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Silicon Valley prepares for the Trump transition

Silicon Valley prepares for the Trump transition

Silicon Valley prepares for the Trump transition
Sameepa Shetty         | @sameepa
2 Hours Ago
CNBC.com


Jeff Bezos speaking at the new New York Economic Club luncheon in New York on Oct. 27, 2016.

Adam Jeffery | CNBC

Jeff Bezos speaking at the new New York Economic Club luncheon in New York on Oct. 27, 2016.


Silicon Valley shows every sign of fearing a Trump presidency, and if the president-elect's campaign rhetoric matches his governing policies, America's tech capital may have good reason to be afraid.

Meanwhile the White House is readying for a transition of power, from the most tech-friendly administration to one whose tech leanings are largely unknown. Unlike his opponent in the campaign, President-elect Trump never produced a document outlining a clear vision. What we do have instead are Twitter rants and campaign speeches blasting all of today's most valued tech companies, from calling for a boycott of Apple products to accusing Amazon and CEO Jeff Bezos of huge anti-trust problems.

In response, technology stocks have lagged the broader market gains since Trump's victory. The Nasdaq composite ended the week up 3.8 percent compared with the Dow, which logged its best weekly gain in five years. (The Nasdaq was down slightly in midday trading Monday.)


In many ways, President-elect Trump's policies are antithetical to Silicon Valley. His stated positions on jobs, immigration and trade addressed fears among much of the electorate that, among other things, technological change is dramatically increasing inequality.





Some tech leaders are already making requests.
"The number one ask in the tech industry has been the H-1B visa cap. We have situations where we have employees who are brilliant who are condo-ized. They are literally kept in condos in Vancouver and in other countries just waiting to clear the auction for H-1B. I would fix that and I would fix that on day one. If you want the quickest path to increased success in America, fix that problem," Eric Schmidt, Alphabet's executive chairman and former Google CEO, told CNBC's Andrew Ross Sorkin at The New York Times' DealBook Conference in New York City on Thursday.

H-1B is a visa that allows highly skilled foreign workers to work in the U.S., largely in science, technology, engineering and math-heavy occupations.

Silicon Valley is hoping President Trump wears his dealmaker hat while negotiating immigration reform. "There's an area of compromise in the basket of high-skill immigration with Sen. Chuck Schumer," said Aneesh Chopra, America's first chief technology officer.

And compromise is essential for technology companies, most of whom compete for talent in a global pool.

"The bigger opportunity is moving an infrastructure bill forward with a provision for repatriations so that tech companies might be able to bring back cash held overseas and deploy the capital for growth at home," said Chopra.

The tech sector is really hoping the new president strikes a different tone than the one he had in the campaign. "We want everyone to feel welcome in the tech sector, and this is at the heart of the anxiety with the president-elect," said Chopra, who has worked alongside President Obama for three years advancing the president's technology agenda.

"My hope is that 'talent, talent, talent' becomes the mantra to lift up those that are struggling in the economy," Chopra said.

[ 本帖最后由 pp_dream 于 2016-11-15 05:08 编辑 ]

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Trump当选后Tech股票基本上一直在跌

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看看H1B的政策会不会变?变宽松还是收紧?现在完全不明朗

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清洁能源的股票包括连Tesla最近跌得厉害。

Trump竞选时许诺说恢复采煤,我觉得这真是大嘴得厉害了。采煤是完全没了竞争力的,跟coal mining竞争的不是SolarCity这样的公司,而是天然气!天然气太便宜了,coal mining完全不可能再回市场。
我不知道Trump瞎许诺后他怎么办。宾州西部/北部及五大湖附近几个州的很多煤矿破产,做这行业的工人都指望着Trump能恢复coal mining呢~

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Trump这种土豪根本不懂技术啊,整个就一土老帽。

希望他上台后不要阻止技术进步的步伐!!!

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回复 2楼pp_dream 的帖子

Facebook 没啥跌,还想大跌后大进啊

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Facebook的总部居然是原来SUN的地盘

这次去感恩节去硅谷转了一圈,更深刻地体会了做硬件的没前途

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回复 7楼kathy_tang 的帖子

当今是码农的天下,分分钟找到工作,而硬件干活的不能失业

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这几年我经历了公司数次裁员,总结下来有以下几条:
1/ 做硬件的,千万别去软件公司;做软件的,千万别去硬件公司
2/ 在专业主打领域,做主流产品,做核心模块(比如核心chiplet,核心IP)
3/ 跟对老板

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News: Who will attend Trump's Tech Summit this week

Amazon’s (AMZN) chief executive is expected to join other tech heavyweights already planning on attending, including Apple CEO Tim Cook, Microsoft CEO Satya Nadella, Intel CEO Brian Krzanich, Facebook COO Sheryl Sandberg, Oracle co-CEO Safra Catz, Cisco CEO Chuck Robbins, as well as Larry Page and Eric Schmidt, CEO and chairman of Google parent Alphabet, respectively.


Not everyone, however, may be as eager to break bread with the president-elect, given that many tech leaders have publicly clashed with Trump. Cook and Page, for example, participated in a discussion back in May at the American Enterprise Institute’s annual World Forum around how to stop Trump’s nomination.

Trump has publicly criticized Apple (AAPL) for manufacturing its phones in China and refusing to provide security backdoors to law enforcement. Meanwhile, Trump and Bezos locked horns when the president-elect temporarily blacklisted The Washington Post, which Bezos bought in 2013, from campaign events, and described Bezos’ ownership of the Post as a tax dodge.

The president-elect has also come down hard on issues considered vital to the tech industry’s interests, including immigration and trade. Indeed, a Trump administration would possibly restrict the number of workers who enter the country with an H-1B visa — a type of visa employed by some tech workers and the same kind of visa Trump’s wife Melania received in 1996 to legally work in the U.S.

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上周五股指涨到令人惊讶的程度,今天道指还在涨。什么意思?
本周估计会公布加息~

刚才忽然瞄到美元对人民币居然6.91

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未来的四年或八年,真不知会发生什么~~~

不知道大家怎么看,我有些忐忑的

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Trump已经选上总统了,但是还是照样大嘴巴,不靠谱。不知道上台后会如何。我感觉不乐观。

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回复 13楼kathy_tang 的帖子

这不又闹事了,中情局有情报显示北极熊暗中支持床破,入侵民主党竞选的邮箱,把有关邮件交给阿桑奇。干预美国大选

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回复 12楼pp_dream 的帖子

这世界会很动荡,但米国可能是最好的。

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今天股票接着涨啊,道指这是要破两万点?
这是不是要崩盘~~~

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每天满屏都是Trump老头啊,各种批评不绝于耳,但老头就是一副爱怎么做怎么做的架势~
Secretary of States由Exxon的大佬来上任,至此,老头的内阁班子成了企业家班子嘛!这是什么画风

老头偏就是不走寻常路啊,完全看不清未来四年是什么样的路线图

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回复 14楼kelly_y_chen 的帖子

老头愤愤回应说
Donald J. Trump ‏@realDonaldTrump  Dec 12
Can you imagine if the election results were the opposite and WE tried to play the Russia/CIA card. It would be called conspiracy theory!


这人真是,有趣呵!

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Were you surprised to see the infamous @kanyewest visit President-elect @realDonaldTrump at Trump Tower today?

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回复 19楼pp_dream 的帖子

我记得Kanye West曾说他要竞选总统的

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回复 19楼pp_dream 的帖子

俺特别科普了一下,Kanye West,就是个饶舌歌手,兼去过精神中心,他咋infamous了?他声称2020年竞选总统,是不是又要去医院了?!

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回复 19楼pp_dream 的帖子

哎,美国流行文化还是要补课。在社区大学,课堂讨论过这个问题,大妈还是认为Rap 充满了暴力,低俗,上次不是有个歌手鼓励大家去偷,抢中国人吗?我儿子整天听把我烦死了

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回复 21楼kelly_y_chen 的帖子

Kanye West顶顶大名啊,他的太太Kim Kardashian 啊!
全家都网红呵,有事没事都能折腾出新闻八卦  

其实,米流行文化蛮俗的,Kardashian一家更是走在俗不可耐的最前列

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昨天看见八卦新闻,HGTV 里flip or flop节目的那两口子半年前闹家庭纠纷事情,加州Orange county出动了N名警察和一架直升机,这规模!

两人分居咯,说节目继续做,呵呵,怎么做啊?

我一直不喜欢那位女主,看着像芭比娃娃,典型的白作啊~ 我又stereotype了

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回复 24楼pp_dream 的帖子

跟着领导的脚步,今天又有乐了,马上科普学习一下flip or flop的主持人, 到美国来几乎没时间看电视,就看个新闻,每月125刀太亏了。

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WASHINGTON (Reuters) - Elon Musk, the chairman and chief executive of SpaceX and Tesla as well as Uber Technologies CEO and co-founder Travis Kalanick and PepsiCo Chairman and CEO Indra Nooyi have joined U.S. President-elect Donald Trump's advisory council, Trump's transition team said on Wednesday.

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希望老大们跟Trump老头好好谈谈,这老头太没文化,更不懂高技术,整个一土豪农民。

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找找各家老大

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回复 28楼pp_dream 的帖子

Name        Title
Ivanka Trump        Trump’s daughter
Eric Trump        Trump’s son
Brad Smith        Microsoft president
Jeff Bezos        Amazon CEO
Larry Page        Alphabet CEO
Sheryl Sandberg        Facebook COO
Mike Pence        Gov of Indiana
Donald Trump        President-elect
Peter Thiel        Paypal founder, Facebook board member
Tim Cook        Apple CEO
Safra Catz        Oracle co-chief executive
Elon Musk        Tesla CEO
Gary Cohn        Goldman Sachs president/COO
Wilbur Ross        Secretary of Commerce nominee
Stephen Miller        Trump senior adviser
Satya Nadella        Microsoft CEO
Ginni Rommety        IBM CEO
Chuck Robbins        Cisco CEO
Jared Kushner        Trump’s son-in-law
Reince Preibus        RNC chairman
Steve Bannon        Trump campaign CEO
Eric Schmidt        Alphabet executive chairman
Alex Karp        Palantir CEO
Brian Krzanich        Intel CEO
Don Jr.        Trump’s son

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回复 29楼pp_dream 的帖子

合着老头全家都出席了,真是家族企业做派啊!

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回复 31楼pp_dream 的帖子

He kept going in that vein. “There’s nobody like you in the world,” he enthused. “In the world! There’s nobody like the people in this room.” Anything that the government “can do to help this go along,” he made clear, “we’re going to be there for you.”

And that was just in the first few minutes. The candidate who warned during the presidential campaign that Amazon was going to have antitrust problems, that Apple needed to build its iPhones in the United States instead of China, was nowhere to be seen.

...

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昨天媒体跟进报道,说如果iPhone在米弟由米弟佬们生产,就远不是$640这个价咯,至少double!
double price iPhone,米弟人民还买的起嚒?

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媒体接着起哄,说富士康是有打算(暂无时间表)把工厂搬到米弟,但大部分工作将由机器人来完成

WWC的工作竞争对手不都是海外工人,WWC潜在的最有威胁的工作竞争对手是机器人!

Trump老头不理解这一点,傻乎乎的WWC们更不理解这一点,因为他们很多人连高中都没毕业!

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回复 34楼pp_dream 的帖子

我一直认为,WWC就业问题不是简单的外国人抢了他们工作造成的,而是他们缺乏教育造成的,是他们没有跟上时代发展步伐造成。

而对于米弟这样的国家,并不存在明显的教育不平等,但为什么WWC缺乏足够的教育和培训?
我认为原因在WWC自身,WWC的孩子普遍懒于学习,不求上进。尤其中部的情况更糟,高中的女生过早成为未婚妈妈,我说难听一点,这难道不是成了动物?

这是简单粗暴地把制造业拉回米弟就可以解决的问题吗?

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引用:
原帖由 pp_dream 于 2016-12-15 23:18 发表 \"\"
合着老头全家都出席了,真是家族企业做派啊!
一直纳闷,美国人民不介意这个嘛?难道不会有interest conflict吗?

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昨天,终于如期加息了,一破靴子等了那么久,终于在年底咣当扔下了!

今天股票居然还涨 看着简直像是要临近崩盘的架势~

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早上路上听新闻正好听到采访骆家辉,骆家辉谈了对最近发生事情的看法,他最后说希望Trump和他的内阁/他的智囊团队能考虑到中美贸易战的后果是什么。

Trump是outsider,不懂中美关系的微妙,呵呵。

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drone

Donald J. Trump ‏@realDonaldTrump  Dec 17
We should tell China that we don't want the drone they stole back.- let them keep it!

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回复 39楼pp_dream 的帖子

早上新闻听到这个推,我呵呵乐了
这老头,不知道他什么意思

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我脚趾头猜中国拿了米弟的drone是因为上次蔡电话的事情。

中米之间只要不捅破台那张虚拟纸,很多事情都可以谈。但如果Trump上台就偏要去把fiction说破,那中米关系紧张是分分钟的事情

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如果Trump上台真的对中国产品加收~40%(据说是这么多)关税,那么米弟市场上电器/日用品等全面涨价指日可待

而中国会眼睛都不眨地立马对米弟商品收更高的关税,那么国内一些米产品涨价亦是必然。
贸易战两败俱伤~ 这也是早新闻骆家辉提到的。

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President-elect Donald Trump tapped former campaign manager Kellyanne Conway as "counselor to the president," the presidential transition team announced Thursday morning.

The transition team said Conway, the first female campaign manager to win a presidential race, will work with White House senior leadership on messaging and to help execute the administration's legislative priorities.
"In her position, Conway will continue her role as a close adviser to the President and will work with senior leadership to effectively message and execute the Administration's legislative priorities and actions," the Trump transition said in a statement.

Conway's role would be similar to Karen Hughes' position in the Bush 43 administration -- placing her close to the President, and handing her responsibility for much of the big-picture communication duties for the White House, a transition source told CNN's Jim Acosta.

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回复 43楼pp_dream 的帖子

早新闻听到Kellyanne Conway得到这个位置,一点也不惊讶。
从大选后半程开始关注这人,我在别的帖子里提到过她,Trump选她做campaign manager选对了人。
这位是个人物!犀利,敏锐,内敛。

Kellyanne Conway是纽泽西人,前不久她那个town搞圣诞parade,好多人还在场举着牌子抗议。

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