Production Shift & China's Response - China is observing manufacturing moving to countries like Vietnam and India and is attempting to counter this trend [1] - This counter-movement aims to attract specialized workers back to China, leveraging advantages in producing devices crucial to global markets, such as Apple's iPhones [1] iPhone Production & Location Factors - Tim Cook attributes iPhone production in China not only to cost reductions but also to the availability of specialized labor and equipment [2] - Reports indicate that while iPhone production in India may continue, the efficiency of the assembly line is likely to be affected [3] Cost & Quality Implications - Reduced assembly line efficiency in India could impact production costs and potentially the final product prices [3][4] - The quality of iPhone output from India is not necessarily expected to be affected [3]

So we're in this situation, Jane, and you've written about this a lot, right, where we almost just look past the quarterly delivery data. If you hold the bullish thesis that long term, it's a world where Tesla operates a proprietary robotaxi ride hailing service. Take that and interpret the data of this morning, please.So I think Craig really summed it up well about this shift in investor psychology, and it impacts how we think about the delivery numbers today. So if we rewind four years ago, the expectatio ...

Product Design & Innovation - Nothing aims to disrupt the smartphone market with unconventional designs and a focus on user experience [1] - The Phone 3 features a unique glyph matrix on the back panel for notifications and interactive tools [2] - The company's signature transparent design showcases the internal circuit board [3] - New headphones feature a transparent design and novel physical controls [4] Product Specifications & Pricing - The Phone 3 is a premium device with a faster chip, upgraded cameras, and an advanced display [3] - The Phone 3 starts at $799 [4] - The company launched one-ear headphones priced at $299 [4] Market Positioning - Nothing targets gadget enthusiasts seeking alternatives to mainstream brands like Apple and Samsung [3] - The company's mission is to make phones less boring and more fun [1]

What was new in what Zuckerberg said. Yeah. I think what we learned today to your point, is that this thing is official.We had been talking and reporting about this for a couple of weeks now. I think what's new is that they listed in total, if you include Alexander Wang, 13 new hires for this team. So we did confirm a lot of the new members of the team.And we also learned that Nat Friedman, former CEO, GitHub, is going to sort of co-run this new team with Alex Wang. So I get the sense Alex Lane is perhaps i ...

You have something that's called roll up strategy or rather air enabled roll up strategy. So you say we are a global investment firm, but we are also a global transformation firm. Yes.Explain the strategy. Absolutely. Yeah.We're seeing a having a huge potential in many industries, such as legal I. T. , call centers, management.But these businesses are more traditionally services businesses. So what we're doing is we're backing teams that are enabling both services and software. And we think that can be empo ...

I just wanted to give the context of your position. Like you are a long term believer in the broader Tesla story, right. Your concern and what you're going to say about the board in particular is that this political fight between Elon Musk and the President is not to the benefit of the company.Have I got that right. Oh, yeah. I mean, it's horrific for the company, to be honest.Have you done the actual math. Ross Because what's interesting is I think Jp morgan analysts have said maybe about 40% of profits ar ...

This is a significant story and it really puts the focus on the in house model builders and whether that's going to be something they commit to. Absolutely right. This is a blockbuster idea for Apple.And I say it's an idea because they haven't made any final decisions here. Internally. They're investigating whether or not they should move away from their foundation models.That's their internal large language model system to catch up from open air cloud from anthropic or a different provider to power. Siri s ...

We start with Tesla and Musk. I think you've articulated that you don't have exposure across the US, particularly to Tesla. Is that because of the role Musk plays or other things.Good morning and thank you for having me. No, that's not really defined. Specific are ETFs or in the quantum computing space.Right. And six G which is the next gen of communication really. So it's just that we don't happen to, you know, track the the space or that particular product within within those funds.But that being said, yo ...

This comes in advance of likely global sales data tomorrow. Right. But what we're learning from sources who broke this story of our colleagues in Asia is the kind of sense of who's steering the ship right now at Tesla.Yeah, I think this is interesting In light of the last few months, right. When when April rolled around, we saw that Tesla had really disappointing first quarter deliveries in May. Bloomberg spoke with Elon Musk at an economic forum where he said, you know what, sales have turned around.We don ...

Let's also talk a little bit about Tesla, because the stock is sputtering after that feud between President Trump and Elon Musk reignited on social media. The president posted that the Tesla CEO gets more subsidies than any human being in history. That post came after Musk bashed Trump's spending bill, threatening to unseat any lawmakers who support that bill if it's the last thing he does on this earth.Joining us now with the latest is Bloomberg Tech co-host Ed Ludlow there. So this has been simmering for ...