I think their broader point was “it’s good till it isnt”. It feels like you’re looking at China as a savior. When instead it’s a “Oh, I wouldn’t say you’re free… more like under new management” scenario. They’re good till they aren’t, as we’ve seen with Taiwan.
As much as globalization has connected us, we need to still focus on independent sustainability. Does that mean there becomes a lot of redundancies and costs, yes, but it also grants better independence as we’re clearly seeing what happens when a large power turns evil.