I’m not saying I agree but the bet is not entirely ridiculous. More importantly, software and finance are the only major industries the US commands this level of dominance in. There is no other threat that would even be credible.
Agreed. China will have to push its own financial and software ecosystems.
Chinese supply chain dominance is real physical things, it require real energy, real production, real capital. Japan and South Korea has their niches and are spokes in the global supply chain, but only China has the entire supply chain and China is the hub to which South Korea and Japan attaches.
You are sort of correct but the Korean and Japanese supply chains, well at least the Korean one, are still fairly robust.
American "dominance" in software is an artificial choice to use American software, software that China has but people has chosen not to use.
It is more complicated than that. It is hard to get users to move to different software. There are substancial barriers in doing so.
For the US and its allies to develop rare earth processing, they need to physical construct things, build things, find the energy to power them, find the people to do them, teach people to do them. For people to switch to Chinese software, people simply need to run an installer. The two are a dozen orders of magnitude apart in difficulty.
What about porting your work over and learning the new interface? Possibly getting clients and suppliers to also move? Not so easy.
This is the exact same situation as Americans who think they can ban China from using USD: the reality is it's the ability to interface with real, physical things in China that gives American software, and US dollar its value, without that access, American software become useless, as does the USD. The ability to use iOS becomes meaningless if there are no iPhones.
Software is also important. As the Tao of Programming puts it: "without the wind the grass does not move".
Software is just info, it can be copied, in age of LLM code is now commodity
This can work short term but having the source code grants the capability to tailor the software for your own purposes which is also important. Copying software is just a crutch.
America thinks it has a software moat... its in for rude awakening
For sure. And China should press on this. I think preferably with open source and open standards.
Every US software is available as a cracked or pirated version as we speak. Even kernel-based anti-cheat systems are bypassed. The same can't be said about Chinese rare earths, there no quick/cheap substitute. In the game of chicken, it's really who blinks first, and guess who can endure longer?
If the US bans China from using its software, China should just waive copyright protection on it. Make laws where unsupported and unavailable software has zero protection. In fact I think this should apply to patents as well. And China should consider revising the copyright and patent laws both in China and globally.
Also, if it was as simple as ending software exports, then US would have done ended all software exports to Russia a long time ago. The fact they didn't tells you everything you need to know about software export controls.
You are wrong. Both the US and Europe did ban sales of software and services to Russia. Russian businesses have been busy ripping SAP installations out. The airlines had to switch from a Swiss to their own ticket booking system. Linus Torvalds kicked Russian Linux kernel developers out of mainline kernel development. The Russian crypto extensions to RISC-V were also kicked out of the standard process.
The Russian government answered to this by cutting certain taxes. Software companies are exempt from corporate tax and software programmers have access to low interest rate loans on housing.
You do not understand what open source means.
Yeah but forks might be necessary.
what exactly is venezuela? do venezuelans have a clear cultural history and identity as the vietnamese do? or have their natives already been broken by the spanish conquests, the remainders filled with mystery meat mestizos?
Try reading about Simon Bolivar.
The problem for them is lack of foreign support I think.
i do not predict the us getting significantly bogged down in venezuela.
Me neither. Venezuela's population is 88% urban and nearly all the cities are near the coast. Anyone thinking they are 1960s Vietnam or 2000s Afghanistan should consider this.