@daringfireball Maybe a job at NYT is out of the question, but you could (and should!) try to submit this as an op-ed. Best result? You get to educate a whole segment of the population, the handful of boomers and Xers who still read NYT. Worst result? You get a rejection letter that you can frame and put up in your office.
As an aside, if I hadn’t heard of the guy before the rise of all the AI companies, I’d swear that “Tripp Mickle” is a computer-generated name.
@ac Not defending Mickle in the slightest, but you really need to think about the attitude expressed in the phrase “the handful of boomers and Xers who still read NYT.”
Lots of things could be said about it, but for starters, do you realize you gave the back of your hand to Gruber?
@daringfireball I hope Trump doesn’t read DF or else you might have ruined Tim’s plan with your second footnote.
On a second thought, even if he does, he will never reach the footnote section, so I think we’re clear.
@biggsjm @daringfireball If a product costs 400$ to manufacture and sells at 800$, your argument is that a 25% tariff would result in a 100$ increase so it would sell at say 900$ not 1000$. My point is that most companies look at those margins in percentages and would not want to reduce their distribution markup from 100% to 80%.
Whether that retail step is owned by Apple or someone else doesn’t matter, the financials are what they are. Source: I work in pricing.
@daringfireball did you see that they’re standing by that line?
https://bsky.app/profile/joolia.bsky.social/post/3lpwokddpo22k
honestly speechless “Our reporting does not make racial or genetic generalizations, but simply cites experts who have experience with the industrial process in U.S. and Chinese factories.” like ok but you said “young Chinese women have small fingers” … ?? ?
@ByBenTimberlake @daringfireball Two comments:
1. As someone overleveraged in AAPL, I hope they’ve at least considered what they could build in the US in case some wacko slaps 500% tariffs on them.
2. I don’t think they’d sell the same model in the US at any price in this insane hypothetical. They would create a US-only phone whose design makes its construction easy to automate.
Feels like we’re sleeping on 2. What would a US phone necessarily look like?
@ByBenTimberlake @daringfireball My organic chemistry prof used to teach that there’s an absolute ceiling on the price of gas. Once the price to dig & refine it hits the price to synthesize it from limestone, which is plentiful, you’ve hit the ceiling. “We’re not running out of limestone” he used to say.
There’s got to be a similar ceiling for iPhone construction in the US. If Cook doesn’t have a realistic guess at what that number would be, he’s not doing his job.
@lo_fye @daringfireball What I wonder is how long it will be before the already-panicking corporate types remrmber the closing scenes from _Network_.
Attached: 1 image Trump opens the brand new American iPhone Factory! https://www.geekculture.com/joyoftech/joyarchives/3168.html
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