"Mr./Madam President, thank you. The second briefing addresses the People's Republic of China. If Russia is the wildfire that threatens to burn down the house, China is climate change—a slower, more systemic, and ultimately more significant existential challenge to the future of American prosperity and the entire democratic world order.
Our analysis shows that the leadership in Beijing is watching our every move in the Ukraine conflict with meticulous, clinical care. They are drawing sober, and for us, deeply alarming, conclusions. They have learned that the West, for all its economic might, is politically slow, painfully risk-averse, and prone to internal division. They have learned that our defense industrial base, the famed 'Arsenal of Democracy,' is hollow and cannot sustain even a regional, medium-intensity conflict. They have observed, with great interest, their own ability to act as Russia's indispensable 'economic fortress,' providing the microchips, the machine tools, and the financial lifelines that have kept Putin's war machine running, and that they have done so without facing any significant, painful consequences from the West.
Their grand strategy is patient, coercive, and comprehensive. While Russia seeks to disrupt the world order out of nihilistic rage, China fully intends to replace it with a new, Sino-centric one, built on a foundation of technological dominance, economic dependency, and raw military power. All intelligence indicators suggest that the timeline for a crisis over Taiwan is shortening. Our assessment is that, based on their observation of our response to Russia, the leadership in Beijing has concluded that the United States and its allies likely lack the political will, the economic resilience, and the industrial capacity to fight and win a protracted, high-intensity war in the Pacific. We must assume they believe that our red lines are pink, and that their moment is coming. This is the single greatest and most dangerous miscalculation on the global stage, and our immediate and overwhelming strategic priority must be to prove them wrong before they act on it."
"Mr./Madam President, confronting this systemic challenge requires a national strategy of unprecedented focus, discipline, and integration. This is a multi-decade competition that cannot be won with a single, elegant diplomatic solution. We must compete across every domain. The following Action Plan is recommended.
Action Item 1: Win the Technology War – Institute the "Silicon Curtain". This is the central front of the new cold war. Economic power and military power in the 21st century will be determined by who controls the most advanced technologies. We must immediately, and ruthlessly, implement the "Silicon Curtain," creating a firewalled, democratic-world-only ecosystem for the design, manufacture, and supply of the most advanced semiconductors. We must treat the highest-end microchips not as commercial goods, but as strategic military assets, and deny them to our adversary absolutely. In parallel, we will launch a new, national R&D initiative, a 21st-century Apollo Project, to ensure that we out-invest, out-innovate, and out-compete Beijing in the foundational technologies of the future: artificial intelligence, quantum computing, biotechnology, and next-generation energy.
Action Item 2: Forge a Global Democratic Deterrent Architecture. Our traditional, hub-and-spoke alliance system in Asia is no longer sufficient. We must formally expand the NATO alliance into a global strategic dialogue, formalizing the "NATO+4" framework to include Japan, Australia, South Korea, and New Zealand. This is not about sending German troops to the Taiwan Strait. It is about creating a seamless, integrated deterrent architecture that links the security of the Euro-Atlantic and the Indo-Pacific. This new global council will coordinate industrial policy, secure maritime supply chains, and create a unified cyber defense command, demonstrating to Beijing that an act of aggression in the Pacific will be met with the full, unified economic and political power of the entire democratic world.
Action Item 3: Make Taiwan Indefensible – The "Porcupine" Strategy. For decades, our policy on Taiwan has been one of "strategic ambiguity." This policy has failed. It is now a source of instability, inviting miscalculation by Beijing. It must be replaced with a policy of "strategic clarity." We will state, publicly and unequivocally, that we will defend Taiwan's democracy. But our primary strategy will be to prevent an invasion from ever being attempted. This means arming Taiwan to the teeth according to the "porcupine" strategy. We will not try to match China's navy ship-for-ship. We will instead provide Taiwan with tens of thousands of cheap, mobile, and lethal anti-ship and anti-air missiles, smart sea mines, and armed drones, turning the Taiwan Strait into a high-tech deathtrap. The goal is to make the cost of an amphibious invasion so catastrophically high for Beijing's navy and its political leadership that the option is taken off the table.
Action Item 4: Compete Economically and Win the Global South. We must launch and fully fund a real, substantive, and transparent alternative to China's "Belt and Road" initiative, which has ensnared dozens of developing nations in a web of debt-trap diplomacy. We will create the "Economic NATO" to act as the primary vehicle for this co-investment. Our offer will be better. We will build high-quality infrastructure, we will respect labor and environmental standards, and we will not demand political fealty in exchange for development. By leveraging the immense power of our combined public and private sector capital, we will compete with, and ultimately defeat, China's model of authoritarian development, not by lecturing the Global South about our values, but by proving that a partnership with the democratic world delivers more durable, more equitable, and more sustainable prosperity."