@MaxManaged @robert_spalding @Mauerback @Brad_Setser @Birdyword @cszabla @MacroPru @CrapIndianMedia @michaelxpettis @Gary_D_Cohn Nevertheless, $msft $fb $nvda $amd , many 🇺🇸 tech companies will b largely unchallenged by🇨🇳example: 🇨🇳hasn’t had &amp; will not hv an real software industry at all, limiting its AI power, etc, much like 🇨🇳wouldn’t hv a real capital capital mkt &amp; free RMB.
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https://t.co/pM4l1vyPAK