Bloomberg Technology
Markets Whipsaw on Uncertainty, Apple Might Hike Prices | Bloomberg Technology
Bloomberg’s Caroline Hyde and Ed Ludlow discuss turmoil in the markets as tariff uncertainty sends tech stocks whipsawing. Plus, Samm Sacks, New America senior fellow, joins to talk about how the trade war with China is weighing on a possible deal to sell TikTok to a US buyer. And Greg Martin, co-founder of Rainmaker Securities,…
Bloomberg Technology
SpaceX-Tesla Combination ‘Extremely Tangible,’ Ferragu Says
Pierre Ferragu, managing director at New Street Research, examines the prospect of combining SpaceX with Tesla Inc. Elon Musk openly endorsed the idea Tuesday, saying the boards of both companies had formed special committees of independent directors to consider the proposal. He speaks on Bloomberg Television. ——– Like this video? Subscribe to Bloomberg Tech on…
Bloomberg Technology
What Could a Combination of SpaceX and Tesla Look Like?
Elon Musk said SpaceX and Tesla Inc. have formed special committees to explore a potential merger, a preliminary step toward what would rank as the largest corporate tie-up of all time. Ed Ludlow reports. ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here: Get the…
Bloomberg Technology
Musk Says SpaceX, Tesla Merger Makes Sense
Elon Musk says combining SpaceX and Tesla makes sense. “There’s a lot to be gained from cooperating on developing superintelligence software,” he said during the SpaceX earnings webcast on Tuesday. Musk, who is chief executive officer of both companies, says he won’t take part in any committee discussions about the idea. ——– Like this video?…
SpaceX-Tesla Combination ‘Extremely Tangible,’ Ferragu Says
What Could a Combination of SpaceX and Tesla Look Like?
Musk Says SpaceX, Tesla Merger Makes Sense
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@MichaelPabst-w2z
April 7, 2025 at 3:34 pm
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@SarvaChakravarthi
April 7, 2025 at 3:43 pm
Ed welcome back mate, missed your voice here. What had the market need to do get you back ?
@baxterslabo
April 7, 2025 at 3:48 pm
Shout out to my mans Ed!!!! welcome back yo!!
@ArKriEvRDu
April 7, 2025 at 4:00 pm
Welcome back Ed! The show feels normal now
@Shakshak66
April 7, 2025 at 4:06 pm
Yayy Ed!
@pauldannelachica2388
April 7, 2025 at 4:42 pm
Stock buyback by Apple???
@Ellen-z9n
April 7, 2025 at 4:59 pm
The real boom right now is Moonacy protocol!
@iamelifcetin
April 7, 2025 at 5:16 pm
Welcome back Ed!
@kwektans
April 7, 2025 at 5:16 pm
Apple is the most profitable company. Instead of bringing new innovative products, they are taking raising prices to please rich stock market investors. 😂😢😢
@gilbertobatres-estrada5119
April 7, 2025 at 5:32 pm
Is ed back? Or is it AI? Welcome back!
@royed31
April 7, 2025 at 5:46 pm
Mr Bombastic is back
@MrMindShattering
April 7, 2025 at 5:47 pm
He’s back! Great to see Ed on the show again.
@sapien6230
April 7, 2025 at 6:37 pm
Yay Caroline and Ed are back!
@waiwaitours6167
April 7, 2025 at 7:06 pm
Apple has historically prioritized design, software integration, and ecosystem control over direct ownership of its production lines. While this approach has allowed the company to scale efficiently and maintain high profit margins, the global geopolitical landscape is shifting rapidly—and Apple can no longer afford to ignore the strategic importance of diversified, geopolitically resilient manufacturing.
Up until now, Apple has relied heavily on contract manufacturers, most notably Foxconn in China. This has been cost-effective, but it also exposes the company to significant geopolitical and supply chain risks. The escalating tensions between the U.S. and China, coupled with rising labor costs and regional instability, highlight the urgent need for Apple to rethink its production strategy.
It may be late, but now is the time for Apple to consider a distributed production model—one that places strategic manufacturing hubs in key geopolitical regions. Establishing production capabilities in the U.S., China, Germany, and potentially India could provide greater flexibility, reduce risk, and allow Apple to respond more effectively to regional market demands and regulatory pressures.
Producing iPhones in the U.S. would align with growing political pressure for domestic manufacturing and could enhance Apple’s image as a company committed to American innovation and job creation. Germany, with its engineering excellence and access to the EU market, would offer a stable and technologically advanced base in Europe. India, with its large workforce and emerging economy, presents both a growing market and an alternative to China for scalable manufacturing.
In a world where supply chains are increasingly vulnerable to political friction, pandemics, and logistical bottlenecks, Apple needs to evolve. The future of its global leadership may depend not just on innovation in product design—but also on innovation in where and how it builds its products.
@orangelemon7
April 7, 2025 at 9:08 pm
Hi Ed! I’m so happy to see you again here.