How Apple Became So Reliant on China & What it Means For Their Future
a16z Podcast18 Kesä

How Apple Became So Reliant on China & What it Means For Their Future

What if the rise of Apple also built modern China?

a16z’s Erik Torenberg is joined by board partner and former Microsoft Windows chief Steven Sinofsky to unpack how Apple’s pursuit of design excellence and supply chain scale catalyzed China’s manufacturing superpower status - and why that partnership is now under intense scrutiny.

Inspired by the book Apple in China (but not a book review), the episode dives deep into:

  • The early days of Apple’s shift to Chinese manufacturing
  • What experts got wrong in 1999 about trade, globalization, and China’s trajectory
  • How Tim Cook’s operational playbook reshaped the global tech industry
  • Behind-the-scenes stories from Microsoft’s own hardware battles and Surface launch
  • Why Apple’s entanglement with China may now be a strategic liability
  • What COVID revealed about fragile global dependencies — and where innovation goes next
  • How national policy, intellectual property, and AI intersect in the new industrial era

The episode opens with a few reactions to WWDC: Apple’s new UI, the iPad’s evolving role, and why Apple’s AI story still feels unfinished - before zooming out into one of the most consequential tech and geopolitical stories of our time.

TImecodes:

00:00 Introduction

00:37 Guest Introduction: Steven Sinofsky

00:49 WWDC Reactions and Apple's AI Story

02:27 WWDC Highlights: Liquid Glass and iPad Updates

05:16 Apple's AI Strategy and Market Dynamics

06:34 Meta's AI Moves and Market Implications

13:30 Apple's Manufacturing Evolution: From Garage to Global

20:50 The Rise of ODMs and Global Manufacturing

26:32 Microsoft's Struggle with Piracy in China

27:19 Apple's Revolutionary MacBook Air

29:30 Challenges in PC Manufacturing

31:05 The Rise of Chinese Manufacturing Skills

32:07 The Point of No Return for Apple and China

32:59 Global Trade and Intellectual Property Issues

37:04 COVID-19's Impact on Global Manufacturing

41:19 Future of Innovation and Manufacturing

47:10 Navigating Intellectual Property in the AI Era

48:55 Conclusion and Final Thoughts

Resources:

Find Steven on X: https://x.com/stevesi

Find Erik on X: https://x.com/eriktorenberg

Stay Updated:

Let us know what you think: https://ratethispodcast.com/a16z

Find a16z on Twitter: https://twitter.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

Follow our host: https://x.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Jaksot(904)

Building a Thriving AI Ecosystem with Lisa Su

Building a Thriving AI Ecosystem with Lisa Su

Lisa Su has transformed AMD into a global leader in AI and high-performance computing.In this episode of the AI Revolution (AIR) series , Bob Swan, a16z Operating Partner and former CEO of Intel, sits down with Lisa Su, CEO of AMD, to discuss how her leadership has propelled AMD’s growth and positioned the company at the forefront of AI innovation.They explore AMD’s pivotal role in democratizing the benefits of gen AI, the evolution of AI computing, and the importance of open ecosystems and partnerships in driving technological breakthroughs.Resources: Find Lisa on X: https://x.com/lisasuFind Bob on X: https://x.com/bobswanStay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

17 Loka 202430min

The Deepfake Dilemma: The Technology, Policy, and Economy

The Deepfake Dilemma: The Technology, Policy, and Economy

Deepfakes—AI-generated fake videos and voices—have become a widespread concern across politics, social media, and more. As they become easier to create, the threat grows. But so do the tools to detect them.In this episode, Vijay Balasubramaniyan, cofounder and CEO of Pindrop, joins a16z’s Martin Casado to discuss how deepfakes work, how easily they can be made, and what defenses we have. They’ll also explore the role of policy and regulation in this rapidly changing space.Have we lost control of the truth? Listen to find out.Resources:Find Vijay on Twitter: https://x.com/vijay_voiceFind Martin on Twitter: https://x.com/martin_casadoStay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

11 Loka 202434min

A Big Week in Tech: NotebookLM, OpenAI’s Speech API, & Custom Audio

A Big Week in Tech: NotebookLM, OpenAI’s Speech API, & Custom Audio

Last week was another big week in technology. Google’s NotebookLM introduced its Audio Overview feature, enabling users to create customizable podcasts in over 35 languages. OpenAI followed with their real-time speech-to-speech API, making voice integration easier for developers, while Pika’s 1.5 model made waves in the AI world.In this episode, we chat with the a16z Consumer team—Anish Acharya, Olivia Moore, and Bryan Kim—about the rise of voice technology, the latest AI breakthroughs, and what it takes to capture attention in 2024. Anish shares why he believes this could finally be the year of voice tech. Resources: Find Olivia on Twitter: https://x.com/omooretweetsFind Anish on Twitter: https://x.com/illscienceFind Bryan on Twitter: https://x.com/kirbyman01 Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

8 Loka 202432min

From Swipe to Scale: How Tinder Became #1

From Swipe to Scale: How Tinder Became #1

In 1995, just 2% of couples met online. Today, that number has surged to over 50%, making online dating the top way couples connect.In this episode, a16z General Partner Andrew Chen chats with Tinder founder Sean Rad about how he built an app that changed culture. Sean shares why seamless experiences matter, how startups often get marketing wrong, and how Tinder became the catalyst for online dating's explosive growth.This conversation was recorded live in LA at a16z’s Games third Speedrun program. Learn more about Speedrun: https://a16z.com/games/speedrun/Find Sean on Twitter: https://x.com/seanradFind Andrew on Twitter: https://x.com/andrewchenStay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

3 Loka 202428min

Human Data is Key to AI: Alex Wang from Scale AI

Human Data is Key to AI: Alex Wang from Scale AI

What if the key to unlocking AI's full potential lies not just in algorithms or compute, but in data? In this episode, a16z General Partner David George sits down with Alex Wang, founder and CEO of Scale AI, to discuss the crucial role of "frontier data" in advancing artificial intelligence. From fueling breakthroughs with complex datasets to navigating the challenges of scaling AI models, Alex shares his insights on the current state of the industry and his forecast on the road to AGI. Resources: Find Alex on Twitter: https://x.com/alexandr_wangFind David on Twitter : https://x.com/DavidGeorge83 Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

24 Syys 202430min

The Frontier of Spatial Intelligence with Fei-Fei Li

The Frontier of Spatial Intelligence with Fei-Fei Li

Fei-Fei Li and Justin Johnson are pioneers in AI. While the world has only recently witnessed a surge in consumer AI, our guests have long been laying the groundwork for innovations that are transforming industries today.In this episode, a16z General Partner Martin Casado joins Fei-Fei and Justin to explore the journey from early AI winters to the rise of deep learning and the rapid expansion of multimodal AI. From foundational advancements like ImageNet to the cutting-edge realm of spatial intelligence, Fei-Fei and Justin share the breakthroughs that have shaped the AI landscape and reveal what's next for innovation at World Labs.If you're curious about how AI is evolving beyond language models and into a new realm of 3D, generative worlds, this episode is a must-listen.Resources: Learn more about World Labs: https://www.worldlabs.aiFind Fei-Fei on Twitter: https://x.com/drfeifeiFind Justin on Twitter: https://x.com/jcjohnssFind Martin on Twitter: https://x.com/martin_casadoStay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

19 Syys 202444min

Apple’s Big Reveals, OpenAI’s Multi-Step Models, and Firefly Does Video

Apple’s Big Reveals, OpenAI’s Multi-Step Models, and Firefly Does Video

This week in consumer tech: Apple’s big reveals, OpenAI’s multi-step reasoning, and Adobe Firefly’s video model.Olivia Moore and Justine Moore, Partners on the a16z Consumer team, break down the latest announcements and how these product launches will shape the tech ecosystem, transform AI-powered experiences, and impact startups competing for attention in a fast-moving market. Resources: Find Justine of Twitter: https://x.com/venturetwinsFind Olivia on Twitter: https://x.com/omooretweets Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

14 Syys 202431min

Grand Challenges in Healthcare AI

Grand Challenges in Healthcare AI

Vijay Pande, founding general partner, and Julie Yoo, general partner at a16z Bio + Health, come together to discuss the grand challenges facing healthcare AI today.The talk through the implications of AI integration in healthcare workflows, AI as a potential catalyst for value-based care, and the opportunity for innovation in clinical trials. They also talk about the AI startup they each wish would walk through the door.  Resources: Find Vijay on Twitter: https://x.com/vijaypandeFInd Julie on Twitter: https://x.com/julesyooListen to more episode from Raising Health: https://a16z.com/podcasts/raising-health/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

7 Syys 202437min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
puheenaihe
rss-rahapodi
herrasmieshakkerit
pomojen-suusta
hyva-paha-johtaminen
rss-markkinointitrippi
rss-rahamania
ostan-asuntoja-podcast
rss-startup-ministerio
rss-perho-rajoilla
taloudellinen-mielenrauha
rss-lahtijat
kasvun-kipuja
yrittaja
rss-what-the-hair
rss-merja-mahkan-rahat
rss-paasipodi