EP 138: Derek Thompson (Writer, The Atlantic) and Zach Weinberg (Co-founder & CEO, Curie.Bio) Discuss the Tariff Withdrawal and America’s Future
In this episode, Derek Thompson (Writer, The Atlantic) delves into the tumultuous nature of Trump’s trade policies, especially regarding tariffs, and how they impact American manufacturing and global markets. They discuss the constant changes in policy, the resulting uncertainty for industries like automotive and aerospace, and the mismatch between Trump’s ‘madman strategy’ and effective industrial policy. The conversation also explores the broader economic consequences, including stock market volatility, housing affordability issues, and the role of government in promoting economic growth and innovation.(00:00) Intro(00:20) Trump's Trade Policy and Its Implications(01:30) The Uncertainty of Tariff Policies(02:12) Impact on American Manufacturing(05:15) Stock Market Reactions(07:00) Debating the Effectiveness of Tariffs(10:02) Wall Street vs. Main Street(18:44) Housing and Healthcare Challenges(34:53) Historical Context of Housing Regulations(41:48) The Reality of Construction Jobs(42:35) The American Dream and Housing Costs(42:57) The 30-Year Mortgage and Its Impact(43:48) Comparing Home Ownership to Stock Market Investments(45:14) Political Reception of the Book 'Abundance'(46:17) Pro-Business Democrats and Government's Role(48:38) The Need for Aggressive Democratic Leaders(51:18) The Importance of Economic Growth(01:01:26) Debating Government's Role in Industrial Policy(01:03:34) Challenges in the Semiconductor Industry(01:13:19) The Housing Problem in New York City(01:15:26) Conclusion and Final ThoughtsExecutive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin HrabovskyCheck out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA🎙 Listen to the showApple Podcasts: https://podcasts.apple.com/us/podcast/the-logan-bartlett-show/id1606770839Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1Follow on Socials📸 Instagram - https://www.instagram.com/theloganbartlettshow🐦 Twitter - https://twitter.com/loganbartshow🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshowAbout the ShowLogan 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.
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EP 137: Keith Rabois and Zach Weinberg Debate: Are Tariffs a Smart Economic Weapon?
Debate between Keith Rabois and Zach Weinberg on what tariffs are actually trying to accomplish. One core theme: Tariffs aren’t fully about “bringing back factories,” but rather a negotiation tool to eliminate foreign trade barriers - ultimately aiming to increase free trade, not restrict it.We also got into:- What each of them would do if they were in charge- Whether the trade deficit is a meaningful metric or just a misunderstood talking point- If tariffs could be part of an initiative to replace income tax — shifting toward a more consumption-based tax system- If tariffs could successfully be used as a non-military tool to reduce drug supply to the US- If there’s a major disconnect between the new administration’s rhetoric and the actual economic goals behind the policyOne of the deepest economic conversations from the show’s recent history — and a rare debate where both sides had real logic behind their views.(00:00) Introduction and Host's Biases(00:46) Keith's Perspective on Tariffs(03:05) Zach's Perspective and Clarifying Questions(05:14) Debating Tariff Strategies(07:45) Economic Implications and Free Trade(13:31) Trump's Tariff Policies and Goals(16:57) Global Trade and Protectionism(25:52) Final Thoughts on Tariffs and Trade(29:16) Discussion on Trade Tariffs and Partners(30:17) Impact of Tariffs on GDP and Debt(31:20) Political Coalitions and Trade Policies(32:00) Tariffs as Consumer Taxes(33:30) Debate on Trade Deficit and Tariff Rates(36:53) Regulatory Reforms and Economic Policies(47:25) Fentanyl Crisis and Trade Negotiations(51:06) Closing Remarks and Future TopicsExecutive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin HrabovskyCheck out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA🎙 Listen to the showApple Podcasts: https://podcasts.apple.com/us/podcast/the-logan-bartlett-show/id1606770839Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1Follow on Socials📸 Instagram - https://www.instagram.com/theloganbartlettshow🐦 Twitter - https://twitter.com/loganbartshow🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshowAbout the ShowLogan 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.
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EP 136: Zach Weinberg (Co-Founder & CEO, Curie.Bio) on The Tariff Trap, Self-Inflicted Recession Risk, and Open AI’s Fundraise
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 tariffsWhat happened during past U.S. tariff cycles—and how this one comparesWhether OpenAI can maintain its edge in a world of native AI platformsA possible playbook for OpenAI to build user lock-in beyond utilityWhat this era of AI competition means for the U.S.—and what could derail ithttps://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 GrokExecutive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin HrabovskyCheck out Unsupervised Learning, Redpoint's AI Podcast: / @redpointai🎙 Listen to the showApple 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: / @theloganbartlettshowFollow on Socials📸 Instagram - / theloganbartlettshow🐦 Twitter - / loganbartshow🎬 Clips on TikTok - / theloganbartlettshowAbout the ShowLogan 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.
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EP 135: Aaron Levie (CEO, Box) on Enterprise AI Trends No One is Talking About Yet
Box CEO Aaron Levie joined the show to share his perspective on how AI is reshaping the enterprise landscape. He shared what his customers are actually thinking about when it comes to AI, the shift from closed to open-source models, and why the biggest opportunities might not be in flashy consumer tools but in workflow automation and data-rich enterprise applications.
Aaron also shares his take on the changing business model dynamics in B2B, including the rise of usage-based pricing, and what it means for the next wave of software companies.
00:00 Introduction to AI in B2B and Consumer Worlds
00:32 Conversation with Aaron Levy: AI in the Enterprise
01:10 Defining a Model Company and AI's Role
02:19 Challenges and Opportunities in AI for Enterprises
03:44 Open Source vs. Commercial AI Models
05:40 The Future of AI Agents
11:42 AI's Impact on Business Models and Pricing
15:16 AI's Potential to Transform Industries
27:14 Comparing AI and Cloud Adoption
30:05 Strategizing AI Implementation
31:08 Customer Adoption and Resistance
32:59 Practical Considerations and Challenges
34:58 Building Flexible AI Architectures
37:57 Exploring Agentic Workflows
41:57 Future of AI in Enterprises
43:36 Rapid Fire Questions on AI Impact
53:20 Exciting AI Features at Box
55:53 Conclusion and Final Thoughts
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EP 134: Eric Yuan (CEO, Zoom): What Zoom’s AI Strategy Can Teach Every Operator
After unveiling 45 new product announcements this week, Zoom CEO Eric Yuan joined the show to share how he’s thinking about the future of work. He shared how he prioritizes which features to build, his approach to rebuilding company culture, what he’d do differently if he were starting Zoom today, and much more.(00:00) Intro(01:14) Eric Yuan on Zoom's Recent Innovations(02:02) AI Companion and Its Capabilities(03:23) Zoom's Open Platform and AI Features(04:36) Customer-Centric AI Development(06:21) Innovative Features and Real-World Applications(11:15) Balancing Core and Future Innovations(13:32) Zoom's AI-First Transformation(25:05) Security and Data Privacy in AI(27:46) Customer Feedback Driving Innovation(29:36) Eric Yuan's Leadership Style(33:22) Navigating the Pandemic: Rapid Growth and Cultural Challenges(34:44) Rebuilding Company Culture: The Culture Playbook(35:45) Continuous Improvement: Daily Self-Reflection(37:25) Hybrid Work: Embracing the New Normal(40:31) Founding Zoom: Insights and Challenges(48:50) Lessons from Early Days: Perseverance and Timing(53:12) Hiring and Leadership: Building the Right Team(57:05) Reflections and Future Planning(01:01:27) Choosing the Right Investors(01:03:04) The Future of AI and Industry TransformationExecutive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin HrabovskyCheck out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA🎙 Listen to the showApple Podcasts: https://podcasts.apple.com/us/podcast/the-logan-bartlett-show/id1606770839Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1Follow on Socials📸 Instagram - https://www.instagram.com/theloganbartlettshow🐦 Twitter - https://twitter.com/loganbartshow🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshowAbout the ShowLogan 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.
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