China killed $IRBT, without import restrictions it would kill $TSLA, what makes you think China won't kill US AI companies in the future?

IRobot lost a near monopoly on robot vacuums in a span of 5 years, to Chinese companies like Roborock, Ecovacs and Dreame. They were out innovated, out iterated, and despite lower prices consumers chose Chinese vacuum robots.

We're seeing Chinese cars come to the forefront as well, Xiaomi, BYD, XPeng, NIO out innovate domestic auto companies. So much so that the CEO of Ford drives a Xiaomi! If restrictions weren't in place, Chinese auto would bankrupt the entire US auto industry. This happened in the span of 5-10 years.

China also leap frogged the US in renewable energy in the span of the last 5 years.

With China's focus now solely on AI and tech. How long will the US have a moat around AI and Chips?

I feel like the Deepseek moment is only a glimpse of what's to come. China might actually send the US stock market into a recession once investors realize they'd rather pay 50% of the price for a Chinese AI that has 98% of the same capabilities.