Marques

The one thing that he's transparent about.

He's always very transparent about that.

That we know of.

Yeah, he says brands face a simple choice, raise prices by 30% or more in some cases or downgrade specs.

Something that cost $20 a year ago could exceed $100 by year end for top tier models.

Logically, all of this makes perfect sense.

But as we were like entering this into the like we should talk about this today in a podcast, I remember we we had this same discussion like eight months ago around tariffs.

Right.

There was a sudden and sharp increase in prices among not just components, but like entire brands, like their whole like top to bottom supply chains.

And so we assumed that there would be no choice but to raise prices of certain things.

But to my memory, that didn't really happen the way we thought it would.

You remember last year we were thinking, I think the iPhone might get affected and they might have like a higher priced iPhone because of tariffs.

Yeah.

And that obviously didn't happen.

Matter of fact, we got one of the best deals of an iPhone of all time last year.

That's true.

Yeah.

I think when you sell to consumers, like the number one thing you can do is be stable and predictable.

But that's only easier as you get bigger of a company.

Yeah.