Good morning,
You’ve probably heard it before, the saying that ‘the sharpest knife cuts the cleanest.’
It’s an old adage often applied to relationships and often it equally applies to the world of strategy.
Precision, when wielded correctly, leads to the cleanest outcomes.
But what happens when the knife itself is a tool of national power, honed not just for efficiency but for separation? This is the essence of the decoupling unfolding between the United States and China.
As both nations move further apart economically and technologically, the stakes are growing higher.
Just this week, China has taken major steps to assert its technological sovereignty: pushing for algorithmic sovereignty, increasing requirements for domestic manufacturing in military contracts, and pressing forward with IPOs from its key chipmakers.
These moves come alongside tighter restrictions on critical mineral exports and increasing efforts at de-dollarization, making clear that this is a carefully measured, strat…
