Great article, I am a big fan of the Art of War and of Go. I recently wrote about the current global state of play and how poorly Americans understand what's going on. Here's a snippet.

The average FOX viewer has no clue about our strategic weakness right now. They have no clue that 90% of the world’s supply of computer chips comes from Taiwan.

That it will take 5 to 10 years for any of the new plants funded by the CHIPS ACT to come online.

During that time, if anything happens to Taiwan the US is FUCKED. We don’t make enough chips to resupply our military demand.

Oh, BTW we are BURNING through advanced munitions in Ukraine. Those being the only thing keeping them from collapsing.

Let’s recap.

We are burning through advanced munitions faster than we can replace them and the plants that make 90% of the world’s supply of computer chips are right off the coast of China.

The snap of stones

on the board.

Encircling, capturing, defeating.

Plus, we have to keep supporting Ukraine. We have to project STRENGTH to the World. We are the DOMINANT SUPERPOWER.

Part of that is looking like we have bottomless resources.

If we suddenly "throttle back" now, it will look like we have run low on supplies. Suddenly we will look really WEAK.

There is an INSANE amount of diplomacy going on right now. The whole world order is being stressed.

We don't really know 100% "for sure" what China's chip making capacity actually is. A LOT of manufacturing in China is done by the Military for internal consumption.

What if China has chip fabrication plants that no one knows about?

What if China is sitting on a stockpile of chips and is able to supply their military demand during a hot war.

If they have a stockpile, the US position is even weaker. They could simply outlast us.

“The greatest victory is that which is achieved without battle” —Sun Tzu

rc-