Scott

My sense is, I mean, it's pretty clear what my bias is. I'm not an enormous fan of the current U.S. president. But when I have, I've spoken to some, I have some data here. I've spoken to, or anecdotal evidence, I've spoken to some European companies who are contemplating working with not only Chinese companies, but divisions of these Chinese companies, including their cloud units.

My sense is, I mean, it's pretty clear what my bias is. I'm not an enormous fan of the current U.S. president. But when I have, I've spoken to some, I have some data here. I've spoken to, or anecdotal evidence, I've spoken to some European companies who are contemplating working with not only Chinese companies, but divisions of these Chinese companies, including their cloud units.

And working with these units that they would have never considered before. So distinctive how this trade war calms down. Isn't this just an enormous opportunity and gift for Chinese companies who are now getting meetings they otherwise wouldn't have had the opportunity to get in Europe and Latin America?

And working with these units that they would have never considered before. So distinctive how this trade war calms down. Isn't this just an enormous opportunity and gift for Chinese companies who are now getting meetings they otherwise wouldn't have had the opportunity to get in Europe and Latin America?

And working with these units that they would have never considered before. So distinctive how this trade war calms down. Isn't this just an enormous opportunity and gift for Chinese companies who are now getting meetings they otherwise wouldn't have had the opportunity to get in Europe and Latin America?

And just moving to the broader Chinese economy, there were reports that felt legitimate that China, this came, the threat of a trade war came at a terrible time for China. China has some real structural economic issues. Distinct to the tariff war, talk about the state of the Chinese economy right now.

And just moving to the broader Chinese economy, there were reports that felt legitimate that China, this came, the threat of a trade war came at a terrible time for China. China has some real structural economic issues. Distinct to the tariff war, talk about the state of the Chinese economy right now.

And just moving to the broader Chinese economy, there were reports that felt legitimate that China, this came, the threat of a trade war came at a terrible time for China. China has some real structural economic issues. Distinct to the tariff war, talk about the state of the Chinese economy right now.

My sense is that China, even before this tariff or trade war, was divesting away from the U.S. I believe the percentage of their exports had fallen from 24 percent to 17. Is that a concerted strategy that we just they're not good partners and we need to divest away from the United States? Is that is it is it? Which I think is a terrible thing.

My sense is that China, even before this tariff or trade war, was divesting away from the U.S. I believe the percentage of their exports had fallen from 24 percent to 17. Is that a concerted strategy that we just they're not good partners and we need to divest away from the United States? Is that is it is it? Which I think is a terrible thing.

My sense is that China, even before this tariff or trade war, was divesting away from the U.S. I believe the percentage of their exports had fallen from 24 percent to 17. Is that a concerted strategy that we just they're not good partners and we need to divest away from the United States? Is that is it is it? Which I think is a terrible thing.

I think the less inextricably linked we are, the more likely we are to declare war on each other or take bigger risks with each other. But could we see that 17% number drop to single digits in the next few years?

I think the less inextricably linked we are, the more likely we are to declare war on each other or take bigger risks with each other. But could we see that 17% number drop to single digits in the next few years?

I think the less inextricably linked we are, the more likely we are to declare war on each other or take bigger risks with each other. But could we see that 17% number drop to single digits in the next few years?

Coming out of this war, we tend to talk about who loses or gains more. And I think a lot of people are coming to the conclusion that over the medium and the long term, China is probably going to get the better of the deal. But distinctive what's good or bad for the U.S. or China with respect to this tariff war, who do you think are the other big winners and losers?

Coming out of this war, we tend to talk about who loses or gains more. And I think a lot of people are coming to the conclusion that over the medium and the long term, China is probably going to get the better of the deal. But distinctive what's good or bad for the U.S. or China with respect to this tariff war, who do you think are the other big winners and losers?

Coming out of this war, we tend to talk about who loses or gains more. And I think a lot of people are coming to the conclusion that over the medium and the long term, China is probably going to get the better of the deal. But distinctive what's good or bad for the U.S. or China with respect to this tariff war, who do you think are the other big winners and losers?

It feels like Europe will be a big winner because— It seems like the Chinese are excited or ambitious to establish better relations with them.

It feels like Europe will be a big winner because— It seems like the Chinese are excited or ambitious to establish better relations with them.

It feels like Europe will be a big winner because— It seems like the Chinese are excited or ambitious to establish better relations with them.