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Comment by CSMastermind | Hacker News Reader

I watched a Peter Zeihan video recently where he claimed that Apple is the one American manufacturer who refused to move its supply chains out of China positioning themselves for considerable risk in the coming political and economic climate.

I'd be curious to know to what extent Berkshire considers this a risk.

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They were for the 2010’s, but they are now aggressively trying to move production to Vietnam and India. Time will tell if they can build up this capacity fast enough… https://www.cnbc.com/amp/2022/12/20/apple-will-reportedly-be...

They seem to have been aggressively investing in India manufacturing over the last few years no?

True, although arguably it's not going well. Related story from today:

50% rejection rate for iPhone casings produced in India shows Apple’s challenge

https://news.ycombinator.com/item?id=34795500 (147 comments)

Another thing to note is that historically, HN is a terrible place to get financial / stock market advice.

> Another thing to note is that, historically, HN is a terrible place to get financial market advice.

You can say that again haha.

What alternatives do you prefer?

/dev/random

I would trust Peter Zeihan as much as I would Peter Schiff. As in, not at all.

Peter Zeihan is important to read/watch, but only as part of a fully comprehensive analysis. He's at one end of the spectrum, and that's insufficient to inform.

You need to listen to China bulls too. Absorb multiple perspectives and synthesize your own model of how things piece together and move.

Like who? Any names? I liked hearing what Zeihan presents but would like to hear the full spectrum.

I enjoy watching his presentations but his claims are outlandish. He believes the population of China will decrease to 650M by 2050.

China has been the best value for manufacturing by far during recent history. The combination of capability, price, and speed is unmatched.

That may be the case in the past, but the factors that enabled the Chinese manufacturing (low to medium range) dominance are largely declining: abundant growing labor force, stable world trading and geopolitical environment.

Yeah they’re definitely losing that edge, which is why I said “has been”. But I think they still have a bit of an edge, particularly for electronics, at the moment.

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