The pandemic was the trigger event that gave us the activation energy to accept supply chain disruptions and ease into the pain of decoupling. It'll go much faster now. The de-China-fication is going to accelerate rapidly.

The game is now near-shore, friend-shore. Mexico is now the biggest trade partner of the US, and it's still only ramping up. The rail and truck corridors are growing significantly and we're about to pour in huge infrastructure investments.

It still is because that’s how corporations work: “how will x affect my bottom line?”

It’s just now we have layers of concern that involve privacy. In a world with no regulation, corps would be sharing a lot more and doing a lot worse.

We have so defiled the American dream that if psychological or ecological terrorism on a scale large enough to alter the course of life on planet isn't allowed to continue unabated and increase its cataclysmically planetary destructive activities over time then all of our grandparents will starve to death homeless in a ditch somewhere and possibly us along with them.

> It's probably not China's preferred option, but whether they like it or not there's going to come a point where business relationships reach a tipping point and Apple will have to pick sides.

If you make Apple choose, they're probably going to get fucked, because (at this point) they can't not pick China: they're too invested and too dependent.

I read a long-form article maybe a year ago that talked about how Apple's efforts to reduce their dependence on China haven't been very effective.

But personally, I think forcing them to choose would be the right call. Tanking their share price and forcing them to burn their savings trying to save the company would send a strong message.