Episode 117: Talking Apple in China with Patrick McGee

Equity Bottom-Up

899 Views14 May 2025 13:58

Podcast

The Circuit

SUMMARY

Origin story of the book: Becoming interested in Apple's Achilles heel in China after being too bullish on the company's success
Focus on the role of manufacturing design engineers in custom manufacturing and orchestration of Apple's supply chain in China
Thesis of the book: Exploring Apple's strategic positioning in China and the symbiotic relationship between economic scale and customer allure in the luxury market

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