Apple's China shift is putting trillions in the crosshairs

All three nations rely on the iPhone for jobs, GDP, and IP, but rising political tensions perch the tech stock on a timebomb...

Chatting with mates the other day about Apple’s earnings report due later this week, one reminded me of a startling number: 70 per cent of iPhones are made in China.

The shock stat sent me down a rabbit hole of research to discover how exposed Apple is to a shitstorm brewing between Washington and Beijing.

And how the world’s two superpowers - plus the tech timebomb of Taiwan - must find a way to fit Apple in, while bristling for supremacy.

And you thought Apple made phones and laptops, Ha! That’s what I’m focusing on today.

Welcome to newsletter #262 where we discuss the headlines my mates and I have been sharing over a whisky or two.

And hi to new subs over the weekend from News UK’s strategy unit, Hello!, Deadline Hollywood, ad mag Campaign in Hong Kong, New York Times-funded moderation platform OpenWeb, social news platform The Daily Aus in Melbourne, DoorDash in San Francisco, and the Washington Post’s ArcXP team in Norway, among others.

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