William Huo Profile picture
Jun 28 13 tweets 2 min read Read on X
Huawei and China Telecom just launched a 5G-A uplink tech that puts the U.S. telecom system to shame. What they built in China can't be replicated in America. Not now. Maybe not ever. 🧵

(1/13)

China Telecom, Huawei debut 5G-A uplink tech share.google/x0fJ1pKHzU91gz…
This isn’t just a product launch. It’s the result of a system that still functions. One that builds instead of debates. Huawei’s uplink tech is faster, leaner, and more future-proof than anything deployed in the U.S. (2/13)
China treated 5G like NASA treated the Moon landing. A national mission. Huawei didn’t wait for a market signal. It built what the country needed. (3/13)
They deployed fiber and towers everywhere. Not just in cities. Not just for show. Real coverage across provinces, highways, tunnels, and factory zones. (4/13)
China has one standard. One policy. One network plan. It’s not run by 50 regulators, five lobbyists, and three hedge funds. (5/13)
Huawei controls the stack. It makes its own chips, designs its own radios, builds its own OS, and sells the phone. That’s why 5G-A uplink works. (6/13)
And they focused on the uplink. The part that matters for machines, wearables, factories, remote surgery, and real-time control. Upload speeds are now a strategic asset. (7/13)
Now compare that to the U.S.: spectrum gets auctioned to the highest bidder, then hoarded. There’s no national rollout, only carrier ads and dead zones. (8/13)
Even in major cities, 5G is spotty. In rural America, it might as well be 2005. (9/13)
U.S. carriers depend on foreign vendors and third-party contractors. Nothing is built in-house. Innovation is outsourced. (10/13)
There is no American Huawei. No one who controls the full pipeline from chip to tower to phone. Just a pile of vendors stapled together. (11/13)
And while China builds uplink-first networks for the real economy, the U.S. debates which agency gets to regulate what. Nothing gets built. (12/13)
China is wiring its economy for the next 30 years. The U.S. is still stuck in the lobbyist-led telecom bubble of 2005. The future won’t wait for a bailout. (13/13)

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More from @wmhuo168

Jun 30
The West wants to ban fossil fuels. China just figured out how to profit from their emissions at sea.

“Carbon Transfer Achieved at Sea”: Shanghai Stuns the World With First-Ever Ship-to-Ship CO2 Operation in Open Waters - Sustainability Times share.google/OQqOyzh4WqbvqL…
A syllogism is a neat little argument:
If A is true, and B is true, then C must be true.
Problem is, the world doesn’t run on logic puzzles. It runs on engineering.
Western climate policy forgot that. China didn’t. 🧵
The West’s favorite syllogism:

1. Fossil fuels emit CO₂.

2. CO₂ causes climate change.

3. Therefore, ban fossil fuels.
Perfect in a classroom. Disastrous at scale. (1/10)
Read 12 tweets
Jun 29
America didn’t get this broken by accident. It was an inside job.

One ideology gutted public investment, rigged the economy, and turned citizens into debt slaves.

Name it: Milton Friedman.

Here’s the biggest heist you never learned in school.

newyorker.com/magazine/2023/…
The U.S. spends THREE TIMES as much on its military as China.

Yet Americans ask the wrong questions.

Let’s fix that.
🧵 (1/10)
1. Why isn’t America more advanced?

Because it stopped investing in itself.

Instead of engineers and infrastructure, we fed Lockheed, Raytheon, and a million think tank grifters.

We don’t build. We contract.
And they overbill.
(2/10)
Read 11 tweets
Jun 29
Jeff Daniels’ monologue in The Newsroom hit like a punch to the gut. Over a decade later, it reads like an obituary for a country too scared to build a train.

High-speed rail threatens America's small-town economy share.google/aM5nWcIOf3CqyQ…
America didn’t used to scare so easy. Then came 9/11, iPads, and influencers. Now we tremble at the sight of a train. A thread on what Jeff Daniels said, and what we became. (1/14)

“We didn’t scare so easy,” said Will McAvoy. Today? A high-speed rail line makes half the country act like it’s Tiananmen 2.0. (2/14)
Read 15 tweets
Jun 29
Iran talks like a power. Pakistan is acting like one. Here’s why Tehran is falling behind.

From Moscow to Beijing: Iran May Abandon Su-35 Deal in Favour of Combat-Tested J-10C Fighters - Defence Security Asia share.google/hcALQxVEkup9Dw…
Part One: Strategic Posture and the Civilizational Choice

Iran talks like a civilizational power but fights like a regional hedge fund. If Pakistan can upgrade into the Chinese military ecosystem, so can Tehran. It’s a matter of will, not capacity. (1/18)
Pakistan didn’t just acquire J-10Cs. It bought time, reach, and a warfighting doctrine. China sold it a plug-and-play battle network that speaks in missiles, not slogans. (2/18)
Read 14 tweets
Jun 28
China didn't surrender. Wall Street just bought another 90 days. Here's what the new US-China trade deal really means.

The new US-China trade agreement, explained | AP News share.google/fifHQEL3IU4Z57…
The new US-China “trade deal” is a rerun. A PR patch job. The same structural rot that caused the rift is still there. Fixing it would mean touching Wall Street’s money spigot. (1/9)
Rare earths are back on the table. A 90-day truce. Tariff cuts from 145% to 55%. Sounds like progress until you realize the core issues like industrial policy and tech transfer are still ignored. (2/9)
Read 10 tweets
Jun 28
If you want to know which countries are next in line for "democratization" by coup, don't look at voting records. Look at who's signing Chinese high-speed rail deals. There's a pattern. 🧵

cfr.org/article/coup-c…
Thailand. Chinese rail from Laos into Bangkok? Greenlit. Construction underway. Suddenly: reformist chaos, military coup rumors, and a US embassy the size of a football stadium in the capital. That’s not a coincidence. That’s a red flag with a QR code. (1/14)
Myanmar. China signs off on the China-Myanmar Economic Corridor. Includes rail, ports, and pipelines. Within months: a coup, Western outrage, sanctions, and NED-backed opposition flooding the airwaves. Same script. Different cast. (2/14)
Read 15 tweets

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