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 .p037 [[ https://en.wikipedia.org/wiki/Z.ai | Zhipu ]] rebranded Z.ai in 2025, follows OpenAI a year later
 .p045 [[ https://en.wikipedia.org/wiki/Waymo | Waymo ]] car attacked SF Chinatown 2024
  .book mentions only anti-Waymo incidents, not Waymo related-deaths and traffic felonies due to inadequate design.
 .p046 [[ https://en.wikipedia.org/wiki/Shenzhen | Shenzhen ]] was a fishing village with 30K residents in 1980.
  . 17.5M in 2020, third after Shanghai and Beijing
 .p046 40yo, many died escaping to Hong Kong, today net inflow to mainland
 .p047 [[ https://youngchinagroup.com/wp-content/uploads/2020/12/07-20-20-bio-sheet-full.pdf | Zak Dychtwald ]]
  2018 book [[ https://wccls.bibliocommons.com/v2/record/S143C3243758 | Young China ]]
 .p047 1980 China GDP 2% of world, 2025, 20%
 .p048 online shops, free same day delivery in major cities
 .p048 store QR codes reveal entire supply chain from farm to shelf
 .p049 95% of citizens satisfied with government, each day better than the last '''(mistake in book: "next")'''

The New Geography of Innovation

The Global Contest for Breakthrough Technologies


.p001 Introduction , Cpitalism with an Emoji Face

  • p009 Fig 1: Top ten #private >$B tech companies - US 1720, China 438, UK 183, Israel 119, India 117 ... 10

  • p010 Fig 2: Top ten venture dollars invested - US 190.2, China 38.5 , UK 16.2, India 13.5, ... 3.4
  • p012 Fig 4: WIPO Global Innovation Index - Switzerland 66, Sweden 62.6, US 61.7, ... 56.6 China


.p015 Ch1 . The Precocious Student

  • p015 David Wallerstein at Naspers then Tencent

  • p016 UC Berkeley grad
  • p017 Tencent peaked near $1T in 2021, dropped, regained in 2026
  • p017 WeChat IM. social media, and mobile payment for smartphones

  • p018 everyone in China uses WeChat, essential for smartphones

  • p019 Tencent now major multinational investor in gaming companies
  • p020 Tencent Pictures produces US franchise movies; Terminator etc
  • p021 investments in Moon Express and Planetary Resources (defunct 2018)

  • p022 in 2024 more investment flows out of China $163B than in $18.6B
  • p022 DoD added International Data Group to list of Chinese military companies

  • p023 US and China venture firms face saturated domestic markets
  • p024 Aixtron - German CVD manufacturing equipment website, China acquisition blocked

  • p024 Neura Robotics, China acquisition blocked wikipedia

  • p025 Hussein Kanji V.C. "We can't play there but they can play here"

  • p025 Lilium Munich flying car company, insolvent 2024

  • p026 US and Europe proclaim decoupling from China while increasing trade by 25%
  • p027 Tencent divested of 5% stake in Tesla
  • p028 Wallerstein: encourage positives, we aren't clear about desired destination
  • p029 MSRA Microsoft Research Asia in Bejing, 2015 paper Deep Residual Learning for Image Recognition layering neural networks improves performance

  • p030 >250K citations on Google Scholar

  • p030 2015 ImageNet competition, MRSA submission surpassed human level performance

  • p031 In 2022, China surpassed US in the Nature index

  • p033 1300 foreign companies with Chinese advanced research labs
  • p033 Ya Qin Zhang matriculated at 12yo to

    • USTC University of Science and Technology, "China's Caltech", in Hefei

    • finished PhD at GWU

    • IEEE Fellow age 31 in 1997
  • p034 now teaching at https://en.wikipedia.org/wiki/Tsinghua_University, dean of AI Research

  • p035 Six of ten top universities are in China, ahead of US
  • p037 ChatGLM, Chinese variant of ChatGPT

  • p037 Zhipu rebranded Z.ai in 2025, follows OpenAI a year later

  • p045 Waymo car attacked SF Chinatown 2024

    • book mentions only anti-Waymo incidents, not Waymo related-deaths and traffic felonies due to inadequate design.
  • p046 Shenzhen was a fishing village with 30K residents in 1980.

    • 17.5M in 2020, third after Shanghai and Beijing
  • p046 40yo, many died escaping to Hong Kong, today net inflow to mainland
  • p047 Zak Dychtwald

  • p047 1980 China GDP 2% of world, 2025, 20%
  • p048 online shops, free same day delivery in major cities
  • p048 store QR codes reveal entire supply chain from farm to shelf
  • p049 95% of citizens satisfied with government, each day better than the last (mistake in book: "next")

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.p055 Ch2 . Steeples of Excellence

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.p097 Ch3 . Busting Monasteries

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  • p115n Radix Blog 2018 Feb. 8 "Why blockchains don't scale"

    • "Every node processes each and every transaction, keeping a record of the entire blockchain."
    • Wrong! Neither Mehran Gul nor blogger Dan Hughes mentions Merkel Trees, which is how many individual transaction hashes are combined into trees of hierarchical hashes and and one root hash. For a binary tree of N transactions, the hash process to VERIFY ONE individual transaction uses order log2(N) time. Tracing a single transaction out of a million transactions takes only twice as long as one out of a thousand transactions, and one out of a trillion takes only twice as long as a million. Meanwhile, computation continues to get faster, hence as the tree grows from a million to a trillion, the hardware speed will more than double, and the verification time will become smaller.

    • Organizing and distributing all that data is a challenge; the global cost of that may be much larger than the block reward in bitcoins, but that cost is distributed among thousands (millions?) of miners and aggregators
  • p116n 2014 New Yorker, 2024 Dec. 15 John Colapinto "Material Question"
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  • here is where I stopped reading; another library patron wants the book. The book isn't great, so I may not request it again



.p137 Ch4 . Hyper Gap

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.p168 Ch5 . Smart Nation

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.p201 Ch6 . Small Wonder

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.p236 Ch7 . The New Mittelstand

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.p267 Ch8 . Importing Genius

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.p300 Conclusion . Social Animals

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GeographyInnovation (last edited 2026-06-23 06:46:24 by KeithLofstrom)