11/17/2025
India has 10x more workers than Vietnam.
So why did Apple, Samsung, and Nike choose Vietnam for their factories?
The answer isn't what you think.
Vietnam: $96B in foreign investment
India: $85B (despite being 10x larger)
Here's what 3 economics books reveal about why infrastructure beats cheap labor every single time:
→ Apple tried India. Lost $10M/day in the first month.
→ Samsung moved 50% of phone production to Vietnam.
→ Nike can ship from Vietnam in 12 days. India? 28 days.
The "Make in India" dream is real. But the ex*****on gap is costing billions.
I broke down the entire manufacturing shift in 9 minutes using frameworks from "The Next Factory of the World" and "Trade Wars Are Class Wars."
Watch here: https://youtu.be/3Dnh5zGOaYY
Apple, Samsung, and Nike are betting $96 billion on Vietnam's manufacturing future - not India's. Here's why the world's biggest companies are choosing a cou...