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Great post! I would strongly suggest Carlota Perez as a read on long cycles and how to think about technosocial revolutions and what lessons can be drawn out for our current moment in time. This video seems like a good intro: https://www.youtube.com/watch?v=N0Z8bZSyB-E

As for protectionist policies, do you think there's a brand of temporary protectionism/niche shielding that can be used to encourage innovation? I know you wrote on Twitter on how the East Asian examples aren't really that instructive because the TLDR is "make better firms", but maybe some combination of import substitution with "export discipline" (rewarding companies that export rather than producing for a local market as a way to stimulate competitivity) might be a way forward?

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