Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Redpoint Ventures and By Redpoint Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Redpoint Ventures and By Redpoint Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

EP 136: Zach Weinberg (Co-Founder & CEO, Curie.Bio) on The Tariff Trap, Self-Inflicted Recession Risk, and Open AI’s Fundraise

1:14:03
 
Share
 

Manage episode 474844053 series 3308502
Content provided by Redpoint Ventures and By Redpoint Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Redpoint Ventures and By Redpoint Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this freeform episode, Logan sits down with Zach Weinberg (Co-Founder and CEO of Curie.Bio) to break down two of the biggest storylines in tech: tariffs and AI.

They banter through the core arguments for and against tariffs, including national security, domestic employment, and negotiation power. Plus, they revisit what’s happened in past trade wars and share predictions on the real economic consequences this time around.

Logan and Zach also discuss OpenAI’s $40B raise and the broader race for AI dominance—can OpenAI maintain its lead against tech giants like Google and Apple? They debate the limits of product defensibility, the power of platform defaults, and the strategic moves OpenAI might need to make to stay ahead.

Topics include:

The arguments for and against tariffs

What happened during past U.S. tariff cycles—and how this one compares

Whether OpenAI can maintain its edge in a world of native AI platforms

A possible playbook for OpenAI to build user lock-in beyond utility

What this era of AI competition means for the U.S.—and what could derail it

https://fdra.org/wp-content/uploads/2025/03/Trade-War-Lessons-from-the-Past-2025.pdf?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosmacro&stream=business

(00:00) Intro

(01:35) Liberation Day and Global Trade

(02:13) Freeform Discussion on Various Topics

(02:44) Podcasting and VC Life

(03:32) Debating Tariffs and National Security

(11:26) Arguments Against Tariffs

(22:19) Historical Context of Tariffs

(26:58) Economic Predictions and Stagflation

(33:39) The Forgotten Lessons of Recessions

(36:02) The Fixed vs. Growth Mindset in Economics

(37:17) The Democratic Party's Shift on Economic Policies

(42:33) The Rise of Populism and Its Impact

(50:28) OpenAI's Explosive Growth and Challenges

(54:28) The Competitive Landscape of AI

(58:33) The Future of AI and Consumer Behavior

(01:07:20) The Role of Social Networking in AI's Future

(01:10:43) Wildcard: The Role of XAI and Grok

Executive Producer: Rashad Assir

Producer: Leah Clapper

Mixing and editing: Justin Hrabovsky

Check out Unsupervised Learning, Redpoint's AI Podcast: / @redpointai

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...

🎥 Subscribe on YouTube: / @theloganbartlettshow

Follow on Socials

📸 Instagram - / theloganbartlettshow

🐦 Twitter - / loganbartshow

🎬 Clips on TikTok - / theloganbartlettshow

About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

  continue reading

154 episodes

Artwork
iconShare
 
Manage episode 474844053 series 3308502
Content provided by Redpoint Ventures and By Redpoint Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Redpoint Ventures and By Redpoint Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this freeform episode, Logan sits down with Zach Weinberg (Co-Founder and CEO of Curie.Bio) to break down two of the biggest storylines in tech: tariffs and AI.

They banter through the core arguments for and against tariffs, including national security, domestic employment, and negotiation power. Plus, they revisit what’s happened in past trade wars and share predictions on the real economic consequences this time around.

Logan and Zach also discuss OpenAI’s $40B raise and the broader race for AI dominance—can OpenAI maintain its lead against tech giants like Google and Apple? They debate the limits of product defensibility, the power of platform defaults, and the strategic moves OpenAI might need to make to stay ahead.

Topics include:

The arguments for and against tariffs

What happened during past U.S. tariff cycles—and how this one compares

Whether OpenAI can maintain its edge in a world of native AI platforms

A possible playbook for OpenAI to build user lock-in beyond utility

What this era of AI competition means for the U.S.—and what could derail it

https://fdra.org/wp-content/uploads/2025/03/Trade-War-Lessons-from-the-Past-2025.pdf?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosmacro&stream=business

(00:00) Intro

(01:35) Liberation Day and Global Trade

(02:13) Freeform Discussion on Various Topics

(02:44) Podcasting and VC Life

(03:32) Debating Tariffs and National Security

(11:26) Arguments Against Tariffs

(22:19) Historical Context of Tariffs

(26:58) Economic Predictions and Stagflation

(33:39) The Forgotten Lessons of Recessions

(36:02) The Fixed vs. Growth Mindset in Economics

(37:17) The Democratic Party's Shift on Economic Policies

(42:33) The Rise of Populism and Its Impact

(50:28) OpenAI's Explosive Growth and Challenges

(54:28) The Competitive Landscape of AI

(58:33) The Future of AI and Consumer Behavior

(01:07:20) The Role of Social Networking in AI's Future

(01:10:43) Wildcard: The Role of XAI and Grok

Executive Producer: Rashad Assir

Producer: Leah Clapper

Mixing and editing: Justin Hrabovsky

Check out Unsupervised Learning, Redpoint's AI Podcast: / @redpointai

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...

🎥 Subscribe on YouTube: / @theloganbartlettshow

Follow on Socials

📸 Instagram - / theloganbartlettshow

🐦 Twitter - / loganbartshow

🎬 Clips on TikTok - / theloganbartlettshow

About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

  continue reading

154 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play