This one is really great. Carnegie Endowment, back a couple of months ago, had articles on how Huawei is succeeding in Indonesia and North Africa. Now, Evan is interviewing the writers of those articles to discuss their findings. It's a long video, but I would recommend others to listen to it.
Ultimately, they really hit home at the point that the West has nothing to offer to these countries so resort to the tactic of attacking China/Huawei. I would say the points they raise are valid to a point, but ultimately it comes from a very arrogant stand point. And it seems like Chinese companies have been very flexible in working in local environment.
That's why the recent effort by both Alibaba and Huawei cloud is truly important. Things like project Asia Forward really is about win/win solution that helps local firms/talent as well as increasing Alibaba cloud market share. Hence, why the US sanctions on Chinese tech industry. At one point, they mentioned that Huawei is increasingly overtaking Cisco in North Africa in terms of vocational training and getting certificates. That is probably alarming to US security apparatus.
the other thing is the idea that China is a new player here. It does need to do more to capture the local market. It needs to try harder than Western countries/companies to make in road. From this point of view, I do think China's influence over global south in Tech industry will grow stronger in the future. As Chinese tech companies become more well known and established, it will be even harder from Western tech companies to compete. They will no longer be winning just on costs.
The other interesting point that Evan made is that everyone has heard of Confucius Institute but no one has heard of Luban. China hawks are only capable of focusing on a few things and just don't grasp what China is actually doing here. They don't seem to understand what BRI is about or the flexibility of Chinese companies.
I'm reposting an article that was posted on ASEAN economy thread
very good one. you can see more about Pan Asian railway here
https://en.wikipedia.org/wiki/Kunming–Singapore_railway
The key here as with all BRI project is to link everything to China. The problem with Western analysts is that they see everything through the lens of military/security. So when they look at these projects, they can only see that these countries are incurring debt, so that the place of attack against China is to allege "debt trap". That doesn't really work in these countries when China debt is a tiny fraction of their overall debt. They are simply missing out that these railway links make all commercial transaction more convenient through China.
It often amazes me that people are alarmed by Huawei or CBDC, but are completely ignorant of Alipay.
Since America had a huge head start in tech, finance and commerce, the globe as a whole have been using mostly American companies for these things. It's a huge part of America's soft power. It's a huge change when China overtakes American companies in the global south in these areas.