A Waymo trip when you don't know about FSD/The tariff challenge of a small business and other impacts/Earnings

We'll start Monday off with some levity after Alphabet/Google finally gave us some detail around Waymo last week in their earnings report and they are doing 250,000 rides now per week. This clip was out 5 months ago but I only saw it for the first time over the weekend of a Waymo trip taken by Jimmy Kimmel's Aunt Chippy,

Not funny is the plight of many small businesses who don't have the resources, flexibility or ability to shift supply chains around and from China on a dime. This interview on This Week on ABC yesterday came right before Scott Bessent said the US holds all the cards in the negotiation with China.

https://x.com/ThisWeekABC/status/1916484222576951635

When it comes to pricing flexibility of small business, I read this over the weekend in the WSJ, "Some 47% of small businesses say they have increased prices since the beginning of the year, and 60% plan to raise prices in the next three months, according to a survey of more than 500 small businesses conducted in April for the WSJ by Vistage Worldwide, a business coaching and peer-advisory firm." The article did not specify though what stage of the supply chain these small businesses are in in terms of whether they have the ability to pass it on to the end consumer or it gets mostly eaten within the supply chain. https://www.wsj.com/business/tariffs-consumer-prices-companies-78458494

Also in the WSJ, and not news to many of you who have likely heard about our heavy reliance on China when it comes to baby strollers, cribs and toys, prices are jumping in these categories and if tariffs don't fall dramatically, these important store shelves will be bare too. https://www.wsj.com/business/retail/for-baby-strollers-theres-no-way-around-china-tariffs-e9e7a744

This as China shipments to the US are down 60% over the past week according to Flexport.

The trucking company Saia said this on Friday and whose stock fell 31%: