libertyandfree

avon b7 said:

libertyandfree said:

DAalseth said:

The US needs stuff from China more than China needs ANYTHING from the US.
I expect there may be exemptions for Amazon, Apple and Walmart. But the hundreds of thousands of small stores, local stores, regional stores, that are the heart of the economy will be massacred. 

As someone pointed out yesterday, this whole scrap is above all making China look like the reliable, stable, rational, trustworthy partner. That is going to be the most harmful thing coming out of this for the US.

China needs money from the US to run their economy.  The US is by far their biggest customer whereas we are mostly consumers of their products - many of them not essential for daily life.  Yes, some small businesses rely on their cheap Chinese products but they will have to adapt in the short term - you don’t fold because some segments get hurt.  If the US stops buying the Chinese goods then China must sell them elsewhere, or shutter factories, which floods the market and crashes their prices.  Forgotten in all this is the massive theft by China on IP which was being reversed by the first Trump administration and then was unexplainable dropped by the Biden administration.  This needs to be corrected as well and this requires the Chinese govt to enforce.  

What happened with agriculture in his last term? China quickly pivoted away to Brazil. Lobsters from Maine? China went to Canada.

China is in a situation - provoked by the US - where mutual trade is severely impacted. 

They won't go crawling to Trump and they've made that very clear. 

They will continue to get rid of US debt but with a common sense approach. They will tighten restrictions on critical minerals/rare earths. They could even switch away from Boeing to Airbus as a symbolic move. They will strengthen BRICS+ deals as well as tempt the EU. 

At the end of the day it is Trump who started everything and it is Trump who will have to fix it. 

He blinked first with the 90 day pause. Now he will have to blink again. 

DAalseth said:

The US needs stuff from China more than China needs ANYTHING from the US.
I expect there may be exemptions for Amazon, Apple and Walmart. But the hundreds of thousands of small stores, local stores, regional stores, that are the heart of the economy will be massacred. 

As someone pointed out yesterday, this whole scrap is above all making China look like the reliable, stable, rational, trustworthy partner. That is going to be the most harmful thing coming out of this for the US.

MassiveAttack said:

John Giannandrea is partly right when he says that chatbots like ChatGPT are not for the majority except certain corporate users.
However, John failed to respond how AI should be rolled out with Apple. He did not bring any helpful hardware with AI features. 

He is a smart guy for sure, but does he fit to Apple? Questionable.. 

But this issue shows the general problem inside Apple.

They have failed with Vision Pro.
They have failed with Apple Car. 
They have failed with Apple CarPlay. 

Recently, we observe more failures or rather medicore product features. 

Apple was re-born again in the middle of the financial crisis 2008. 

There has always been a big hit in the middle of a crisis..
Now, we have a crisis.. Who knows..Maybe, there will be another company which will bring out a shocking product which could eat Apple´s market share or it is so revolutionary, so that it will shake up the entire mobile sector.. 

Within this tariff crisis, Cook will be busy to optimize his supply chain plan.. At the same time, he should care about Siri... 

Apple gets a lot of escalated issues at the same time, which have always been a time ticking bomb.. Now, all bombs have exploded. 

It does not look good for Apple..

My take is that Apple´s Siri will always be behind..