Isaac Stone Fish
@isaacstonefish
CEO, Strategy Risks. Columnist, Barron's, contributor, @CBSNews. Visiting fellow, @AtlanticCouncil, adjunct, NYU.
A stunning 50% of Americans see China as the greatest threat to America. Agree or disagree, like it or not, support it or hate it, this is our reality. Businesses, Investors, regulators, elected officials, everyone needs to understand and discuss this. pewresearch.org/short-reads/20…
According to a well-placed source, this reporter is @Bingru_Wang of @PhoenixTVHK — which is CCP-controlled media. Trump’s response to her pro-Beijing question: “I don’t mind if [Marcos] gets along with China because we’re getting along with China.” Music to Xi Jinping’s ears.
Big news! 🚀 Taiwan and the U.S. are exploring a spaceport partnership — suborbital flights between Pingtung and Houston could take just 2.5 hours! That’s 8,000 miles apart! This marks another major milestone in Taiwan–U.S. tech cooperation. facebook.com/share/p/16hmhE…
New information on the U.S. government employee banned from leaving China: questions about sensitive U.S. military technology.
A reminder that it wasn't the Chinese Communist Party that led the Chinese resistance against the Japanese.
2025 marks the 80th anniversary of the victory in the Chinese People's War of Resistance Against Japanese Aggression (1931–1945) and the World Anti-Fascist War. "The Guardians", a short film, showcases the dedication of its soldiers in safeguarding their homeland, ensuring…
Looks fascinating, and well-worth attending:
⏰Tomorrow | Join @FDD’s CEFP for the launch of a new report on China’s dominance in batteries and critical minerals Keynote remarks:@RepPfluger Panel:@GMichelGarcia, @DFCgov’s Tom Haslett, @MyersMargaret & @robstrayer Moderated by:@ElaineDezenski Watch live…
I remain heartened by how inaccurate AI-driven email campaigns are.
A new report traces the history of the early wave of Chinese hackers who became the backbone of the state's espionage apparatus. wired.com/story/china-ho… @WIRED
Very ambiguous interview with the EU's chief diplomat, in the lead up to the EU-China summit in Beijing this Thursday. Is the EU trying to strengthen ties with China? Or with other Asian countries to counter China?
Kallas ahead of China summit “China is telling us that they want to be good partners and they are interested in our partnership,” she said. “If you want to have a partnership, then you also listen to the worries that the other side has.” on.ft.com/3GUoKbs
A respected university press from an Ivy League institution has just PARTICIPATED IN A PROPAGANDA TOUR OF XINJIANG. Universities -- please stop this madness.
Looking forward to reading this:
Exciting personal news: I've just signed a book contract with Princeton University Press. My book will be about China's industrial policy, from EVs and batteries to AI and robotics. It's aimed at both general readers and researchers, in the style of my High Capacity newsletter.
Thought to ponder for those visiting Dulles Airport: with third world airports exceeding Dulles in quality, comfort, and aesthetics, what is the right point of comparison for its craptacularness?
China's domination of the global electric vehicle market, in a concise few paragraphs:
Japan would need permission from Beijing to militarily evacuate its citizens from Taiwan in the case of an attack. Put that on the list of problems that need a solution.
This is a deeply disappointing red flag for those traveling to China. It chills vitally important people to-people ties. But the reality is that you too could be trapped — possibly for years — if Beijing decides it needs leverage in talks with the US.
Breaking: Beijing is preventing a U.S. Commerce Department employee from leaving China. Major news.
Questions like these are THE questions of the 21st century.
Would you buy a Made In America computer from Anduril for 20% more than Chinese-manufactured options from Apple?
