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    Artwork for Invest Like the Best with Patrick O'Shaughnessy
    Episode

    Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

    Invest Like the Best with Patrick O'Shaughnessy · Oct 16, 2025 · 1 h 36 min
    Episode page

    My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck. Dan offers the most nuanced framework I've encountered for understanding US-China competition. We explore a critical asymmetry: it's far harder for the US to rebuild manufacturing capacity than for…

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