My experience/impression is social and as an outsider, so your information/experience is probably much better than mine, although mine is a bit later than yours, but also not current.

> I know, I lived it for a number of years, owned a business there, was deeply immersed in the goings on, and many frank discussions with our circle of well educated Chinese (many of whom were emigrating or at least getting their kids out of the country).

How predictable/arbitrary would you say the operating environment was?

Predictability suggests rule of law, while arbitrariness strongly suggests none. I'm not sure I would buy IP related examples as related to rule of law, and I would also likely try to distinguish between a hyper competitive environment between unequally resourced people and arbitrary executions of power, which I don't quite think are the same.

> faustian bargain

Timothy Snyder is my favorite political thinker, he recently wrote "On Freedom" and talks about "freedom from" vs "freedom to" at length. Money in many ways is freedom. If you don't have money you are not very free. So China getting richer, while in America Wages are stagnant and losing buying power year over year has implications for overall freedom. In many ways China is becoming more free and America less free if you think about "freedom to" and "freedom from" holistically rather than just "freedom from" which is a very American way of thinking about freedom. Chinese policy becomes a lot more defensible in terms of "freedom to" while it is completely indefensible in terms of "freedom from."

Where once I saw authoritarianism in China, now I ask how much of their behavior is actually an answer to the Paradox of Intolerance and how true the argument of the greater needs for ensuring order in a society at that scale (which from what I can tell is definitely propaganda used to sell it internally). Don't get me wrong, I completely see china as an authoritarian state rife with unchecked (and therefore arbitrary) power, but China is also functional in a way the US is very much not and that's become very interesting to think about, for me.

I'm interested in your analysis of China from a "freedom to" perspective.

> no opportunity to mount any resistance, and therefore "mei banfa"

Timothy Snyder calls this "the politics of eternity."

> middle class will support the government

Given what you've said so far, what does it mean for the middle class to not support the government? Consent is the core primitive of western political ideology and foundational idea of 'rule of law,' so the implication of withdrawing consent is certainly interesting.