Gavin Baker

speaker
289 appearances 1 recordings 1 series first heard Aug 2025 last heard Aug 2025

Gavin Baker’s voice in public audio — every appearance, attributed to the second.

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I would say thus far.
Probably they have been less damaging than a lot of people expected.
You know, the the core of kind of why you don't want to do tariffs is, you know, that retaliation was expected.
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.
You know, maybe they that made sense fifty years ago.
So maybe
So
The funny thing about reciprocity, it sounds good to everyone, but the whole principle of comparative advantage is maybe you don't want reciprocal tariffs.
But nonetheless, we're trying them.
We're gonna see.
The early returns have been, I think, less damaging than people would have expected because maybe he backed off some of the more extreme things because he is flexible.
So we'll see.
Come back in a year, come back in 18 months, and one way or another, we'll have run this experiment.
So a couple of things.
One, I think it's gonna be hard to stop it.
You know, we can't keep illegal drugs out of America and we're trying really, really hard to keep them out.
China is doing everything they can to bring these chips in.
So it's when something is so valuable and so important, it's hard to stop it completely.
But secondarily, I would just say a billion dollars worth of GPUs.
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