willtheorangeguy/2018-WAN-Show-Transcripts

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[577.90 --> 580.38] And in this case, they were really good for typing text messages.
[580.50 --> 581.72] But that was about it.
[582.40 --> 584.38] Um, so I was like, yeah, whatever.
[584.46 --> 584.82] Who cares?
[585.86 --> 588.36] Um, so anyway, back to the whole AT&T thing.
[588.40 --> 594.90] So he was, like, visibly upset on stage when he started talking about how, you know, some
[594.90 --> 601.32] carriers and some countries with all of this work that we've put into consumer privacy and
[601.32 --> 605.02] security are treating us with the appropriate respect.
[605.02 --> 606.34] While others are not.
[606.40 --> 608.78] And like, you kind of had, like, you didn't say respect, I don't think.
[608.84 --> 610.28] But it kind of had that tone.
[610.28 --> 616.20] And I was sitting here in the audience kind of going, wow, this is a really weird way to,
[616.26 --> 620.46] uh, to talk about, you know, your big push in the U.S.
[620.46 --> 623.54] And the reason is that it's not happening.
[624.68 --> 633.36] So while Huawei does move some phones in the U.S., they only have access to a tiny 10% of
[633.36 --> 636.26] the market because 90% of consumers are buying on contract.
[636.26 --> 639.86] So it fell through at the last minute.
[640.08 --> 646.76] And now a new report has suggested that it was U.S. lawmakers pushing AT&T to cut ties
[646.76 --> 649.72] with Huawei over national security concerns.
[649.72 --> 657.78] Um, so senators and House members are encouraging AT&T to ditch even any potential plans to work
[657.78 --> 660.04] with Huawei on standards for its 5G network.
[660.94 --> 664.64] AT&T is expected to roll out that network at the end of 2018 and is competing with Verizon
[664.64 --> 668.66] to become the first carrier to offer high-speed service to the U.S. on 5G.
[668.66 --> 675.32] So, um, Senate and House Intelligence Committees sent a letter to the FCC raising concerns over
[675.32 --> 679.12] Huawei's alleged ties to the Communist Party as well as China's intelligence and security
[679.12 --> 679.58] services.
[679.66 --> 686.62] And there have been other historical moves like this by governments to restrict Huawei's
[686.62 --> 687.38] competitiveness.
[687.72 --> 689.10] So, uh, Canada, for example...
[689.10 --> 690.04] Which isn't really surprising.
[690.18 --> 695.30] I think like five years ago, six years ago, five or six years ago, Canada actually disallowed,
[695.30 --> 699.52] I don't know if it's still in effect, but they disallowed the use of Huawei telecommunications
[699.52 --> 702.28] gear on the back end of carrier networks.
[704.08 --> 705.98] I can totally see why.
[706.10 --> 707.26] So your take on this, then?
[707.68 --> 710.70] Because it seems like you got an opinion here, Luke.
[710.78 --> 711.10] Hit me.
[711.12 --> 711.38] Well, okay.
[711.62 --> 716.50] The very bottom bullet point on this, and there's a lot of information on this, is Senate
[716.50 --> 721.50] and House Intelligence Committees sent a letter to the FCC raising concerns over Huawei's alleged
[721.50 --> 725.82] ties to the Communist Party as well as Chinese intelligence and security services.
[726.22 --> 726.82] There's already...
[726.82 --> 733.06] There's also a lot of articles online about how Huawei's back end equipment, specifically,
[733.56 --> 737.38] is specifically designed to allow the Chinese government to tap into it.
[737.78 --> 742.06] Um, also just being owned by the Chinese government and going up against...
[742.06 --> 743.24] Or having ties to...
[743.24 --> 744.16] Or having ties to...
[744.16 --> 746.50] On paper, maybe there's no ownership whatsoever.
[746.50 --> 748.28] I actually don't know, but go ahead.
[748.52 --> 754.44] I looked it up a second ago, but none of them are sources that I'm going to give 100% credibility
[754.44 --> 754.76] to.
[754.90 --> 755.18] Got it.
[755.26 --> 756.16] That said, there is ownership.
[756.38 --> 759.60] But again, I don't know, because I wouldn't give 100% credibility to those sources.
[760.02 --> 767.90] But anyways, with the current administration in the U.S. and it being a, to some degree,
[768.22 --> 772.80] ties with Chinese government corporation, I can probably see why there might be some influence
[772.80 --> 774.44] from the government being like, no, no, no.
[774.54 --> 775.38] Let's not do this.
[775.38 --> 775.78] Yep.
[776.02 --> 778.96] I can definitely understand not wanting the back end equipment.
[779.20 --> 780.18] Holy crap.
[781.06 --> 783.70] The phones in general, I think, is more of a...
[783.70 --> 783.86] Yeah.
[784.04 --> 784.24] Yeah.
[784.96 --> 787.78] It's more just like out of, I guess, out of...
[789.18 --> 792.86] Well, because, okay, this is kind of a weird insight thing that I'm going to take a tangent
[792.86 --> 793.46] on for a second.
[793.88 --> 795.38] When you travel to a lot of other...
[795.38 --> 800.80] So for North Americans, as we are, as you travel to a lot of other countries, it's a little
[800.80 --> 804.26] weird with the purchasing habits.
[804.60 --> 804.80] Yeah.
[804.80 --> 806.84] And the stuff that you see around.
[807.06 --> 810.34] Because in North America, you see whatever.
[810.82 --> 814.56] When you go to a lot of other countries, not all other countries, but a lot of other countries,
[814.70 --> 816.88] you see that country's thing.
[817.00 --> 817.18] Yep.
[817.24 --> 819.32] I mean, that's particularly common in Germany.
[819.56 --> 820.90] Germany is huge for it.
[820.90 --> 821.92] Japan is huge for it.
[822.18 --> 823.48] Korea is huge for it.
[823.48 --> 823.58] Yep.
[823.58 --> 824.84] Samsung everything.
[824.84 --> 827.74] You'd be amazed what kind of things Samsung makes.
[827.96 --> 828.24] Yeah.
[828.24 --> 829.10] Toilets, elevators.
[829.36 --> 829.54] Yeah.
[829.80 --> 830.24] Insurance.
[830.78 --> 831.94] Like, whoa.
[831.94 --> 834.98] And, like, there's a much more...
[834.98 --> 837.88] And I might be using this word incorrectly.
[838.06 --> 838.32] Sorry.
[838.48 --> 839.94] I'm not super good on political stuff.
[840.18 --> 842.92] But there's a much more nationalistic approach to purchasing.
[843.12 --> 843.28] Sure.
[843.36 --> 845.06] Where you want to purchase your own country's things.
[845.28 --> 847.98] Of course, made in America, made in Canada are both things.
[848.94 --> 849.16] Yeah.
[849.26 --> 850.20] Well, like, we don't mind.
[850.54 --> 850.84] Yeah.
[851.10 --> 854.22] Like, it's kind of cool, but it's not the same.

[577.90 --> 580.38] And in this case, they were really good for typing text messages.

[580.50 --> 581.72] But that was about it.

[582.40 --> 584.38] Um, so I was like, yeah, whatever.

[584.46 --> 584.82] Who cares?

[585.86 --> 588.36] Um, so anyway, back to the whole AT&T thing.

[588.40 --> 594.90] So he was, like, visibly upset on stage when he started talking about how, you know, some

[594.90 --> 601.32] carriers and some countries with all of this work that we've put into consumer privacy and

[601.32 --> 605.02] security are treating us with the appropriate respect.

[605.02 --> 606.34] While others are not.

[606.40 --> 608.78] And like, you kind of had, like, you didn't say respect, I don't think.

[608.84 --> 610.28] But it kind of had that tone.

[610.28 --> 616.20] And I was sitting here in the audience kind of going, wow, this is a really weird way to,

[616.26 --> 620.46] uh, to talk about, you know, your big push in the U.S.

[620.46 --> 623.54] And the reason is that it's not happening.

[624.68 --> 633.36] So while Huawei does move some phones in the U.S., they only have access to a tiny 10% of

[633.36 --> 636.26] the market because 90% of consumers are buying on contract.

[636.26 --> 639.86] So it fell through at the last minute.

[640.08 --> 646.76] And now a new report has suggested that it was U.S. lawmakers pushing AT&T to cut ties

[646.76 --> 649.72] with Huawei over national security concerns.

[649.72 --> 657.78] Um, so senators and House members are encouraging AT&T to ditch even any potential plans to work

[657.78 --> 660.04] with Huawei on standards for its 5G network.

[660.94 --> 664.64] AT&T is expected to roll out that network at the end of 2018 and is competing with Verizon

[664.64 --> 668.66] to become the first carrier to offer high-speed service to the U.S. on 5G.

[668.66 --> 675.32] So, um, Senate and House Intelligence Committees sent a letter to the FCC raising concerns over

[675.32 --> 679.12] Huawei's alleged ties to the Communist Party as well as China's intelligence and security

[679.12 --> 679.58] services.

[679.66 --> 686.62] And there have been other historical moves like this by governments to restrict Huawei's

[686.62 --> 687.38] competitiveness.

[687.72 --> 689.10] So, uh, Canada, for example...

[689.10 --> 690.04] Which isn't really surprising.

[690.18 --> 695.30] I think like five years ago, six years ago, five or six years ago, Canada actually disallowed,

[695.30 --> 699.52] I don't know if it's still in effect, but they disallowed the use of Huawei telecommunications

[699.52 --> 702.28] gear on the back end of carrier networks.

[704.08 --> 705.98] I can totally see why.

[706.10 --> 707.26] So your take on this, then?

[707.68 --> 710.70] Because it seems like you got an opinion here, Luke.

[710.78 --> 711.10] Hit me.

[711.12 --> 711.38] Well, okay.

[711.62 --> 716.50] The very bottom bullet point on this, and there's a lot of information on this, is Senate

[716.50 --> 721.50] and House Intelligence Committees sent a letter to the FCC raising concerns over Huawei's alleged

[721.50 --> 725.82] ties to the Communist Party as well as Chinese intelligence and security services.

[726.22 --> 726.82] There's already...

[726.82 --> 733.06] There's also a lot of articles online about how Huawei's back end equipment, specifically,

[733.56 --> 737.38] is specifically designed to allow the Chinese government to tap into it.

[737.78 --> 742.06] Um, also just being owned by the Chinese government and going up against...

[742.06 --> 743.24] Or having ties to...

[743.24 --> 744.16] Or having ties to...

[744.16 --> 746.50] On paper, maybe there's no ownership whatsoever.

[746.50 --> 748.28] I actually don't know, but go ahead.

[748.52 --> 754.44] I looked it up a second ago, but none of them are sources that I'm going to give 100% credibility

[754.44 --> 754.76] to.

[754.90 --> 755.18] Got it.

[755.26 --> 756.16] That said, there is ownership.

[756.38 --> 759.60] But again, I don't know, because I wouldn't give 100% credibility to those sources.

[760.02 --> 767.90] But anyways, with the current administration in the U.S. and it being a, to some degree,

[768.22 --> 772.80] ties with Chinese government corporation, I can probably see why there might be some influence

[772.80 --> 774.44] from the government being like, no, no, no.

[774.54 --> 775.38] Let's not do this.

[775.38 --> 775.78] Yep.

[776.02 --> 778.96] I can definitely understand not wanting the back end equipment.

[779.20 --> 780.18] Holy crap.

[781.06 --> 783.70] The phones in general, I think, is more of a...

[783.70 --> 783.86] Yeah.

[784.04 --> 784.24] Yeah.

[784.96 --> 787.78] It's more just like out of, I guess, out of...

[789.18 --> 792.86] Well, because, okay, this is kind of a weird insight thing that I'm going to take a tangent

[792.86 --> 793.46] on for a second.

[793.88 --> 795.38] When you travel to a lot of other...

[795.38 --> 800.80] So for North Americans, as we are, as you travel to a lot of other countries, it's a little

[800.80 --> 804.26] weird with the purchasing habits.

[804.60 --> 804.80] Yeah.

[804.80 --> 806.84] And the stuff that you see around.

[807.06 --> 810.34] Because in North America, you see whatever.

[810.82 --> 814.56] When you go to a lot of other countries, not all other countries, but a lot of other countries,

[814.70 --> 816.88] you see that country's thing.

[817.00 --> 817.18] Yep.

[817.24 --> 819.32] I mean, that's particularly common in Germany.

[819.56 --> 820.90] Germany is huge for it.

[820.90 --> 821.92] Japan is huge for it.

[822.18 --> 823.48] Korea is huge for it.

[823.48 --> 823.58] Yep.

[823.58 --> 824.84] Samsung everything.

[824.84 --> 827.74] You'd be amazed what kind of things Samsung makes.

[827.96 --> 828.24] Yeah.

[828.24 --> 829.10] Toilets, elevators.

[829.36 --> 829.54] Yeah.

[829.80 --> 830.24] Insurance.

[830.78 --> 831.94] Like, whoa.

[831.94 --> 834.98] And, like, there's a much more...

[834.98 --> 837.88] And I might be using this word incorrectly.

[838.06 --> 838.32] Sorry.

[838.48 --> 839.94] I'm not super good on political stuff.

[840.18 --> 842.92] But there's a much more nationalistic approach to purchasing.

[843.12 --> 843.28] Sure.

[843.36 --> 845.06] Where you want to purchase your own country's things.

[845.28 --> 847.98] Of course, made in America, made in Canada are both things.

[848.94 --> 849.16] Yeah.

[849.26 --> 850.20] Well, like, we don't mind.

[850.54 --> 850.84] Yeah.

[851.10 --> 854.22] Like, it's kind of cool, but it's not the same.