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Cake day: June 30th, 2025

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  • It’s still a losing proposition, even if you don’t already have a factory in [insert country]. Steel is cheap yes, the value add comes from labor and capex payback yes, but there’s more than just metal that makes a car go vroom .

    25% tariff on car parts

    Ca parts could be anything from plastic fan ducting or the infotainment screen, or major components like engines and drivetrains. The majority of which is plastics/polymers and aluminum. The engine has steel sure, but the aluminum block is the most expensive part, while steel con-rods, crankshafts, and gears aren’t exactly an easy thing to set up a new factory in order to duck tariffs - tariffs that have been proven to come and go over social media beef.

    So while it’s impossible to truly know the full BoM cost without seeing each component category’s HTS codes and how each maker sources their parts, I’d still wager that the 15% is the better pathway. Especially if you already have a factory, a known and trained labor pool, established transit and vendor links, etc

    What it’ll definitely have more impact upon is expensive or luxury brands, because the material cost doesn’t scale with the sticker price the consumer sees.








  • This is so mind bogglingly insidious to actually roll out because Delta is a regional hub monopoly and major common carrier nationwide, they very well could be the market setters for this kind of AI-price scalping. Like, we’re just going to throw out the concept of serving ‘a market segment’ and trying to land on a certain price:offering ratio to capture market share via demand curve plotting, inherently leaving space both at the fringes and center for competition.

    Now there is no competition. How does American or United price compare on routes or seat category, when there is no public price, but a personalized formula to maximize value extraction from each person? It’d be like trying to price compare at a close-envelope auction - you can’t.

    There already is a lot of opacity in the buying process like phased seat releases creating artificial scarcity, but this is next level. I can absolutely see Delta holding back seats instead of selling them to ‘low value’ individuals who have very elastic demand, and releasing seats early/only for those who’ll pay the fees. Want peace of mind knowing you locked in your flight 6-9mo ahead? Pay up 🔫


  • I’ve heard this “if we expose them whatta-buh-bout collapse?” a few times now. And if you’re trying to tell me that the global system is predicated upon the ultra rich and powerful being able to traffick and serially abuse children and get away with it, that’s not a system worth saving.

    Burn it down, to the water line, and start anew. Release the whole thing, not a redacted or doctored list to quell the MAGA revolt. Everyone who was ever on that island - from the wait staff to Bill Gates - needs to be investigated properly, cleared as appropriate, and punished as deserved.