[gumby]

> China will likely start opening up more because Western companies aren't as naive anymore and short term profits for long term losses aren't much of an option anymore now that Chinese companies are well developed in all the tech and economies of scale.

Or: China will build local champions who can grow inside a protected region and then, once they have their playbook down and anfat balance sheet, they can go out and buy market share in other regions.

[seanmcdirmid]

Without having to deal with international competition, it’s doubtful the local champions can do much outside of the mainland. It’s like how wechat is the biggest thing inside china, but also missing everywhere abroad outside of the Chinese tourist sector.

[nolok]

Then again, Huwai may only be the tip of the iceberg.