> It cedes leadership because the Chinese companies, modeled after the un-splintered US platforms, have more resources, capability to undertake coordinated acti

> It cedes leadership because the Chinese companies, modeled after the un-splintered US platforms, have more resources, capability to undertake coordinated action, and can take advantage of greater network effects. The Chinese platforms could be banned from the US for a whole host of reasons. China does the same to US platforms and they're unlikely to reverse course on that any time soon.