Navigating Tariffs and Survival Strategies for Uncertainty in 2025
In this insightful episode of "Venture Declassified," hosts Jacob Spock, Mike Kelly, and Ben Pidgeon are joined by guest Ken Miller to tackle the timely and complex topic of tariffs, and their ripple effects on startups, investors, and the broader business ecosystem. The crew dives straight into the current landscape, highlighting the divide between companies with international exposure—who are feeling the pinch—and those insulated from global trade dynamics.
The conversation kicks off with a candid exploration of how tariffs are impacting founder confidence and client spending, especially for startups selling into large, global enterprises. Ken and Mike weigh in on the trend of onshoring as companies reevaluate the risks tied to overseas manufacturing. The team dissects the purpose of tariffs, questioning whether they truly level the playing field or simply force startups to get more creative.
Jacob and Ben stress that, while entrepreneurs can’t control federal policy, they can—and should—plan for uncertainty. The hosts encourage founders and investors to be proactive about risk, advocating for scenario planning and optionality, rather than becoming paralyzed by volatility.
As the show wraps up, the hosts share practical advice: stay curious, gather data before making decisions, and always have a flexible plan B. The episode delivers a blend of practical strategies and optimism, reminding listeners that with creativity and adaptability, startups can weather almost any storm—even one involving tariffs.
Key Topics
• Historical and Philosophical Perspective on Tariffs
• Startup and Investment Planning in Response to Tariffs
• Debate on Whether Tariffs are the Only Tool to Level the Competitive Playing Field
• How Tariffs Influence Investment Thesis and Portfolio Strategy
• Practical Guidance for Navigating Tariff-Induced Uncertainty
• Investor Perspective: Finding Opportunity Amidst Danger
• The Virtue of Constraints and Ingenuity in Crisis
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Mike Kelly
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Ben Pidgeon
Jacob Schpok