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Entries from October 1, 2006 - October 31, 2006

5:24AM

Doha! Doha! Doha! (sung to the chorus of "Tony! Tony! Tony!" from "The Producers")

ARTICLE: "Will Doha Get the Gold?" by Nick Summers, Newsweek, 16 October 2006, p. 13.

In BFA, I note that hosting an Olympic games is a big sign of moving from Gap to Core. Look at the list of all the hosts of the Summer Games in the modern era: all are now in my Core and only two were "early entrants" (Mexico and the USSR/Russia), meaning they hosted prior to the end of the Cold War.

Now we've got Qatar hosting the 2006 Asian Games and hoping to use that experience to prove a bid to host the 2016 Summer Games.


You put that together with Qatar's cooperation with the CENTCOM, being the namesake of the "Doha Round" of the WTO, being the hometown of Al Jazeera, and its continuing efforts to emerge as the Arab world's financial equivalent of Singapore and pretty soon you're talking a Muslim equivalent of Israel in the region--an island of Core-ness that sets an important precedent (and one obviously Israel can never achieve among Muslims).

5:05AM

China v. India on technology

ARTICLE: "Different strokes: China and India are emerging as technology titans, but in different ways," The Economist, 7 October 2006, p. 72.

ARTICLE: "Home and away: India moves in on the West's mortgages," The Economist, 7 October 2006, p. 82.

The article cites a new OECD report that charts the evolution of the global IT industry. Two big changes seen: 1) the top 250 firms includes fewer hardware and manufacturing firms and more software and service companies; and 2) "Asian firms are pushing aside American ones."


Companies from China, India, and Hong Kong appear for the first time, and the Taiwanese number goes up 3 fold from 2000.


As always, the HK and Taiwan numbers are really Big China numbers separated out. In reality, the overlap in business relationships are so strong (the HK and Taiwanese firms really operate mostly out of China) that you can take the total of the three entities as comprising Big China's real number.


China is now the biggest high-tech exporter, even as most of that production is foreign firms borrowing Chinese labor. Still, the Chinese market is now 6th in the world as a buyer of high-tech goods and services. By 2010, only the US and Japan will be ahead of China.


Because services' revenue skyrockets about 50% globally since 2000, so India's reps are Tata, Wipro and Infosys. All that capacity gets translated in new ways for India, which is "poised to benefit from a huge rise in 'mortgage-process outsourcing' in the new few years--worth anything from $100m-150m a year to $3 billion-7 billion."


The key differences in the two titans' approaches?


China outspends India 2.5 to one on technology, already sports the world's biggest cellphone market, and is #2 market for PCs. It also has 3.5X the Internet users (430m compared to 120m). The lead in all these areas is viewed as resulting from China's ability to centrally plan and push a lot of this development pronto.


Another key difference: because China has plenty of high-tech manufacturing capacity, it can make its own, whereas India must import much.


India also has focused on services, which allows private-sector companies an easier time in working around bureaucratic BS.


Looking at the total 250 firms, it's interesting to note that overall employment is down, suggesting that "companies are increasingly outsourcing their operations to smaller, specialist firms--many of them in China, India and Taiwan, as well as in the West--that do not appear in the top 250."


Evidence of this shift in R&D spending (spooky to many in America, inevitable to any economist) is found on page 12 of the same issue. The chart displays the survey result when foreign companies were asked if they were likely to increase R&D spending in China and India and if so, in what sector.


In the auto world, 60 percent said they were investing more in China, and even more said they would in India too.


In IT, it was almost 60% for China and almost 90% for India.


Telecom and financial services hovered at about 30-40% of the companies saying yes for both states.


Interestingly enough, almost 50% of the media companies said they were investing in that industry in both states. Consumer and industrial goods sectors produced similar results.


Yet another data point in the current globalization of R&D, which marks this globalization as being stunningly different from any other era preceeding.

2:09PM

Some raw video footage

Big thanks to Dan Hare for letting us link to his page, Iraqi Voices, with raw video of Tom.

2:04PM

The revolution will be blogged

ARTICLE: How the Internet Is Backfiring on Arab Governments, By Noah Barron

Beautiful piece that reinforces how connectivity will drive change in the youth-bulging Middle East. It is the railroad of the American West, and it will change everything in the end.

This revolution will be blogged from below and not driven by decapitating regime change.


And I can't wait, as the West's Middle East experts are an insufferable lot that remind me of the bitchy old bunch of Western Sov experts. Heard any of them lately? Hell no! Now you can find tons of Russians who do it better on the spot.


Fortunately for me, globalization's got a ways to go...


Thanks to Christopher Mewett for sending this one in.

1:54PM

Shrinking the gap with cheap laptops

ARTICLE: Report: Libya buys laptops for schoolchildren

Tame tired authoritarian regimes with the honey of connectivity and see what happens.

You know, the story on Qaddafi was that his son convinced him to open up to West and leave a legacy of connectivity.


That and his need for FDI to bolster his energy sector...


Most of Libya's oil fields have never been seriously explored, and it's all light and sweet.


Still, as I've said before, it'll be cellphones and not cheap laptops that shrink the Gap.


Look at 44-year-old me. I mostly blog and surf through my phone now.


Thanks to Eric Fisher for sending this in.

1:44PM

All in one must yield to the distributed many

POST: Decentralization and "Good Enough" Security, By Gunnar Peterson

Great post. Centralized security in a federated world: I love it! That, in a nutshell is why the all-in-one Leviathan must yield to the distributed SysAdmin force.

Also, the bit on blogs and the CIA reinforces my mid-level training session with such intelli-crats back in May.


Thanks to Mark (ZenPundit) Safranski for sending this in.

1:43PM

China just not ready to go all the way on North Korea

ARTICLE: “Angry China Likely to Toughen Korea Stand Somewhat: Disappointed by its ally, Beijing strongly condemns the test,” New York Times, 10 October 2006, p. A10.

ARTICLE: “Security Council Approves South Korean as U.N. Chief: One last vote before Ban Ki-moon becomes secretary general,” by Warren Hoge and Choe Sang-hun, New York Times, 10 October 2006, p. A10.


ARTICLE: “Pentagon Assesses Responses, Including a Possible Blockade,” by Thom Shanker, New York Times, 10 October 2006, p. A8.


OP-ED: “Mutually Assured Disruption: Enough talk. Let’s make North Korea, and China, pay,” by David Frum, New York Times, 10 October 2006, p. A27.

Kahn is really good on China. Key bit here:
The reason there is unlikely to be a major policy change, Mr. Jin [Canrong, a foreign policy expert at People’s University in Beijing] and other experts here said, is that North Korea has sharply increased tensions without fundamentally changing China’s calculations of its national interests.


Its priorities remain, first and foremost, promoting internal economic development, the key to longevity for the ruling Communist Party. China’s cautious authoritarian leaders concluded long ago that generating high growth in its gross domestic product required a benign relationship with the world’s major powers, secure borders, and open markets--in a word, stability.


China would like to achieve a denuclearization of the Korean Peninsula but has shown few signs of accepting war or a forced change of government as an acceptable way to achieve that goal.


“The core of the issue is not nuclear weapons, said Shen Dingli, a leading security expert at Fudan University in Shanghai. “The core of the issue is peace and stability. That is still strongly in China’s interest.”

Hell, I just realized! We don’t really need Western China scholars much any more, not when you can get that sort of dead-on analysis from homegrown experts.


I’m glad I didn’t read this piece before I went on Kudlow, because I basically made a similar one on my own, and it feels better to have it validated than to crib it.


So a low-key China plus a low-key new Korean UNSECGEN and a Japan just trying to get back in China’s good graces and a George Bush promising diplomacy, diplomacy, diplomacy (which I described last night as code for “China! Help me!”) and I’d say Kim is looking pretty (or as pretty as someone with that hair can; I mean, I can’t exactly say “standing tall,” can I?).


Yes, we can blockade, and we probably should. But as I said last night, Kim has shown himself impervious to disconnecting strategies, which only play into his hand, as Ian Bremmer of “J-curve” fame would argue (and did recently in a WAPO op-ed shilling his book nicely). If he can let 2 million die rather than risk too much foreign relief connectivity, he can certainly hold out for the long haul.


As I said yesterday in the blog: we should just start the East Asian NATO talks now, over this issue, rather than keep such progress hostage to that little rat bastard. Let’s build the alliance pre-emptively, in anticipation of the victory, rather than wait. I know of no other better subverting pressure on Kim--namely, we seduce his patron in front of him.


As for a goofy, exact opposite approach, check out former Bush speechwriter David Frum’s op-ed. If you think journalists as grand strategists are dangerous, then imagine how scary speechwriters are. But what can you expect from Mr. Axis of Evil (and to think he and the Missus used to brag him up on that grand accomplishment, which of course doesn’t seem to have been the great move since it telegraphed our punches so well, leading to our current situations with both Iran and North Korea).

1:41PM

Women hold up half the sky

ARTICLE: Woman tops list of China's richest for first time, By Jerker Hellstrom, Washington Post, October 10, 2006

Good example of female empowerment. Something Mao (author of the title of this post) promised but never delivered.

No woman sits in the Politburo's inner circle, but a woman is the richest person in China.


Thanks to Nathan Machula for sending this in.

1:38PM

Great SysAdmin description

ARTICLE: In Afghanistan, US troops tackle aid projects - and skepticism, By Scott Peterson, The Christian Science Monitor

Compare this to the fire-breather's piece on Big War and you've got Alpha and Omega.

Thanks to Christopher Mewett for sending this in.

1:36PM

A living, breathing dinosaur that can write articles!

You think the Leviathan mentality isn't still very vigorous?


Check this fire-breather out!

1:33PM

Shot of Royal/Dutch Shell filming in my living room

royal%20dutch%20shell.jpg

11:22AM

Talking the future with RD/S

Taping went well with the film crew.


As usual, no one could find the house (new subdivision that appears on no maps). Last night the limo CNBC sent arrived just in time for my wife to point me out on the TV to the driver.


Today, I had to field 6 calls from the cabby ferrying Kamran Agasi, a senior-level guy in the famous Royal Dutch/Shell "scenario group" (officially known as the Global Business Environment unit). The local camera and sound guys did better (only one call).


We started around 1:15 and taped for an hour (picture of that scene to be posted). We did it in the living room, but none of that will be apparent in the resulting "movie," because they threw up a green screen behind me, although one of our island bar chairs made it into the production (I had to sit on something with a low profile).


I ended up speaking a lot more on China than I expected.


Something dawned on me in all of the exchange: the biggest mismatch right now in the world is American hubris and Chinese lack of self-confidence. We need a "flow" of American surplus ego to the deficit-suffering Chinese, otherwise known as mentoring. That flow happens, and the world is awfully likely to work out (all scarcity fears aside--and yes, I realize there are more Julian Simons out there than Tom Barnetts) WRT globalization. Absent that flow, the question is how many bad situations can we collectively muddle through.


Fascinating, but that was the key takeaway from the New Map Game for me.


Good news from RD/S: Jeremy Bentham, current scenario group boss, will be in Beijing for my talk this time. Getting pumped!

3:58AM

Lights, camera, action!

DATELINE: kitchen island, Indy, 12 October 2006


Felt somewhat awkward being on TV after not appearing for a while, and I think it showed in the first segment. You have all these things ready to say, but then it's your turn to speak and you hear your voice ring hollow in this cavernous room, where you're staring at a camera and can only hear the show through your earbud (seeing nothing), and it just doesn't sound right. It's like you're not really there.


So you stumble around a bit, but then the sense of urgency kicks in and you begin to get that feeling of being on stage, and the words comes faster.


Larry Kudlow kind of freaked me a bit when, as the music swelled to signal the commercial break, he just kept talking right over it, like somebody giving their Oscar speech and refusing to cut it off. Larry just had this one last question he wanted to ask and by God, he was going to ask it. But all I heard on my side was the music plus his increasing speed and I figured he was walking us out the door, so to speak. So when he called my name, it wasn't exactly clear to me if I was supposed to talk. But I figured, better to err on the side of talking (always assume you're on camera) and so I started. But the connection was such that, once I started talking, any sound from their end went dead (like some cell phone connections), so while I was talking (and stumbling a bit on the answer), I kept expecting a producer to come on in my ear and tell me to shut it because it was a commercial break. But then Larry piped in and I realized I was still on the air. Whew!


After a long commercial break, I'm feeling pretty relaxed because the local remote station guys said that NY was saying CNBC would probably go to a NYC press conference on the plane incident, so I figured I was done. I wasn't happy with that, because I felt I was only so-so in the segment and wanted to redeem myself a bit by doing better in the planned second (after the commercials), but then we were back on just like that, talking Iran.


By then, I was feeling okay and my answers sounded a lot better. I got to end on my oft-stated distinction that you kill authoritarian regimes (Iran) with connectivity, while targeting the totalitarian ones for regime change (North Korea). Larry reads the blog, so I figured, based on his rather complex question, that that was what he was looking for.


When the second segment ended, I felt much better. Only natural to be a bit stiff when I haven't been on for a while (no radio either), so it was nice to feel my feet get wet again. Still, a crazy business and I am loathe to start letting my day revolve around it like so many people seem eager to do.


But with Larry, cause he reads the blog (he called me "my blog master on everything"), it does seem different. I don't like to go on just to comment on daily events, because, as I said yesterday, I'm not political and short-term in perspective, but strategic and long-term, and I figure that stuff just doesn't go over as well on the medium (better on radio). But because Larry reads the blog, I know he's only having me on when he feels it's time for somebody to say the kind of things I'm writing in the blog, so the process of selection here seems good. And, as more and more producers of these things read blogs, maybe that's the natural conduit vice having PR people push you in their faces. Interesting thought.


Cool to be on with Ignatius. My wife says he's got that slightly bemused look of his down like a charm for his time on camera when he's not speaking. She suggests I get one of my own and stop leaning to my left (I have a medical excuse: my eyes are out of alignment, hence I need fairly strong prisms in both my lenses, and my counter when not wearing glasses is to tilt my head a bit to the left to balance my sight and prevent the double-vision I can get when I'm tired; all of which means that not only am I an optimist, but a cock-eyed one at that!).


Beinart was pretty good, and pretty young, and pretty casually dressed (but also nicely complimentary to me on China). I felt so adult-like in comparison, that it depressed me a bit, especially when I leaned forward and got the top-down view of my hairline. Oh, to move through your forties...


I realize it was a China-friendly group, so my argument on alliance with China went over very easily (as in, unchallenged). Typically, Larry seems to pair me with some fire-breathing type on China or Iran who automatically brand my ideas as "dumbest thing I've ever heard" or some such wry response, so I realize it was a friendly room. But what's cool about being so out there on China is that, when it happens (or when I finally engineer it on my own), everyone will remember that I was one of the people advocating this shift for so long. And to me, that's the job of the grand strategist. Leave it to the political tacticians to declare something the "dumbest thing they've ever heard," because when the worm turns, they'll sing the new tune on key instantly, being so political.


Anyway, good warm-up for today. Got a film crew coming on behalf of a corporate client (Royal Dutch Shell). They want to film me answering a number of generic and specific questions about the future for distro within their senior management. This is being done in advance of my next trip to China, where I'll do my usual brief with a host of managers brought together from around the world, plus do a special career-advice bit with a bevy of up-and-coming Chinese managers, which should be a story worth telling in Vol. III, methinks.


Anyway, I'm now inescapably having to clean the kitchen and first floor in anticipation of these guests, plus I've got to look over the questions, so blogging must wait...


But to amuse me while I clean, "The Way West: How the West Was Lost & Won (1945-1893)," an American Experience documentary directed by Ric Burns.

9:58AM

Going on "Kudlow & Co." tonight between 5-6pm EDT with David Ignatius

Got the call while I was talking to Mark Warren, with whom I'm consulting regarding some art work for the December issue.


Given my last post, I am totally not in the right space for such an appearance, especially since I've been paired recently on Larry's show with some pretty hardcore types. But since I was told Ignatius is going to be on and the subject is Iraq, Iran and North Korea, I feel like I can't let Kudlow down and it would be disrespectful to Ignatius, whom I really respect.


Plus, as senior managing director of Enterra, you feel the responsibility to pick up such opportunities as they arise--especially on CNBC.


So I will shave today and my boys and I will not play golf (which sucks, although with all the rain here today, perhaps I was dreaming).

8:13AM

Solution sets on Iraq, Iran and North Korea

DATELINE: Indy, 11 October 2006.


Fighting asymmetrically isn't really that complex. Yes, we dress up with these overarching notions of 4GW and imagine further iterations of similar rising complexity, but by and large, fighting asymetrically often involves simply socializing your problem.


Basically, socializing your problem is about recognizing that the problem you're facing is too large for you to handle, so you blow it up and make it the problem of a whole lot of other people besides yourself.


9/11 is the great example to me, but so is the Big Bang. With 9/11, Osama and al Qaeda socialize their problem to include America proper. Without drawing the Americans in for some real conflict in the Middle East, al Qaeda's chances of effecting fundamentalist revolution there were nil. The "moderate dictators" were simply too good at what they do: buying off as much political support as necessary and sending away as many unredeemables as required (encouraging them to play in some neighbor's yard).


But once Osama gets the Americans in the mix, he's got a board in play--and a chance.


Bush came to the same conclusion after 9/11: I'm going to make this problem the problem of a whole lot of other people besides America. So he issues his axis list, regrettably telegraphing his punches, and makes bold declaration of global war on terrorism. And he decided to invade both Afghanistan and Iraq--the first as pure retribution and the second as the true socialization of the problem (giving Osama right back to the Middle East). Was Bush worried about attracting too much attention? Hell no. "Bring it on," he said.


I think both Osama's and Bush's choices were strong and strategic ones, but I think each set in motion all sorts of other players reaching similar conclusions. When Hezbollah kidnaps that Israeli soldier, the group effectively socialized its problem of being unable to advance its cause within Lebanon. A Lebanon that's progressively connecting to the outside world again and is free of Syrian military occupation is not a Lebanon within which Hezbollah can win rule. But a Lebanon that Israel's decimated? That's a board in play.


Same thing for Iran, waiting on the Bush military strike. Tehran decides to socialize its problem with the asymmetrical attack on Israel. All of a sudden, it's a lot of people's problem--these crazy Americans and their threats.


Same thing for North Korea. If Kim submits to the six-party talks, then he's the problem. But fire off some missiles and test a nuke and all of a sudden it's Condi Rice and America that have explaining to do, declaring we have no attention of invading North Korea. So long as Kim feels like he's being isolated and targeted by the U.S. for regime change, he's got a big problem. But socializing it with the threat of nukes, now the region has a problem.


As I have written many times in the past, we need to help set up regional security schemes (or regimes, to use an International Relations phrase) for both the Middle East and East Asia.


In the latter, I've frequently described using the Kim takedown as a precursor to establishing an East Asia NATO. Why? America can't seriously anticipate a Long War focused on the Gap and all those failed states while holding up the hedge against great power war in East Asia. Simply not enough troops, as we're proving now in Iraq. Also simply not enough friends, which we prove in Africa where the Chinese are everywhere commercially and diplomatically and we're just beginning to set up the embryonic AFRICOM command. By not having an East Asian NATO, we deny ourselves access to our own labor, better put to use elsewhere, and we deny ourselves future logical allies, like body-heavy China.


I know that considering China is a big leap for many long accustomed (and conditioned) to see China only as threat and enemy (apparently, a lot of Glenn Reynolds' readers), but I don't know how you look ahead strategically on either global economics or the Long War and not come to that conclusion. To me, that's just pissing in the wind to imagine we can rely on Europe and Japan--the old West (and the rest of my Old Core), when it's clear that the most incentivized pillars in the Core right now are its newest members (an argument I beat to death in BFA). Our overlap in both strategic interests (we want the same things to happen in the Gap) and capabilities (demographically vibrant, got militaries, and aren't afraid to use them) is stunning in comparison to the lack of the same with Japan and Old Europe (and getting older by the minute, as Steyn constantly reminds).


So when people say, "well, then, how do we move forward?" My reply is simple. We recognize who our new allies are naturally going to be in the future and we begin that co-optation process immediately. We bring them into every situation where we need their help and we insert ourselves--appropriately--into every situation where they need our help. What we don't do is hold onto outdated enemy images or continue adhering to outdated strategic concepts.


In East Asia, would I have a Six-Party forum on North Korea?


No. I'd have an X-party forum on creating an East Asian NATO, within which I'd most deliberately set China up as the mainland mainstay. I'd get them as comfortable as possible strategically, and then I'd talk about North Korea with them within that context.


I wouldn't keep up the Taiwan charade. I wouldn't invite Japan to join my defense guarantee on that.


Frankly, I'd tell the whole region that I'm seeking strategic alliance with Beijing and that I want them in on that most important discussion.


And when Kim got nervous and jumped up and down, I'd look him in the eye and say, "Don't worry, we're going to get around to you soon enough."


And then I'd let Kim's desperation and paranoia set the timetable for the rest of what needed to be done to create an East Asian NATO.


But I would most definitely lock in China at today's prices, and travel through Beijing to get to Pyongyang--at a speed of China's choosing but enabled by my rapid embrace of China as a strategic ally.


Against what?


Against anything we both feel threatens globalization. No need to declare war on everyone and everything in advance. Act first and explain later and stop telegraphing our punches.


In the Middle East, I'd twist as many arms as necessary and make as many promises and compromises as necessary to get some CSCE-like regional security dialogue going, and I'd make sure my entire BRIC quartet was there, plus NATO.


In that dialogue, I'd be forced to make my first compromises with all of Iraq's neighbors, but by giving them what they want in the meantime (regime security), I'd fix the mess I got ourselves into in Iraq first.


The more I'd do this, the more nervous Israel would get, but the more nervous Israel got, the more I'd use that to bring Israel into that mix, socializing the Palestinian problem just like the Iraq one.


I would suffer the slings and arrows of Iran's emergence as the cost for this strategy. But by stabilizing the region on Iraq and Palestine, I make it harder for Tehran to keep the clamps on tight domestically, and that plays into my hands demographically with time.


Then, as I build my tight relationship with China, which I extend to India and Russia, I use that trio to get what I want from Iran over time, making the Iranian problem their problem and solution set.


You can say, "But the Bush administration constantly asks these nations for help on Iran, and we've worked China like crazy on North Korea! And we can't talk with Syria and Iran on Iraq because they're already working directly to sabotage our efforts there!"


As I have said many times with the Bush crew, they lack strategic imagination. They pick up new enemies while not getting rid of outdated ones. They know when to say no but not when to say yes. Worst of all, they want all compromises to be on their terms. They ask for your help when they can't do it alone, but they almost never think they can't do it alone.


"But all of this will take too long. We need answers now."


Sure we do, but messes long-in-the-making require solutions long-in-the-building.


I just don't see us getting what we need in Asia without a regional security scheme that enshrines China as both our strategic ally and main security pillar of the region. Until we give them what they're going to achieve anyway with time, there's no incentive for them to speed up their efforts on our behalf, especially since those efforts would put their trajectory at risk and facilitate our own open attempts to "contain" China's rise.


In short, the Chinese aren't stupid.


Iran's trajectory--believe it or not--is similarly bright and strong in the Middle East. Think of a country that can be both body (resources) and head (that ambitious, young, educated population) in the region better than Iran twenty years from now. We can either be part of making that trajectory happen and work for us, or we can be part of trying to keep it from happening, suffering the regional insecurity that will inevitably result.


Our problem set is no longer containing the Sovs, but we act like we can and should tackle today's problems and the Long War by relying on the same aging cast of allies. North Korea won't be solved by having Japan and South Korea on our side, but by doing whatever it takes to get China to deal with that problem with us and on our behalf. That's the obvious direction our socialization of the problem should go.


Ditto for Iran on Iraq. No one country in the region is going to be able to help us more on settling Iraq than Iran.


Don't want to ally yourself with such a nasty regime? Well, then get the hell out of the Long War, because you're not a realistic strategist who's determined to win but rather a naive tactician who thinks it's cool to take on all-comers at once.


Bush and company are backtracking in both East Asia and the Middle East because they're simply not imaginative enough to see this Long War through in all its strategic implications. Yes, we will make some strange bedfellows in the near term. Such is war. But the real question is whether you want to look good or win.


Me? Like many of my military friends, I don't believe in fair fights. When I enter a fight, I believe in doing whatever it takes to get through it as quickly as possible and as safely as possible. Then I move onto the next challenge.


But this Bush administration has not done that. They came into power all excited to transform the military for future war with China, simply substituting one bogeyman for another. 9/11 pulled this crew into the Long War, but it did not cure them of their Cold War thinking. They added new enemies but no new allies. They got so excited at the prospect of going from A to Z in the Persian Gulf that they forgot all about B through Y as pathways.


Well, now that journey is inescapable.


Want to fix Iraq? Then fix your relationships with Iran and through Iran with Syria.


Want to fix North Korea? Then build strategic alliance with China that can incorporate that solution set.


What we do now with each is boss them around. Hasn't worked up to now and it won't work in the future. Instead, they'll free-ride us to death--quite literally if we let them. And in the end, they'll get what they want regionally at virtually no cost to themselves. Meanwhile, we'll be bankrupted.


Or, we'll get something much smarter on Jan 2009 and let the bidding begin.


And yes, since you ask, I do realize that in penning this post I've basically restated all of my arguments I laid out to the Bush administration at the beginning of their second term (the Esquire Mar 05 piece, called, "Dear Mr. President, Here's How to Make Sense of Your Second Term, Secure Your Legacy, and, oh yeah, Create a Future Worth Living." It was what I believed then and it's still what I believe now. To me, a serious grand strategist isn't somebody with a new answer every week. He gives you the answer you need when you need it. How long you waste before taking his advice is your problem.


And yes, yes, I know how frustrating it can be to read this blog and hear only about the long term, but I will confess, that's my uncorrected vision. In my heart, I'm a grand strategic thinker simply because I have no choice. I am not a political animal. I don't think particularly well on those terms. Because I am such a pure, long-term thinker, I cannot easily divorce my advice from that perspective. When I try, it just seems dishonest and pointless--as in, I really do believe I know better, so why feed you something contradictory for just the short-term when I know it won't get you the long-term you need.


And I know that argument is frustrating for a lot of people right now, because we've got two years left on this administration and it seems more and more--on an almost daily basis--as a continuously unfolding disaster. You can almost feel the price of the inevitable correction go up with each week, making the next president a very important choice.


We're suffering our system right now. If this were a parliamentary system, this government would fall in a few weeks--plain and simple. But that will not happen, and I have zero expectation that Bush will change, or that Rice will suddenly move beyond her talking-point style as SECSTATE. Meanwhile, Rummy's retreated to his office, sending Schoomaker to the Hill, and our Marines and Army are being forced to continue this fight under the worst circumstances.


Truth be told, there's not much use for me in this environment right now. Until Jan 09 this ship is going to be necessarily driven according to very short-term political expediencies (the Rove approach), and that simply will not do. But it's inevitable unless the Dems score such a huge victory and Bush is so thoroughly repudiated that he feels many heads must roll and new strategic approaches employed.


But I am not optimistic the Dems' victory will be big enough to force such change, and I am deeply worried that their leadership isn't up to the challenge of articulating an alternative strategic vision, much less working with the wounded, lame-duck Bush team to make it happen. I fear a muddling-through outcome that will make the next two years awfully unpleasant.


Sad, but a sort of poetic justice WRT to this administration, even as it's supremely unfair to those lives unnecesarily lost in the meantime.


Remember back to 2000, when the word on Bush was "all hat, no cattle." Well, it looks like we should have "blinked" on that one.

7:51AM

A mentor's new book

BOOK REVIEW: "Red Guards: A political history of China's Great Proletarian Cultural Revolution," (Mao's Last Revolution, by Roderick MacFarquhar and Michael Schoenhals), by Judith Shapiro, New York Times Book Review, 8 October 2006, p. 28.

Rod MacFarquhar is probably the preeminent non-Chinese scholar on the Cultural Revolution, from which today's China has not distanced itself as much as many assume (in disastrous scope, it's more like our Civil War than any other catastrophe we've experienced, and that took a good 50 years to recover from--demographically and politically--and another 50 years to finally rectify and complete via the Civil Rights movement).

Rod was my faculty adviser at Harvard during my second year in the Gov Department, a very crucial turning point for me because I almost left Harvard to go to DC and start working with the hope of completing my dissertation (I was ABD then, or all-but-dissertation) "on the side" (that old chestnut).


Rod was kind enough to talk me out of that plan, advising me strongly to stay at Harvard three more years (I had just passed my comps in the first year due to my advanced standing with my MA in Sov studies) and get it all done before setting out. He told me he had far too many students try this and fail, primarily for reasons of family (you get a kid or two and the dream gets tossed out with the diaper pail).


He said, "Get your union card. You never know how long that whole Soviet thing is going to last and this will guarantee you a job under any conditions."


Rod was so very right. He told me that in the spring of 1987.


I only met with him one-on-one that one time, although I took his class and later taught some Chinese communist history myself in another survey course for undergrads. It was a very important meeting for me, obviously, and I often think back to how important it was for me to hear his words at exactly that time.


I think long and hard on the mentoring issue as I contemplate Vol. III, trying to imagine the book I would have always wanted to read but never found during those grad school years: one that said in practical terms, "this is how you become a strategic thinker about the future."


I never found that book, of course. I read many books that deal with the content of strategy but none on how to think strategically. I read many books that deal with the future but none (this was before Peter Schwartz's book "Long View") on how to think systematically about the future. In short, I read a lot of "what," but no "how?"


And I think that a book with a lot of "how" would be a very good thing.


At least I know I would have bought one and read it--if given the chance back then. Why? That fear of the unknown career path that lay ahead was pretty profound back then, as I'm sure it remains for a lot of people as they contemplate the transition from grad school to the work life, especially since this sort of work life is so poorly understood by anybody outside the field.


I mean, I never took anything at Harvard that gave me the slightest hint of what my career would end up looking like. In vocational terms, it was a far more useless education than I ever could have imagined. Other than a few key concepts I've taken with me throughout my career, the imprint was far lighter than I imagined.


Sure, it would have been different if I had stayed in academia (and no, I wasn't in academic when at the Naval War College, as I was on the research side of the house), but I never considered that as an option. Just too weird

4:31AM

My bad argument on Iraqi casualties

ARTICLE: "Iraqi Dead May Total 600,000, Study Says," by Sabrina Tavernise and Donald G. MacNeil, New York Times, 11 October 2006, online

ARTICLE: "3rd Iraq Death Has One Town Shaken to Core," by Peter Applebome, New York Times, 11 October 2006, Times Select


ARTICLE: "Baker, Presidential Confidant, Hints at Need for New War Plan," New York Times, 9 October 2006, p. A1.

Here's what I now regret arguing in my last Sunday column:
Unacceptable casualties?


The United Nations estimates that, thanks to our economic sanctions, we sentenced 50,000 Iraqis to death annually throughout the 1990s, mostly kids and old people. That's half a million in a decade, not counting all the citizens Saddam kept killing. Our best estimates say fewer than 50,000 Iraqis have died since March 2003. Continue containing Saddam in the meantime, and over 100,000 additional Iraqis would have died - thanks to our realism.

Here's why I wrote it: I am constantly dismayed at how our nation and the West in general blithely write off widespread preventable death inside the Gap, in effect accepting the long, slow pile-up of bodies rather than risk the inevitable short-term plus-ups associated with interventions (for example, watch Sudan unfold for several years or go in and do the killing required to stop this slo-mo genocide).


WRT Iraq, it's always bugged me how many Iraqis we killed through sanctions or by allowing Saddam to continue in power following the first Gulf War. Stopping that loss of life by taking down Saddam struck me as a very good argument in 2003 and still does to this day.


That war was justifiable on all sorts of moral grounds, but how we've conducted this postwar has not been justifiable.


A complex argument to some, ass-covering to others. But to me, they are legitimately separated, just like the decision for surgery versus the course of care post-surgical. If the operation needed to be done, then you do it, but once you commit to that, you have to commit to the follow-up care. Don't bother to win the war if you're not going to bother to win the peace.


But the direct comparison comes off badly in the column, so I regret it.


Yes, the article on the new death estimates in Iraq pushes me to make that statement. I do think the estimate is wildly inflated for a lot of reasons, and that admitted margin of error that runs from 400k to 700k is sort of stunning, but it did get me thinking about the arguments that need to be made and the arguments I want to make, and it made me realize that I don't want to be associated with arguments like the one I made above.


The sacrifices made by the Iraqi people have been great, as have ours.


There are the mistakes we've made on our own in the reconstruction. Some are forgivable, but many are not. They all tell us we need to get better on the postwar or we'll soon--and legitimately--be out of the business of interventions inside the Gap.


There are the mistakes the military has made, but they are learning. This learning, given the long-term bias we've had inside the Defense Department against postwar reconstruction and stability ops and counter-insurgency, was inevitably going to require a high level of pain to occur. That's just the reality of large bureaucracies and military culture: victory is a poor teacher, as Jim Mattis likes to say.


But in the end, I do believe that our worst mistakes with the postwar have revolved around the Bush Administration's making this fight far harder than it needed to be by not getting enough allies on board and by deciding not to do exactly what Jim Baker is now proposing (and which I have been proposing on Iran for almost two years)--namely, we need to be talking to Iraq's neighbors about how they and we are going to stop the fighting. Compared to our in-country mistakes, our inability to stem the what's flowed into Iraq via Syria and Iran is far more damaging.


You walk into a bar and you decide to set the tone by fighting the biggest, baddest guy in there. What you do not do is try to fight the entire crowd all at once--much less announce it before landing your first blow.


Getting Iraq right was--and remains--crucial to the Long War. That was my main point in the column. But arguing the casualty statistics, as TheJew pointed out so well in a subsequent comment, was not a good idea. It doesn't point in the direction of the solution set, and that's all that matters, no matter what the death tolls really are.

4:17PM

Fixing the fix we‚Äôre in

ANALYSIS: “Bush's 'Axis of Evil' Comes Back to Haunt United States,” by Glenn Kessler and Peter Baker, Washington Post 10 October 2006, p. A12.

ARTICLE: “Sectarian Havoc Freezes the Lives of Young Iraqis,” by Sabrina Tavernise, New York Times, 8 October 2006, p. A1.

Long day building this week's column (Epidemiology meets Dr. No) and tending to personnel issues with Enterra (oh, the joy of learning to manage, says 8-of-9).


Good opening paras tell the essential story of the first piece:

Nearly five years after President Bush introduced the concept of an "axis of evil" comprising Iraq, Iran and North Korea, the administration has reached a crisis point with each nation: North Korea has claimed it conducted its first nuclear test, Iran refuses to halt its uranium-enrichment program, and Iraq appears to be tipping into a civil war 3 1/2 years after the U.S.-led invasion.


Each problem appears to feed on the others, making the stakes higher and requiring Bush and his advisers to make difficult calculations, analysts and U.S. officials said. The deteriorating situation in Iraq has undermined U.S. diplomatic credibility and limited the administration's military options, making rogue countries increasingly confident that they can act without serious consequences. Iran, meanwhile, will be watching closely the diplomatic fallout from North Korea's apparent test as a clue to how far it might go with its own nuclear program.

The key phrase there: “Each problem appears to feed on the others.”


Ask yourself what nail cost us the horse cost us the rider cost us … the strategy?


To me, it’s rather simple: lacking the SysAdmin force/function in Iraq is what got us into this trouble. Once we screw the postwar in Iraq, we embolden Iran. Once Iran gets its steam up, North Korea sees its window.


None of our allies particularly want to rescue this administration, and yet none want to see it fail to the point where these two are nuclear powers but remain outside any community of states that may temper their behavior. The connected nuclear state is not a problem, but the disconnected, isolated, sanctioned state is a problem.


Own a coherent SysAdmin capability, then you attract allies, all of whom want to get in on the market-making opportunity on the far side of the traditional military intervention.


If Iraq is stable today, then our pressure and threats vis-à-vis Iran occur in a completely different environment. Plus, imagine how differently South Korea and China and Japan would view the possibility of a U.S.-led intervention in North Korea, seeing how well we performed in postwar Iraq.


Then you change the equation from “who gets stuck with this tar baby?” to “who gets to clean up most on the virgin market?”


Having an overfed Leviathan and a starved SysAdmin just won’t cut it in this world anymore. The Leviathan is mostly about deterrent value nowadays--the ultimate barrier to the market called great power war. Its use inside the Gap is being progressively marginalized by the realization on the part of potential targets that defeating the Americans is quite possible: you just sit out the war with the Leviathan and wait for the postwar against the underfunded, underprioritized, underequipped, undermanned, undertrained shell of a SysAdmin force.


Then the Americans will get tired, give up, and go home.


Rinse-and-repeat enough times and it’s soon America that can’t get out of bed (What’s the point?) and not only are our allies not showing up, they’re plaintively encouraging us not to even show up.


Why? We’ve shown them what we can do with our Leviathan-heavy/SysAdmin-lite combo: basically leave the situation more screwed up and disconnected than we found it.


You can’t read a more depressing story than Tavernise’s on what it means to be an adolescent trying to grow up in Baghdad today:

Three and a half years after the American invasion, the relentless violence that has disfigured much of Iraqi society is hitting young Iraqis in new ways. Young people from five Baghdad neighborhoods say that their lives have shrunk to the size of their bedrooms and that their dreams have been packed away and largely forgotten. Life is lived in moments. It is no longer possible to make plans.


“I can’t go outside, I can’t go to college,” said Noor, sitting in the kitchen area waiting for tea to boil. “If I’m killed, it doesn’t matter because I’m dead right now.”

That, my friends, is disconnectedness at its worst: being cut off from your own sense of the future. People can survive all sorts of deprivation and challenge and danger, but that kills the spirit. And if accomplished at just the right age--namely childhood and adolescence--it can be killed for good. Do that in your average very young Gap society, and you come as close as you can to leaving the place more disconnected than you found it.


We’ve become the NY Yankees of global security: we’ll crush you with our firepower and wealth during the regular season (war), but then we fold in the playoffs (postwar), losing to teams that spend less but play harder and with more fundamentals.


What I’m talking about winning in the postwar is not impossible. Hamas manages it. Hezbollah manages it. The Muslim Brotherhood manages a version in “emergency rule” Egypt. It can be done.


What I’m talking about achieving with Development-in-a-Box is not impossible. China manages it in all sorts of Gap locations.


Our enemies in this Long War basically constitute a cult--a millenarian band of religious fundamentalists that swoop in on both individuals and societies at their weakest points, when they’re feeling most disoriented and disconnected. That’s how they win--converts, failed states, battles.


By eschewing the complex tasks of counterinsurgency and postconflict reconstruction and stabilization operations for an entire generation following Vietnam, we set ourselves up for this failure. We enshrined this strategy of limited regret in the Weinberger Doctrine, which actually made some sense so long as the Cold War continued, and then we elevated it further in the Powell Doctrine, which yielded glorious military victories followed by absolutely self-negating periods of postwar neglect and abandonment--in turn yielding both 9/11 and the Long War we have today. We pretended to ourselves that following through on these postwar/strife/disaster situations was somebody else’s business, but not ours, knowing full well that when America doesn’t show up, nobody shows up.


So we’re getting what we deserve, thanks to our own unwillingness to stand up and accept the challenges the post-Cold War security environment has thrown at us for over a decade and a half now.


Bush’s post-presidency is just killing us around the world right now. The disrespect that started with Katrina is sky-rocketing right now, and Rice seems as overmatched by the job as Powell was, basically leaving no one of consequence with serious vision running the ship.


How irreversible is this?


The global economy is humming like never before, and we face a long-term stimulus of the likes the world has never seen.


No one challenges our power, just its misapplication.


The dislike of America is amazingly focused on Bush and his team and the way they conduct business. Clinton used the military like crazy during his terms, but didn’t manage to piss off even a fraction of the people that these guys have. Then again, he used the military just to ameliorate, not to fix.


Bottom line being, the world will want America back as soon as this administration ends. No, that does not mean the anti-Americanism that’s really anti-globalization in disguise will disappear quickly. That will only grow with this long-term expansion of the global economy. But this relationship (America’s with the world) can be fixed a lot more easily than people imagine.


Don’t believe me? Wait until Chirac is gone and we either get Royal or Sarkozy.

1:31PM

North Korea comments

Dang! Lots of new commenters on the North Korea thread.


I'd attribute that to Glenn 'Instapundit' Reynolds linking it.


Plus, there seems to be a lot of disagreement, in addition to some unfamiliarity with Tom's work.


I also notice that Mr Reynolds doesn't have comments...


Welcome Instapundit folks. Look around. Stay awhile.


(And please do learn more about where Tom"s coming from, especially before concluding that his thinking is flawed.)


Thanks to DF for the link heads up.

7:13AM

North Korea's calculated escalation helps us educate China toward the ultimate solution set

ARTICLE: "N. Korea Claims Nuclear Test: Geologists in the South Detect Man-Made Blast," by Anthony Faiola, Glenn Kessler and Dafna Linzer, Washington Post, 9 October 2006, .

ARTICLE: "Leaders of Japan, China Agree on North Korea Threat," by Sebastian Moffett and Mei Fong, Wall Street Journal, 9 October 2006, p. A3.


BLOG POST: "Meanwhile, at the Chinese-North Korean border…," Austin Bay Blog, 8 October 2006.


ARTICLE: "North’s Test Seen as Failure for Korea Policy China Followed," by Joseph Kahn, New York Times, 9 October 2006.


ARTICLE: "U.S. Reviews Response Options for North Korean Nuclear Test: A list of sanctions is ready, but much rests on help from China," by David E. Sanger, New York Times, 6 October 2006, p. A8.

The Bush administration's decision to rerun the whole WMD drama with Iran was a big mistake, not just for what it costs us in the Middle East and in particular within Iraq right now, but because it also emboldened North Korea, a country that has actual nukes and not just the beginning capabilities to build them.


Plus, pushing China on Iran, which proves to be really hard given the bilateral economic bonds growing between the two over energy, forces a sort of "all in or all out" choice on Beijing, which--quite frankly--isn't ready for yet.


Beijing isn't ready, in large part, because we haven't prepared them well to emerge as a trusted great power ally. This administration keeps hedging its bets, sort of treating China like a military enemy, sort of treating it like a diplomatic ally, sometimes demonizing it and sometimes indulging it. Our "separate lanes" policy of trying to compartmentalize our relationship with China has been a disaster in my opinion, keeping us trapped in an immature strategic relationship with Beijing that makes it harder for us to deal with rogues like Iran and North Korea.


That's been the worst strategic failure of the Bush team: as they wade deeper into this Long War, they keep adding enemies without divesting themselves of old ones that should be left behind--in the Cold War. The upshot is that we're undergunned, not outgunned. We don't face bigger threats (on the contrary, they get smaller in aggregate each year), we just suffer from having too small a team on our side.


We tolerate Russia and India and China instead of embracing them as key allies, and we indulge the Japanese and Europeans, when neither has shown much inclination to grow up strategically any time soon (although I have my hopes for Abe as the next iteration in Tokyo). Bush and Co. define the new era all right. They just don't seem to recognize that a lot of players have changed sides in the meantime.


But North Korea also helps us plenty in this process, thanks to Kim's towering ego. Tired, apparently, of Ahmadinejad getting all the negative attention, Kim makes his bid for strategic security (guess what? he wants off the Axis list too, just like Iran!).


And we've given him plenty of signs that it will succeed. The U.S.-South Korean tie looks weak. Japan, under Koziumi, got itself strategically isolated in the region (something Abe now works hard to repair). And the U.S. has focused on China's military containment in the region (our Leviathan looking for a strategic rationale for its continued big budget appetite) while China, in its usual SysAdmin form, has focused on winning hearts and wallets with economic development investment and aid throughout Asia.


But clearly, the Chinese are pissed with this. Beijing doesn't trust the Americans not to screw this up, triggering NK's collapse (they know how well we do postwars), so they wanted nothing more from Kim than the status quo, which he's too stupid to give them.


So, as Austin Bay relays, China is buttressing its military presence on the North Korean border, as its sense of fear and disgust at the Kim regime grows.


But that's just logical hedging of its bets. Kahn says Pyongyang's decision to openly disregard Beijing's wishes on this subject will certainly guarantee further movement into the U.S. camp on the subject, but then he also correctly notes that China will most likely disavow any military solutions and be afraid to push for harsh sanctions (like cutting off the oil flow from China) lest it lead to a collapse that--again--it'll get stuck dealing with.


So here we bump into the limits of our current relationship with China, with Kim in control of forcing the issue, which really sucks. This relationship should be built on our timetable, not Kim's, but such is life with this administration, so we live with the consequences.


But fear not, China's education continues, and eventually Washington will come to realize that until it makes China feel comfortable enough strategically, it won't really do much of anything to bail us out on Kim.


To me, the preferred pathway is still China engineering something inside North Korea on Kim, but that's a level of confidence I just don't see them having right now--until we make it so.