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AI Startups in an Era of Tariffs: A Strategic Reckoning

Tariffs threaten to upend AI.

Dave Friedman's avatar
Dave Friedman
Apr 09, 2025
∙ Paid

This is a companion to my earlier piece on AI startups, investment, and tariffs. That one was broader and more philosophical. This one is sharper, faster, and hits harder.

The Hidden Fragility Behind AI’s Boom

The surge in AI innovation over the past two years has been driven not just by better models, but by scale. Specifically, it has been driven by vas…

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