It’s been a slow retreat. 15 years ago I was sitting around with a Juniper engineer mocking how Huawei had copied their router designs down to the English silk screening. Now, Huawei is making state of the art networking equipment with its own custom switch and router chips. Not only did Juniper move manufacturing from Walnut Creek to China years ago, some of its low end products are now white box Chinese designs.

Taiwan recently overtook Intel in semiconductor manufacturing, another area where we used to be peerless. How long before China matches is on that front as well?

Chinese industrial policy is kicking our ass. The Fortune 500 executives that kiss Xi’s ass know this (https://thehill.com/business-a-lobbying/business-a-lobbying/...). That’s why they’re so obsequious.