Ahh yes, good point it is mostly the US, but US allies do own a lot of IP and supply chain capability, particularly Japan and SK. I don’t agree China will have

Ahh yes, good point it is mostly the US, but US allies do own a lot of IP and supply chain capability, particularly Japan and SK. I don’t agree China will have the advantage though, it will certainly develop its own standards and mandate it internally but it remains to be seen if it will be able to export those standards, it tried with BRI and that did not work, but that was more manufacturing oriented. It’ll try to tech again but it will be a tough sell. It simply does not have the goodwill required. Will see gains in Russia, Pakistan and Cambodia, some countries in Africa but that’s about it.