They won't lose their software expertise, but China is gaining it, especially in some areas like AI.
And b/c of that I'm not sure how much of a moat software-only expertise is as. It's hard to spin up a rich supply chain of industrial production, or re-spin it up in this case, but much easier to spin up software production and compete in that domain.
And b/c of that I'm not sure how much of a moat software-only expertise is as. It's hard to spin up a rich supply chain of industrial production, or re-spin it up in this case, but much easier to spin up software production and compete in that domain.