It's a valid point. They are probably doing R&D there because it is much cheaper than doing it in US. There was news somewhere that Zoom was moving all servers to US, and chances are they will have to move some development here as well, if they want to avoid being directed by the Chinese government.

The point about China R&D is a good one, and of course something to consider for other companies now and in the future. After all, he explains that Google was not banned in China, until Google put some operations into the country.

I think the article isn't trying to cover all the basis, but rather highlight that there are many difference ways to look at this problem.