Andrew Ross Sorkin

carmaker and they're not a lot of them.

So you can make your guess about who this is.

And they said, look, in 10 years from now, given all of the tariffs and everything else, most Americans are going to spend more for less quality cars than much of the rest of the world is likely to get.

And maybe we should be cool with that.

Maybe we shouldn't.

I don't know.

But I think about this stuff.

By the way, that part I agree with you 100% on too.

In the head of the comments.

Okay, so I am going to, I don't know if I'm gonna channel him, so do not blame me.

Don't blame the messenger.

This is what I think is going on.

This is like mind reading inside Tim Cook's head, which is probably unfair to Tim Cook, but I'm gonna try.

Trying to lighten it up at the end.

What I think is going on here is I think that he is somebody, and as I think most of these CEOs, I think they are playing trade-offs in their mind.

This whole thing is a trade-off for them.

They're saying to themselves, I could raise my hand right now and say, this is all wild and completely nuts.

And I disagree with everything that's going on here.

And if I do that, what's the upside for me to do that?

And what's the downside for me to do that?