Both panels below are, in my opinion, realistic and focused on the key issues. Good discussion of competition in military technology is, in my experience, difficult to find for various reasons. On the US side there are strong MIC vested interests (e.g., in preserving the carrier-centric Navy) that lead to self-censorship of difficult realities. Also, very few analysts have actual technical and military expertise -- they are more likely to be "policy entrepreneurs" without deep knowledge.
See also The East Is Red, The Giant Rises and Ditchley Foundation meeting: World Order today.
See T.X. Hammes' report: An Affordable Defense of Asia and this podcast interview with Marine Radio.
Robert Atkinson was also a guest on Manifold:
Bonus: blockchain based digital RMB?