Rolfe Winkler and Yang Jie, reporting last week for The Wall Street Journal (main link is a gift link, but also here’s a News+ link):

Apple is weighing price increases for its fall iPhone lineup, a step it is seeking to couple with new features and design changes, according to people familiar with the matter. The company is determined to avoid any scenario in which it appears to attribute price increases to U.S. tariffs on goods from China, where most Apple devices are assembled, the people said.

The U.S. and China agreed Monday to suspend most of the tariffs they had imposed on each other in a tit-for-tat trade war. But a 20% tariff that President Trump imposed early in his second term on Chinese goods, citing what he said was Beijing’s role in the fentanyl trade, remains in place and covers smartphones. [...]

For Apple’s most profitable, high-end phones, such as the Pro and Pro Max models, Chinese factories will continue to handle the bulk of production, people familiar with Apple’s supply chain said. While Indian factories are capable of producing Pro models, India’s infrastructure and technical capabilities aren’t yet sufficient to support mass production at the scale China can currently deliver, they said.

Even if Trump weren’t a vindictive thin-skinned angry kook, I’m sure that if this year’s iPhones have higher prices because of Trump’s tariffs, Apple would not attribute the price increases to the tariffs. At least publicly. But Trump is a vindictive thin-skinned angry kook, irritated even that Apple is shifting some iPhone production to India (which does assemble iPhones already, and has the capability of producing more) instead of the United States (which only has the capability of assembling iPhones, at any sort of scale, in the fever dreams of Trump’s addled mind). So of course no one at Apple is going to blame any price increases — if they do indeed go up — on the tariffs.

But come on. If iPhone prices go up in September, everyone who isn’t drunk on MAGA juice is going to blame it on the tariffs. Like, even if Apple had been planning for years to raise prices for the iPhone 17 lineup — if price increases were already baked-in for this year’s models since before Trump was re-elected — now that the tariffs are here, everyone would attribute the price hikes to the tariffs. Especially after the summer of tariff-driven inflation I expect we’re about to go through.

The president of the United States, on his blog:

Walmart should STOP trying to blame Tariffs as the reason for raising prices throughout the chain. Walmart made BILLIONS OF DOLLARS last year, far more than expected. Between Walmart and China they should, as is said, “EAT THE TARIFFS,” and not charge valued customers ANYTHING. I’ll be watching, and so will your customers!!!

F. Scott Fitzgerald wrote “The test of a first-rate intelligence is the ability to hold two opposed ideas in the mind at the same time, and still retain the ability to function.” So I guess I’m wrong that Trump is a know-nothing ding-dong slipping rapidly into dementia, and in fact possesses a first-rate intelligence. Because it’s Trump — soon to win a Nobel Prize in economics for this keen insight — who has been braying to the world, non-stop, for years, that tariffs are “a tax on a foreign country”.

So given that China pays for any tariffs the US imposes on Chinese-made goods, I, for one, don’t have the intellect to understand how there are any tariffs for Walmart to eat. I’m sure Trump is right and Walmart — a company whose “always low prices” brand results in net profit margins between 2–3% — will somehow “eat the tariffs” without losing money. I don’t know why the WSJ Editorial Board is so upset about this — the Republican Party has always been in favor of government price controls.

I never linked to the viral blog post where Jobs was quoted recommending my article, I never mentioned it in a post, but I *did* acknowledge it, in what is clearly the most Daring-Fireball-ish way possible: I made it the slogan under the logo banner.

My thanks to Bolt for sponsoring last week at DF. You can prompt, run, edit, and deploy full-stack web and mobile apps with Bolt, the AI-powered web development agent that brings coding to your browser.

Bolt lets you build, edit, and test web applications in real time with simple, chat-based prompts. No experience needed.

Super-simple, super-fun. Try it yourself at Bolt.new.

Month-old news but I’m cleaning up tabs today. I love everything about this pickup except the fact that it doesn’t have a speaker system built-in. No one wants to put a Bluetooth boombox in their cabin and, worse, isn’t that sort of an obvious safety hazard? You get in a crash and now there’s a boombox flying around inside. Just put a simple bluetooth speaker system in.

But the aesthetics of this are chef’s-kiss good. It’s a beautiful little truck. It gets everything right that the Cybertruck gets wrong.

However, I have some questions about how real this is. You pay $50 now to get in the queue for pre-orders, but pre-orders haven’t even started. Deliveries are supposed to start in “late 2026” but Car and Driver is cautiously describing it as a “2027 truck EV”. I’m rooting for them but at this point it’s a promise not a truck.