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cover of episode Tesla’s FSD Factored in Fatal Crash, GlobalFoundries Boosts US Production

Tesla’s FSD Factored in Fatal Crash, GlobalFoundries Boosts US Production

2025/6/4
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Bloomberg Technology
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People
A
Anne Badesky
A
Antonio Neri
B
Brian Ruder
C
Caroline Hyde
C
Craig Trudell
E
Ed Ludlow
F
Fritz Lammann
K
Kayleigh Lyons
L
Liana Baker
T
Tim Breen
T
Tim Sweeney
创立Epic Games和Unreal Engine的美国视频游戏程序员和商人。
Topics
Ed Ludlow: 特朗普总统加剧了与中国的紧张关系，他在社交媒体上称中国领导人习近平非常强硬，难以达成协议。我认为这加剧了市场的不确定性，并对依赖中美贸易的公司造成了影响。 Kayleigh Lyons: 特朗普政府声称中国在稀土供应方面不配合，而中国反过来指责美国违反协议。我认为这种相互指责增加了两国间关税升级的风险，对依赖中国进口的企业造成了巨大影响。中国控制着大约70%的稀土市场，这对美国的国家安全和高科技产业至关重要。美国指责中国限制稀土供应，而中国则指责美国加强出口管制。

Deep Dive

Shownotes Transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss footage and details from late 2023 when a Tesla using what the company calls Full Self-Driving (FSD) was in a fatal crash. Plus, GlobalFoundries CEO Tim Breen talks about his company’s plans to spend $16 billion to boost chip production in New York and Vermont. And HPE CEO Antonio Neri explains why the company has reduced how much it expects tariffs to impact earnings.

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