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kendraschaefer's profile
Kendra Schaefer 凯娜
Kendra Schaefer 凯娜
Kendra Schaefer 凯娜
@kendraschaefer

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Kendra Schaefer 凯娜

@kendraschaefer

Partner, Tech @triviumchina / Chinese government data infrastructure / data and tech policy / social credit / In China For Noodles since 2002.

Beijing, China
triviumchina.com
Joined January 2009

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    1. Kendra Schaefer 凯娜‏ @kendraschaefer Aug 12

      What does "decoupling" even mean? Is there consensus around a set of metrics that would define it? Maybe I'm not talking to the right people, but no one in my industry has been able to tell me with any conviction what decoupling is, much less whether or not "it" is even possible.

      9 replies 1 retweet 39 likes
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    2. Kendra Schaefer 凯娜‏ @kendraschaefer Aug 12

      Does 'decoupling' mean less trade? How much less? In what sectors exactly? Does it mean less investment? What do you mean "investment"? Does it mean keeping each other's technology out of each other's networks? What technology? What networks?

      1 reply 0 retweets 7 likes
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    3. Kendra Schaefer 凯娜‏ @kendraschaefer Aug 12

      This word has bled into the global policy conversation and become a talking point with poor strategic and logical foundation. Data analysts struggle to map the ramifications, because the word itself is unclear.

      1 reply 0 retweets 6 likes
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      Kendra Schaefer 凯娜‏ @kendraschaefer Aug 12

      Existing extremely hypothetical projections show that we have no real idea what the ramifications would be, but that in today's globally-interconnected markets, there would probably be lots of unintended consequences for China, the U.S., and its allies. https://www.uschamber.com/sites/default/files/024001_us_china_decoupling_report_fin.pdf …

      10:48 PM - 12 Aug 2021
      • 8 Likes
      • To Be or Not to Be My Joan Alexa Lee Islamic Emirate of Afghanistan-China Menu 🇦🇫 SPAC my a$$ like a drum Paul Triolo Ravi Melwani Heyooooo
      2 replies 0 retweets 8 likes
        1. Kendra Schaefer 凯娜‏ @kendraschaefer Aug 12

          People keep asking whether or not I think decoupling is a good idea, and I don't have an opinion, because the truth is, I don't know what they're talking about, and I suspect neither do they.

          3 replies 3 retweets 17 likes
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        2. Paul Triolo‏ @pstAsiatech Aug 13
          Replying to @kendraschaefer

          Decoupling means a lot of things, like different pieces of the tech stack, where already a lot of separation, but could be more in areas like standards. Then there are supply chains, manufacturing, etc. which are different for each sector. Financial sector also at play here...

          1 reply 0 retweets 1 like
        3. Kendra Schaefer 凯娜‏ @kendraschaefer Aug 13
          Replying to @pstAsiatech

          Right, exactly. We have these top-level ideas. Supply chains, manufacturing, standards, finance, people, ideas... the level of complexity in each one of these areas is astonishing. I find it irresponsible to make policy without really understanding the results.

          1 reply 0 retweets 4 likes
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