Why a DYING China Is More Dangerous Than a Rising One

Tom Bilyeu examines the thesis that China's demographic decline, not its rise, is the underappreciated driver of geopolitical risk. He walks through the demographic numbers behind China's population collapse, traces the policy and incentive structures—especially the one-child policy—that created it, and argues that historically, powers in decline are most prone to lash out. The episode explores what China's desperation means for Taiwan, global supply chains, and AI innovation, while also tackling broader questions about falling birth rates, women's education, and whether automation can compensate for an aging workforce.