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Behind the AI Arms Race: U.S. vs. China Cloud Computing Comparison
Firm ownership structure and industrial policy are critical yet under-discussed differences between the American and Chinese cloud sectors.
Jan 14
•
JS Tan
and
Grace Shao
8
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Behind the AI Arms Race: U.S. vs. China Cloud Computing Comparison
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Pluralism vs corporatism: why countries innovate differently
Some political systems are better at creative destruction. Others are better at creative accumulation.
Jan 8
•
JS Tan
3
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Pluralism vs corporatism: why countries innovate differently
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Cars and Clouds in 2025
Some reflections on 2024 and what's to come in the new year
Jan 1
•
JS Tan
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Cars and Clouds in 2025
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December 2024
The Political Foundations of Green Industrial Policy
Why can some countries and not others generate the political will to support green industrial policy?
Dec 25, 2024
•
JS Tan
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The Political Foundations of Green Industrial Policy
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America's Era of Hidden Industrial Policy
Before the US started doing industrial policy out in the open, it was doing industrial policy behind closed doors
Dec 18, 2024
•
JS Tan
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America's Era of Hidden Industrial Policy
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The Rise and Fall of Industrial Policy
Industrial policy is back. Here's a brief intellectual history of why it went away.
Dec 11, 2024
•
JS Tan
1
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The Rise and Fall of Industrial Policy
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Can Services Drive Growth?
ICT technologies promise to transform services—but can it replace manufacturing as a new growth engine?
Dec 4, 2024
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JS Tan
1
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Can Services Drive Growth?
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November 2024
Varieties of Green Growth Policies
Green growth policies have taken many forms. Some hold more promise than others
Nov 27, 2024
•
JS Tan
2
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Varieties of Green Growth Policies
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Can China do industrial policy efficiently?
Not really. But that hasn’t stopped China from doing it anyway.
Nov 20, 2024
•
JS Tan
1
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Can China do industrial policy efficiently?
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Inside the New Productivist Economy
Introducing Value Added, a newsletter about the political economy of innovation.
Nov 13, 2024
•
JS Tan
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Inside the New Productivist Economy
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The Value of Manufacturing
Why has manufacturing historically had a unique capacity to drive economic development?
Nov 13, 2024
•
JS Tan
2
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The Value of Manufacturing
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