US Tariffs

topic on 4 shows · 6 statements across 6 episodes

BG2 Pod We Live to Build All-In TBPN

6 statements about US Tariffs, every show

ALL-IN Assertion Partly supported
Baker: Expected foreign retaliation against U.S. tariffs has not occurred
“We have not seen retaliation, which I think in some ways, you know, validates some of their points of views, just that we do have a lot of leverage and we are using it and other countries are charging America much higher tariffs than we're charging them.”
Gavin Baker Aug 9, 2025 ▶ 1:25:47 OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
ALL-IN Assertion Partly supported
Sachs: U.S. tariffs generate $300B annually in revenue
“What we're seeing now across the board is generating about three hundred billion a year of additional tariff revenue that goes to help balancing the budget. So three hundred billion a year over 10 years is three trillion.”
David Sacks Aug 1, 2025 ▶ 1:16:42 Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
WE LIVE TO BUILD Prediction Didn’t hold up
Renoui: US tariffs will go away within three to six months
“I think they will go away within the next, you know, three to six months.”
Saleem Renoui Apr 29, 2025 ▶ 20:16 Picking the Hardest Business Model on Earth Has a Backdoor Exit
BG2 Prediction Partly held up
Gerstner: US tariffs will settle at 5-10% globally, 25-30% on China
“I think we're going to probably land somewhere in this kind of five to 10% terrace for the rest of the world. Right. If you add that up, that's going to be somewhere order of magnitude, two hundred billion dollars of tariffs, and you're not going to end up at …”
Brad Gerstner Apr 24, 2025 ▶ 57:11 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
TBPN Disclosure
Bezel logged its highest-grossing sales weekend following US tariff announcement
“So we saw the best weekend we've ever seen after the tariffs in the sense that there was a huge increase in demand and everything. Everyone was out trying to buy those watches. And then the prices, I would say a lot of them are 10, 15% more than they typically…”
Quaid Walker Apr 17, 2025 ▶ 3:32 How Watch Brands Are Responding to Tariffs | Quaid Walker on TBPN April 10th
ALL-IN Prediction Held up
Chamath: US tariffs are definitely coming under the Trump administration
“Well, I think the tariffs will be a plug. Are they coming? Absolutely. The quantum of them, I don't know.”
Chamath Palihapitiya Feb 15, 2025 ▶ 1:13:59 JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant

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