I'm not sure where Fukuyama and Friedman agree and disagree, but Cook's quote struck me as Friedman-esque. It sounds like he sees Apple as a player in Friedman's Dell Theory of Conflict Prevention: "No two countries that are both part of a major global supply chain, like Dell’s, will ever fight a war against each other as long as they are both part of the same global supply chain".

(Quoting from https://en.wikipedia.org/wiki/Capitalist_peace)