Core Interests

Dispatches from Beijing on technology, power, governance and the structures that hold them together.

By Andrew Mok

· Launched 2 months ago

SpaceX: From TAM to Capturable TAM

The IPO may be pricing engineering TAM. Shareholders get paid out of politically capturable TAM.

Jun 12 • Andrew Mok

You Can’t Measure a Negative

Pax Silica has a defect no new member can fix: nobody will ever know whether it worked.

Jun 10 • Andrew Mok

The Missing Layer in the Sino-Indian Divergence

David Oks found the right answer to development's biggest question. My book explains why it kept working.

Jun 5 • Andrew Mok

Trump Got the Field Marshal. Beijing Gets Tehran.

What Pakistan’s army welded shut by crossing over.

May 31 • Andrew Mok

Nvidia's Maginot Line

Huawei Didn't Build a Better Chip. It Changed the Question.

May 27 • Andrew Mok

Why You Can’t Refute the Thucydides Trap

The case against the concept is overwhelming and entirely beside the point. A frame is not graded on whether it is true.

May 21 • Andrew Mok

The Real Reason Putin Is in Beijing

Iran went to Moscow. Iran went to Beijing. Trump came to Beijing. Putin comes to Beijing. The clocks are being reset.

May 18 • Andrew Mok

The Death of Decoupling

A Love Story.

May 15 • Andrew Mok

Core Interests

Dispatches from Beijing on technology, power, governance and the structures that hold them together.