Audio is streamed directly from the publisher (api.substack.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Cook’s time in China underscores he’s the master of navigating geopolitics and that Apple’s manufacturing shift to India will be slower than some expect.PS: There’s a bonus at the end of the video: Good news continues on iPhone lead times.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com