This episode analyzes the latest trade tensions between the U.S., Canada, and Mexico, exploring Trump’s recent tariff decisions and their economic impact. Matt Cohen and John Ruffolo discuss Canada's political inaction, the rise of the Build Canada initiative, and the massive AI infrastructure investments by tech giants. They also break down StackAdapt’s explosive growth and its implications for the Canadian startup ecosystem.
Topics
(00:42) Trump’s Trade War: Winners & Losers
(06:00) Canada’s Delayed Government Response
(09:30) The Launch of Build Canada
(14:00) Shifts in Liberal Party Leadership
(17:00) StackAdapt’s Rise & $235M Investment
(20:00) AI’s CapEx Boom – Smart Play or Overspend?
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