In this episode, I discuss how the US and China are moving into an increasingly zero-sum competition over technologies like 5G and artificial intelligence, in which the big tech companies are major players. If this turns into a 21st-century tech cold war in which tech companies on either side of the Pacific are the main combatants, US companies will be facing off against Chinese rivals (like, Alibaba and Huawei that have the solid support of the Chinese government, and face few antitrust limitations of their own.