Why It's So Hard for Apple to Move Production from China to India

Bullish:

• $CRYPTOAI - Chinese AI companies may benefit from collaboration with Apple, potentially leading to growth in Chinese AI capabilities.

  • “If it wasn't bad enough that Apple was training up their hardware engineering to be world class, we're now in a situation where Apple software engineers are gonna be training Chinese AI to be best in class.”

    Patrick·44:44

Bearish:

• $AAPL - Apple's heavy reliance on Chinese manufacturing could pose risks, despite their strategy of working with hundreds of factories across the country.

  • “Apple is able to really flip this on its head and say, look. It might be the case that Samsung has three dozen joint ventures, and we have zero. But you need to understand, we work with hundreds of factories across the country.”

    Patrick·23:01