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827a | 5 days ago

And, to be clear about one thing (which I believe is also raised in the book): Much of this is the direct result of Apple investing literally a quarter trillion dollars and exporting critical western IP toward developing Chinese advanced manufacturing capability (among other American technology companies). The story of startups only being able to manufacture in China is a cute tale that is true for startups. For Apple, investing in the strategic capabilities of America's geopolitical rivals was an active decision Tim Cook and other Apple leaders made.

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WillAdams|4 days ago

A big change from Steve Jobs' dream of a California factory where sand and other raw materials came in one end, and finished computers went out the other --- the NeXT factory was an excellent exemplar of early automation (greatly assisted by Canon, an early investor).

kccqzy|5 days ago

A company like Apple has very little incentive to care about geopolitics, other than by current or future government laws and regulations (a government mandate, tariffs, etc). In the absence of government intervention, Apple has determined that investing a quarter trillion dollars is the cheap choice; getting the same result in the United States would probably need much much more than a quarter trillion dollars worth of investment. If the United States thought that such investments by Apple would have undesirable geopolitical implications, Congress should have acted a long time ago.

827a|5 days ago

Your learned helplessness is defeatist and boring. We need not be Moloch's subjects; Apple's business priorities are not the result of some natural and unstoppable force, and their leadership is not exempt from responsibility because of your belief that it is. Someone, sometime, in a surprisingly boring room, wearing a surprisingly boring suit, made decisions like those which opened a factory in China instead of Texas.

peyton|4 days ago

Dell ate Compaq’s lunch with a BTO model. It’s pretty clear Tim Cook decided to put the factories out of reach after that experience. Putting the supply chain close to major customer markets is cheapest but invites competition.

Braxton1980|4 days ago

> Acompany like Apple has very little incentive to care about geopolitics, other than by current or future government laws and regulations (a government mandate, tariffs, etc).

Isn't that massive? You make it seem like it's not important but look at Trump's tariffs that are connected to geopolitics. The US's relation with China could worsen to a point where certain imports are banned.

tw1984|4 days ago

> Much of this is the direct result of Apple investing literally a quarter trillion dollars and exporting critical western IP toward developing Chinese advanced manufacturing capability (among other American technology companies).

Really love your 1990s style western centric view.

Care to explain how fancy western IP is not leading in more and more techs fields, e.g. drones, EVs, renewable energy, robotics, fighter jets etc.? because western companies invested in China and gifted fancy western IPs they don't even have to China?

alt227|4 days ago

All of those things you mentioned start small and build locally. As soon as they become big enough to want to manufacture and sell internationally, the only option is to move the production line to Asia. Unless somebody big like Apple invests in manufacturing plants and supply chains in western countries, Asia will still have all the investment and factories and this will never change.

827a|4 days ago

Its a 2020s western-centric view, because the world is western-centric (though, from your viewpoint in the CCP propaganda farm, I can understand why you'd feel differently). Everything China has was taken from the West, either by theft, the soulless disregard of western business leaders, or by sending their children here for education (if they decide they even want to return; many hate to go back, and we welcome them!)