For a while now things tech felt increasingly like is on a path for reckoning similar to the dot com bubble, where company valuations were headed for a major correction with a long recovery even if the underlying technology was going to upend life in time.
I’m having trouble figuring out how the impact of tariffs changes this course. Curious what others think.
Stock market valuations are experiencing a correction, but unlike dotcom few “AI era startups” have gone public. The job market in tech is still out of whack from 2022 and feels like a tale of have and have nots (those employed with the right skills can’t keep up, but those unemployed are struggling to get through the noise and find a job).
I see a world in which tariff nonsense corrects for valuations and prevents a deeper correction in tech, see a world where one hits the other back to back to cause serious problems, and see a world where I’m missing the forest for the trees.