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China Decode: Apple's China Chip Play, DeepSeek Seeking Billions, and the Californication of Chinese Food

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China Decode: Apple's China Chip Play, DeepSeek Seeking Billions, and the Californication of Chinese Food

The Prof G Pod with Scott Galloway

Jun 30
The Prof G Pod with Scott Galloway

The Prof G Pod with Scott Galloway

Jun 30
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

Alice Han and James Kynge dig into why Apple is lobbying the Trump administration for permission to buy memory chips from a Chinese company on the Pentagon's military blacklist. With DRAM prices up nearly 100% in a single quarter — analysts are calling it ...

Highlights

This episode of China Decode explores the intricate dynamics of global tech supply chains, China's evolving economic landscape, and shifting consumer habits. The hosts discuss Apple's unusual lobbying efforts to bypass US sanctions, the strategic moves of a Chinese AI startup, and the changing tastes of China's middle class.
03:39
Apple is lobbying to buy DRAM from a blacklisted Chinese company.
13:00
DRAM prices surged nearly 100% in Q1
14:06
DRAM shortage causes price surges, termed 'RAMageddon'
31:16
Europe's complacency and slow recognition of China as a tech peer
43:55
China could become the largest organic market.
50:43
China's oil demand will peak between 2027-2028.

Chapters

Apple's Dilemma: Lobbying to Buy Chips from a Blacklisted Chinese Firm
00:00
The 'RAMageddon' Crisis: How DRAM Shortages Are Driving Up Apple Prices
10:52
DeepSeek's Big Bet: Why a Frugal AI Startup Needs $7.4 Billion Now
14:06
Europe's Trade Headache: Can the Continent Compete with China's Tech Dominance?
23:14
The 'Californication' of China: Why the Middle Class is Going Organic
37:51
Exporting Inflation: Will China's AI and Chip Demands Raise Global Prices?
47:23

Transcript

Alice Han: The problem isn't your finance team. It's the spreadsheet they're stuck using at month-end. Chasing receipts, reconciling transactions, hoping nothing was missed. With the American Express corporate program, you get real-time visibility into com...