Tim Cook, Nation-Builder

This week, I’m joined by Patrick McGee, a journalist and author of Apple in China: The Capture of the World’s Greatest Company. I recommended this book on LinkedIn as a MUST READ, and stand by it.Apple in China is an in-depth corporate history which examines one of the most important symbioses in economic history. It explains Apple's meteoric rise in market capitalization/revenue, as well as China's newfound dominance in precision manufacturing. McGee argues convincingly that neither outcome would have happened without this relationship.To back up this extraordinary claim, McGee closely maps how Apple systematically sent top engineers from around the world to train up hundreds of factories in China, pressed for demanding specifications at “ridiculously high yield,” and invested sums directly into China that made the post-WW2 Marshall Plan look small. The result? China now leads in 57 of 64 critical technologies, as measured by the Australian Strategic Policy Institute, dominating everything from smartphones to electric vehicles.As Trump threatens iPhone-specific tariffs and Tim Cook promises impossible reshoring timelines, Apple finds itself captured by the very system it helped create. Having accidentally armed its greatest competitor, there is no clear pathway for the U.S. to regain the lead it helped China take. Find transcripts, extended shownotes, and more on our Substack.

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