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, they’re probably wishing they hadn’t.
Back in 2022, Cory Doctorow coined the term “enshittification” 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 in—by network effects, insurmountable collective action problems, high switching costs—the 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 don’t usually think of military hardware, the US dollar, and satellite constellations as platforms. But that’s what they are. When American allies buy advanced military technologies such as F-35 fighter jets, they’re 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 they’ll rely on a constellation of satellites—Starlink—run by a single company with deep ties to the American state, Elon Musk’s 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, America’s allies accepted US control of these systems, because they believed in the American commitment to a “rules-based international order.” They can’t 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 “demand that American tech platforms adopt global content moderation policies.”
Ever since Trump retook office in January, in fact, rapid enshittification has become the organizing principle of US statecraft. This time around, Trumpworld understands that—in controlling the infrastructure layer of global finance, technology, and security—it has vast machineries of coercion at its disposal. As Mark Carney, the prime minister of Canada, recently put it, “The United States is beginning to monetize its hegemony.”
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 years—most now forgotten, a few successful—other 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 Kong’s chief executive, Carrie Lam, for repressing democracy protests on China’s behalf. All at once, Lam became uniquely acquainted with the power of the dollar clearing system—a layer of the world’s financial machinery that most people have never heard of.
