The Prof G Pod with Scott Galloway

How China Captured Apple — with Patrick McGee

267 snips
May 29, 2025
Patrick McGee, an award-winning journalist and former Financial Times reporter, dives deep into Apple’s intricate relationship with China. He discusses the geopolitical risks Apple faces due to its dependence on Chinese manufacturing and examines the challenges of reshoring production. McGee also touches on the complex dynamics between Tim Cook, Xi Jinping, and U.S. leadership, highlighting the significant implications for the company’s future. The conversation unveils how these factors influence Apple's strategic decisions amidst rising tensions.
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INSIGHT

Apple's Massive Training Impact

  • Apple has trained about 28 million people in its supply chain since 2008, mostly in China.
  • This extensive training and investment resembles a nation-building effort in high-tech electronics.
INSIGHT

Apple and Xi Jinping Relationship Shift

  • Tim Cook's relationship with Xi Jinping started rocky due to Apple's Western values and high margins.
  • Apple's strategy shifted to highlight its critical role in China's manufacturing and economy, gaining political capital.
INSIGHT

U.S. iPhone Manufacturing Impractical

  • Moving iPhone production to the U.S. is practically impossible due to the extreme scale and complexity.
  • Manufacturing requires hundreds of factories and components, which the U.S. lacks the infrastructure and workforce to support.
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