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Dan Wang Profile
Dan Wang

@danwwang

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The secure transport of light: Investigating industry and technology at Gavekal Dragonomics and the Yale Law School’s Tsai China Center

New Haven
Joined December 2010
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@danwwang
Dan Wang
2 years
Signs in Beijing: “Do not post pandemic-related messages online.” and: “The internet is full of perils. Exercise caution on the internet.” via WeChat
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@danwwang
Dan Wang
4 years
I write a new column: The inability of the US to make masks, protective gear, and even swabs shows that it has prematurely deindustrialized. The country abandoned manufacturing with gladness, under the delusion that the most valuable work was done onshore.
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@danwwang
Dan Wang
3 years
Shanghai is really on edge right now over accelerating Covid cases; I haven’t seen everyone this nervous since February 2020… a lot of rumors are swirling amidst the confirmed news that schools are now closed, flights are being diverted, and public events are getting canceled
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@danwwang
Dan Wang
3 years
@gwbstr @damienics Even more dramatic at night
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@danwwang
Dan Wang
3 years
My annual letter: This year I discuss China as a place that both moves fast & breaks things and moves fast & breaks people; Lem’s ocean; Mozart’s most strange and subtle opera; dynamism; the Sichuan Basin; prophets over pragmatists; Metaverse; and more.
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@danwwang
Dan Wang
5 years
The biggest COVID mystery to me is why South Asia and Southeast Asia are reporting so few cases. Is it lack of testing (certainly a factor) or validation of the heat theory (virus will burn off when the world warms)? One spells looming disaster, the other cause for optimism.
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@danwwang
Dan Wang
2 years
Sign of the times: Tencent has been surpassed by a liquor company as China’s most valuable firm
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@danwwang
Dan Wang
4 years
My annual letter: This year I discuss China's institutional strengths as well as its growing repressiveness; technology as a means to avoid decadence & complacency; Proust; the party's main theory journal; biking in Beijing; a culinary ranking; and more.
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@danwwang
Dan Wang
3 years
I find the situation in China to be very strange right now: it’s never been so hard to get in and out of Beijing. The government is nervous and has become more brutal: a baby was tested 74 times for Covid; one Jiangxi county turned all traffic lights red
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@danwwang
Dan Wang
2 years
From Chongqing’s north bank this morning: the Jialing River, one of the major tributaries to the Yangtze, is nearly dry
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@danwwang
Dan Wang
5 years
My annual letter: This year I discuss the weaknesses of Chinese technology capabilities and its future prospects; Olaf Stapledon and Philip K. Dick; semiconductors & defense spending; life in Beijing; Ford’s Model T; Goebbels; and the golden mole.
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@danwwang
Dan Wang
4 years
“The integrated circuit was invented in the Ming Dynasty”
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@danwwang
Dan Wang
3 years
Preview of the letter this year:
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@danwwang
Dan Wang
1 year
More reporting on TSMC’s struggles in Arizona: construction costs are at least four times higher in the US than Taiwan, and the company isn’t used to the American workforce
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@danwwang
Dan Wang
2 years
Shanghai I think will always be one of the most beautiful cities in the world
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@danwwang
Dan Wang
3 years
I just finished a 600km cycling trip from Guiyang to Chongqing, five days through mountains. It was hard. After feeling cooped up in 2020, I really wanted to see some lush nature, and boy did I get it
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@danwwang
Dan Wang
5 years
Too many smart young people move into law and consulting, which are "low-return, high-stability, establishment-oriented activities." And US elites are primarily drawing from this class of people who have had the capacity for risk-taking beaten out of them.
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@danwwang
Dan Wang
8 months
My annual letter: This year I discuss a walk-and-talk; Crumb; running and tangping; Knausgaard; Elon as Palmer Eldritch; quantity has a quality all its own; Chicago as a megacity; memelords; Norton; food as physical pleasure; hunching; and a pause.
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@danwwang
Dan Wang
5 years
Dumplings stopped where the Mongols stopped:
@ykomska
Yuliya Komska 🇺🇦
5 years
The spread of dumplings in the late-ish Middle Ages. Look, people can agree on things. (from Rachel Laudan, Cuisine and Empire)
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Dan Wang
2 years
My annual letter (sorry it's a bit late this year): This year I discuss the mountains; Jesuit dramas; a twisted logic; ideological revelry; rude nicknames; protests; becoming a barbarian; sweetgrass and banana leafs; Shanghai; and the matsutake mushroom.
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@danwwang
Dan Wang
2 years
I wrote a piece in this March/April issue of Foreign Affairs: China's focus on manufacturing sometimes beats America's focus on science. The US laid the scientific groundwork in the solar industry, for example, only for China to build all the panels. The US must re-learn scaling
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@danwwang
Dan Wang
1 year
Unfair for China to spend 2+ years mocking the west for high Covid deaths, then to suppress all mortality data when it abandoned its approach
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@danwwang
Dan Wang
5 years
Process knowledge: Chinese workers that manufacture high-end audio equipment are now making their own designs that "outperform their better known, better marketed rivals, usually doing so at a fraction of the price." ht @andrewbatson
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@danwwang
Dan Wang
1 year
Pretty incredible that Chinese are fleeing to the US via the Mexican border. And: “The United Nations refugee agency counted 116,868 Chinese seeking asylum around the world at a point measured in mid-2022, up from 15,362 at the end of 2012, the year Mr. Xi took power.”
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@danwwang
Dan Wang
2 years
China is preparing to be more coercive to vaccinate its elderly: if residents over 60 in this Shanghai district don’t get the shot (and can’t provide a medical reason for refusing), they’ll lose various benefits like their rice subsidy and holiday gifts
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@danwwang
Dan Wang
3 years
I wrote for Foreign Affairs on China’s new technology drive. US export controls have victimized China's leading firms, giving all of them something to fear from being dependent on US technology. Now they're pursuing self-sufficiency with a vengeance:
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@danwwang
Dan Wang
5 years
The Wuhan local govt probably acted far too slowly. But cities in Italy and Korea are now also struggling to deal with outbreaks, after plenty of time to prepare. So maybe this is just an unusually contagious virus, which would have overwhelmed any different political system.
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@danwwang
Dan Wang
3 years
First time I’ve seen an American call for a Chinese technology transfer program modeled after Beijing’s joint-venture policy
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@danwwang
Dan Wang
1 year
“A left-wing suspicion of rich entrepreneurs (fused) with a right-wing reluctance to hand money to the idle poor” China’s ideology today… the worst of both worlds?
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@danwwang
Dan Wang
2 years
The Shanghai 2022 lockdown is worse than the Wuhan 2020 lockdown: many people are on their last reserves of fresh food, without knowing when they can receive their delivery of government rations or supermarket groceries
@MattieBekink
Mattie Bekink
2 years
Staring down the end of our fresh food supply this morning while frantically trying to buy groceries on multiple platforms. Wondering whether all we really need is love. Then our neighbourhood committee said it would start bulk buying. So grateful and hoping for eggs.
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@danwwang
Dan Wang
5 years
Is it really the case that we’ve made no substantial progress on cancer? The current age-adjusted mortality rate is the same as in 1930, and the recent decline only tracks the fall in smoking.
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@danwwang
Dan Wang
2 years
The letter will be a few weeks late this year
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@danwwang
Dan Wang
4 years
I’ve spent the past month in Shanghai, which I think is the best place in the world right now: It’s always been the most fun and livable city in China; and there has been no transmission of the virus since April, with restaurants, bars, and museums all open for months.
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@danwwang
Dan Wang
3 years
“It’s easy for Americans to forget this now, but there was a time when ‘ability to win wars’ was the driving goal of technological innovation.”
@Noahpinion
Noah Smith 🐇🇺🇸🇺🇦🇹🇼
3 years
Why is China smashing its tech sector? Is it really about antitrust? I doubt it. I think it's because what we think of as "tech" is not the kind of tech China's leaders have decided they want.
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@danwwang
Dan Wang
2 years
I’ve been living in this Bai-style farmhouse in Dali for the last three months. Now the owner (who’s in Europe) and I are looking for someone to take it over for the rest of the year. Rent is nominal; must feed the cat. If you might move in, DM me
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@danwwang
Dan Wang
4 years
A few months before being hit with a series of crippling US sanctions, Huawei completed the construction of its new R&D center, an hour north of Shenzhen. These are replicas of a dozen towns that include Heidelberg, Bruges, Fribourg, Oxford, and Verona.
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@danwwang
Dan Wang
3 years
Another decline of manufacturing process knowledge in America: Between 1990 and 2020, the time required to build a semiconductor fab increased by 38%, from 665 days to 918 days, while the total number of new fabs halved
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@danwwang
Dan Wang
2 years
I’ve been texting friends to leave Beijing, even if there’s a small chance that it becomes Shanghai. There are too many parallels: case numbers that stubbornly refuse to go down; escalating restrictions; and a complacent feeling that “it just can’t happen here”
@OliviaSiongCNA
Olivia Siong
2 years
BEIJING LATEST: - Labour Day COVID-19 restrictions extended - Dining in at restaurants will continue to be suspended, only takeaway or delivery allowed - All in the most affected Chaoyang district to work from home - Also as many subway stations in the area have been shut
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@danwwang
Dan Wang
1 year
My piece in the NYT two weeks ago & this Bloomberg story today
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@danwwang
Dan Wang
3 years
Cultural encouragement of semiconductors: a studio is making a 40-episode TV drama on the story of a Chinese student who returned from the US (after Beijing's enticement) to build a chip company, and afterwards guide future generations 纵横芯海/59218176
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@danwwang
Dan Wang
4 years
My column is in part a response to @pmarca , who argues that the US lacks the will to build. I think there's more to it than that: The US has let its process knowledge decay, which means that it has forgotten and meaningfully lost the ability to build.
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@danwwang
Dan Wang
3 years
I wrote for @TheAtlantic on the ongoing prosecutions of scientists: “The U.S. is protecting its tools and blueprints while harming a far more valuable asset: its scientists and scientific communities”
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@danwwang
Dan Wang
4 years
I wonder if anyone has a book recommendation: how the Soviet Union developed strength in science. Wasn’t pre-USSR Russia very poor? Was it mostly due to research foundations built during the war? And why was it also strong in math? Appreciate any suggestions you all might have.
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@danwwang
Dan Wang
4 years
I wrote a longer piece for @NYMag on life in Beijing over the last two months. The country declared a "people's war," which demanded mobilization of the whole society to contain the outbreak.
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@danwwang
Dan Wang
3 years
I liked this part of Katherine Tai’s speech arguing that manufacturing capacity ought to be treated as part and parcel of research & development:
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@danwwang
Dan Wang
2 years
Shanghai's protest intensified today and the situation feels fairly volatile. Everyone today has something to be mad about: factory workers, students, urban parents, shop-owners, etc Meanwhile the state is ramping up censorship and boosting police presence (photo via @yangxifan )
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@danwwang
Dan Wang
3 years
Shanghai’s financial district at lunchtime today hired a string quartet to play Mozart for folks in the waiting period after their vaccine shot:
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@danwwang
Dan Wang
3 years
It takes a lot of emotional intelligence to be able to do this job
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@danwwang
Dan Wang
3 years
The Intercontinental Shenzhen is a fun hotel. It feels like something designed by people who have never been to Spain, but were allowed to indulge every Spanish stereotype. Its pool has a galleon:
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@danwwang
Dan Wang
4 years
Score another point for the argument that textiles have been an underrated technology: the pharmaceutical industry grew out of the German and Swiss strength in organic chemistry, which was stimulated by their dominance of synthetic dyes
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@danwwang
Dan Wang
4 years
On Friday, Xi presided over the 24th group study session of the Politburo, whose theme was quantum technologies. By my count, it’s the fourth study session of the 19th Politburo devoted to tech: 2nd - Digitization 9th - AI 18th - Blockchain 24th - Quantum
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@danwwang
Dan Wang
3 years
I prepared three items at home to survive a potentially severe lockdown that the Shanghai government might impose to contain omicron: mooncakes (high-caloric and long-storing); a bike with a trainer (to cycle through the Metaverse); and the Hebrew Bible (Robert Alter translation)
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@danwwang
Dan Wang
3 years
This cover works: full psychedelic, minimally imperial red. I think it succeeds at conveying China as a dynamic place that is fundamentally bizarre
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@danwwang
Dan Wang
5 years
The frontline medical professionals in Wuhan who gave it their all are heroes. Reporting by the WSJ: “If we fail, what happens to you all?”
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@danwwang
Dan Wang
3 years
Party members are starting to face exhortations to have three children per family for the good of the state: It reminds me that the SS fined its officers if they did not deliver four children per family
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@danwwang
Dan Wang
1 year
I wrote a short piece on China and technology. A slowing economy and a demographic drag aren't enough to break technological momentum, but politics might:
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@danwwang
Dan Wang
11 months
Unnerving to find that I’m allowed to accuse the UK of being over-specialized in “sounding-clever industries” in the pages of the FT Whatever next, the BBC?
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Dan Wang
4 years
The Parable of the Pottery Class might find application in many areas, including China’s industrial policy pushes. Manufacturing starts off poorly, but the firms and workers learn. It worked for masks, to solar panels, and maybe soon semiconductors.
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@danwwang
Dan Wang
3 years
Madrid subway planner: no monuments, no new technologies, a focus on speed and iterated learning SF's Van Ness bus lane addition: use the wrong maps, double the construction time, exceed the budget of $300mn by a quarter
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@danwwang
Dan Wang
2 years
Some mountains of Yunnan: Here is Black Lake (黑湖), at one of the foothills of Mount Haba
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@danwwang
Dan Wang
5 years
Swiss cartographers like to add illicit drawings to remote areas of official maps. If they succeed, it means they've outsmarted their colleagues. A coping mechanism: "Their entire professional life is spent at the magnification level of a postage stamp."
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@danwwang
Dan Wang
2 years
If Beijing is releasing detained chip officials because it values their talents, then it has the air of Stalin rehabilitating purged generals because he needs them again
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@danwwang
Dan Wang
4 years
By contrast in China, which has aggregated much of the world's production, a vast pool of experienced engineers allows factories to quickly retool. China's cultivation of process knowledge sets it up for adaptability and future technological success.
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@danwwang
Dan Wang
3 years
US tariffs hurt the US economy a bit. More importantly it failed to change China’s economic model and did not entice US firms to walk away: “We found that new U.S. tariffs in 2018 and 2019 had a minimal effect on divestment”
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Dan Wang
4 years
I'm struck that the US has concentrated its fire on (mostly) China's innovative private companies, instead of the state-owned firms. Many (like Tencent and Huawei) are based in Shenzhen, the freewheeling city furthest away from Beijing in terms of political attitudes.
@tracyalloway
Tracy Alloway
4 years
The U.S. ban on Tencent (WeChat) and Bytedance (TikTok) is a huge deal not because it changes things in the U.S., but because it potentially changes things *within* China.
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@danwwang
Dan Wang
4 years
We don’t dwell enough on the fact that there are almost certainly oceans on the moons of Jupiter, kept warm by hydrothermal activity. Why haven't we devoted much more effort to try to discover extraterrestrial life within our very own solar system?
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Dan Wang
1 year
I wonder how many research firms in China are covered by this state-media warning: “foreign consulting firm are finding new ways to harm national security, by citing economic work, biology, or technology as a pretext.” (paraphrase)
@Lingling_Wei
Lingling Wei 魏玲灵
1 year
Writing is on the wall "如今,境外间谍情报机关及反华敌对势力危害我国家安全的行为已经不再局限于传统安全领域。一些组织和人员,打着境外非政府组织、调查咨询公司、高科技公司等旗号,从经济、生物、科技等领域入手,妄图在我国人权、产业链、供应链等领域“做文章”
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@danwwang
Dan Wang
4 years
We're reaching the point when it's possible to put together a competent research outfit made up of only analysts named Dan Wang
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@danwwang
Dan Wang
4 years
It’s a myth that Winnie is banned in China, in fact he’s everywhere in Shanghai Disneyland
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@danwwang
Dan Wang
4 years
An appreciation of the engineering marvel that is an ASML extreme ultraviolet lithography machine (for making semiconductors):
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@danwwang
Dan Wang
5 years
According to the WHO situation dashboard, India has reported 34 cases, Bangladesh 3, Vietnam 21, Philippines 6, Malaysia 93, Indonesia 6. Are heat and humidity stopping the virus in its tracks, or are these countries just not testing?
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@danwwang
Dan Wang
3 years
This tantalizing paper suggests that there’s potentially a repeatable method to achieve creative hot streaks, first by exploring widely, then by focusing: I wonder if it still works if we consciously adopt it as a tactic
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@danwwang
Dan Wang
5 years
- Little spending on R&D - Largest companies are becoming less globally competitive - Services are 80% of economy - Low productivity growth - Schools teach only debate skills, and then country let clever debaters take over the government See @Noahpinion :
@AYAYACORE
ً
5 years
STOP normalising the British 🚫 🇬🇧 STOP normalising the British 🚫 🇬🇧 STOP normalising the British 🚫 🇬🇧 STOP normalising the British 🚫 🇬🇧 STOP normalising the British 🚫 🇬🇧 STOP normalising the British 🚫 🇬🇧 STOP normalising the British 🚫 🇬🇧 STOP normalising the British 🚫 🇬🇧
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@danwwang
Dan Wang
5 years
The local traffic report, live at 6pm in Beijing:
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@danwwang
Dan Wang
2 years
“In China, tech innovations have come not from universities but through the learning process generated by mass production itself. At the heart of the country’s ascendancy in advanced technology, then, is its spectacular capacity for making things.”
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@danwwang
Dan Wang
1 year
China’s biotech industry is so far a disappointment: no deployment of an mRNA vaccine, not yet an invention of novel medicines, an immature system for research… I wonder when we’ll see more obvious signs of Chinese innovation here
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@danwwang
Dan Wang
1 year
Barcelona is for me the best food city in Europe: Cooking styles more varied than any Italian city, more “fun” than French food, superb beef and seafood at both cheap and fancy price points; there’s also a surprising amount of Asian food, featuring fusion that actually works
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@danwwang
Dan Wang
3 years
I wrote about reading the party’s main theory journal last year, and bemoaned the fact that it was such a lonely activity. Most people scorn partyspeak, but there’s reason to treat its content with care:
@andrewbatson
Andrew Batson
3 years
It's remarkable how often China government actions that shock the market turn out to have been clearly signaled in advance in various political speeches by Xi. It's almost as if he communicates his priorities to a bureaucracy that then implements them.
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@danwwang
Dan Wang
4 years
The Air Force is asking industry to help reverse-engineer parts for one of its older stealth bombers: via @theodorestrauss
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@danwwang
Dan Wang
3 years
For us Canadians it feels almost like hearing President Obama’s announcement on bin Laden
@Gray_Mackenzie
Mackenzie Gray
3 years
BREAKING – Prime Minister Justin Trudeau says Michael Kovrig and Micheal Spavor are on a plane back to Canada right now. After a 1000+ days in a Chinese prison, the two Michaels are on their way back home #cdnpoli
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Dan Wang
3 years
I was excited to speak with Jim Fallows for this Stripe Session. The point I’m always trying to convey is that China is both dynamic and repressive: both move fast and break things, and move fast and break people. Neither part should be neglected.
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@danwwang
Dan Wang
3 years
My favorite hike in China has been through the Helan Mountains in Ningxia, at the western terminus of the Great Wall. The gentle climate, placid blue skies, and golden light on pine trees make me feel for the first time in a year like I’ve been back home, to California
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@danwwang
Dan Wang
3 years
A friend in Amsterdam experiments with making dumplings and pancakes with pizza dough; sesame paste with tahini; and alkali noodles with linguine: It turns out that pizza dough is a miracle ingredient for the overseas Chinese cook
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@danwwang
Dan Wang
4 years
Circulating on WeChat: “WeChat might soon be banned in the US. It will be like 40 years ago, when post and international phone cards were the only ways to talk with loved ones. Better get everyone’s number, say goodbye to friend groups, and speak your final thoughts now.”
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@danwwang
Dan Wang
4 years
I've dipped into Clubhouse only a little, not finding it terribly interesting. But it was marvelous to see, but for a minute, a unified internet: in which mainlanders can engage with overseas Mandarin speakers, and Chinese product managers could exchange notes with US peers.
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@danwwang
Dan Wang
3 years
Great photo of the South Korean president outside a new Samsung facility. I wish it were more common for politicians to celebrate construction by standing in front of gigantic cranes:
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@danwwang
Dan Wang
1 year
What is heavy industry? An industry that uses heavy things
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@danwwang
Dan Wang
3 years
It’s good that healthcare workers are getting exercise, but this is a weird dance
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@danwwang
Dan Wang
3 years
I'm struck that every DC initiative on Chinese tech starts from "How do we tighten controls on US technology?" and not "Are we weakening the trust that American companies can be reliable suppliers, and are we then favoring non-US competitors?"
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@danwwang
Dan Wang
1 year
China’s main stock index is down nearly 10% this year and is lower than any point during the three years of zero-Covid
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@danwwang
Dan Wang
4 years
I always enjoy finding these expressions of can-do spirit that one finds with older Chinese:
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@danwwang
Dan Wang
4 years
My piece gets into some of the public health measures that Wuhan took, like the centralized quarantine system it implemented on February 1st, ten days after the city locked down. These are the measures that contained the virus, but are still mostly absent in the rest of world.
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@danwwang
Dan Wang
4 years
GE Aviation is laying off around 13,000 of its 52,000 workers. Bad news for the aviation sector, which along with semiconductors, is one of the few bright spots left in US manufacturing.
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@danwwang
Dan Wang
5 years
As the US works out its COVID response, a few things from Beijing look replicable: - Canceling large-scale events - Fever checks in dense areas - Encouraging social distance One important thing Beijing did right: food logistics. Supermarkets have always been well-stocked.
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@danwwang
Dan Wang
3 years
It never occurred to me to wonder how Chinese characters were adapted to the telegraph. (Poorly) From a review of what looks like an interesting new book on the reinvention of Chinese script for modern technologies:
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@danwwang
Dan Wang
4 years
I wrote a new column on escalating US tech restrictions. They’ve done what Beijing couldn’t manage: to align leading firms with the state's self-sufficiency and technological greatness goals. China can now count on a whole-of-society effort on technology:
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