The situation is a fair bit different with Taiwan.

Firstly "In April 2001, George W. Bush publicly announced the American defense of Taiwan"..."This framework was approved by President Donald Trump in 2018" (wikipedia)

Secondly there's a sea in between China and Taiwan meaning it could largely be defended by a no fly zone. In Ukraine once Russia troops have crossed the border it isn't easy to get rid of them without a lot of messy ground warfare.

First point means nothing, Russian occupation proved it both in 2014 and 2022. Security assurance from USA doesn't mean anything.

I agree with you on both counts, but I'm not sure I would count on any president post-GWB to actually defend Taiwan. Nobody seems to have put much behind the Minsk Agreement. Even if they did, I'm not sure how long that would last if nobody else supported them. Can you imagine any of the (mostly european) countries which cry so loudly about Ukraine (while unwilling to commit forces), actually sending meaningful support to Taiwan?

No invasion is necessary. Just cutting of undersea cables, bringing communications and finance to a halt with a total information blackout, and then blockade the island from shipping. They'd be left with no choice but to negotiate a surrender.

> The situation is a fair bit different with Taiwan.

The only real difference here is that the U.S. has even fewer advantages in this hypothetical conflict. China, like Russia, has hypersonic missiles and drone swarms both of which are aircraft carrier killers and carriers are still the U.S.’s main way to project power so far from home. According to Pentagon estimates, in a war with China, the U.S. would only have about a month’s worth of ammunition. The supply chain situation would be a disaster, and Japan and South Korea likely wouldn’t risk directly supporting the U.S. because they’d be stuck right within China’s range, not thousands of kilometers from home.

Whatever’s written on paper is meaningless if the country guaranteeing your security has too much to lose, it’s just paper. Ukraine had guarantees, Poland had guarantees in 1939, and plenty of other countries in history had guarantees that didn’t hold up. What really matters are actual capabilities, war scenarios and costs.

Colby knows that[1], because he has all the data and understands the political reality. And the reality is that the U.S. could lose the war, and all the economic and political consequences of losing its hegemony would follow.

All of America’s enemies in history were weaker than the U.S. In the last 100 years, the U.S. hasn’t fought an opponent anywhere near its level of strength. Even in WWII, three quarters of Nazi Germany’s forces were destroyed by the Soviet Union, that’s a fact you won’t see in Hollywood movies about brave heroes. Now the U.S. would be facing the world’s factory, a country with the resources, political system and industrial capacity to actually win that war.

1. https://subscriber.politicopro.com/article/2025/09/pentagon-...