Patrick McGee is the FT’s San Francisco correspondent covering Apple and US technology. He was previously in Frankfurt, writing about the Volkswagen scandal and the challenge to German carmakers from electric vehicles and self-driving tech. He joined the Financial Times in 2013 to cover Asian markets from Hong Kong. He was previously a bond reporter at the W ... Show More
Dec 17
#215: Redesigning Supply Chains at a Global Scale with Karin Shanahan of Bristol Myers Squibb
*Hosted by Radu Palamariu*Karin Shanahan, EVP and Chief Supply Chain & Operations Officer at Bristol Myers Squibb, shares how she led a full-scale reboot of the company’s global operating model across 11,000 people in 80 markets. From Excel chaos and post-acquisition silos to a c ... Show More
39m 11s
Dec 11
#214: The Growth of Microsoft’s Cloud Supply Chain with Cliff Henson
*Hosted by Radu Palamariu*Cliff Henson leads Microsoft’s Cloud Supply Chain and Engineering, powering Azure, Microsoft 365, and Copilot across 400+ data centers globally. I sat down with Cliff to discuss how he helped pivot Microsoft from a “buy” to a “make” model, turning the cl ... Show More
30m 58s
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
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 2025
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
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