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Nate Picarsic

  • US tech sector
  • China threat China threat

Hard Problems: The US Tech Sector Is Ignoring the China Threat

By Emily de La Bruyere and Nate Picarsic
September 16, 2022

It is time for the US tech sector to recognize the near and present national security threat China poses; to get on the right side of history. For the US to prevail against a centralized, Communist system, its tech sector will have to lead, proactively. Markets will reward this. The country needs it.

2022-09-16T09:51:24-04:00#China #US tech sector #US-China competition |
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  • Pelosi's Taiwan visit
  • CATL pausing US production CATL pausing US production

The Lesson of Pelosi’s Taiwan Visit: Win The Production Battle, Win the War

By Emily de La Bruyere and Nate Picarsic
August 23, 2022

Positioning for the industrial competition at hand will require the US national security community to recognize that today's geopolitical contest may not be fought with missiles. Except, that is, as it applies to where those missiles are made. This is a war to be won on the factory floor. And it started long before Pelosi’s Taiwan visit.

2022-08-25T14:34:25-04:00#CATL #economic coercion #Pelosi #Taiwan |
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  • Industrial Exposure to China
  • US industry US industry

The True Cost of China Exposure and What To Do About It

By Emily de La Bruyere and Nate Picarsic
August 6, 2022

US industry is seeing the accumulated debts of decades of offshoring – and decades of offshoring to geopolitical adversaries – reach maturity. It’s time to adopt a new model. Instead of optimizing for the lowest costs, the US needs to start optimizing for resilience

2023-01-05T16:45:43-05:00#China #effectiveness #globalization #industrial resilience |
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