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1 SISTER WIVES: The Brown Family Plans Garrison's Funeral, Gives NEW Details About His Passing. Justin Baldoni v Blake Lively UPDATES, First Pictures Of Micah Plath’s Broken Nose Have Surfaced!… 36:16
E62: Trump’s Tariffs, Open Source AI Models, and The Future of VR
Manage episode 464878417 series 3529350
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.
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🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse.
---
Highlights from the Episode:
- Trump's tariff approach (particularly the proposed 25% on Canadian goods) makes sense as a negotiating bluff but is problematic as long-term strategy.
- Unlike the US dollar system, China's currency has limited international circulation, affecting their global economic influence.
- The market reaction to DeepSeek's developments affected both direct AI companies and adjacent sectors.
- Meta's transition to being more capital-intensive (through AI investments) may actually strengthen their competitive position.
- Companies like Meta have incentives to commoditize some AI capabilities while maintaining proprietary advantages in others.
--
SPONSORS:
Notion
📝Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at https://notion.com/upstreampod
Vanta: Vanta simplifies security and compliance for businesses of all sizes. Automate compliance across 35+ frameworks like SOC 2 and ISO 27001, streamline security workflows, and complete questionnaires up to 5x faster. Trusted by over 9,000 companies, Vanta helps you manage risk and prove security in real time. Get $1,000 off at https://vanta.com/revolution
---
LINKS:
Byrne’s writing: https://thediff.co
---
X / TWITTER:
https://twitter.com/ByrneHobart (Byrne)
https://twitter.com/TurpentineMedia (Turpentine)
83 قسمت
Manage episode 464878417 series 3529350
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 https://bit.ly/TurpentinePulse.
---
Highlights from the Episode:
- Trump's tariff approach (particularly the proposed 25% on Canadian goods) makes sense as a negotiating bluff but is problematic as long-term strategy.
- Unlike the US dollar system, China's currency has limited international circulation, affecting their global economic influence.
- The market reaction to DeepSeek's developments affected both direct AI companies and adjacent sectors.
- Meta's transition to being more capital-intensive (through AI investments) may actually strengthen their competitive position.
- Companies like Meta have incentives to commoditize some AI capabilities while maintaining proprietary advantages in others.
--
SPONSORS:
Notion
📝Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at https://notion.com/upstreampod
Vanta: Vanta simplifies security and compliance for businesses of all sizes. Automate compliance across 35+ frameworks like SOC 2 and ISO 27001, streamline security workflows, and complete questionnaires up to 5x faster. Trusted by over 9,000 companies, Vanta helps you manage risk and prove security in real time. Get $1,000 off at https://vanta.com/revolution
---
LINKS:
Byrne’s writing: https://thediff.co
---
X / TWITTER:
https://twitter.com/ByrneHobart (Byrne)
https://twitter.com/TurpentineMedia (Turpentine)
83 قسمت
همه قسمت ها
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1 E71: Risk Taking, Contrarianism, and Growth [Byrne on Interintellect] 1:39:33

1 E70: OpenAI’s Open Source Strategy, Volatility & Tariffs, and Automation’s Consequences w/ Byrne Hobart 1:06:31

1 E69: Good vs Bad Bubbles, Stagnation, and Bitcoin [Byrne on Bankless] 1:45:48




1 E65: Bill Gates’s Persona, Against Copying Berkshire Hathaway, and Making the Economy More Like Chipotle 1:01:15

1 E64: US vs China’s Strategies, Uber’s Growth Model, AI Supply Chains 1:03:04


1 E62: Trump’s Tariffs, Open Source AI Models, and The Future of VR 1:09:29

1 E61: Markets React to DeepSeek, Threads vs X, and Stargate Announcement 1:06:20

1 E60: Trump Coin, US Industrial Policy, and TikTok Ban 1:04:24

1 E59: Zuck’s PR, The Loneliness Economy, and OpenAI Corporate Structure 1:02:53

1 E58: How Jensen Huang Outpaces Tech Giants w/ Tae Kim, author of THE NVIDIA WAY 1:00:24

1 E57: Pod Shops; Contrarian Vibe Checks; Scaling Laws Analysis 1:06:28

1 E56: AI Agents are Coming; China’s Internet; Google Wants to Win 1:02:17

1 E55: Futarchy, Elon, and Gut Decisions in Business 1:02:30

1 E53: Election Analysis, Heresy, and Real Estate 1:01:26

1 E52: How Tech Journalism Works w/ Patrick McKenzie 1:00:15

1 E51: Venture Scale, Y Combinator, and Financial Bubbles 1:03:55

1 E50: Freemium Apps, Restaurants, and Search with Patrick McKenzie 1:27:58

1 E49: AI Art, Young Founders, and Disrupting Higher Education 1:00:15

1 E48: Facebook vs MySpace, Why Peter Thiel is Wrong About Competition, and OpenAI Corporate Structure 57:23

1 E47: Cult Stocks, Tech Media, and Technological Revolutions 1:02:02



1 E44: Founder Mode, Uber’s Self-Driving Strategy, and Big Tech Skepticism 1:02:25

1 E43: The Silicon Valley Canon, Smart Contracts, and the Yen Carry Trade 1:03:05

1 E42: Navigating Tech Antitrust and the Future of AI 1:03:15
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