This week, Byrne Hobart and Erik Torenberg explore the impact of technological advancements on markets and businesses, covering topics like global trade tariffs, political populism, AI's evolving role, open-source vs. proprietary models, stock market trends, and Meta’s investments in the metaverse and AR.---🙏 Help shape our show by taking our quick listener survey at <a href="https://bit.ly/TurpentinePulse">https://bit.ly/TurpentinePulse</a>.---Highlights from the Episode:<ul>
<li>Trump's tariff approach (particularly the proposed 25% on Canadian goods) makes sense as a negotiating bluff but is problematic as long-term strategy.</li>
<li>Unlike the US dollar system, China's currency has limited international circulation, affecting their global economic influence.</li>
<li>The market reaction to DeepSeek's developments affected both direct AI companies and adjacent sectors.</li>
<li>Meta's transition to being more capital-intensive (through AI investments) may actually strengthen their competitive position.</li>
<li>Companies like Meta have incentives to commoditize some AI capabilities while maintaining proprietary advantages in others.</li>
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E62: Trump’s Tariffs, Open Source AI Models, and The Future of VR

"The Riff" with Byrne Hobart and Erik Torenberg

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