TBPN Markets Surge, Apple's Tariff Strategy, Tracy Alloway, Justin Lopas, Paul Klein, Akshay Krishnaswamy
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Apr 9, 2025 
Tracy Alloway, a financial journalist from Bloomberg, discusses market trends and Apple's tariffs amidst rising production costs. Paul Klein shares insights on building BrowserBase, a web browser for AI, highlighting the future of AI integration. Justin Lopas explains how Base Power is transforming the energy grid with innovative battery storage while addressing supply chain challenges. Akshay Krishnaswamy from Palantir Technologies explores the intersection of AI and operational decision-making, emphasizing the critical role of tech in navigating geopolitical shifts.
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Apple's Taiwan Dependency
- Apple heavily depends on Taiwan for its supply chain.
- A conflict in Taiwan poses an existential risk to Apple.
Apple's Service Revenue Growth
- Apple's service revenue is growing, surpassing device revenue.
- This shift allows them to consider bundling services with devices, potentially offering free iPhones to high-value service users.
iPhone Assembly in India
- Apple assembles iPhones in India, labeling them as "Made in India".
- However, most components are still sourced from China, highlighting a loophole in addressing supply chain concerns.