The primary cleavage in both Chinese and US online society is not political but based on wealth and agency. A deep pessimism exists among everyday users, who feel like "non-player characters" (NPCs) used by technology, contrasting sharply with the optimism of the tech elites building these systems.

Related Insights

Despite different political systems, the US and Chinese internets have converged because power is highly centralized. Whether it's a government controlling platforms like Weibo or tech oligarchs like Elon Musk controlling X, the result is a small group dictating the digital public square's rules.

The argument that the US must race China on AI without regulation ignores the lesson of social media. The US achieved technological dominance with platforms like Facebook, but the result was a more anxious, polarized, and less resilient society—a Pyrrhic victory.

Unlike the early internet era led by new faces, the AI revolution is being pushed by the same leaders who oversaw social media's societal failures. This history of broken promises and eroded trust means the public is inherently skeptical of their new, grand claims about AI.

The core business model of dominant tech and AI companies is not just about engagement; it's about monetizing division and isolation. Trillions in shareholder value are now directly tied to separating young people from each other and their families, creating an "asocial, asexual youth," which is an existential threat.

Societal polarization is not just ideological but algorithmic. Social media platforms are financially incentivized to amplify divisive content because "enragement equals engagement," which drives ad revenue. This creates a distorted, more hostile view of reality than what exists offline.

A huge portion of the market, dominated by social media and AI companies, connects shareholder value directly to enragement and isolation. Algorithms are designed to sequester users and serve them content that confirms biases or angers them, keeping them engaged.

The next generation of social networks will be fundamentally different, built around the creation of functional software and AI models, not just media. The status game will shift from who has the best content to who can build the most useful or interesting tools for the community.

Power is shifting from open participation in a global market to controlling access between siloed communities (e.g., finance, tech, government). Individuals who can bridge these worlds and broker relationships, like operators on a medieval trade route, accumulate immense power and value.

Previously, scarce and mission-driven tech workers could refuse to build features that harmed users. Mass layoffs created a labor surplus, removing workers' leverage and allowing companies to push through user-hostile changes without internal resistance.

Tech professionals are becoming a modern 'market-dominant minority'—an identifiable class that wins economically but is outnumbered democratically. Like historical parallels (e.g., Jews in Germany, Chinese in Southeast Asia), this status makes the industry a target for backlash from a frustrated majority, fueled by envy and political opportunism from both the left and right.