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In this week's podcast, Dawn and Cobie discuss the new tariff regime imposed by a miffed Trump last week. The rest of the world is holding the cards; they're moving on, now they just need to step up. How is AI evolving? How quickly can they monetise the massive capex, and hang onto those lofty valuations?
By Dawn Ridler and Cobie LegrangeIn this week's podcast, Dawn and Cobie discuss the new tariff regime imposed by a miffed Trump last week. The rest of the world is holding the cards; they're moving on, now they just need to step up. How is AI evolving? How quickly can they monetise the massive capex, and hang onto those lofty valuations?

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