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arpunow.bsky.social
Thinking aloud about tech businesses. Headlines and musings. Newsletter: arpu.hedder.com
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U.S. opens probe into semiconductor imports, paving the way for potential new tariffs on chips & electronics. Despite earlier exemptions, Trump admin signals tariffs are coming soon.

submitted 9 hours ago • 0 comments

Apple is reportedly developing two new Vision Pro headsets & has long-term plans for smart glasses, per Bloomberg

submitted 9 hours ago • 0 comments

Goldman Sachs on Apple: Despite tariff concerns hitting Apple (-5%), it has levers - pricing flex (carrier subsidies), supply chain options & App Store control mean "every consumer innovation is going to have to flow through" Apple. Negativity is already priced in.

submitted 10 hours ago • 0 comments

Meta fights back in FTC antitrust trial, arguing it competes fiercely (TikTok etc) & the suit targeting previously cleared deals (from 10 years ago) means "no deal is ever truly final." Undermines regulatory certainty for past M&A.

submitted 10 hours ago • 0 comments

The AI funding frenzy continues: Ex-OpenAI CTO Murati reportedly raising $2B seed @10B value; Sutskever's SSI valued>32B. Neither has a product yet.

submitted 10 hours ago • 0 comments

Big Tech (MSFT/GOOG/NVDA) fuels the AI startup boom, taking equity stakes & providing chips/distribution (per CNBC). Ensures breakthroughs run through US mega caps, hedging bets & reinforcing dominance even amid tariff uncertainty.

submitted 10 hours ago • 0 comments

Chinese electronics giant Anker is raising prices on Amazon US, directly passing on tariff costs. ~1/5 of its products saw an avg 18% hike since last week, most after Trump's latest 50% duty brought total China tariffs to 145%. A clear sign US shoppers are paying the price.

submitted 4 days ago • 0 comments

Shein's ultracheap fashion formula "crumbles" under Trump's tariffs + elimination of de-minimis duty-free shipping from China (WSJ). Facing potential ~150% levies & a disrupted supply chain, its survival & London IPO prospects look increasingly dim. WSJ article: www.wsj.com/business/ret...

submitted 4 days ago • 0 comments

EU President: If trade talks fail during Trump's 90-day tariff pause, the EU is ready to escalate beyond current product tariffs and target US tech services (Google/Meta) with digital taxes. She calls the trade war a "complete inflection point," stating "We will never go back...to the status quo."

submitted 4 days ago • 0 comments

Google offers a massive 71% discount on Workspace for US federal agencies via GSA. A strategic bid to undercut Microsoft's dominance (~85% market share) by aligning with the Trump's and DOGE's aggressive cost-cutting agenda. Potential $2B savings cited. www.reuters.com/technology/g...

submitted 4 days ago • 0 comments

Amazon CEO Jassy, in his annual shareholder letter, stresses "strong urgency" to cut AI inference costs (chips the "biggest culprit"). Reducing unit cost is key to unlocking AI adoption, mirroring the AWS playbook that revolutionized cloud pricing.

submitted 4 days ago • 3 comments