David Barboza

Thank you. Thank you.

Thank you. Thank you.

Thank you. Thank you. Thank you.

Thank you. Thank you. Thank you.

I just wanted to add that one of the things I covered in China was the city of Shenzhen, which is one of the manufacturing capitals of China. And when you think about TP-Link or almost any electronic today, everything is made in China. So if they have... one over every market, and I've been to Huawei's facilities.

I just wanted to add that one of the things I covered in China was the city of Shenzhen, which is one of the manufacturing capitals of China. And when you think about TP-Link or almost any electronic today, everything is made in China. So if they have... one over every market, and I've been to Huawei's facilities.

So if they're involved in every part of the electronics chain, they know how to make them, how to rewire them, how to control them. A lot of the surveillance cameras in the US are Chinese-made surveillance cameras, even at, for a while, military sites, the drones. So this is a huge advantage China has, which is we're making everything so we can get in every home.

So if they're involved in every part of the electronics chain, they know how to make them, how to rewire them, how to control them. A lot of the surveillance cameras in the US are Chinese-made surveillance cameras, even at, for a while, military sites, the drones. So this is a huge advantage China has, which is we're making everything so we can get in every home.

You know, I don't think it really changes their strategy, but it sort of accelerates it at points, right? So they're going to do the cyber attacks. They're going to do the leverage. But I think COVID and attacking China on COVID, the origins of COVID just makes them more angry and says like, let's unleash all the hackers in these different places.

You know, I don't think it really changes their strategy, but it sort of accelerates it at points, right? So they're going to do the cyber attacks. They're going to do the leverage. But I think COVID and attacking China on COVID, the origins of COVID just makes them more angry and says like, let's unleash all the hackers in these different places.

So I do think one is they get an extra jolt from that and they will, You know push more But also they are thinking in the long term anyway, right which is they're gonna they're gonna find the openings to do it they're gonna probably take advantage right now of the situation in the US if there are more tariffs on China and

So I do think one is they get an extra jolt from that and they will, You know push more But also they are thinking in the long term anyway, right which is they're gonna they're gonna find the openings to do it they're gonna probably take advantage right now of the situation in the US if there are more tariffs on China and

If Trump calls out China more, I think you'll see them double down on getting into US infrastructure. You can guarantee that they're going to be more aggressive because if they see that as leverage, then this is what we need to do for the next negotiation. And I think a lot of these things about Taiwan are also about

If Trump calls out China more, I think you'll see them double down on getting into US infrastructure. You can guarantee that they're going to be more aggressive because if they see that as leverage, then this is what we need to do for the next negotiation. And I think a lot of these things about Taiwan are also about

giving them the leverage to say, if the US in any way moves on Taiwan or changes the policy enough, just letting you know we're in everything. We want you to know that. We want to show that. And the other part of your question is about them disliking criticism. In your first episode, you talk about the Dalai Lama, the dissidents. The Google hack was really about dissidents.

giving them the leverage to say, if the US in any way moves on Taiwan or changes the policy enough, just letting you know we're in everything. We want you to know that. We want to show that. And the other part of your question is about them disliking criticism. In your first episode, you talk about the Dalai Lama, the dissidents. The Google hack was really about dissidents.

It's certainly true, and in my own story, they're very worried not only about their own population seeing criticisms, but they don't want the outside world to badmouth China or to diminish China's prospects in other countries. So with Huawei also, they really went aggressively at the US on Huawei and on Canada, right? So you can just expect that, as Jim was saying earlier,

It's certainly true, and in my own story, they're very worried not only about their own population seeing criticisms, but they don't want the outside world to badmouth China or to diminish China's prospects in other countries. So with Huawei also, they really went aggressively at the US on Huawei and on Canada, right? So you can just expect that, as Jim was saying earlier,

China is more powerful now. They're probably going to show that they don't have to bend or bow as much or even negotiate in the same way. And this environment is ripe for them to be a bit more aggressive. So I think we should expect more from China, especially with export controls. They hate the export controls, right?

China is more powerful now. They're probably going to show that they don't have to bend or bow as much or even negotiate in the same way. And this environment is ripe for them to be a bit more aggressive. So I think we should expect more from China, especially with export controls. They hate the export controls, right?