We're welcoming special guest Tom Dotan of Dead Cat fame to the show this week — just in time for the tariff market meltdown. To Silicon Valley's Trump supporters, we hate to say we told you so, but it's hard to imagine how these tariffs on our biggest trading partners will benefit tech and artificial intelligence development in the US.

In the second half of the show, Eric interviews Flexport CEO Ryan Petersen on how to make sense of what President Trump's tariff policies mean for his customers around the world.