DOGE, Tariffs, and 2025 Asset Picks

[Opening] Aligning your startup's mission with societal needs can enhance your impact and support.

"President Trump... could say, listen, we're all on the same side here, right? What we're doing here is innovation..."

[Takeaway]

• Connect your startup's goals with the needs of the community.
• Communicate how your product or service benefits society.
• Build support by showing shared interests and values.

[Opening] Recognizing the role of immigration in fostering innovation can inform founders' perspectives on team building and diversity.

"In order to have a vibrant entrepreneurial community, you need to have immigration."

[Takeaway]

• Embrace diversity to foster creativity and innovation.
• Hiring talent globally can strengthen your team's capabilities.
• Support policies that facilitate skilled immigration.

[Opening] Founders often face decisions involving short-term sacrifices for long-term benefits.

"And so the idea of short term pain for for long term gain... If you're going to make the case for a long term gain, I need to know what the long term gain is..."

[Takeaway]

• Clearly define and communicate long-term goals to stakeholders.
• Assess whether short-term sacrifices are justified by future benefits.
• Ensure that your team understands and supports long-term vision.

[Opening] Founders can benefit from understanding how less regulation can create an environment conducive to innovation.

"Maybe the best way... would actually be to allow the thing to thrive that has always thrived in America, which is... let people innovate, let people fail, let people succeed, get the hell out of the way."

[Takeaway]

• Advocate for policies that reduce unnecessary regulations.
• Embrace failure as part of the innovation process.
• Fostering an open market allows startups to flourish.

[Opening] Emphasizing individual responsibility can empower founders to take charge of their startup's success.

"Your future is in your hands. It is not in somebody else's hands. It is your responsibility to go out and strive."

[Takeaway]

• Take ownership of your startup's direction and success.
• Don't rely on external factors; focus on what you can control.
• Empower your team with a culture of individual responsibility.

[Opening] Recognizing the role of ambition in innovation can inspire founders to drive their startups forward.

"I think what America can anchor to, to attract the rest of the world, and I think it's what's been the American story from the beginning, which is ambition."

[Takeaway]

• Embrace ambitious goals to inspire your team and attract talent.
• Ambition fuels groundbreaking innovation and industry leadership.
• Position your startup as part of a larger vision to rally support.

[Opening] Understanding the risks of IP infringement is crucial for founders operating in global markets.

"China may step up and say, you know what, we are disregarding all of the IP rights held by IP rights holders around the world, and they could steal IP more openly, more brazenly..."

[Takeaway]

• Be aware of IP risks when entering or operating in certain international markets.
• Develop strategies to protect your intellectual property globally.
• Monitor international policy changes that may affect IP rights.

[Opening] Founders can learn how lean business process mapping can identify inefficiencies and opportunities in operations.

"I'm a very methodical, lean business process mapper, and we went all the way to the border, literally to Brownsville and Laredo to ask what happened."

[Takeaway]

• Use process mapping to gain a thorough understanding of operations.
• Identify inefficiencies and areas for improvement.
• Apply lean principles to streamline processes and reduce waste.

[Opening] Understanding the factors that make America competitive can help founders leverage these strengths in their startups.

"The reason we keep winning and the reason China keeps stumbling is because we have rabid entrepreneurship and an investment and investment infrastructure... That entrepreneurial spirit of America is what needs to be preserved."

[Takeaway]

• Leverage the robust investment infrastructure in the US.
• Embrace the entrepreneurial spirit and innovation culture.
• Advocate for policies that support entrepreneurship and immigration.

[Opening] Understanding how the US investment environment fosters AI innovation can help founders strategize their product development and fundraising.

"This is the benefit of the American market is that you have everybody chasing everything all the time and one of those things is gonna hit."

[Takeaway]

• Diversified investment leads to more opportunities for breakthroughs in AI.
• Founders should leverage the open market to attract investment for innovative ideas.
• Encourages risk-taking and supports multiple approaches to problem-solving.