longfang

9secondkox2 said:

Time to push China tariffs to 225%. 

China lives and breathes the US dollar. 

The US is addicted to Chinese imports. 

But America can just as easily wait out some production relocation or shift habits. 

China won’t be recovering thst money. 

Apple is already reallocating the weight of production. It will take a bit. But it will be done. It’s just too bad that there aren’t more truly free nations to move it to. 

The only way the USA wins this is to keep its foot in the gas and not give in to bullies. We’ve been pushed around and robbed long enough. As O’Leary said:enough is enough.” Time to get back. 

h2p said:

Why in the world publish a deal That Is t Signed??

CrossPlatformFrogger said:

I mean this all sounds good until you realize Apple doesn't really have a product in this field. Apple Intelligence is a nothing burger and instead of publishing research papers they should get on the ball and get competitive in this field.

DAalseth said:

I think it's going very well," he said.

He sounds like the generals that kept pouring soldiers into Gallipoli,. 

charlesn said:

blastdoor said:

I have now fully come around to agreeing that It’s time for Tim Cook to go. 

A lot of great things happened under his leadership, especially apple silicon in Macs, but the Apple car debacle and now the AI debacle are convincing me that Apple needs a “product guy” leading the firm again. 

Please explain what you see as a "debacle" for the R&D that Apple put into a possible car. There was never any assurance that a car would result from this effort--the whole point of doing research and development is to determine if manufacturing a competitive and superior product is possible and financially viable. And for Apple, never having been in the car manufacturing business, the challenge was even more difficult, especially considering that Apple's business model is based on very high profit margins, while autos are a fraction of that. At the end of the day, Apple decided there was no financially viable path forward and shut down the project. Look around at the EV business and you'll understand why this was the smartest decision: Fiskar is already out of business, Rivian and Polestar continue hemorrhaging money like it's water, and every company not named Tesla that produces EVs is losing a massive amount of money on every EV they sell. Ford has been manufacturing cars for 123 years, yet Car & Driver reported that in the Q1 2024, it was losing $130,000 on every EV that it sold. And now, with the EV business already a black hole money pit for car makers, Trump is ending the incentives that helped to bolster EV sales, so things are about to get even worse.

The inescapable truth from all available evidence is that Apple avoided a money-losing debacle by shutting down Project Titan. The only argument one might make--and there's no way to know the truth of it--is that they should have shut it down sooner than they did. We also don't know what R&D for Project Titan might be useful for breakthroughs on other projects, so it's not as if the whole thing was pointless. 

Mike Wuerthele said:

capnbob said:

I assume this only applies to those devices in the list sold in the US not those bought in the rest of the world. Given that the US is about 40% of Apple revenue (mostly iPhones and Mac’s), the impact of this on Apple will be meaningful but surely not very significant?
The impact on US consumers will be precisely what they voted for?

There has been discussion that Apple will dilute the impact to the US consumer by raising prices worldwide. So, I guess the answer to your question is "it remains to be seen."