The U.S.–China rivalry is the central force of this era. It sets the boundaries for everything else — energy, technology, trade, and geopolitics. How this rivalry unfolds will shape the world’s economic and political order for decades.
If you’re a London based investor wondering where AI supply chains and energy prices are headed, Zelenskyy trying to read Trump’s next move, a startup in Zurich building a robotics platform or a politician in Helsinki worried about the Eastern flank — start here.
Not every policy or price swing traces directly to this contest, but it defines the arena. It decides who gets the chips, the minerals, the data, and the capital — the foundations of power in the 21st century.
For the next several decades, this is the axis around which the world will turn.
Stephen Kotkin — one of the great historians of our time — lays out the stakes in the video below
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Need to watch this, though based on your writing, where would you put Russia? I mean, you don’t see Trump talking to the Chinese directly, but you see Putin talking with both, which makes you wonder through what channels the U.S. & China actually send each other messages other than public economic & technology use of force?