Highly recommend this survey and the excellent summary of it by Christopher A. Thomas and Xander Wu: https://www.brookings.edu/techstream/how-global-tech-executives-view-u-s-china-tech-competition/ This is the dog; US policy is the tail. Given that the survey suggests the main field of competitions for US and Chinese tech cos is in markets other than US and China -- not surprising! -- a followup survey on those third markets would be v welcome. Latin America, Africa, rest-of-world...