Chapter
Apple's Potential Risky Business Moves
44:27 - 50:06 (05:38)
The guest predicts that Apple may make some unexpected and potentially risky business moves to avoid being impacted by outside pressures on their core business. The speaker also suggests that this could include Apple having to go public and Chinese investors divesting their interest in the company.
Clips
If oil is sold in Yuan, it could signify the end of the US dollar's global reserve status, which has ramifications not just for energy, but for other trade commodities as well.
44:27 - 46:33 (02:06)
Summary
If oil is sold in Yuan, it could signify the end of the US dollar's global reserve status, which has ramifications not just for energy, but for other trade commodities as well.
ChapterApple's Potential Risky Business Moves
EpisodeE110: 2023 Bestie Predictions!
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Apple's core business is under significant pressure due to their relationship with China, which may force them to make outrageous deals to maintain cost production.
46:33 - 48:54 (02:20)
Summary
Apple's core business is under significant pressure due to their relationship with China, which may force them to make outrageous deals to maintain cost production. Meanwhile, Samsung recently announced a significant decline in electronics demand, adding to the pressure.
ChapterApple's Potential Risky Business Moves
EpisodeE110: 2023 Bestie Predictions!
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Amazon's fourth pillar could be health, as they look to acquire companies like Roman Hymns and Peloton, to add to their existing pillars of e-commerce, prime memberships, and AWS cloud computing.
48:54 - 50:06 (01:11)
Summary
Amazon's fourth pillar could be health, as they look to acquire companies like Roman Hymns and Peloton, to add to their existing pillars of e-commerce, prime memberships, and AWS cloud computing. Meanwhile, TikTok may divest under political pressure from both Democrats and Republicans in the US, with Chinese investors taking their chips and going public.