Post #8

Compounding over time, this figure is estimated to reach almost a trillion dollars in investment to date. And still growing. This strategy created the world’s most advanced supply chain, but also left Apple geopolitically dependent on America’s biggest rival. McGee argues: this is not Apple exploiting China, but China exploiting Apple. I wish we had more than 20min for this one!! Highlights: (00:00) Tim Cook’s Supply Chain Blind Spot (02:15) Apple’s Wake-Up Call (04:30) The $275B Pledge to China (08:00) Why Apple Moved (10:15) Training Millions: Apple Builds China’s Workforce (13:00) Inside Foxconn: Harsh Realities of Production (17:00) How Apple Helped Create Its Rivals (18:30) Chess vs. Go: Apple’s Capture Explained (21:00) Can Ive & Altman Compete Outside This conversation is part of Sourcery’s “Made in America” Mini-Series recorded at the Reindustrialize 2025 Summit. @reindsummit