| China won in desktop PCs? Nope. China won in cloud services? Nope, not even close. They had to clone AWS just to try to keep up. China won in mobile? Nope. Although they're very competitive there. China won in search? Nope. Baidu who? China won in ecommerce? Nope. Their dominance is overwhelmingly domestic. China won in software? Nope. Windows is US. Android is US. iOS is US. MacOS is US. Linux is US/Europe/Global. Look at the top 50 largest software companies. China won in silicon? Nope. Look at the top 50 companies. China won in .... India and Latin America can manufacture iPhones now. But sure, China's the obvious winner this time. Good luck. |
Most of this litany is trivially refuted by pointing out that roughly 40% of the world's declared 5G Standard Essential Patents were developed in China. The only reason they don't completely dominate telecom globally is the panicked invocation of national security fears to erect emergency trade barriers.
"China won in ecommerce? Nope. Their dominance is overwhelmingly domestic."
Their domestic ecommerce market eclipses the US and the next several biggest markets combined. You can argue protectionism, but then you have to face the reality that the US is doing its own flailing protectionism today.
Generally, this is an embarrassing category error of an argument. Running models on ASICs, IoT devices, and EVs are infrastructure and hardware plays: areas where China is inarguably so good that it's a problem.