Welcome to The Arden Letter

Welcome to The Arden Letter, where I trace how capital flows, industrial strategy, and geopolitics shape the West’s capacity to build—and what we can learn from China along the way.

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If tech is really spreading into everything, then people in tech need to get much more curious about how the rest of the world works. Europe has so much figured out from which we in the US can learn. Reading Nicolas’ newsletter is an unfair cheat for cribbing for that understand-the-rest-of-the-world exam.

— Roy Bahat, Head, Bloomberg Beta 🇺🇸

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Nicolas