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Patrick McGee: Tim Cook Was Great for Apple Investors—But Not for America

Thought Leader: Patrick McGee
April 23, 2026
Written by: Patrick McGee

As Tim Cook steps down as CEO of Apple, Patrick McGee examines a legacy defined by extraordinary financial success—and deeper geopolitical consequences. Under Cook, Apple became one of the most valuable companies in history, driven by operational excellence, global scale, and a highly profitable shift toward services.

But McGee argues that this success came with long-term tradeoffs. By consolidating Apple’s manufacturing in China, Cook helped lower costs and scale production, while also contributing to China’s rapid economic and technological rise. In doing so, Apple became deeply dependent on a country that is now one of the United States’ greatest strategic rivals.

McGee highlights how Apple’s presence in China extended beyond manufacturing—training millions of workers, investing heavily in infrastructure, and adapting to government demands—all of which accelerated China’s industrial capabilities. At the same time, Apple largely avoided publicly challenging the country’s political actions, raising questions about the balance between business interests and global responsibility.

Looking ahead, McGee suggests that Cook’s legacy will ultimately depend on how U.S.-China relations evolve. While his strategy delivered immense returns for investors, it also exposed Apple—and the broader American economy—to significant geopolitical risk that the company’s next leader will need to navigate.

Visit The New York Times to read the full article.

Patrick McGee brings rare insight to audiences seeking to understand the future of global business and technology. A longtime journalist with the Financial Times and former reporter for The Wall Street Journal, he has spent more than a decade covering Apple, electric vehicles, and emerging technologies around the world. His reporting and bestselling book Apple in China draw on hundreds of interviews with executives and engineers to reveal how modern supply chains shape economic power. McGee’s engaging storytelling and deep research make complex topics accessible, giving audiences a clearer understanding of how technology, geopolitics, and global markets are evolving. To host him, contact us.

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