Isaac Stone Fish

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@isaacstonefish

CEO and founder, Strategy Risks. Columnist, Barron's. Visiting fellow, @AtlanticCouncil, adjunct, NYU.

下东区，NYC strategyrisks.com Joined September 2009

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Isaac Stone Fish @isaacstonefish Jul 28, 2023

A stunning 50% of Americans see China as the greatest threat to America. Agree or disagree, like it or not, support it or hate it, this is our reality. Businesses, Investors, regulators, elected officials, everyone needs to understand and discuss this.
pewresearch.org/short-reads/20…

www.pewresearch.org Americans name China as the country posing the greatest threat to the U.S. In an open-ended question allowing Americans to name which country they see as the greatest threat to the U.S., 50% name China.

Isaac Stone Fish @isaacstonefish 4h

I certainly didn't intend to mock her name at all, I think what Chinese names mean does contextualize or add a layer to the conversation. Xi Jinping (named that for being born near Beijing, as opposed to his brother, Xi Yuanping), or Wendi Deng, whose birth name was Cultural Revolution Deng.

Paul Huang Verified account @PaulHuangReport 5h

As a Huang I guess I should recuse myself from this discussion?
But then, I remember a wise saying that before you make fun of others' last name, maybe it is a good idea to look at your own and hmm, think how they would hit you back?🤔
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Isaac Stone Fish @isaacstonefish 11h

Prediction: this quote will not age well.

Alexandra Lavoie Verified account @ThevoiceAlexa 14h

🚨BREAKING: Carney claims the U.S. is a significantly greater national security threat to Canada than the Chinese Communist Party.

“In terms of the security risks for our partnership, they’re much much much less than the security risks, for example, of the United States.”

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Isaac Stone Fish @isaacstonefish 13h

Well, this is one way to think about it…

adri ♡ Verified account @socialistadri 1d

Hasan Piker's take on the Jensen Huang's cheating scandal with the alleged Chinese spy:

"I personally don't give a shit. I want them [China] to copy the fucking chips and I want to have cheap RAM. I want to have cheap GPUs. Give them not just the chips, but the lithography machines. Make them have access to the microchip technology pronto.

We want to flood the market with Chinese copies. That's what I care about. I don't give a fuck about the national security implications here. That's just me. So, whatever kind of Chinese strange Jensen Huang needs to get involved with to make that happen, I am in support of it. HONEY POTS FOR EVERYBODY! I LOVE TRADE-MAXXING!"

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Isaac Stone Fish @isaacstonefish 16h

The story of global business in 2026 is a story of a fundamental disconnect between national security and China ties. Nvidia is the most public example of this, but it's something that businesses the world over are grappling with.
The other big China story in the news is China's surging trade surplus, which has already exceeded $1 trillion for this year. Governments want businesses to manage and reduce their China ties. Businesses want to import low-cost and often excellent Chinese products, benefit from China's domestic market, investment funding, and talent pools. The clash between the needs of governments and the needs of businesses is only going to get more discordant.