion. They now produce ~70% of the world's EVs and went from 0.7M car exports in 2019 to 5.5M in 2024. EV exports grew 87% in a single month last year.
Cheap EVs everywhere → less oil demand → less need for USD to buy oil. The petrodollar is one of America's most powerful weapons. If oil demand peaks, that structural dollar demand erodes.
So my read is:
Two coordinated long bets — commoditize intelligence, commoditize energy — aimed at the two pillars of the US economy: software rents and oil-based dollar demand. From a country that builds things, against one that's increasingly just collecting fees.
And the US, being blinded by short term profits, may let it happen.
Could be totally wrong. Curious where this falls apart.
And to add to the irony, I'm using DeepSeek to write this. Claude too expensive.
#technology
source
I think China has a coordinated plan to dismantle the US economy
Been thinking about this and wanted to see if I'm onto something or just paranoid.
The AI front:
China is taking frontier models, distilling them down, and releasing them for free, accelerating AI intelligence for their end goal, intelligence commoditization. The goal isn't to win the AI race — it's to make intelligence so cheap that nobody needs SaaS anymore. No more paying for software. No more API bills. The US biggest export is basically IP and subscriptions. You can't charge for something that runs free on a laptop.
The EV front:
China wants to take down the petrodollar, and EV is the way to do it. They've poured at least 30 billion into building their EV industry — direct subsidies, tax breaks, cheap land. BYD alone got .7 billion. They now produce ~70% of the world's EVs and went from 0.7M car exports in 2019 to 5.5M in 2024. EV exports grew 87% in a single month last year.
Cheap EVs everywhere → less oil demand → less need for USD to buy oil. The petrodollar is one of America's most powerful weapons. If oil demand peaks, that structural dollar demand erodes.
So my read is:
Two coordinated long bets — commoditize intelligence, commoditize energy — aimed at the two pillars of the US economy: software rents and oil-based dollar demand. From a country that builds things, against one that's increasingly just collecting fees.
And the US, being blinded by short term profits, may let it happen.
Could be totally wrong. Curious where this falls apart.
And to add to the irony, I'm using DeepSeek to write this. Claude too expensive.
#technology
source
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