Ed Ludlow

Although right now what Anthropic is seeing is there's a lot of impact on things like accounting, things that can be automated.

The idea that you can get things to do the things that humans do on a computer is what's changing.

So far, they're not seeing a major impact on what the relationship is between humans and other humans.

If you have a forward-facing job with the public, it's not clear what AI is going to be able to do.

He did note, though, that the speed at which AI can process tasks that humans do is doubling every seven months.

So anything they say now is probably going to be somewhat obsolete fairly quickly.

Mike, you joined the show on Friday, post-Supreme Court decision.

IEPA struck down.

Then there's a series of truth social posts over the weekend and quasi policy announcements and actions.

The net result, as far as I can understand it, is the overall weighted tariff rate is only slightly marginally lower.

On the ground there, is that the understanding of everyone else or is there still great sort of policy uncertainty for tariffs?

Well, there's both.

It is the tariff that's going in place, 15 percent, Trump can do legally.

So people are operating under the assumption that for now that's going to be the average weighted tariff.

But it would change once they start bringing in tariffs on sectors or countries based on some of the...

other sections of the trade law they can use.

But those have to have investigations and they have to be shown harm to various sectors or harm from various countries.

And so the tariff levels and when they would be imposed, still not certain.

What it does is just kind of push out the uncertainty that we have seen.

And as Governor Waller said today,