For decades, allies of the United States lived comfortably amid the sprawl of American hegemony. They constructed their financial institutions, communications systems, and national defense on top of infrastructure provided by the US.
And right about now, theyāre probably wishing they hadnāt.
Back in 2022, Cory Doctorow coined the term āenshittificationā to describe a cycle that has played out again and again in the online economy. Entrepreneurs start off making high-minded promises to get new users to try their platforms. But once users, vendors, and advertisers have been locked ināby network effects, insurmountable collective action problems, high switching costsāthe tactics change. The platform owners start squeezing their users for everything they can get, even as the platform fills with ever more low-quality slop. Then they start squeezing vendors and advertisers too.
People donāt usually think of military hardware, the US dollar, and satellite constellations as platforms. But thatās what they are. When American allies buy advanced military technologies such as F-35 fighter jets, theyāre getting not just a plane but the associated suite of communications technologies, parts supply, and technological support. When businesses engage in global finance and trade, they regularly route their transactions through a platform called the dollar clearing system, administered by just a handful of US-regulated institutions. And when nations need to establish internet connectivity in hard-to-reach places, chances are theyāll rely on a constellation of satellitesāStarlinkārun by a single company with deep ties to the American state, Elon Muskās SpaceX. As with Facebook and Amazon, American hegemony is sustained by network logic, which makes all these platforms difficult and expensive to break away from.
For decades, Americaās allies accepted US control of these systems, because they believed in the American commitment to a ārules-based international order.ā They canāt persuade themselves of that any longer. Not in a world where President Trump threatens to annex Canada, vows to acquire Greenland from Denmark, and announces that foreign officials may be banned from entering the United States if they ādemand that American tech platforms adopt global content moderation policies.ā
Ever since Trump retook office in January, in fact, rapid enshittification has become the organizing principle of US statecraft. This time around, Trumpworld understands thatāin controlling the infrastructure layer of global finance, technology, and securityāit has vast machineries of coercion at its disposal. As Mark Carney, the prime minister of Canada, recently put it, āThe United States is beginning to monetize its hegemony.ā
So what is an ally to do? Like the individual consumers who are trapped by Google Search or Facebook as the core product deteriorates, many are still learning just how hard it is to exit the network. And like the countless startups that have attempted to create an alternative to Twitter or Facebook over the yearsāmost now forgotten, a few successfulāother allies are now desperately scrambling to figure out how to build a network of their own.
Infrastructure tends to be invisible until it starts being used against you. Back in 2020, the United States imposed sanctions on Hong Kongās chief executive, Carrie Lam, for repressing democracy protests on Chinaās behalf. All at once, Lam became uniquely acquainted with the power of the dollar clearing systemāa layer of the worldās financial machinery that most people have never heard of.