I'm John Batchel with Jonathan Pelson, the author of Wireless Wars, China's dangerous

domination of 5G and how we're fighting back.

John's made the case Huawei as a threat.

What is to be done?

He lists three possibilities.

Scale, change the industry standards, or go radical. And he rejects all three

because we come to the fact that what we have here is a challenge to the way we think and the way

we do business in the West and the way Huawei must because it's a product of the Chinese

Communist Party. It's a product of state security.

So recommendation, John, is built upon Huawei's weakness.

What is their weakness?

Well, this is the irony.

Their weaknesses are discipline and their focus and their scale of business.

It doesn't sound like a weakness.

I mean, our weakness when we were competing against them was that we were all every

man for himself and people were chaotic and they would just slice and dice us,

divide and conquer.

But if you really look at the opportunity here, the worst thing we could do

is say, well, let's just try to put all our resources into one big company and we'll get everyone

aligned on a better response to Huawei. Maybe we'll give $10 billion to Erickson or Nokia. That's

been proposed, in fact. That looks like China's model, but we're not as good at doing that as China is.

They will win.

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