Michael Acton

In this insightful discussion, Patrick McGee, author of 'Apple in China', and Michael Acton, the FT's Apple correspondent, dive deep into Tim Cook's precarious balancing act amid U.S.-China trade tensions. They explore how Cook's unique relationship with Trump has shaped Apple’s strategies, from winning tariff exemptions to potential smartphone tariffs. The talk highlights Cook's efforts to navigate supply chain dependencies and the implications of protectionism for Apple’s future, revealing the intricate dance between politics and technology.

Michael Acton, the Financial Times' San Francisco correspondent, discusses the impact of Trump's tariffs on Apple, which lost over $300bn in market value. He highlights Apple’s vulnerability due to its reliance on international supply chains, especially in China. The conversation delves into Tim Cook’s efforts to navigate these challenges and diversify manufacturing. Acton also addresses the potential regulatory hurdles Apple faces in the transatlantic market and the broader implications for the tech sector amidst rising tariffs and competitive pressures.