This post is written well, but I think your way off...
Li is honourable, a great business man who may not be as good of a scientist as Johnson but Johnson is not even close to being a good business man much less a great one, li has ties to politicians which is why he knew about the TW ahead of time! He is a three headed monster!
For what you said about Steipp I think your underestimating him just a bit, the Apple deal he handled was about “commercialization” and not about making parts for Apple, they used apples expertise in order to create a commercial market for bmg’s, li and China played a big part in this, it is something that investors need to learn about from the business side of things, heraus Engel materion eutectix byd are all part of this play, competition will always be a big part in a healthy market, if investors consider this as competition.
If an investor played into the Apple contract, they were about a decade too early...