Decoder with Nilay Patel How Trump's tariff chaos is already changing global trade
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Mar 17, 2025 
Evan Smith, Co-founder and CEO of Altana, discusses his vision of a transforming global trade landscape. He explains how Trump's tariff policies are reshaping supply chains, pointing out the chaotic repercussions for businesses worldwide. The conversation highlights the complex U.S.-China relations and the evolution of manufacturing due to globalization. Smith emphasizes the necessity of advanced technologies, like AI, to navigate new trade dynamics and adapt to ongoing geopolitical tensions. It's a deep dive into the future of international commerce.
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Data Disclosure
- Upstream manufacturers must disclose information due to increasing trade barriers and regulations.
- This is driven by concerns like forced labor and compliance, impacting market access.
Altana's AI
- Altana uses AI to connect and clean messy data, map value chains, and detect risks.
- AI also automates tasks like cross-border tariff and customs compliance.
Decoupling Challenges
- Decoupling the U.S. from China in four years seems unlikely without significant changes.
- Replicating the existing infrastructure and supply chains is a major challenge.