It's a winner-takes-it-all industry. Sometimes I have the weird realization that it's the same way if there was no GFW or regulations in China, there would be n

It's a winner-takes-it-all industry. Sometimes I have the weird realization that it's the same way if there was no GFW or regulations in China, there would be no Chinese competitors now because those tech giants in China would have been killed by the US counterparts years ago. So domestic competition is not likely to happen anytime soon.