The Great Decoupling Lie: Why Apple, Tesla & ASML Can't Quit China
Washington says we're decoupling from China. Brussels echoes the same message. But the numbers tell a completely different story. In this video, we expose the $400 billion reality that proves "decoupling" is the most expensive lie in modern business.
When ASML—the world's most strategically important semiconductor company—makes 49% of its revenue from China, when Apple generates $72.6 billion from Greater China, when Tesla produces over 950,000 vehicles annually from its Shanghai Gigafactory alone—you have to ask: Is decoupling actually happening? Or is it just political theater?
We break down the real numbers, examine industry patterns, and reveal why the world's biggest companies are not leaving China—they're doubling down.
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🤖 AI DISCLOSURE:
This video was created using AI-generated voice (Text-to-Speech technology). The script was written with AI assistance using Claude by Anthropic. All content has been reviewed and verified by the creator before publication.
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⏱️ TIMESTAMPS:
0:00 — Introduction: The 49% Revelation
0:30 — The 2019 Promise vs 2024 Reality
1:30 — The Data Bomb: Apple, Tesla & ASML Numbers
3:00 — Inside Story: Why Companies Can't Leave
5:00 — ASML Paradox: How Export Controls Backfired
7:00 — Winners & Losers: Who Got It Right
9:00 — The Future: Decoupling Theater Explained
9:45 — Final Thoughts: Follow the Money
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📊 KEY STATISTICS COVERED:
• ASML China Revenue: 49% of total (Q3 2024)
• Apple Greater China Revenue: $72.6 billion (2023)
• Tesla Shanghai Production: 950,000+ vehicles annually
• US-China Bilateral Trade: $758 billion (2022 record)
• iPhone Manufacturing in China: 95%
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RECOMMENDED READING:
• "Chip War" by Chris Miller
• "AI Superpowers" by Kai-Fu Lee
• "China's Great Wall of Debt" by Dinny McMahon
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⚠️ DISCLAIMER:
This video is for educational and informational purposes only.
CONTENT CREATION DISCLOSURE:
• The script for this video was created with AI assistance (Claude by Anthropic)
• The voiceover was generated using AI Text-to-Speech (TTS) technology
• All content has been reviewed, edited, and approved by the creator
CONTENT ACCURACY DISCLOSURE:
• Some characters and scenarios depicted are composite narratives created for illustrative purposes to represent broader industry patterns
• They do not represent specific real individuals unless explicitly named and sourced
• All statistics are derived from publicly available company earnings reports and government data
• Viewers are encouraged to verify information independently
LEGAL DISCLOSURE:
• The views expressed are for commentary and do not constitute financial, investment, or professional advice
• We are not affiliated with, sponsored by, or endorsed by Apple Inc., Tesla Inc., ASML Holding, or any other company mentioned
• All company names, logos, and trademarks belong to their respective owners and are used under fair use for commentary and educational purposes
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💬 DISCUSSION:
What do you think—is decoupling real or political theater? Share your thoughts below.
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