Gonna rant a little bit, and of course, gonna rant about Huawei.
When the US government tried to suppress Huawei, and then got really aggressive about it, after a while, you just knew something important was happening.
But what was happening? It was fight. It was not some simple fight in cage, like wrestling in WestleMania XX, this was a real fight that was global in nature.
Well, if this was warfare, then Carl von Clausewitz was definitely in that cage for WestleMania XX.
Space - the worldwide telecom operators, and deployment of 5G.
Time - the current dispute between the US government and Huawei, but also the race for 5G.
Mass - Huawei technical gear, Nokia, Ericsson, US alliances.
This was the works!
This had everything!
That was the only way I could understand it. This fight was all about space, time, mass, that was the only way we can view it in order to make sense of what was happening on the ground.
Space, that was like a two front war. Huawei and US government were fighting over market access. Which countries will use Huawei, and how the US government campaigned against it (here the CCP played a role of staying the background, but darkly warn of "consequences").
But the second front, where this war will evolve to, and which was the ultimate goal, who builds the 5G first, thereby reaping first mover advantage for the new industries spawned by 5G.
Then there was the mass, the center of gravity, where all power comes from. Huawei had the gear. That is complicated stuff because it was technical stuff about antenna, legacy gear, patents, and who had what installed, and where. Apparently, Huawei had a big lead over it rivals, something the United States truly resented. But that resentment, had no part of space, time, mass. Irrelevant! But they kept playing that Huawei is bad and we hate it and so should you hate it too, they kept playing that card. That was dumb.
Okay, this is getting too long winded.
To sum up, the space, there was two, such as the current battlefield to telecom operators worldwide, and the battlefield of the race to 5G.
The mass there was two, such as Huawei current technical abilities, and what the future 5G world would look like.
Time, the campaign, or fight, there was only one between Huawei and the US government. The fight is only this one, in the current time. After 5G is built worldwide, then that is just competition among businesses.
Essentially, the US government had to stop Huawei now, or it won't. That is what it came down to.
The space, it was about economics, and Huawei had superior gear and cheap gear.
This ties in nicely with the mass, because Huawei will let those who use it build out their 5G more cheaply and quickly, reaping economic benefits over laggards. Mass was key for Huawei, they had the better gear. That is were the power came from.
The United States, they have a lot of mass too. But this was a different kind of war. They decided their political mass, semiconductor mass, and alliances mass, was more than enough to crush Huawei worldwide.
Mass, that is always tied to the battlefield, the space. When you do not understand the battlefield space in the jungle, you walk into an ambush.
Clearly, on some points in the US government versus Huawei war, the Americans miscalculated. For example, the Germans never banned Huawei, as the Americans expected them too. Even the UAE choose Huawei 5G over F-35. The political mass was not as potent as they thought. Of course, these points we were discussing all the time on these forums.
The political mass the Americans had could not be translated onto the battlefield, which was largely an economic space.
Then there was the mass of the semiconductor supply chain where the American believed they held significant choke points.
That was time, another campaign in the war. Time is always connected to mass, power, and space, the battlefield.
What did China do? Clearly, China did not have the mass, ie power here, in IC, so what did China do? China Inc. stockpiled chips. Stockpile the chips now, build the internal IC capabilities later.
This is one principle tenet of Chinese thinking on warfare. China is a big country. You can trade territory to some actual time to regroup. This stockpiling of chips, was a retreat, to regroup, then counter attack.
Space, the battlefield, economics. Mass, the antenna, patents, cables, basestations, the chips, the IC supply chain, technology and technology is not well understood.
Then time, the actual fighting, the moves and countermoves, for the current fight that is worldwide over who is using Huawei gear, and the other fight over positioning of who will lead industry into the 5G world of the future.
This US government versus Huawei fight is epic. I truly mean that.
We need to use everything we learned to just follow what is going on. It is truly epic. It was great too! I hope it never comes to an end.
Lastly, Chairman Mao! Guess who he liked so much as a strategic thinking book? You guessed it!
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