In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Patrick McGee, an FT reporter and author of "Apple in China," about Apple's deep relationship with China's economy and manufacturing capabilities. The discussion covers the complexities of moving Apple's production from China to other countries like India, the historical context of Apple's initial move to China, and the strategic benefits China gained from Apple's presence, including technology transfer and the development of its own tech sector. McGee argues that Apple's relationship with China is less about tension and more about mutual benefit, with the real tension existing between Apple's interests and the U.S.'s strategic goals. The conversation also touches on the potential risks of China's dominance in high-end electronics and the implications of AI for the Apple-China relationship.
