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    Home » The Tariff Trap, Self-Inflicted Recession Risk, and Open AI’s Fundraise

    The Tariff Trap, Self-Inflicted Recession Risk, and Open AI’s Fundraise

    webmasterBy webmasterApril 2, 2025 All Videos 3 Mins Read
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    In this freeform episode, Logan sits down with Zach Weinberg (Co-Founder and CEO of Curie.Bio) to break down two of the biggest storylines in tech: tariffs and AI.

    They banter through the core arguments for and against tariffs, including national security, domestic employment, and negotiation power. Plus, they revisit what’s happened in past trade wars and share predictions on the real economic consequences this time around.

    Logan and Zach also discuss OpenAI’s $40B raise and the broader race for AI dominance—can OpenAI maintain its lead against tech giants like Google and Apple? They debate the limits of product defensibility, the power of platform defaults, and the strategic moves OpenAI might need to make to stay ahead.

    Topics include:

    The arguments for and against tariffs

    What happened during past U.S. tariff cycles—and how this one compares

    Whether OpenAI can maintain its edge in a world of native AI platforms

    A possible playbook for OpenAI to build user lock-in beyond utility

    What this era of AI competition means for the U.S.—and what could derail it

    https://fdra.org/wp-content/uploads/2025/03/Trade-War-Lessons-from-the-Past-2025.pdf?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosmacro&stream=business

    00:00 Intro

    01:35 Liberation Day and Global Trade

    02:13 Freeform Discussion on Various Topics

    02:44 Podcasting and VC Life

    03:32 Debating Tariffs and National Security

    11:26 Arguments Against Tariffs

    22:19 Historical Context of Tariffs

    26:58 Economic Predictions and Stagflation

    33:39 The Forgotten Lessons of Recessions

    36:02 The Fixed vs. Growth Mindset in Economics

    37:17 The Democratic Party’s Shift on Economic Policies

    42:33 The Rise of Populism and Its Impact

    50:28 OpenAI’s Explosive Growth and Challenges

    54:28 The Competitive Landscape of AI

    58:33 The Future of AI and Consumer Behavior

    01:07:20 The Role of Social Networking in AI’s Future

    01:10:43 Wildcard: The Role of XAI and Grok

    Executive Producer: Rashad Assir

    Producer: Leah Clapper

    Mixing and editing: Justin Hrabovsky

    Check out Unsupervised Learning, Redpoint’s AI Podcast: / @redpointai

    🎙 Listen to the show

    Apple Podcasts: https://podcasts.apple.com/us/podcast…

    Spotify: https://open.spotify.com/show/5WqBqDb…

    Google Podcasts: https://podcasts.google.com/feed/aHR0…

    🎥 Subscribe on YouTube: / @theloganbartlettshow

    Follow on Socials

    📸 Instagram – / theloganbartlettshow

    🐦 Twitter – / loganbartshow

    🎬 Clips on TikTok – / theloganbartlettshow

    About the Show

    Logan Bartlett is a Software Investor at Redpoint Ventures – a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you’re interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

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