red oak
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Judge sanctions Apple for blatantly violating 'Fortnite' App Store order
The FU’s are starting to pile-up for Cook. 1) Over reliance on China mfg, 2) Apple Car 10 year R&D fiasco, 3) No plan to lower App Store commission over time leading to court imposed changes, 4) The on-going 12 year Siri clusterfuc*, 5) Botched AI rollout, 6) Over emphasis on DEI and “Justice” over product innovation, 6) Weak Board of Directors
This was suppose to be Apple’s golden age and now things just seam to be going sideways -
US will not tolerate EU fine against Apple, says White House
avon b7 said:red oak said:krawall said:I think it's time for the gloves to come off. honestly... this is a disgrace. How long are you guys across the pond (westwards, to be clear) watching this disaster unfolding?
Yes the US are very important for the whole world's economy, but there's limits to everything. We should stop this appeasing and just call out things what they are. The US government decided that diplomacy is no longer "in", so the rest of the world should not be trying to uphold principles towards the US that are not reciprocated.
Go ahead and “take your gloves off” LoL
There is an EU document out there from the pandemic period analysing strategic dependencies between the EU and other countries/trading blocs.
The US was dependent on the EU for over 260 products.
The EU was dependent on the US for 15.
Areas where the EU was ahead included Advanced manufacturing, IoT, security, advanced materials, photonics and active ingredients for the pharmaceutical industry.
Most of that happens to involve 'technology'.
The EU is a leader in NONE of those examples you give. NONE. You really think the EU leads the US in advanced materials? What are you smoking. I’m surprised you did not list Spotify as your leading tech company -
US will not tolerate EU fine against Apple, says White House
krawall said:I think it's time for the gloves to come off. honestly... this is a disgrace. How long are you guys across the pond (westwards, to be clear) watching this disaster unfolding?
Yes the US are very important for the whole world's economy, but there's limits to everything. We should stop this appeasing and just call out things what they are. The US government decided that diplomacy is no longer "in", so the rest of the world should not be trying to uphold principles towards the US that are not reciprocated.
Go ahead and “take your gloves off” LoL -
Apple wants nearly every iPhone 18 sold in the US to come from India
Foxconn is Taiwan company, not Chinese
There were dramatic iPhone plant capacity increases and large brand new plants planned for India even before the tariffs. I assume these efforts are now greatly accelerated. Foxconn is building the 2nd largest iPhone plant in the world now in India. Prior to tariffs, it was slated to go live in 2027 - I would expect they fast track that to sometime in 2026. This is one of 4 new India plants I believe are planned for the next 3 years
US market needs ~ 60 million units/yr. It will be close, but based on latest India build-out plans they could do that for 2026. If you look out to 2028 and all the plant investments, India should be able to produce 40-50% of all world-wide iPhones
Apple has hit the gas pedal here -
Trump vs. China: How the tariff war has hit Apple so far
Excellent summary
Even if you agree with the end goals, the communications and execution of this tariff effort has been a complete sh*tshow. The Admin better start signing great trade deals fast (eg. IndIa, Taiwan, Japan, etc...) to re-gain momentum or this is going to a disaster.
And, Tim Cook bears major responsibility for backing Apple into a Chinese corner. Why has he not at least tried to bring more manufacturing to the US? Either final assembly using state of the art automation, or pushing harder for parts vendors to do more manufacturing here? The writing has been on the wall for 10+ years . Your sitting on $150 billion in cash for fuckin* sake