The new environment for global trade is dominating discussions in many business sectors, including artificial intelligence. To discuss the implications for global software companies and start-ups, Intrepid Growth Partners co-founders Dr. Mark Machin, Mark Shulgan and Ajay Agrawal arranged a conversation with global trade expert Marc L. Busch, a professor of international business diplomacy at Georgetown University. On the agenda: How may trade conflicts affect technology entrepreneurs and the development of machine learning applications? What can global tech companies do to protect themselves? And what are Prof. Busch’s predictions for how this all plays out?
EP 04 HOSTS
Marc L. Busch is the Karl F. Landegger Professor of International Business Diplomacy at the Walsh School of Foreign Service, Georgetown University, and a Global Fellow at the Wilson Center’s Wahba Institute for Strategic Competition.
Dr. Mark Machin, co-founder and managing partner, Intrepid Growth Partners
Mark Shulgan, co-founder and partner, Intrepid Growth Partners
Ajay Agrawal, co-founder and partner, Intrepid Growth Partners
LINKS
Derby Mill show website: https://insights.intrepidgp.com/podcast
Marc L. Busch’s personal website. Follow Marc on X and LinkedIn
Recent Marc Busch article on how “mode 5 services” can promote U.S. manufacturing without imposing new tariffs
DISCUSSION POINTS
00:00 Introductions
03:10 Ajay Agrawal introduces Professor Marc L. Busch
03:54 Busch on the legal bases for tariffs and executive orders
09:56 Non-Tariff Barriers and Intellectual Property
19:56 Impact on Software and AI Companies
26:26 Advice for Canadian and European AI Companies
29:16 Stargate, tariffs on semiconductors and subsidies as offsets for harm
33:46 Predictions on how this will play out amid political considerations
37:04 Potential for retaliation via anti-trust measures
40:23 Role of the WTO and International Compliance
45:32 Advice for Canadian AI companies
53:54 Lighting round: What should Canadian entrepreneurs ask their politicians to do?
54:53 How can Canada and the UK prevent a brain drain to US?
55:59 What should UK entrepreneurs ask their government to do?
56:41 Wrap up
DISCLAIMER
The content of this podcast is for informational and educational purposes only and should not be construed as marketing, solicitation, or an offer to buy or sell any securities or investments. The opinions expressed in this video are those of the participants and do not necessarily reflect the views of Intrepid Growth Partners or its affiliates. Any discussion of specific companies, technologies, or industries is for illustrative purposes and does not constitute investment advice. Viewers are encouraged to consult with their own financial, legal, and tax advisors before making any investment decisions.
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The Derby Mill Series