This Bloomberg Technology podcast episode discusses the impact of President Trump's threat to impose a 25% tariff on Apple if they don't move more iPhone production to the United States. The episode explores the challenges of shifting manufacturing to the U.S., including the lack of skilled labor and the potential costs. Guests, including Gil Luria from DA Davidson and Andrew Ng from AI Fund, provide analysis on Apple's situation, the feasibility of domestic production, and the broader implications for AI and technology investment. The episode also touches on recent tech IPOs and the role of the secondary market in providing liquidity for investors and employees.
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