Week-end Wrap – Political Economy – November 23, 2025
by Tony Wikrent
Trump not violating any law
‘He who saves his Country does not violate any Law’
Joe DePaolo, May 4th, 2025 [mediaite.com]
“Riots Raging”: The Misleading Story Fox News Told About Portland Before Trump Sent Troops
[ProPublica, via The Big Picture, November 16, 2025]
After reviewing coverage from the network and hours of social media videos that preceded Trump’s decision, ProPublica found that Fox’s portrayal of “Portland rioters” routinely instigating violence was misleading.
The Comey Hearing: This Would Be Hilarious If It Weren’t So Scandalous
Harry Litman, November 20, 2025 [The New Republic]
…I was in the northern Virginia courtroom Wednesday for the argument before Judge Michael Nachmanoff on former FBI Director James Comey’s motion to dismiss the case….
Nachmanoff pressed the government lawyer about how Halligan could have been the decision-maker when she came to the case only a few days before she sought the indictment.
It was in chasing down the implausible timeline that Nachmanoff cornered the government into conceding that the grand jury had not even reviewed the actual indictment in the case.
It was a gobsmacking, Perry Mason moment of the sort that doesn’t happen in actual hearings; except it did. The spectators emitted a kind of silent gasp while Judge Nachmanoff pursed his lips and remained silent for several seconds.
The bizarre and unprecedented chain of events happened because the grand jury declined to return the first of three charges in the government’s proposed indictment (and it approved charges two and three by reportedly very narrow margins). But instead of presenting to the grand jury a new indictment with the two approved counts—not only standard procedure but the only conceivable one—Halligan and her colleagues simply cut and pasted the original indictment, removing the first charge and renumbering the remaining two….
It’s hard to convey how consummately boneheaded it was to try to slip a revised indictment past the court rather than presenting it to the grand jury. Earlier in the week, Magistrate Judge Fitzpatrick had referred to the situation as “uncharted territory.”
As this all spilled out, Nachmanoff summoned Halligan to the podium to confirm that when the second indictment was presented, the full grand jury wasn’t in the courtroom. Halligan acknowledged it, and Nachmanoff curtly dismissed her….
…Perhaps more seriously, the [Magistrate Judge William Fitzpatrick’s] opinion outlined two fundamental misstatements of law that Halligan made to the grand jury, each in response to juror questions. The opinion redacted the statements but described them sufficiently to reveal more breathtaking prosecutorial malpractice.
Halligan mischaracterized Comey’s Fifth Amendment right to remain silent in a way that could have suggested to jurors that the burden of proof lay with him. And she told them that if the government’s evidence appeared thin, they need not worry—additional evidence would come out at trial….
In its filing yesterday, the government did little to dispute the facts, arguing instead that if Halligan misled the jury, dismissal would be inappropriate unless the court found prejudice. That may be true in the abstract, but nothing about these errors feels harmless: The misstatements were grave, fundamental, and, given the grand jury’s already narrow votes, plainly consequential.
And on this score, another malefactor surfaces: Attorney General Pam Bondi. DOJ filings assert that Bondi reviewed the grand jury proceedings and materials and, on that basis, ratified both the indictment and Halligan’s authority. If so, she necessarily signed off on the very misstatements Judge Fitzpatrick highlighted. Her willingness to act as a shill for Halligan implicates her directly in the ethical and constitutional violations….
What Happens When The Government Loses Its Credibility: The Comey Prosecution
Joyce Vance, Nov 18, 2025 [Civil Discourse]
…The Judge called what happened here “a disturbing pattern of profound investigative missteps, missteps that led an FBI agent and a prosecutor to potentially undermine the integrity of the grand jury proceeding” and granted Comey’s request for access to all of the grand jury proceedings. He ordered the government to turn over those materials by 3 p.m. on Monday. Predictably, the government pushed back….
The Trump Administration’s Favorite Tool for Criminalizing Dissent
Quinta Jurecic, November 18, 2025 [The Atlantic]
Federal prosecutors have charged more than 100 people with Section 111 violations. Was their crime anything more than opposing Trump’s immigration policies?
The videos have become commonplace. Federal officers wearing masks and bulletproof vests subdue a moped driver in the middle of a busy D.C. street. A 70-year-old protester in Chicago is pushed to the ground by an armed Border Patrol agent holding a riot gun. In Los Angeles, an agent shoves away a demonstrator.
These videos capture the aggressive tactics of immigration officers under the second Trump administration. But they share something else, too. In each instance, following documented violence by federal officers toward protesters and immigrants, the Justice Department pressed charges—against the victim of that violence. Those three people, according to the DOJ, had all broken a law prohibiting “assaulting, resisting, or impeding” federal officials….
Michael Steele’s [Malcolm Nance’s] GRAVE WARNING about Trump Will Give You CHILLS
[Your Daily Political Fix, November 18, 2025, YouTube]
1:14
…we are at the point of danger now. Uh, this administration has convinced themselves based on their own fantasies wrapped within their heads watching footage that’s five and 10 years old … they want to kill Americans that other American citizens now need to be designated as equal to a foreign terrorist group or armed vigilante gang or armed gangs in El Salvador in an effort to poison the mind of onethird of the electorate to attack and potentially kill another third of the electorate.If that sounds familiar, that’s what Adolf Hitler did. He won with 33% of the vote. He got the other 33% to join together to try to wipe out the democratically elected 33%. We are in a very very very dangerous place right now. Well, I don’t know what else you call it when you’re sending red state, you know, troops into blue states without their permission. That feels inciting of a a civil war or whatever you want to call it. when you openly say insurrection act … and even a Trump judge says it has no relation to reality.
2:44
Well, what we’re seeing here is quite simple. It’s military occupation. And he’s sending forces from people who he thought from states that were supposed to be Trump supporting. Let me tell you
something. These guardsmen go where they’re ordered because that’s their their job for the weekend, right? So when they get mobilized and activated, they’ll go there. But with few exceptions, this the force is 40 to 45% African-American, Latino, and women. And they’re not going to go out and start shooting people. We haven’t even seen any evidence of where they actually are other than doing support. It’s ICE, the secret police, the new American Gestapo. And I will call them that professionally because what they are doing is the technical term in my manual that is used throughout the world. The terrorist recognition handbook is state terrorism where all instruments of government and law enforcement the intelligence apparatus carry out acts of terrorism in order to intimidate the entire nation into a state of fear.
White House blew past legal concerns in deadly strikes on drug boats
Ellen Nakashima, Warren P. Strobel and Alex Hortonibe, Nov 22, 2025 [Washington Post]
President Donald Trump and his top White House aides pushed for lethal strikes on Western Hemisphere drug traffickers almost as soon as they took office in January, and in the past 10 months have repeatedly steamrolled or sidestepped government lawyers who questioned whether the provocative policy was legal, according to multiple current and former officials familiar with the debates….
Thomas Mills, Nov 21, 2025 [PoliticsNC]
Earlier this week, I wrote a piece about the Border Patrol’s invasion of the state, citing their assault and abduction of an American citizen in Charlotte. I concluded the piece asking, “Where are the lawyers?” Well, one attorney replied.
John Runkle sent me a letter he had written in July addressed to Governor Josh Stein and Attorney General Jeff Jackson. In it, he reminded them that Republicans passed a law banning masks in public with few exceptions. The Customs and Border Patrol agents in the state are brazenly defying it.
John writes, “It is clear to me that ICE agents wear a mask solely to hide their identities and operate through threatening tactics. On its face our Mask Law prevents these actions.”
The Republicans who passed that law should be outraged. People from outside of North Carolina are flaunting their disregard for the state’s laws and the GOP’s deeply held conviction that masks should not be worn in public. Republicans were so committed to that belief that they overrode then-Governor Roy Cooper’s veto. Now, they need to either demand that the law be respected and enforced or admit that it was a political stunt to satisfy their base that believed COVID was a hoax.
In addition to the masks, who thought wearing military-style camo gear is a good idea? These guys aren’t in the mountains of Afghanistan or the jungles of Vietnam. They’re in the Home Depot parking lot. They are supposed to be carrying out police actions, not military ones….
The south rises again
Trump, Border Patrol Retreat in Failure from Chicago
Garrett Graff, November 17, 2025 [Doomsday Scenario]
In the last few days, roving Border Patrol commander Greg Bovino decamped from Chicago, where his military-style raids have terrorized that community for weeks, for Charlotte, North Carolina — a somewhat inexplicable new target (more on that below) — and a move that underscores what has to be the growing conclusion of the now six-month-old campaign of “acting president” Stephen Miller to turbocharge immigration enforcement: It’s failing. Bigly.
The Border Patrol retreated from Chicago in defeat, not victory.
Writing about the Border Patrol a decade ago, I referred to it as a “fiercely independent agency—part police force, part occupying army, part frontier cavalry,” and watching Bovino’s tactics, I’ve come to believe the analogy has even more truth in the current moment.
Bovino is basically leading a rebel cavalry, a la Confederate Gen. Nathan Bedford Forrest, who raided and terrorized communities in Kentucky and Tennessee in the Civil War. That latter analogy holds up particularly well in one specific respect: Forrest became the first Grand Wizard of the Ku Klux Klan after the war. In many ways, in fact, Bovino’s shock troops have the most in common with the Klan “night rides” of the Reconstruction and Jim Crow era South, where hooded Klan members on horseback — often “respectable” leaders of the White community like the local sheriff — terrorized Black families and abused their civil rights. Bovino seems focused on becoming the Nathan Bedford Forrest of the Trump immigration era, complete with the blatant racism, illegal tactics, and ignominious losing place in history….
Here are five important conclusions we can better understand now, six months into the increasingly aggressive immigration enforcement efforts nationwide:
1. Trump and Bovino face diminishing half-lives.…
2. The politics aren’t working….
3. The data shows Trump’s lies — these aren’t the worst of the worst….
4. Most of the arrests are being rounded up in “Kavanaugh Stops.” ….
5. Operation CHARLOTTE’S WEB is horrid, ahistorical, and anti-American.…
For a long time after the Industrial Revolution, many thinkers believed that automation would lead to us living lives of leisure. Twenty hour work weeks, or even less, and many people wouldn’t need to work at all, but would still live good lives.
While reading deeper, I found something much more important: a lot of these new humanoid startups aren’t building from scratch. Instead, they’re standing on the Unitree G1 frame and layering their own proprietary AI on top. That means Unitree has quietly become the default hardware platform for China’s humanoid boom — like the Android of robot bodies.
A few examples:
1. A-Bots Robotics (Shenzhen, 2024)
• Focus: precision assembly, modular SDK
• AI layer: Baidu Ernie-ViLM for object manipulation
• Notes: 150+ units in Foxconn trials; ~$22k package; tuned for fragile electronics
2. HPDrones Tech (Guangzhou, 2023)
• Focus: warehouse logistics + drone hand-off automation
• AI layer: proprietary SLAM + multi-floor routing
• Notes: partnered with Unitree; 500-unit rollout for e-commerce warehouses in Q1 2026
3. LeRobot Labs (Beijing, 2024)
• Focus: open-source robotics + reinforcement learning
• AI layer: embodied datasets, tool-use improvisation
• Notes: hacked 20+ G1s for universities; GitHub repo exploded; expanding to eldercare
4. Weston Intelligence (Hangzhou, 2023)
• Focus: healthcare — vitals scanning, bedside conversations
• AI layer: Tencent Hunyuan conversational model
• Notes: deployed in Shanghai hospitals; sub-$20k price; measurable patient-compliance benefits
5. DexAI Dynamics (Shenzhen, 2024)
• Focus: dexterity — folding fabric, micro-adjustments, teleop self-supervision
• Notes: $80M raised; 100 units deployed in garment factories; arguably the best hands in China now
And then there’s MindOn — the one that caught my eye earlier — using the G1 frame to build a full butler/housekeeping robot (“MindOne”). One of their engineers even said they eventually want their own frame, but that’s the point: everyone is starting on Unitree first.
Unitree has locked down the humanoid robot ecosystem
All these startups — even if they eventually design their own skeletons — are still tying their early models to:
• Unitree’s frames
• Unitree’s actuator supply chain
• Unitree’s low-cost motor ecosystem
• Unitree’s software layer and APIs
Once you build your first few generations on someone else’s chassis + firmware, you’re effectively locked into their ecosystem. Switching costs explode. You’d have to rewrite half your AI stack.
So Unitree has already achieved what Western robotics companies wish they could do:
Become the default hardware substrate for an entire national robotics industry.
This is exactly how China overtook the West in EVs — standardized hardware, cheap mass manufacturing, and dozens of startups building on top of the same base.
Unitree is still a private company.
Given everything above, the most obvious question becomes: When does Unitree IPO?
On 15–16 November 2025 (literally this weekend), Unitree completed its pre-IPO regulatory tutoring with CITIC Securities — an unusually fast four-month process that normally takes 6–12 months.
The company publicly stated in September that it expects to submit the formal prospectus and listing application to the Shanghai STAR Market between October and December 2025.
Market sources still quote a targeted valuation of up to US$7 billion (≈50 billion RMB).
Once the prospectus is accepted (usually 2–4 rounds of CSRC questions), the actual listing can happen remarkably quickly in a hot sector — sometimes inside 3–6 months. A Q1/Q2 2026 listing is the base case, but a very late-2025 listing is still possible if the regulator fast-tracks it the way they have the tutoring.
What About America?
Meanwhile… America’s Great White Hope Elon Musk is already behind.
Elon Musk promised that the U.S. would lead the humanoid robot race with Tesla Optimus — but the timelines have slipped, and the window has basically closed. By the time Musk’s robot is actually ready for real-world deployment — 2 years from now? 3? — China’s robotics companies will already be deep into mass production, with tens of thousands of units deployed across factories, warehouses, homes, hospitals, and service industries.
And let’s be real — we all already know this:
Tesla will NOT be cost-competitive. Not even close.
China has already hit the sub–$20k price point for serious humanoids. Several G1-derived platforms will likely break below $15k. Meanwhile, Tesla Optimus — if it gets out of prototype limbo — will land somewhere between $20k–$40k+, before customization, localization, or integration costs. It’s the exact same pattern we saw with EVs, solar panels, drones, lithium batteries, telecom gear — the U.S. builds one expensive proof-of-concept; China builds ten factories and ships globally.
So yes, Tesla’s robot may survive inside the U.S., but only through:
• tariffs,
• import bans,
• national-security excuses,
and whatever industrial-policy tool Washington can wield.
It won’t survive on merit. It will survive on protectionism.
But step outside the U.S.?
Why would any ASEAN, Middle Eastern, African, or Latin American country buy a Tesla robot when Unitree, UBTech, XPeng, and others are offering machines that are:
• cheaper,
• and available now — not in 2027,
• generations ahead and more advanced by 2027.
You think Indonesia, Malaysia, Brazil, Mexico, Turkey, or Saudi Arabia is going to pay double the price for a worse robot just to keep Washington happy? You think they’re going to turn down a $12k Unitree or $16k UBTech because Trump tries to bully them into paying for a $35k American robot instead?
The U.S. will absolutely try to pressure, coerce, or outright threaten developing countries into “buying American” — the same way it pressures them on telecom, semiconductors, energy infrastructure, ports, and industrial policy. But this time I don’t think most countries will obey.
They have options now.
By the time the U.S. finally ships its first commercially deployable humanoids in 2–3 years, the rest of the world will already be locked into the Chinese robotic ecosystem — Unitree frames, Chinese actuators, Chinese SDKs, Chinese AI integration, Chinese supply chains.
The EU, Australia, Japan, South Korea, and Taiwan — effectively U.S. satellites — may follow Washington’s orders and switch to American robots. Maybe. If their economies in two years can still afford it.
Everyone else?
Forget it.
Forcing U.S. factories and businesses to buy “American-only” humanoid robots — which will be more expensive and less advanced — will cripple U.S. competitiveness across the board.
If American companies are stuck paying $30k–$40k per unit for less capable Tesla or U.S.-made robots, while factories in China, Malaysia, Indonesia, Brazil, Vietnam, Mexico, Turkey, and everywhere across the Global South are deploying $12k–$18k Chinese robots at scale, the cost gap between U.S. and foreign manufacturing will explode. And it won’t stop at robotics — it will cascade downstream into every single sector that depends on automation:
• logistics
• warehousing
• construction
• agriculture
• textiles
• electronics assembly
• packaging
• even retail, service, and hospitality
If U.S. firms are locked into a high-cost, low-capability robotic ecosystem while the rest of the world uses cheaper, better, faster machines, then every American industry that relies on automation gets structurally handicapped. That’s not just a disadvantage — that’s YUGE and permanent.
So Trump’s protectionism will actually accelerate the decline of U.S. manufacturing competitiveness. Because the battlefield is no longer labor cost — the battlefield is automation cost.
And China will win that fight by orders of magnitude.
This is also why I doubt even America’s closest aligned countries will follow U.S. orders when Washington eventually demands they drop Chinese robots and buy American ones. Unless they’ve developed a death wish for their own industries, they simply can’t afford to sabotage themselves like that — especially when their economies will likely be in even worse shape two years from now.
Except Europe. Europe will probably obey, because their heads are shoved so far up America’s arse they can’t even think straight — and then there’s that incessant, obnoxious demand of theirs: “You must stop be friend with Russia first or we won’t play with you!”
In my opinion China will eventually move toward some form of universal income or redistribution. Once robots replace most human labor, the state will simply “tax” robotic productivity — in whatever form it chooses — and channel that output back to the population. China can do that because the government actually has the authority, the ideology, and the political structure to redistribute.
After all, that’s the logical endgame of communism, isn’t it? A fully automated productive base supporting human welfare.
America? No such luck.
In the U.S., the elites — the top 5%, or really the top 1% — will own the robots. They’ll own the factories, the logistics chains, the land, the means of production, and the automated labor force. Everyone else below them will get… nothing. No jobs, no prospects, no future, nada. Just a growing underclass structurally locked out of the new automated economy, where human labor is obsolete and redundant.
And unlike China, the U.S. government can’t — and won’t — redistribute. It won’t tax robots because it won’t tax the ultra-rich. It won’t implement a universal income. It won’t structurally rebalance anything. The millions displaced by automation will simply be left to rot — not because the technology is bad, but because the political system is incapable of adapting to it.
And if there’s one thing I’ve learned comparing Americans and Chinese: Americans are astonishingly ideologically rigid, stubbornly wedded to outdated principles even when reality punishes them. The Chinese, by contrast, are pragmatic — willing to bend, adapt, and change. That adaptability will matter a lot when robots replace human labor and make capitalism, as we know it, obsolete.
That’s why America is panicking. They know they can’t adapt.
Ian Comments: again, China is ahead in most technologies and they have an unparalleled ability to scale. Once they scale, no one else can compete. You either find a place where you’re ahead and concentrate on staying ahead, or you find a niche. It used to be that China didn’t feel the need to be ahead in everything, but Trump, in his first time, with his sanctions, changed that. The Chinese realized they had to own full stack of everything.
One side effect of this is that Musk isn’t going to get his one trillion dollar payday. It’s based on him hitting targets, including in humanoid robots which he won’t be able to make, because Tesla’s too far behind and lacks the ability to scale.
More on the transition away from labor-distribution capitalism soon.
And great piece by KT. Thanks for letting me post it.