Comment by adityamwagh
5 hours ago
Labour is one part of the equation. China has really well-designed supply chains and economic zones, where getting access to related components just means walking/driving few minutes down the road. They have made huge strides in robotics as well, so the argument for demographic collapse is weak IMHO.
> inevitable decline or elimination of China as a production and/or trading partner
I don't think this will happen anytime soon, that companies will need short-term planning.
Demographic collapse is a major issue unless agi automates away completely the need for human intellect, drive, and labor on complex tasks. If x% of your population are consumers without producing then that's a net drain on the economy sustained by the 1-x% of the population that is producing. All automation does is lessen the impact of the smaller labor pool