Hosted by Michelle Martin who invites Arun Pai to this episode to unpack Trump’s 10% tariff on Chinese imports and the closure of the "de minimis" loophole.

What do the moves mean for US interests?

Then the discussion shifts to whether DeepSeek can reshape semiconductor demand in Asia.

As AI shifts from training to inference, is a sector rotation from hardware to software underway?

Find out how investors can navigate the evolving AI landscape.

Guest: Arun Pai, Investments Team, Monk's Hill Ventures.