Tim Cook in China for Third Time This Year, Trump Threatens 10% China Tariffs, Amazon Invests Another $4B in Anthropic
We kick off today’s update with my thoughts on Tim Cook’s third visit to China in 2024 and what appears to be political maneuvering and massaging tied to President Trump winning a second term. The discussion then turns to Trump threatening a 10% tariff put on Chinese goods. We conclude the update with Amazon putting more money in Anthropic.
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President Trump Wins Blowout Election, Impacts on Apple, Tim Cook’s Key Role
Hello everyone. We are going to take a detour and talk about the U.S. presidential election. A second Trump term will present more work for Apple, although the resulting upside is significantly greater than what would have been found with a Kamala Harris presidency. Let’s jump into today’s update.
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Above Avalon Membership
Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time. Contact me with any questions.
Contact me directly if you would like to purchase multiple subscriptions (five or more) for your team or company.
An audio version of the newsletter is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here. Special Inside Orchard bundle pricing is available for Above Avalon members. Additional membership customization is available via the Financial Models add-ons.