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cover of episode (Preview) What Trump 2.0 Could Mean for Tech, Questions on Antitrust, EU and Growth, Elon Musk and the Election

(Preview) What Trump 2.0 Could Mean for Tech, Questions on Antitrust, EU and Growth, Elon Musk and the Election

2024/11/7
logo of podcast Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson
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Ben Thompson
创立并运营订阅式新闻稿《Stratechery》，专注于技术行业的商业和策略分析。
Topics
Ben Thompson认为，基于特朗普第一个任期内的经验，预测其第二个任期内的科技政策走向，最好的方法是回顾他在第一个任期内的实际行动。Tim Cook在特朗普第一任期内成功地平衡了苹果公司与美国和中国政府的关系，这主要得益于他娴熟的政治手腕。尽管中美贸易关系紧张，苹果产品获得了关税豁免，这体现了Tim Cook的政治手腕和苹果公司对两国的重要性。然而，在特朗普第二个任期内，苹果能否继续获得此类豁免仍然是一个未知数，这取决于中美贸易关系的未来走向以及Tim Cook的游说能力。 Andrew Sharpe 提出了关于特朗普对科技公司，特别是苹果的影响的问题，并引用了Tim Cook在特朗普胜选后发布的推文。

Deep Dive

Chapters
The discussion begins with an analysis of how a second Trump presidency could impact big tech companies, focusing on Apple's strategic political management and its implications for U.S.-China relations.
  • Tim Cook's effective political management during Trump's first term.
  • Apple's strategic importance to both the U.S. and China.
  • Potential implications of Trump's trade policies on Apple and big tech.

Shownotes Transcript

Looking to President Trump's first term for clues about what tech policy might look like for the next four years. Topics include: Apple's balancing act with the U.S. and China, why Meta and Google might have fared better under Kamala Harris, the implications for "Little Tech," an open question on M&A policies, unresolved tensions with EU regulators, TikTok, crypto policy, the case for growth, and thoughts on Elon Musk and the role that X played in the election.

To email the show: [email protected])

@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

Apple’s E.U. Fine, Apple’s Next Case? — Stratechery Update)

President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph — Stratechery Update)

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus) for $15/month or $150/year.