3 ms·

A point on addressing China as market: for a non US company, I think there just isn’t any market that will be much easier to compete in either way. If we imagi

A point on addressing China as market: for a non US company, I think there just isn’t any market that will be much easier to compete in either way. If we imagine a Swedish chip maker that wants to become a global powerhouse, the US will dip a finger or two in it to make sure it mostly goes along their interests, otherwise the maker will just get banned from US use (Huawey…). China will do the same if the chips ever touch the chinese soil. Japan will tax it through the roof anyway. India is another kind of wild ride. We’re left with the Russia, middle east, and Africa. Basically any company with big ambitions will need to choose to open up to China or US control up to a point, and understand that if they really become critical any legal ground they stand on can be swooped away with a sleight of hand.

jollybean 5y ago
The US is not going to interfere in 'Swede Corp' unless it's a serious issue of state security. Spottily could be worth $500B and they would not care. Recently Erickson took the spotlight as one of the few alternatives to 5G Huawei there was talk of US sate intervention but that might have been a good thing for them, otherwise, if they came to totally dominate 5G gear sales, again, the US wouldn't really have cared. Nokia used to completely own mobile, Apple and Google game to dominate that but not out of a national strategy of some kind, although there are systematic artifacts of it behind the scenes.
- markus_zhang 5y ago
  State security is simply a facade that can be easily pulled up. For example speak to the French about this (Alston).
- makeitdouble 5y ago
  Interestingly Spotify is playing relatively nice with the US in general, e.g: https://themusicnetwork.com/spotify-expands-us-operations-adds-1000-jobs/ https://themusicnetwork.com/spotify-expands-us-operations-ad... They also rely on GCP, and have a strong dependance on Apple and Google’s gardens, so their growing success is also tied to US firms. Nokia is also in very good terms with the US gov: https://www.nokia.com/networks/us-federal-defense/ https://www.nokia.com/networks/us-federal-defense/
  - jollybean 5y ago
    Spotify has barely any material relationship with the US Gov. and that they are closer to Apple and Google is normal. Nokia might have some relationship with US gov. but that's also normal. US Gov. will not interfere in most cases with things. With energy security i.e. Petrodollar, yes, but usually it requires a 'problem' to surface i.e. chip shortage for them to take action. The US benefits from 'open trade' - being the biggest economy i the world and fairly open, it usually means 'they win' so they're fine with it, they don't have to be protectionist or nationalist. 'Open' is a winning strategy for them in a way that it's not for say, Sweden or Columbia, which may have to have more selective national strategies.
lobocinza 5y ago
And Canada, Mexico, Europe, South America, Oceania and many other countries on Asia.
- makeitdouble 5y ago
  Yes, I completely forgot South America, Brazil in particular.

jollybean 5y ago

The US is not going to interfere in 'Swede Corp' unless it's a serious issue of state security. Spottily could be worth $500B and they would not care. Recently Erickson took the spotlight as one of the few alternatives to 5G Huawei there was talk of US sate intervention but that might have been a good thing for them, otherwise, if they came to totally dominate 5G gear sales, again, the US wouldn't really have cared. Nokia used to completely own mobile, Apple and Google game to dominate that but not out of a national strategy of some kind, although there are systematic artifacts of it behind the scenes.

markus_zhang 5y ago
State security is simply a facade that can be easily pulled up. For example speak to the French about this (Alston).
makeitdouble 5y ago
Interestingly Spotify is playing relatively nice with the US in general, e.g: https://themusicnetwork.com/spotify-expands-us-operations-adds-1000-jobs/ https://themusicnetwork.com/spotify-expands-us-operations-ad... They also rely on GCP, and have a strong dependance on Apple and Google’s gardens, so their growing success is also tied to US firms. Nokia is also in very good terms with the US gov: https://www.nokia.com/networks/us-federal-defense/ https://www.nokia.com/networks/us-federal-defense/
- jollybean 5y ago
  Spotify has barely any material relationship with the US Gov. and that they are closer to Apple and Google is normal. Nokia might have some relationship with US gov. but that's also normal. US Gov. will not interfere in most cases with things. With energy security i.e. Petrodollar, yes, but usually it requires a 'problem' to surface i.e. chip shortage for them to take action. The US benefits from 'open trade' - being the biggest economy i the world and fairly open, it usually means 'they win' so they're fine with it, they don't have to be protectionist or nationalist. 'Open' is a winning strategy for them in a way that it's not for say, Sweden or Columbia, which may have to have more selective national strategies.

lobocinza 5y ago

And Canada, Mexico, Europe, South America, Oceania and many other countries on Asia.

makeitdouble 5y ago
Yes, I completely forgot South America, Brazil in particular.