
Recent observations on social media suggest that widespread "Fear, Uncertainty, and Doubt" (FUD) surrounding China's economy, debt, and real GDP growth may serve as a diversion from a critical strategic competition. As noted by social media user Teortaxes▶️, this FUD could be "an attempt to suppress a very interesting attack vector." This perspective emerges amidst escalating geopolitical tensions and a heightened focus on technological supremacy between global powers.
Concerns about China's economic stability are indeed prevalent, fueled by challenges in its property sector, rising debt levels, and questions regarding the transparency of its economic data. Reports indicate a property slump could hinder growth for several more years, while trade tensions persist with new US tariffs on Chinese goods like EVs and semiconductors, alongside EU probes into Chinese exports. Such economic headwinds contribute to a narrative of vulnerability, often amplified in international discourse.
However, a recent report from the US-China Economic and Security Review Commission, presented to Congress in November 2025, points to a more profound strategic battle. The commission urges the US to establish a "quantum first" goal by 2030, aiming for quantum computational advantage in cryptography, drug discovery, and materials science. This initiative is deemed "essential to ensure the United States achieves quantum leadership before any adversary can leverage these capabilities against American interests."
The report explicitly states that "whoever leads in quantum (and artificial intelligence) will control the encryption of the digital economy; enable breakthroughs in materials, energy, and medicine; and gain asymmetric and likely persistent advantage in intelligence and targeting." To achieve this, the commission recommends significant funding for US quantum development, focusing on scalable computing, secure communications, and post-quantum cryptography, alongside workforce development.
Furthermore, the commission advocates for stronger US export controls on key technologies, particularly semiconductors used in AI applications. It proposes a more stringent "policy of denial" for certain chip exports to China and the creation of a unified economic statecraft entity to counter China's "systematic and persistent evasion" of existing controls. This strategic emphasis on technological dominance aligns with the "interesting attack vector" suggested by Teortaxes, implying that the economic FUD might obscure this underlying race for critical technological advantage.