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2025 Letter

danwang.co

221–230 of 340 posts

Re: 2025 Letter

#221

The insights on American and Chinese industry / tech are undercut by the generic stereotypical “Europeans are smug and backward-looking” comments. A bit disappointing that someone who spends a ton of time analyzing two complex societies (China and the US) falls into Reddit-tier caricature on a third.

[deleted]

Re: 2025 Letter

#222

Earlier quoted context omitted.

China mostly has a single national identity, and provincial differences are way too nuanced to be mapped in the same way that country differences in Europe would be. It would be like trying to get Americans to understand that "Henan man" is a meme similar to the "Florida man" meme.

I thought it was Guangxi man...

No, guangxi isn’t even technically a province (another weirdness), but having been to guangxi a few times (Guilin, Liuzhou, and Nanning), I don’t think anyone thinks much of it beyond it’s beautiful karst and southern culture. Anyways, there is actually a wiki article on henan: https://en.wikipedia.org/wiki/Anti-Henan_sentiment

Re: 2025 Letter

#223

Earlier quoted context omitted.

Would you be able provide some evidence to the contrary when it comes to the topics discussed in the letter? On industrial infrastructure On technology innovation On internet regulation On central planning Otherwise, your comment becomes an anecdote supporting the common stereotypes (assuming you’re from Europe).

I’m responding to comments like this in the article: So I am betting that the US and China are more compelling forces for change. Stalin was fond of telling a story from his experience in Leipzig in 1907, when, to his astonishment, 200 German workers failed to turn up to a socialist meeting because no ticket controller was on the platform to punch their train tickets, citing this experience as proof of the hopelessne…

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Re: 2025 Letter

#224
post #120

Earlier quoted context omitted.

Also, taxes?

tax numbers are irrelevant except as part of a takehome pay calculation. at the very least, pretending that health insurance isnt another tax is a common way to derail these discussions.

That’s right if the quote is net of income tax, but that wasn’t clear. While we’re on the subject we should include the 20% VAT (delta 5-10% sales tax in the states) which is the most regressive tax on the poor there is.

Re: 2025 Letter

#225

I've lived in Silicon Valley for exactly 3 days now. Recently moved from the Midwest. There are two kinds of people in San Jose: locals who are normal folks you'd find anywhere, and techies with the AI brainworm. People who are astonished by the natural beauty of this place, and people who are astonished by an office park because there are Apple and Nvidia logos on it. It's all incredibly weird and I don't like it mu…

It is really quite unfortunate that one of the most naturally beautiful places in the world is full of jobs that require sitting inside in front of a computer all day long.

Re: 2025 Letter

#226
post #93

Earlier quoted context omitted.

The way to respect isn’t through shaming people into it. It’s through demonstration of value, in this case understanding of nuance. Instead we get an application of external logic and values which can’t be used to properly reason about the entity they’re applied to. There’s no need for frustration. We take the stoic approach here. It’s OK. You are a product of your environment. Everything you’ve ever experienced told…

FWIW this comes across as very condescending to me too. Maybe try a different framing.

Interestingly, you’re demonstrating arrogance.

All you’re bringing to the discussion is “my feelings are hurt”. And you’re putting the onus to fix that on me.

You have the power to change your paradigm, but you refuse to. Others have to see things through your lens, you won’t have the flexibility to change yours for a moment.

Meanwhile I’ve started with a plausible explanation of why someone sees things differently.

From the get go, I had more willingness to understand than you did.

How’s that for a framing?

Re: 2025 Letter

#227

The insights on American and Chinese industry / tech are undercut by the generic stereotypical “Europeans are smug and backward-looking” comments. A bit disappointing that someone who spends a ton of time analyzing two complex societies (China and the US) falls into Reddit-tier caricature on a third.

Would you be able provide some evidence to the contrary when it comes to the topics discussed in the letter? On industrial infrastructure On technology innovation On internet regulation On central planning Otherwise, your comment becomes an anecdote supporting the common stereotypes (assuming you’re from Europe).

I mean, you only have to quote the letter itself:

"I have a hard time squaring the poor prospects of Europe over the next decade with the smugness that Europeans have for themselves. I spent most of the summer in Copenhagen. There’s no doubt that quality of life in most European cities is superb, especially for what I care about: food, opera, walkable streets, access to nature. But a decade of low economic growth is biting. European prices and taxes can be so high while salaries can be so low."

This particular kind of American perspective on Europe always falls into the same trap: Not understanding a world where economic performance is _not_ the be-all-and-end-all, not understanding the connection between the benefits of such a world (things that consider externalities - not individuals - in order to exist) with the costs of such a world (taxes).

Re: 2025 Letter

#228

The insights on American and Chinese industry / tech are undercut by the generic stereotypical “Europeans are smug and backward-looking” comments. A bit disappointing that someone who spends a ton of time analyzing two complex societies (China and the US) falls into Reddit-tier caricature on a third.

The attitude here is quite astounding, seeing how any criticism of the author or this piece is seen as some sort of reductionism of his views and european smugness (?!?), all the while the author reduces an entire nation (Germany in this case) to the anecdote of a Georgian mass murderer, probably one of the most ruthless and diabolical people that ever existed, so yeah, very balanced discussion here.

Re: 2025 Letter

#229
post #189
post #58

In the thread "Roomba maker goes bankrupt, Chinese owner emerges" [1], I wrote about China'a hardware capability now going far beyond what US can imagine. In Dan's article; >A rule of thumb is that it takes five years from an American, German, or Japanese automaker to dream up a new car design and launch that model on the roads; in China, it’s closer to 18 months. Not only is China 3 - 5 times faster in terms of prod…

Whenever the topic of "China Speed" comes up, I feel the need to add that speed is not a strategy but an outcome of the previous four decades of relentless hard work: https://dilemmaworks.com/on-china-speed

Relentless work, or simply not caring about the people that you need to crunch in order to achieve the outcomes that you want. The western world could also build things fast again and innovate faster, we just seem to value human life a bit more now that we used to...

Re: 2025 Letter

#230
post #224

Earlier quoted context omitted.

tax numbers are irrelevant except as part of a takehome pay calculation. at the very least, pretending that health insurance isnt another tax is a common way to derail these discussions.

That’s right if the quote is net of income tax, but that wasn’t clear. While we’re on the subject we should include the 20% VAT (delta 5-10% sales tax in the states) which is the most regressive tax on the poor there is.

No vat on the majority of spending - from rent to food.

But buy a £50k Rolex and yes there is vat.

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