The Inversion Investor

The Inversion Investor

Air Superiority and Market Authorship: Why Tempo Outranks Communist Low Tech Scale

Peter Pham's avatar
Peter Pham
Sep 17, 2025
∙ Paid

China’s counter-strategy in most defense planning is asymmetry through scale — overwhelming with mass: more planes, more missiles, more systems. It’s the same logic legacy funds on Wall Street use: bigger capital, longer timeframes, more diversification.

But asymmetry of scale cannot beat asymmetry of speed.

Scale multiplies probability — more shots, more…

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