Amit Kundwal
👤 PersonAppearances Over Time
Podcast Appearances
Right. Although Trump has also said that he would increase tariffs on everything coming from China.
No, not all of them. So for years, iPhones have been assembled in China, in the city of Zhengzhou, at a factory that is so big, it is sometimes called iPhone City. But yeah, like you said, since the pandemic, also because of increasing tensions with China, also labor costs, more and more companies are using a business strategy called China Plus One.
No, not all of them. So for years, iPhones have been assembled in China, in the city of Zhengzhou, at a factory that is so big, it is sometimes called iPhone City. But yeah, like you said, since the pandemic, also because of increasing tensions with China, also labor costs, more and more companies are using a business strategy called China Plus One.
No, not all of them. So for years, iPhones have been assembled in China, in the city of Zhengzhou, at a factory that is so big, it is sometimes called iPhone City. But yeah, like you said, since the pandemic, also because of increasing tensions with China, also labor costs, more and more companies are using a business strategy called China Plus One.
And the idea is like, yes, still make stuff in China, sure, but also... branch out, make things in another country too. And so these days, yeah, Apple is making more and more of its iPhones outside of China.
And the idea is like, yes, still make stuff in China, sure, but also... branch out, make things in another country too. And so these days, yeah, Apple is making more and more of its iPhones outside of China.
And the idea is like, yes, still make stuff in China, sure, but also... branch out, make things in another country too. And so these days, yeah, Apple is making more and more of its iPhones outside of China.
Yeah, but it is also hard to know just how long to wait for a couple of reasons. First, because tariffs don't all get imposed at once. Since the trade dispute with China began, there have been multiple rounds. And next, because once a tariff gets announced, there's no standard amount of time for how long it actually takes to then go into effect. And then, even when those tariffs do take effect...
Yeah, but it is also hard to know just how long to wait for a couple of reasons. First, because tariffs don't all get imposed at once. Since the trade dispute with China began, there have been multiple rounds. And next, because once a tariff gets announced, there's no standard amount of time for how long it actually takes to then go into effect. And then, even when those tariffs do take effect...
Yeah, but it is also hard to know just how long to wait for a couple of reasons. First, because tariffs don't all get imposed at once. Since the trade dispute with China began, there have been multiple rounds. And next, because once a tariff gets announced, there's no standard amount of time for how long it actually takes to then go into effect. And then, even when those tariffs do take effect...
Like, who knows how long it'll take before those extra costs wind up getting passed on to us. Right. And they may not get passed on at all. Right. Although, you know, research from the last trade dispute showed that usually they did. And by the way, I asked Apple to talk about all of this, all their tariff plans. They didn't get back to me.
Like, who knows how long it'll take before those extra costs wind up getting passed on to us. Right. And they may not get passed on at all. Right. Although, you know, research from the last trade dispute showed that usually they did. And by the way, I asked Apple to talk about all of this, all their tariff plans. They didn't get back to me.
Like, who knows how long it'll take before those extra costs wind up getting passed on to us. Right. And they may not get passed on at all. Right. Although, you know, research from the last trade dispute showed that usually they did. And by the way, I asked Apple to talk about all of this, all their tariff plans. They didn't get back to me.
So actually, when I called up Brian to talk about all this, he had a confession.
So actually, when I called up Brian to talk about all this, he had a confession.
So actually, when I called up Brian to talk about all this, he had a confession.
You did? I did. Can you tell me why? Was it because of the kinds of questions you wrote in about?
You did? I did. Can you tell me why? Was it because of the kinds of questions you wrote in about?
You did? I did. Can you tell me why? Was it because of the kinds of questions you wrote in about?
Well, I asked him, did Brian do the right thing?