Comment by brailsafe

> Yes, the author knows very little about the industry or how Apple operates.

Hardly. While it may be fan fiction, or speculation, Horace has been researching and writing about Apple's operations for decades. I tried listening to his podcast years ago and the discussion at the time of Apple's supply chain movements was extremely detailed to the point where it wasn't even listenable for me.

"Our team has over 25 years of daily research on Apple Inc"

https://asymco.com/about/

It's literally all they do