They built the supplier global and local ecosystem and they have a local pipeline for engineering and technician talent. The US has good graduate and university systems but the industrial culture is different and you see that in operations. There are different workplace incentives.

They’ve been working for a long time to reach this superior position and made good decisions business partners and investments along the way. These investments in local national economies take time, decades. I agree with you, IP is reductive where I think there is a combination of tangible and intangible factors, trade secrets, talent, operational discipline, management and long term thinking.

It’s hard to see in present time, but it becomes clear in retrospect when the winning companies started making failing decisions while on top. Then doubling down on those poor decisions or switching strategies too frequently to make an effect.