Tyler Cowen, Ara Kharazian, Jan Sramek, Nvidia to Make AI Supercomputers in the U.S., What Apple Has at Stake in China, Trump Alters Course on Tariffs
TBPN Live
Navigating Tariffs and Supply Chain Complexity
This chapter explores Apple's strategic responses to potential tariffs amid trade tensions, particularly through the lens of iPhone shipments from Chennai. It highlights the balancing act between operational efficiency and innovation, the implications of rising prices on consumer behavior, and the critical importance of a robust supply chain, especially with ties to China. Additionally, the discussion includes the historical context of Apple's manufacturing strategies and the challenges of scaling labor in different geographical contexts.
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