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He just needs to wait a decade, the Chinese workers will be retiring and will not be replaced. Entire product segments probably just go away or the inflation raises the table such that the managers situation now is the norm. Problem solved.


You seem obsessed with the “China population collapse” propaganda (which is put out by the usual suspects, btw). Anyways, I hate to break it to you, but this is also the trend throughout the entire Western world. Besides, automation and AI is going offset a lot of those worker losses (which is actually a win). And in 20 years the Chinese will still be giving birth to as many if not more people than the entire combine West.


That's true that West has population decline as well, but due to 1 child policy the decline in China is going to be much steeper.


I think mainly on the pensions side of things, and perhaps a lot of empty real estate and infra maintenance issues. But they will still be graduating more engineers than the West combined and in general, a better educated and more socially cohesive workforce. I think they are gonna be just fine, even if we don't like their political system (which will likely evolve, anyways).


China demographics are disastrous, this is not propaganda, it’s facts. That doesn’t mean western aren’t disastrous.

I agree it won’t matter too much, they’ll automate more so they won’t need this many people.


So how is that a disaster? Wasn't one of the big concerns a decade or go about over population? This means less agriculture required, more land for nature, less pollution, fewer energy needs, etc.


It's a disaster for China's economy in the long term unless they automate themselves, which they'll very much want to do. It isn't a disaster for the natural ecosystem obviously.


Want to do? They’re doing it now, and are ahead of the west in some processes already. It’s a made up concern because they are a geopolitical rival. And their economy is already a major success story; they’ve lifted something like 800 million people out of abject poverty in the last 25 years.


I don't disagree about the economic outcome today, but I don't understand how you can say that demographics issues are made up - either they are made up in the west, too, or they aren't. Nobody knows what will happen in the next 25 years, maybe nothing much, maybe we'll all be replaced by humanoid robots in the west, in the east and in the third world, too.


They are made up in sense of it being some kind huge pending disaster for China. Also, trends can reverse with the right policies.


The disaster is a classic train wreck in super slow motion best proxied by 30-year government bond yield, currently the highest on the curve at 2.27.


Meh, the same usual suspects doing the predicting have been wildly wrong on nearly all things China for the past 30 years.




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