>>64029417Eh. I mean, I absolutely will acknowledge those as real possibilities. But at the same time we've seen plenty of industries where Western players have sucked so long at the gigantic MIC teat that they've gotten extremely fat and lazy, huge layers of expensive bureaucracy, big margins, and trading to larpers on brand name and OMG USED BY EL1T3 SPEC OPS D3LTA LE OPERATORS!!1! Which eventually leaves the door open to other companies to very, very seriously undermine them in a big hurry.
Like, look at holosun. Or a lot of chink optics in general. Vortex of course has made it, but not that long ago was looked down on as a cheap chink brand. /prg/ and a lot of others all recognize companies like Athlon, Meopta, Arken, EO etc as genuinely extremely competitive in value, and evolving fast. The quality glass you can get now for the $ is wild vs even a decade ago. And all of them have followed a similar path: start at basically break even with quality products because they have no brand, build recognition, and then begin to work their way up the market. There is little discussion early because they seem like yet another rando new company, the only way they can generate it is to perform ok and be very good value.
Of course could be some of column A and some of B, everyone knows lots of industries in china but also other hungry countries benefit from significant state support too. Nevertheless, if you can catch a new company in the transition phase where they are trying to jump into a higher tier of value (and thus profits), but haven't actually managed it yet so they're being super competitive, it can yield some genuinely amazing deals too. That's the essence of "disruption" in the positive sense. Give fat companies a kick in the fucking ass.