美中科技竞争：我们生命的竞赛始于创世纪使命
GlobalIWashington Strategy
December 1, 2025
US-China Tech Rivalry:The Race of Our LivesBegins w/Genesis Mission
As we have argued, China's tech cominance now spans several sectorsRecognizing this reality. we believe 26 will mark a turning point in theUS's posture - from attempts of containment, to tech-competition acrossseveral fronts. Last week Pres. Trump launched a cormprehensive responscvia the Genesis Missicn a sweeping natioral plan across Al, computeand breakthroughs in mission-critical science & tech. we cletal the plan &implications inside
1) The USChina Tech Rivalry Begins Now As wx'v: covered (nere, here, ferr & here, the US-China tech rivalry is the rncst imporant question shaping geppolitics aver tte next fev decades.Having attermpted a strategy af containing China's tech rise ver the last decde, we celieve USpolicymake's wil nowre-focus to comete nith China ecro33 verisus area3 of stretegic imcor.anoevia mcre focJsed ocordineticn (vith key pleyers Ircluding Uriversties, Nationel Laizs ete.) ardincustrisl poicy. Evitenoe of :his became last veek, with the Genesis Mission Executve Urcier (EC]
2) The Genesis Mission Executive Order On Ncv 24 '25, Pros Tnump astablished the GcnosisMission, a natioral initiative to arcelerate scieritfi: discovery through Al. Jnder tie :lan, theDepartmerit of Crergy (DO) will lead tfe bili-out. o’ a new alatform (the American Science &Sacurity Pistrorm), aimecl et unitying resources acress fnistional lsbs, pualic science, sns crivate-secter parrers (e.g., teoh fims, universites, erc.),. The rograr1 wes Ikened to tre Varhat.enProjast and Agollo Programs In It3 scala ty Fres. Trumg.
3) Overarching Goals & Commercialization The plsn ains to aocelerate nesearch workiflws narsss susch as arvonsed naterials, emicorrustors hiotochnclogs. ruclear (fssisn & fusicr), arduant.n torname: few. By treating a dos:t-oop sys.em,it is hcped that resesch wrkflows wllbe autemsted, with discovery snd comrnereialization timelires alse sherted.
Aniket Shah PhD* IHead of SusL&(212)123-N/n|ssdsth14Ygtm512:TransibonStrategy
Charles Boakye, CFA * Sust. & Transition
ggencies, specifcaly netlonal lsbs ard privete sector irnovetors. we heve vr.ten orevicusly cnthe imcortsnt role natonel Isbs can play in working with industry and nvestors to support theforear:d. we have hosted investsr triss and vrittenin grsat detail oithe: JS natioral lsb excsysten(era, eiy'aat, pes)
Crinn Efving* ISust, & Trarsition StrategyAssociwle+1(212), 23 7238 [:adw /ah112;
Yujn KGm + [Sust.& Transition Sttategy+1(212; 77a 83141s
