00:00You can't use China because they're an outlier.
00:02They have very clearly built performance into the system of government.
00:06That's why today you drive a VAL and you use a Huawei and all the rest of these things,
00:10and they'll go, yes, those are all companies funded by the Chinese government.
00:13Yes, that understands capital markets and funding and profitability,
00:17and they hired the best people for the jobs.
00:19They didn't take their friends and say,
00:21well, you can have that tender to go do the watering thing.
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