
Bloomberg Tech Trump Talks US-China Trade, Crypto Billions Vanish
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Oct 17, 2025 In this episode, Jaya Baloo, Chief Information Security Officer and co-founder of Aisle, dives into the world of cyber threats posed by state-backed actors. She highlights the recent F5 hack and its implications for national security, emphasizing the challenge of detecting long-dwelling intruders. Baloo also discusses Aisle's innovative AI-driven defenses, showcasing how they can rapidly identify and remediate vulnerabilities to counter evolving cyber threats. This conversation sheds light on the critical intersection of cybersecurity and national defense.
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Episode notes
Tariff Threats Might Not Materialize
- President Trump signaled that 145% tariffs on China would be unsustainable, reducing the likelihood of extreme trade measures.
- That comment eased market fears but negotiations remain complex around rare-earths and semiconductor restrictions.
Supply Chains As Leverage
- Beijing's rare-earth export curbs aim to pressure the U.S. to relax tech export restrictions.
- Control of supply chains (rare earths, AI chips, semiconductor equipment) is central to U.S.-China leverage.
Focus On Fundamentals, Not Headlines
- Zoom out to fundamentals rather than headline tariff noise when assessing tech stocks.
- Focus on demand and expected earnings growth, not just valuation moves.
