China Morning Missive
My new obsession is the concept of myopia. The more I continue to compare and contrast the bilateral rivalry between America and China the more you’ll see the pure definition of myopia come into play; “a lack of foresight or discernment; a narrow view of something.”
Not all that dissimilar to the contrast in how each country goes about building and executing overall geopolitical policy, one having a low time preference and the other having a high time preference.
The perfect example of this was put on display yesterday with all the headlines discussing how Google “leap frogged” OpenAI in the LLM race. In all the media coverage, there wasn’t any attempt to even introduce the role of China into the competitive theater.
Just consider that it hasn’t even been a year since Deepseek first burst into the spotlight. Since then, the likes of QWEN, Kimi K2 , GLM and a host of others have entered the competitive field, iterated quickly and have continued to produce increasingly improved platforms.
The fact that a growing number of Silicon Valley players are openly admitting to using Chinese AI models at the base layer for development should tell you everything.
Again, Deepseek first came to market in January of this year.
What is presented here is but a single example of China’s continued dominance across the entire “future tech” space. The drive is relentless. To think of where China will be in a year’s time, especially when compared to American competitors, should frighten all American commercial interest. For now, however, myopia reigns. The entirety of focus is domestic.
It is as though the entire American strategy is to simply ignore the problem and wish for it to go away.
https://www.axios.com/2025/11/25/google-gemini-openai-chatgpt-anthropic-claude