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cover of episode Why Should We Care About Techno-Nationalism in the Indo-Pacific? | with Alex Capri

Why Should We Care About Techno-Nationalism in the Indo-Pacific? | with Alex Capri

2025/6/20
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Why Should We Care About the Indo-Pacific?

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Alex Capri
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Jim Carouso
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Ray Powell
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Alex Capri: 作为技术民族主义专家,我认为各国转向技术民族主义的根本原因是出于对国家安全的考量。它不仅关乎国防,更与一个国家的经济实力和安全息息相关。技术、政府、国防、学术界和私营部门之间的反馈循环至关重要,它推动着国家的发展和强大。我们正处于第四次工业革命,技术作为力量倍增器,其潜力前所未有。尤其是在半导体、人工智能、量子科学、高超音速和生物技术等12个关键领域,技术竞争尤为激烈。技术民族主义不仅仅是中美之间的竞争,所有国家都有自己的议程,以应对生存威胁,并促进社会凝聚力和稳定。中国共产党的崛起是西方范式转变的根本原因,促使西方重新调整,全球经济和贸易格局也因此受到影响。我们将面临悖论,虽然贸易、生产力、数字贸易和创新会增加,但技术堆栈将在中美及其各自的影响范围内出现根本性的分化。美国仍然拥有强大的技术基础和优秀的大学系统,但在先进半导体和人工智能等领域,我们需要战略伙伴和盟友。我们需要重新调整我们的关键战略供应链,并尽可能实现近岸化和友岸化,以保持对中国的优势。技术外交对于国家安全和经济稳定至关重要,关键矿产的回流和先进芯片的制造需要长达十年的过程。我们需要克服四年一次的政治周期,避免在技术民族主义和公私合作方面出现巨大的政策和行为转变。在特朗普2.0政府中,我建议与战略盟友和伙伴在关键的公私合作领域加强合作,并立即制定长期的人才培养计划,特别是在STEM领域。加强与国防伙伴在技术转让和技术合作方面的安排,因为国防与技术转让和技术民族主义的凝聚力密切相关。尽管欧洲需要增加国防开支,但美国保持其战略防御伙伴关系至关重要。 Jim Carouso: 我认为我们正处于一场争夺下一代技术优势的全球竞争中。我担心本届政府正在削减对芯片生产、STEM和技术合作的投资。 Ray Powell: 我认为情报界的嘉宾认为TikTok是一个弱点。在澳大利亚禁止华为之前,总理召集了所有相关人士,讨论是否有办法限制华为的技术,以防止其被用于不正当目的,但最终一致认为无法做到。

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In this episode, hosts Ray Powell and Jim Carouso explore the critical concept of techno-nationalism with expert Alex Capri), author of "Techno-Nationalism: How It's Reshaping Trade, Geopolitics and Society.")

Techno-nationalism represents the intersection of technology, national security, and economic power in the Fourth Industrial Revolution. Capri explains how nation-states are leveraging 12 key power-multiplier technologies--including semiconductors, artificial intelligence, quantum science, hypersonics, biotech, and advanced manufacturing--to maintain competitive advantages and protect national interests.

The discussion reveals how China's strategic approach to technology development caught the West off-guard. While Western companies focused on trade liberalization and efficiency, China implemented long-term techno-nationalist policies, including preemptive decoupling in critical sectors like telecommunications and banking. The Great Firewall, established in the mid-1990s, was an early indicator of China's protective stance toward strategic technologies.

Capri outlines the six core elements of modern techno-nationalism:

1️⃣ Weaponization of supply chains through export controls and investment restrictions

2️⃣ Strategic decoupling from potential adversaries

3️⃣ Offshoring reversal via reshoring and friend-shoring initiatives

4️⃣ Innovation mercantilism through government industrial policy

5️⃣ Tech diplomacy for strategic alliance building

6️⃣ Hybrid Cold War dynamics amid ongoing commercial activity

The Huawei 5G ban exemplifies techno-nationalist concerns about critical infrastructure security. The company's global telecommunications footprint, built through massive state support, raised red flags about potential surveillance capabilities. Similarly, TikTok represents the dual-use nature of modern technology—commercially popular but potentially strategically valuable for data collection and analysis.

Despite China's advances, the US maintains advantages in university systems, defense technology, and innovation ecosystems. However, success requires strategic partnerships with allies, particularly in semiconductor manufacturing and critical mineral supply chains. The conversation highlights concerns about policy continuity across political administrations and the importance of sustained investment in STEM education and public-private partnerships.

Techno-nationalism isn't just about US-China competition—it's a global phenomenon affecting all nation-states as they navigate security, economic stability, and technological sovereignty in an interconnected world.

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  • Sponsored by BowerGroupAsia), a strategic advisory firm that specializes in the Indo-Pacific