logo
episode-header-image
Aug 2023
35m 50s

#161: Apple’s supply chain, China and Vi...

ALCOTT GLOBAL
About this episode
tail spinning
Up next
Nov 6
#213: Supply Chain Transformation Blueprint with Duncan Angove of Blue Yonder
*Hosted by Radu Palamariu*Duncan Angove, CEO of Blue Yonder, joins me to unpack the seismic shifts in supply chain driven by AI, data, and imagination. From powering $25 billion in machine workloads daily to orchestrating global operations for the world’s largest brands, Duncan r ... Show More
33m 59s
Sep 19
#212: Inside IKEA’s End-to-End Supply Chain Overhaul with Susanne Waidzunas
*Hosted by Radu Palamariu*Susanne Waidzunas has spent over 25 years shaping one of the most intricate global supply chains on the planet at IKEA. From her early days managing suppliers in the Baltics to leading a sweeping digital and sustainability transformation, Susanne offers ... Show More
24m 34s
Sep 2
#211: Why Calm Leadership Wins in Supply Chain with Arne Flemming of Bosch
*Hosted by Fei Yu*I sat down with Arne Flemming, Senior Vice President of Corporate Supply Chain Management and Global Logistics Services at Bosch, a €90B global powerhouse operating across mobility, industrial tech, home appliances, and more. Arne leads supply chain operations i ... Show More
33m 41s
Recommended Episodes
May 2025
How China Captured Apple — with Patrick McGee
Patrick McGee, an award-winning journalist who spent years covering Apple for the Financial Times, joins Scott to discuss his new book, Apple in China: The Capture of the World's Greatest Company. They get into Apple’s entanglement with China, the geopolitical risks tied to its s ... Show More
1h 2m
Aug 28
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tar ... Show More
1h 6m
Jun 2025
OpenAI's Bold Move, Apple’s Next Battle & The Future of Tech
<p><span>In this insightful clip from Market Mondays, Rashad Bilal, Ian Dunlap, and Troy Millings break down one of the most disruptive tech deals of 2024—OpenAI’s $6.5 billion purchase of Johnny Ive’s design company IO. This landmark acquisition signals a major shift in the race ... Show More
21m 22s
May 2025
Patrick McGee on the Apple-China Toxic Nexus and Where India Stands
From Steve Jobs’s design obsession to Cold War-like entanglements in China, Apple’s supply chain story is as much geopolitical as it is operational. In this episode of The Morning Brief, hosts Anirban Chowdhury and Dia Rekhi speak with Financial Times’ lead Apple reporter, journa ... Show More
40m 7s
May 2023
Empires of Ideas: Higher Education in China and the United States
In this episode of the China in the World podcast, Paul Haenle speaks with William C. Kirby, T.M. Chang Professor of China Studies and Spangler Family Professor of Business Administration at Harvard University. The discussion highlights Dr. Kirby’s new book, Empires of Ideas: Cre ... Show More
49m 28s
Sep 12
China and the limits of its ‘engineering state’. With Dan Wang
China has become a superpower because of its ability to build bridges, cars and electronics at an astonishing pace. But breakneck growth comes with problems. The country is grappling with overproduction and deflation, and policymakers in Beijing are attempting to jumpstart consum ... Show More
28m 24s
Oct 16
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]
My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck. Dan offers the most nuanced framework I've encountered for understanding US-Chi ... Show More
1h 35m
Jul 2024
230. China with Arnaud Bertrand
<p>Is China carrying out a genocide? Is it a rising imperialist power exploiting and dominating poor countries? Is it a capitalist or communist regime? How does it compare to the American regime? Arnaud Bertrand is an entrepreneur based in China and joins us to discuss what weste ... Show More
2h 6m
Feb 2025
The State of Trade with China — ft. Alice Han
Scott and Ed open the show by discussing the aluminum and steel tariffs, Trump’s plan to close the carried interest loophole, and Elon Musk’s bid for OpenAI. Then Alice Han, China economist and director at Greenmantle, returns to the show to break down the potential impact of Tru ... Show More
59m 28s
Feb 2025
SOTS 2nd Hour: Alphabet’s Revenue Miss, Musk’s Role in Government, Live: Shell CEO 02/05/25
<p>Carl Quintanilla, Sara Eisen and David Faber broke down the weakness in big tech. Alphabet shares dropped on its latest quarterly results, following a revenue miss and soaring AI investments. Apple shares were also under pressure on a report that China is considering a probe i ... Show More
43m 39s