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RiskReversal Pod
Tariff Turmoil & Tomorrow's Tech Titans with Ann Bordetsky
Mar 5, 2025
In this engaging discussion, Ann Bordetsky, a partner at NEA and expert in AI investments, shares her insights on the landscape of generative AI and the rise of vertical applications in industries like healthcare and defense. She emphasizes the importance of tailored AI solutions and explores how the competition among tech giants like Meta and Amazon is shaping the market. Ann also sheds light on the evolving consumer habits toward AI-assisted search and the challenges faced by startups in this fast-paced environment.
48:35
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Quick takeaways
- Market responses to President Trump's tariff discussions reveal concerns about corporate spending and hiring uncertainties affecting economic growth.
- The shift towards industry-specific AI solutions exemplifies the growing investor interest in vertical applications to drive scalable innovations across various sectors.
Deep dives
Investment Strategies and Market Reactions
The discussion highlights the importance of investment strategies while reacting to market conditions influenced by government actions and economic indicators. Recent statements from the president, particularly regarding tariff negotiations with countries like Canada and Mexico, have sparked mixed market responses. The conversation addresses concerns about how these tariffs could ultimately embolden Canada and China, leading to uncertainty in trading relations. This uncertainty impacts hiring and corporate spending decisions, evident from the recent ADP report indicating lower-than-expected job growth.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode