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// The Prof G Pod – Scott Galloway
The Strategic Entrapment: Apple's Irreversible Dependency on China
Apple's hardware empire is no longer just a business story; it's a geopolitical hostage situation. By embedding its supply chain so deeply within Chinese borders, the world's most valuable company has inadvertently funded its own competitors and granted Beijing unprecedented leverage over Washington's trade policy. The friction-less manufacturing of Shenzhen remains an unrivaled titan, making the dream of decoupling look more like a dangerous fantasy than a viable strategy.
3 min read
// The Prof G Pod – Scott Galloway
Industrial Statecraft: The Architecture of China’s 2026 Economic Pivot
China is moving beyond its role as a global factory to become a hegemon of industrial statecraft, leveraging an undervalued currency and massive state subsidies to dominate the semiconductor and consumer electronics sectors. From the explosive IPO of Moore Threads to Apple's deep 'capture' within the mainland's supply chain, Beijing is systematically de-industrializing rivals through overcapacity and tech-independence. A reckoning is coming in 2026 as global trade tensions force a choice between a stronger Renminbi or a permanent fracture in international markets.
6 min read

last updated Dec 13, 2025