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Enrique Dans for dummies

Tim Cook has just given a masterclass in how to manage Donald Trump

26 Feb 2025

Description

Enrique Dans' article analyzes Apple's announced $500 billion U.S. investment, suggesting it's more public relations than genuine innovation. The author argues that Apple's investment is largely repackaged spending and relies on partners like Foxconn for actual capital expenditure. Dans claims Apple's CAPEX spending is comparatively low compared to other Big Tech companies, especially in AI infrastructure. He suggests Tim Cook's announcement is a masterclass in managing Donald Trump by providing a "hollow political triumph." The piece implies that Apple is skilled at maintaining a conservative financial strategy while giving the appearance of significant investment to political figures. Ultimately, the author sees Apple's move as more of a PR stunt than a bold economic bet on the country.This article is also available in English on my Medium page, «Tim Cook has just given a masterclass in how to manage Donald Trump«

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