One more from Jason Snell, from his analysis of Apple’s quarterly results:

During a complicated question from J.P. Morgan analyst Samik Chatterjee about product margins, Parekh unusually half-answered the question and then stopped and “turned it over to Tim” so that Cook could read an obviously prepared statement about tariffs, which included this bit:

In terms of applying for a refund of tariffs paid, we’re following the established processes, and we plan to reinvest any amount we receive back into U.S. innovation and advanced manufacturing. These would be new investments and would be in addition to our prior commitments in the U.S.

This is the sort of politics Cook will continue to be plying from the boardroom. Sure, Apple’s going to try to get its tariff money back. But it’s going to do so using the perfectly normal and established process, and if it does get billions back from the U.S. government, it double-promises to reinvest that money in the United States, above and beyond its already stated commitments. Trump Administration, take note.

The kind of logic puzzles I enjoy most are ones where, when the puzzle is posed, there’s no obvious solution. But once you see the solution, it seems profoundly obvious. Jason Kottke last week linked to 1D-Chess, a game from Rowan Monk that’s like that. Once you find the solution you can’t unsee it. (Don’t give up and peak at the posted answer!)

The question of tariff refunds is like that. Two months ago the Supreme Court ruled 6-3 that Trump’s obviously illegal tariffs last year, were, in fact, illegal. They left as an open question, however, whether importers who paid those tariffs should get refunds from the federal government. Apple, obviously, is one of those importers. The logic puzzle is this: if it turns out that Apple is eligible for a refund, how do they collect it without infuriating the petulant Donald Trump? Cook just spelled out the answer. Take the money but commit it all to their longstanding plan to spend $500 billion over the next few years to U.S. manufacturing efforts, a program they’ve maintained through the Trump 1, Biden, and now Trump 2 administrations, but which Cook has made dog-and-pony shows out of during both Trump terms to, as Trump himself describes it, “kiss his ass”.

That’s so obvious, now that Cook spelled it out, that it doesn’t even seem like a puzzle.