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cover of episode Tesla Emerging as Tariff Winner, Crypto Welcomes Paul Aktin for SEC Chair

Tesla Emerging as Tariff Winner, Crypto Welcomes Paul Aktin for SEC Chair

2025/3/27
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Bloomberg Technology
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The discussion begins by examining the market's reaction to President Trump's 25% tariff on auto imports, focusing on Tesla and Rivian's resilience due to their largely US-based supply chains, in contrast to Ford and GM's greater exposure to Mexico and Canada. The impact on EV business models and the challenges automakers face in reshoring supply chains are also analyzed.
  • Tesla's resilience to tariffs due to US-based production
  • Rivian's similar advantage
  • Ford and GM's greater vulnerability
  • Challenges of reshoring supply chains

Shownotes Transcript

Bloomberg’s Caroline Hyde discusses how President Trump’s 25% tariff on the auto sector is impacting shares of Tesla and Rivian with Andrew Rogers of Boundary Stone Partners. Plus, Austin Russell, CEO of LiDAR maker Luminar joins to talk about his company’s new deal to supply tech to Caterpillar. And Aya Kantorovich, co-founder August, says the crypto industry has seen more progress in the last four months than in the previous four years. 

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