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I think this is just following the chain of what's just been happening in China with software.

Americas/Europe has Google? We'll make our own that the CCP can control Americas/Europe has Uber? We'll make our own that the CCP can control. Americas/Europe has GitHub? ...You see where this is going.

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Those are all US companies. What does Europe have to do with them?

And like it's been noted many times before here, had Europe banned US companies like China had, maybe they would have a stronger software development culture, and they could control their own data instead of handing over everything to the US.

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