Yesterday, 06:27 PM | #155 | |
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Yesterday, 06:32 PM | #156 |
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BMW executives outside of the Mexico plant at 12:01 am on Tuesday:
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Yesterday, 06:37 PM | #157 |
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Dang, my car just updated to the ready for transport status a few days ago, and now this happens. Looks like going with Voodoo blue might have screwed me over with how long it delayed the production of the car.
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Yesterday, 07:19 PM | #159 |
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That sucks man. Terrible timing. Hopefully it’ll all work out for you.
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Yesterday, 07:29 PM | #160 | |
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Yesterday, 08:36 PM | #162 |
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Henceforth and (hopefully not) forevermore to be known:
Ready For Tariffs
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Yesterday, 08:59 PM | #163 |
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Don't ever ask LLM's about facts, they simply cannot.
Like if you search for a vehicles curb weight or any other specs 75% of the time it will return complete garbage. On one car it returned 5 different weights and ALL 5 were wrong.
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Yesterday, 09:15 PM | #164 | |
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Sucks that it's possible it comes down to either paying a higher price or not taking delivery. But, worrying about a new BMW M car on order is not the worst problem to have. |
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Yesterday, 09:37 PM | #165 |
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This would likely also make the used ones go up in price, since the alternative (buying a new one) would now be much more expensive.
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Yesterday, 09:39 PM | #166 |
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Yesterday, 09:43 PM | #167 |
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This is what will likely happen..
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Yesterday, 10:00 PM | #168 |
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I don’t think anyone has really spoken to the integrated supply chain that is the auto manufacturers with their parts suppliers. I heard some stat that says parts cross 6 borders before the car is even made back and forth. Whatever that means exactly but you get the point.
My reading, including listening to Canadian auto group leadership speak, it’s feasible that production lines shut down in just days. I’m just putting it out there, I know someone else knows better and I’m likely wrong, but integrated supply chains are real. Time to watch the 🎆 Last edited by wtb1313; Yesterday at 10:01 PM.. |
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Yesterday, 10:23 PM | #169 | |
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Last week I was looking for the tapping drill size for a 9/16”-20 bicycle pedal, the AI answer that I ignored was 37/64”, obviously wrong as the thread major diameter is only 36/64”. Pity someone who actually used this info, drilled the hole, then found the tap just fell straight through it! ‘Hallucinations’ of AI LLMs where complete garbage (effectively lies) are generated which have no basis in reality, have many documented examples these days. |
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Yesterday, 10:38 PM | #170 |
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This is the effect the Canadian ‘Trucker’ protest had after just 6 days of shutting down the movement of goods at one major border crossing, hitting automotive production lines in both Canada and the US: https://www.automotivelogistics.medi.../42733.article
Some automotive industry analysts are saying that all North American production lines could be affected within a week of the tariffs going into affect, disrupting the whole integrated supply chain for all manufacturers, parts suppliers and plants. |
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Yesterday, 10:40 PM | #171 |
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Today, 01:11 AM | #174 |
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Deploy broad tariffs, increase costs of everything, prime everyone for an initiative to end income taxes. If this is the plan, I wouldn’t expect any carve-outs, though BMW would be one of the most likely to get one approved.
Swapping income taxes with tariff revenue is bad policy that dramatically shifts the tax burden from the wealthy to the very consumers who make the US economy the best in the world. Basically, trickle-down economics on steroids. Add retaliatory tariffs, and you have an immediate reduction in demand for US exports that will kill US jobs now, while we wait years for our new tariff policy to bring some back. When you artificially pull out so much money from the most active part of the economy (just to give it to the government, who will almost certainly misuse it), it’s hard to see how this could possibly end well. |
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Today, 03:12 AM | #175 | |
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Today, 06:16 AM | #176 |
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For context I run an inventory heavy business that won't really be affected by tariffs as we build most of our stuff at high cost here in the US.
The stupid part about the tariffs is that whether you pay a tariff has absolutely no relation to whether you have sold or will sell the item. This will change business behaviors first and foremost. Less inventory leads to higher prices, higher cost leads to higher prices, less profit leads to employment cuts. The idea that companies will simply change the structure of their business to source components in the US is lunacy. Many things literally cannot be purchased in large enough qty in country.
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