#161: Apple’s supply chain, China and Vision ...

*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

*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

Patrick McGee is the author of Apple in China: The Capture of the World’s Greatest Company. Our discussion led us through a detailed history of Apple’s relationship with China, where iPhone manufacturing became a project of nation-building. Cohosting today is Kyle Chan of the Hig ...  Show more

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

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

<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 ...