Rob Armstrong

Right.

How long have you been out there?

How much has it changed since COVID?

Yeah, I hear Beijing and Shanghai are like quiet.

It's just humming along on all those EVs.

And so, as you say, it's getting good at the high-end stuff.

Part of this series that you've just been involved in, this China Shock 2.0 series, is like the rest of the world is waking up to this.

What does it mean?

How much should this bother Rob Armstrong and his ilk out in the States?

Germany, for example, its economy, its manufacturing base has been based around a couple of things.

One of them is its car industry, which is sold cars all around like Europe and the UK and all over the place.

But also German industry is very much about selling high end stuff to China, like manufacturing equipment to China, heavy industrial stuff to China.

That whole equation seems to be getting a little bit out of joint now.

And it's kind of the same picture in Southeast Asia, if I'm not mistaken, right?

Rob, is this cutting through in the States or is there still a perception that China's just there for the widgets and putting the little screws in the iPhones?

Right.

And what about that surveillance point?

Do you hear that a lot that, oh, you know, this is very sneakily spying on the rest of the world using other sorts of technology?

Setting all that aside, I know it's a big deal.

This model, it might be kind of alien to us in like, you know, the UK or the US, but kind of works.