THREAD:

The US and China have significantly decoupled since early 2020. The # of flights between the two countries is down roughly 70%. Two long-term residents I spoke with said the # of American expats is down 50-75% from the peak. The # of Americans studying in China is down ≈90%.
3/x

— John Arnold (@johnarnold) January 19, 2026

Two of the things China does best — speed and scale — used to be our specialties.