I don't think Cook gets enough credit for this [0] - Book: Apple in China. (Author Interview [1])

It's an undisputed damning account of how Cook was used by China to train millions of Chinese electronics manufacturers, managers, and engineers. The US took the most advanced industrial electronics manufacturing tech, and handed the expertise on a silver platter it to a long term strategic enemy.

Frankly, he shouldn't legally have even been able to do this. But that he was, he ought to be crowned one of China's greatest champions of this century.

0. https://en.wikipedia.org/wiki/Apple_in_China 1. https://www.youtube.com/watch?v=SerbnYhhw7s

When people discuss this subject, I wonder what they think the counterfactual world would have looked like. Do people think China could have been kept backwards forever? I notice nobody goes around accusing Maurice Chang of doing this. Or W Edwards Deming.

There's an element of revisionism to this perspective. It used to be thought that integration with the global economy would gradually bring more alignment with Western values as well.

The ideas was that a rising middle class would demand more say in running the country. That elites would need to become accountable to the people, ideally via democracy. That geopolitical competition would be positive sum.

> he shouldn't legally have even been able to do this

What law do you want to write to make it so that knowledge can't be transferred to other countries?

In the mid 20th century, the Green Revolution, partly led by Norman Borlaug, fed billions, and was a huge transfer of knowledge to other countries, and hugely beneficial for all of humanity. (The critiques, well they exist but they are refinements, not critiques that would justify not doing the Green Revolution).

In the case of Apple in China, this was not a one-sided transaction, both sides benefited massively.

Now I do think we should be encouraging the US to compete more, which was what the Biden administration was really good at getting going. But mere ban of commerce, and not providing the industrial policy for US industry to catch up China's excellence, leave us in a world where we are all poorer, both the US and China.

The world is not a zero-sum place, capitalism and technological change are in fact quite positive sum, and when we act like everything is zero-sum we are all worse off.

The book's thesis is frankly unwarranted Apple glazing. Asian Tigers trained PRC decades before Apple. Muh designed in California and manufactured in China was always Cupertino hands Chinese factory specs and Chinese engineers and workers building it into reality. US manufacturing already in the shits by then, the idea that Apple substantively "elevated" PRC manufacturing is huffing copium. PRC process engineering was always the hardest part of the equation that somehow gets credited to US. PRC manufacturing made Apple, not the other way around.

The reality is PRC already had magnitude more high end manufacturing talent by the time Apple entered PRC already and they're the ones that made Apple scribbles at scale possible. The stories of PRC manufacturers having stupendously fast line turn arounds, making changes in hours should disabuse the notion they needed learning, when they already knew how to execute at scale. Apple's derisked manufacturing in other countries still can't do this, PRC was doing this on day one - see overnight turnaround to retool iPhone line from plastic to glass screen 20 years ago. Apple went to PRC because PRC already had competently trained manufacturing workforce, and only one that can operate at speed + scale. Apple buying a few 1000 CNC machines doesn't tip the balance remotely in Apple's favour - if sector moved towards CNC and tighter tolerances, PRC industry would have simply followed, Apple $$$ is nice, but PRC doesn't need Apple $$$ - capex is not a bottleneck for their system. And Apple would have never push enough goods and make $$$ without PRC.