Industrial Policy
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The New Iron Curtains of AI: How US and Chinese Rulebooks Are Rewiring Power
AI policy has become industrial policy, export control, and alliance management at once. Since 2020, Washington and Beijing have converged on a blunt insight: whoever writes the rules for models, chips, and data flows sets the pecking order. Both are building regulatory perimeters that do more than “keep us safe.”…
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China and Industrial Policy (Part II): The Future of an Idea, Its Implications and Consequences
Written in conjunction with Ian Wan. You can read Part I here. Industrial policy has recently regained prominence in policymakers’ minds, and not in small part due to China. Whilst industrial policy has always been contentious in an era dominated by capitalist market economies rather than state planning economies, its…
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China and Industrial Policy (Part I): The History of an Idea, Its Rationale and Consequences
Written in conjunction with Paul Meyer. You can read Part II here. Industrial policy has recently regained prominence in policymakers’ minds, and not in small part due to China. Whilst industrial policy has always been contentious in an era dominated by capitalist market economies rather than state planning economies, its…



