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good morning a common frustration among expats who live and work in China is how our leadership and policy makers in our home countries are so unaware of what the realities are now thankfully that frustration is much more Universal and more widely shared last week the whole world saw that in the United States at least there is nobody in charge what was a long night of to total Confusion by our president was for everyone else moments of perfect clarity nobody is flying the plane the Panic among Democrats his party is that he may be unable to campaign effectively to be able to keep his job the Panic for everyone else in the world is that the United States doesn't have a functioning government at all and that explains a lot it explains a lot of things that are now obvious in retrospect and at the very least it helps explain why the sanctions against China and against Russia could also say have been a total failure and not merely a failure but effects achieved were the opposite of everything that was intended export curbs on Chinese semiconductors sanctions against Russian oil and gas companies these are not only failures but they made the Russian and Chinese companies much stronger than they were before Bloomberg just dropped a report a few hours ago and it's it's an analysis of how the Chinese are spending less for research and development than we are but they seem to be getting much more out of it they get much better return on their investment than we are it has this bit at the end which was so good we're going to use it again and again if you put an animal into a tough liver diey environment he may die or he may eventually adapt and become a ruthless Predator that's what we did with Huawei and the Chinese tech companies instead give the animal an easy time put it into a zoo and he becomes prey If released into the wild that's also what we're doing with our own companies now wildway is killing everyone gobbling up market share and pushing into new markets they weren't even in before not only is wildway not bankrupt they're now putting our own companies out of business the Diplomat from two days ago they did a solid analysis too that's here and here's a tip for all of our viewers whenever you see the word despite change it to because of and it's no longer a question so this one should be called how Huawei is growing because of heavy us sanctions for the past 5 years we've had sanctions against them and Huawei has just grown bigger and stronger than ever before WWE has replaced foreign suppliers in their supply chains with domestic suppliers Chinese suppliers they're becoming self-sufficient in Tech and expanding product lines and grabbing markets from us companies ICT is information and Communications Technologies which include everything from semiconductors to smartphones and computers to Cloud Huawei buys parts of smaller companies that are key suppliers they're investment arm Hubble started in 2021 and now owns pieces of 100 seven suppliers these Investments include photolithography gallium nitride which China just learned as a very lowcost substitute to our chemicals huwei was buying photo resist chemicals from Japan and now they make their own Kujo chemicals silicon carbide chips they bought four companies that do that business and now they have 32% of the World Market for silicon carbide chips which used to be monopolized by the German company so silicon carbide and gallium nitride Huawei has built out their supply chains of those just since 20121 from zero to Independence in 3 years chip making tools up next China has so many companies making the tools for chip making gear that prices for them are falling set another way this is a market that Japan Korea and the Netherlands and some us companies have big markets in and they excess profits are about to go away because China is flooding the market with cheaper equipment mass-produced again this is an industry that they weren't really in before they were happy buying tools from us then we shut down exports for a lot of it so they went out and built their own industry software this includes operating systems China was weak on software everybody knew it yet suddenly huawei's Harmony operating system is the second biggest in the world they pass Apple earlier this year and they're moving up on Android huawei's consumer products Chief says that they did in 10 years what took our company's 30 years lots of this comes from how Chinese consumers reacted to our sanctions with a patriotic fervor again this is something that every person in China noticed we saw it ourselves and we had a strong idea that Apple was going to be in trouble in the Chinese market now Apple needs to cut price Huawei and the other Chinese brands are taking Apple's business and in huawei's case they don't have to Discount to take Apple's business wuwei Pura for example is a premium offering so Huawei doesn't need to compete with apple on price anymore they're competing on quality the same thing is happening with Enterprise software and Cloud where huawei's got 3,000 developers working to take over that business WWE wasn't in this business at all 5 years ago and they're pushing open open source cloud and Enterprise Solutions which will make it easier for developers around the world to build software and apps on HS Tech that's what open source will do it'll encourage developers around the world to develop the apps which will drive more Hardware Sales to Huawei on the hardware Huawei is catching up there too perhaps drawn even their flash memory cards used to come from South Korea now Huawei builds its own across its product line Huawei has replaced 13,000 parts from foreign suppliers with Chinese companies in AI huawei's Ascend processor is 10% more efficient than foreign chips used in llms and in infrastructure they are just behind Nvidia and Nvidia acknowledges that wuwei is its number one rival artificial intelligence was something Huawei Didn't Do It All a few years ago now it's got nvidia's CEO saying that Huawei is the company that keeps them up at night we can see for ourselves that the sanctions and Export restrictions have had the complete opposite effect of what was intended they did not hobble Huawei or slow it down let alone put them out of business wuwei survived they have adapted they have become the dangerous predator and wuwei strategy today is to destroy US tech companies in China and tomorrow it will be to destroy US tech companies everywhere else what we need right now is a total overhaul of our strategy and our thinking on China and Russia and bricks and on everything we need a radical change in Direction but now we know and everyone knows there's no one who can do it this is changdu Sichuan Province be good for our deaths we for ours us not in temptation but Del