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

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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.