Reuters on Monday quoting the president providing further grist for our Fortress America thesis.

So what do all these tariffs mean for tech? Here is a quick rundown:

Checking in on the stock market now... Here's after hours trading, running about 10 mins behind the live stream:
edition.cnn.com/markets/afte...

This week's Inferences is out, and it's about, well...inference. If you are interested in #geopolitics and #techpolicy, you should probably subscribe! minervainferences.substack.com/p/inferstruc...

Highlights of 36 hours in Miami:
- Surly skies over downtown from the hotel room.
- Listening to Bill Ford talk about how Ford is navigating the political moment.
- Speaking on a great panel about why boards of directors need to understand the geopolitics of technology at the LCDA annual convening.

Thanks to all who listened to our panel on #AI and cybersecurity at CogX in London on Monday.

Special thanks also to the Royal Albert Hall pipe organ for looming so magnificently over the proceedings. Absolute unit.

Thanks to all who came out to listen to my CogX panel on #AI and #cybersecurity, and our more in depth salon on how Minerva is helping companies navigate geopolitical supply chain risks.

(Special thanks also to the Royal Albert Hall pipe organ for looming so magnificently over the proceedings)!

Unofficial NAIRR swag spotted in the wild at a #TheMessengerAI event.