Summary:
Andy welcomes Dan Wang — author of Breakneck: China’s Quest to Engineer the Future — to explore how China’s rapid technological rise is reshaping global markets and investor opportunity. With firsthand experience living and working in China, Dan explains why China operates as an “engineering state” while the United States functions as more of a “lawyerly society.” He breaks down China’s aggressive push into AI, infrastructure, renewable energy, and manufacturing — including plans to deploy 10x more solar power than the U.S. by 2025. The conversation helps listeners understand where China may have a competitive edge, and which sectors could offer opportunity without getting caught in geopolitical tensions.

What You’ll Learn in This Episode:
– Why China’s “engineering state” model accelerates innovation and infrastructure
– The massive scale of China’s investments in AI and renewable energy
– How China’s competitive edge may reshape global markets
– Which sectors investors may want to watch — and which ones face sanction risk
– How to stay informed and proactive as U.S.–China tech competition intensifies

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