> 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-...

If you look at Russia's performance where there has been water in the way it's been kind of terrible. Their navy in the Black Sea kept getting hit by missiles and naval drones and has had to go hide and they've been largely unable to cross the Dnieper river.

The US would only need to bring an aircraft carrier to the general area and then could base aircraft in Taiwan. Even if the Chinese military was stronger than the US it'd be a difficult task for them.