Ed Ludlow
๐ค SpeakerAppearances Over Time
Podcast Appearances
Tariff infrastructure can interfere with that as well.
We want to make sure that works.
Jason, one big piece of news this morning is the European Union basically freezing the ratification process on a deal it already reached with the United States.
Just in the context of imports, the EU is 20% of US imports.
The collective wisdom of your counsel, how long do you expect this uncertainty and this kind of halt to things that already were in play?
Yeah, I think that's a great point, Ed, and we saw it in India as well.
They had a delegation scheduled to come this week to the United States, and India and the U.S.
had a great onstage moment in Delhi this week talking about moving AI forward.
How long will this last?
I don't know.
The president announced the use of Section 122.
That has a 150-day cap on it.
Obviously, the administration is looking at what the tariff strategy is going to be going forward.
I think as far as the tech industry is concerned,
resolving these issues, both on the physical trade issues that we've been talking about, but also digital trade.
The trade market between the U.S.
and the EU in digital trade is close to a trillion dollars.
It's an enormously important market there, too.
We need that uncertainty resolved as quickly as possible so we can move forward with these trade deals, which in many cases have already been negotiated.
We're just waiting for them to be signed.