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Apple’s Rough Year Gets Worse & AI Learns to Blackmail?

2025/5/27
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Morning Brew Daily

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N
Neil Freiman
T
Toby Howell
播客主持人,专注于新闻分析和评论
Topics
Neil Freiman: 特朗普政府的贸易政策特点是大威胁后又出现反转,这让市场感到措手不及。美国特别关注欧盟的非关税壁垒,如增值税和对大型科技公司的罚款。我个人认为,欧盟的经济规模比美国小,所以说欧盟占了美国的便宜,这个说法站不住脚。总的来说,特朗普政府的贸易政策给市场带来了不确定性,也给苹果公司带来了额外的压力。 Toby Howell: 特朗普总统恢复了投资者几乎遗忘的贸易战,威胁对欧盟商品征收高额关税,并要求苹果公司在美国生产手机。由于贸易战等原因,苹果股票是今年表现最差的大型科技公司。特朗普对库克将苹果供应链从中国转移到印度而不是美国感到不满。我认为这些因素都导致了苹果公司目前的困境,以及特朗普政府对苹果公司的不满。

Deep Dive

Shownotes Transcript

Episode 591: Neal and Toby chat about Trump delaying the 50% EU tariffs to secure a trade deal, causing markets to whiplash. Then it’s a recap of Apple’s rough year amid the trade war. Also, Anthropic’s new Claude AI model has picked up a cute new skill: to lie and blackmail in order to save itself. Great! Plus, OnlyFans’ owner is seeking to sell the site for a whopping $8B valuation. Meanwhile, US Steel, ‘Lilo & Stitch,’ and ‘Mission: Impossible’ are the long weekend’s winners. Finally, what you need to know in the upcoming short week.

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00:00 - Swim Around Martha’s Vineyard 

03:40 - EU Tariffs 

07:00 - Apple Struggles

08:10 - Blackmailing AI

12:20 - OnlyFans for Sale?

17:00 - Winners of the Weekend 

22:20 - Week Ahead

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