Apple just got slammed by a federal judge for willfully violating an injunction in its antitrust fight with Epic Games. Patrick McGee, longtime Apple reporter at the Financial Times and author of the upcoming book Apple in China, joins to unpack how the case unfolded, why Epic’s move was both strategic and symbolic, and what this moment means for the future of the App Store.

We zoom out to discuss Apple’s broader challenges—from its tightening entanglement with China to the slow progress in decoupling its supply chain. Patrick explains why Apple may be far more reliant on China than it admits, and why India isn’t a simple replacement. Plus, a preview of what’s to come when his book releases on May 13.

We also covered Apple’s AI coding partnership with Anthropic, EToro’s IPO timing, Fivetran acquiring Census, and Tim Cook’s comments on Trump’s new tariffs.