Buy the Rumor; Sell the News

AI Startups in an Era of Tariffs, Nationalism, and Strategic Realignment

A heavily tariffed world requires adaptation and agility

Dave Friedman's avatar
Dave Friedman
Apr 07, 2025
∙ Paid

It seems like we are headed into a recession, induced at the behest of Trump’s trade war on the world. This downturn promises to be not a cyclical reset, but rather a structural schism. While legal and political challenges may temper the full extent of these tariffs, the assumption for builders and investors should be clear: protectionism and nationalis…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Dave Friedman
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture