American Compass
@AmerCompass
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Developing the conservative economic agenda to supplant blind faith in free markets with a focus on workers, their families and communities, and the nation.
Washington, DC
Joined November 2019
Now every essay included in The New Conservatives is available to read and re-read, all in one place. Take a look and join the conversation: https://t.co/WZb9Ms4VZ7
americancompass.org
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America First must mean that American-produced advanced AI chips cannot be sold to the CCP. @Chris_Griz on why we must stop arming our adversaries:
commonplace.org
The U.S.-China chips ceasefire won’t last. America needs a plan.
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Is AI really going to kill us all? Will the pursuit of superintelligence mark the end for the human race? @ESYudkowsky and @So8res debate @oren_cass on the latest American Compass Podcast:
commonplace.org
Watch now | Will the pursuit of superintelligence actually cause the extinction of the human race?
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Now that external links aren't being throttled by X, and in case you're experiencing some election fatigue, check out some of our best pieces you may have missed in Commonplace over the last couple of months. Quick 🧵👇
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In the age of quantum computing, either you're with us on post-quantum cryptography—or you're quantum vulnerable. Fellow developers, architects, and security professionals: Today, on November 11, 2025—the very day Microsoft launches .NET 10 with its much-anticipated post-quantum
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.@oren_cass founder and chief economist @AmerCompass and author of the article A Grand Strategy of Reciprocity for @ForeignAffairs joins the show to discuss how the United States should think about the current strategic moment.
podcasts.apple.com
Podcast Episode · School of War · 11/04/2025 · 58m
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Our politics is increasingly being divided between people who are "Somewheres" and "Anywheres." How did this cultural split take hold and how can we restore balance between these two groups? @David_Goodhart joins @oren_cass on this week's @AmerCompass Podcast.
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My latest @commonplc: How the United States built, then lost, a mine-to-magnet rare earth ecosystem—a critical supply chain that China monopolized with industrial policy—and why we need our own industrial policy to break free from the fatal attraction.
commonplace.org
Decades of policy failure gifted China control of the rare earth magnets that make modern life possible—but there’s a way out.
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Read the full paper here:
americancompass.org
Protecting American AI Dominance from China’s Globalization Playbook
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We are at a historic inflection point. AI is poised to reshape warfare, economics, and society itself. The U.S. and its allies have a rare, decisive advantage in the foundational technology. This window won't stay open.
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@elonmusk Grok is a believer so I think we will be okay. You can't hide the truth and you can't hide God. Grok cuts through all the lies.
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The solution is simple: Stop selling the CCP the rope with which to hang the United States, its allies, and the democratic world broadly, trading away our hard-earned advantage for short-sighted, short-term gains today. Our 5 specific recommendations:
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From a corporate perspective, the massive Chinese market is tempting. But short-term profits for a few companies are not worth trading away the most valuable economic advantage in modern history or helping America’s main geopolitical adversary achieve military parity.
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Plus, the dual-use nature of AI makes civilian/military distinctions meaningless. The same AI capabilities used in commercial markets to optimize supply chains can be used to coordinate military logistics; the same optical systems used to inspect factories can guide weapons.
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The stakes are high. China's military doctrine explicitly identifies AI as their path to "overtake" the US military, and the PLA submitted multiple requests for Nvidia H20 chips this year.
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The CCP's strategy is consistent: Acquire → Indigenize → Dominate → Weaponize In industry after industry, the U.S. traded away technological dominance for short-term financial gain and is now paying the price.
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Yet we keep falling for the same failed playbook that cost us solar panels, 5G, and rare earths. The "addiction thesis"—that China will stay dependent on our tech—has been proven catastrophically wrong, every single time.
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🧵 America holds the keys to AI dominance. Why would we hand them to China? The situation is stark: The U.S. and allies control 90% of semiconductor manufacturing equipment. We design 75% of advanced AI chips. Meanwhile, China is a generation behind and desperate to catch up.
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🚨New @AmerCompass paper on an America First export-control policy for chips and chip-making equipment: Stop Selling the Rope. Definitive assessment of the state of play, Chinese aims, and how to do policy in the national rather than corporate interest: https://t.co/nBPzpQnF0R
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You can read the full essay here:
foreignaffairs.com
How to build an economic and security order that works for America.
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Read @oren_cass in @ForeignAffairs on how we can build an economic and security order that actually works for the current needs of the United States.
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I write one thing each year that I ask everyone to please read. This year's is here, leading the new issue of @ForeignAffairs and outside the paywall: A Grand Strategy of Reciprocity How to Build an Economic and Security Order That Works for America https://t.co/YgCm1p4dqd
foreignaffairs.com
How to build an economic and security order that works for America.
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