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by strin 3156 days ago
Another competitive advantage of China is data. China has 1.4B population, and nearly everyone in the country owns a mobile phone. This will contribute data 3-4 times larger than US. Considering second-order interactions (network effect), the data could be an order of magnitude larger.

Chinese citizen also seems less concerned about their privacy. I've talked to one of the largest chat platforms in China, and they seems very open to share their conversation datasets with third-parties for dialogue research.

In high-value verticals like healthcare, there is also less regulation compared to U.S. For example, it's easy to start a AI + radiology company in China and have access to hospital patient data, without going through tedious approval process.

1 comments

Excellent point. But you have to factor in american companies international reach. Chinese companies dominate china and that is extremely lucrative, but american tech companies dominate europe and the americas and the rest of the world.

Europe and at americas combined have a larger population than china and a geographical landmass 3X larger than china.

The real question is why europe ( 800 million people ) and latin america ceded their tech industry and data to the US.

If data is the oil of the 21st century, then the US, china and india are going to rule the nest. Europe has no future and neither does south america.

I under why china, russia, etc had protected their own internal industries to compete against FB, GOOGL, TWTR, AMZN, etc. I just don't understand why europe, south america, etc haven't.

All europe/south america have/had to do is invest a few billion to capture a few trillion in wealth. Instead, they've ceded all that wealth to predominately american tech companies. It's very strange when you think about it.

Recent emeeging internet markets in china’s backyard like Myanmar and Cambodia are even more dominated by western internet companies. To the average Cambodian, internet means YouTube and Facebook. Chinese companies are completely MIA.
Interesting, care to share the source?

I was under the impression that Cambodians are mostly using devices from Chinese brands and hence exposed to pre-installed Chinese software (at least to a small extent).

For example, Xiaomi phones come without google play stores but Chinese app stores.

There was a big article about their success in SE Asia (including Cambodia and Myanmar) a few years ago, but I can’t find it ATM. Anyways, this page helps:

http://geeksincambodia.com/cambodias-2017-social-media-digit...

Chinese phones outside of china are generally sold with a straight google app stack. None of those Chinese services are localized in kmher!

https://www.similarweb.com/apps/top/google/store-rank/kh/all...

According to this page,number 8,9,10 ranked Android apps (from play store) are app offered by Chinese companies.

Also, there are cheap Android phones directly brought over from China which are installed with Chinese app stores (I know that's the case for Myanmar, not sure about Cambodia), they wound be missing from this chart.

So I wouldn't say it's entirely MIA.

Sure...I mean, yes, they have a couple of Chinese apps that are used (for pirating movies and TV shows?), if that's what you mean. But no WeChat, Baidu, or the major ones.
Is it though, your talking about a federation of democratic and culturally different nations to two locked down regimes with homogeneous societies.

I don't think Europe could do what China and Russia did even if they tried.

You're very mistaken if you think either Russia or China are homogeneous societies.

And I'm not sure Russia can be considered a locked down regime in recent years. Unless you mean specifically Putin's grasp on power.

German has the same policy.