📓 New World Order

What happens when a country discovers 300 million of its people were never born?

That's the situation China just found itself in.

America doesn't win the next decade because it's brilliant.

It wins because everyone else is screwed.

That's the thesis from geopolitical strategist Peter Zeihan on the Modern Wisdom Podcast.

Core insights covered:

1. China's demographic collapse — The overcounting scandal (100-300 million people never existed) and what it means for the next decade

2. AI's limitations — Why automation can't solve demographic problems (robots don't pay taxes or have kids)

3. The EV reality check — The math on subsidies, resource constraints, and net carbon impact

4. Echo chamber danger — Using Xi Jinping's isolation as a cautionary tale about feedback systems

5. The copper bottleneck — The unsexy constraint nobody's talking about

6. Fundamental analysis — Zeihan's framework of geography, demographics, resources, and trade routes

Read the full summary and key takeaways:

That’s it for now

See you next week

Cheers

Ayush & Aditi 🙏