BRB$ - S2 E23: Tariffed, Squeezed, and Stuck: What the Trade War Actually Does to Your Business
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BRB$ - S2 E23: Tariffed, Squeezed, and Stuck: What the Trade War Actually Does to Your Business
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概要
Tariffs sound like a D.C. problem—right up until your container hits the dock, your bill of materials jumps 25%, and your runway model quietly detonates. This episode walks through how tariffs actually flow into your COGS and cash, why software founders aren't nearly as insulated as they think, and how to renegotiate contracts and rebuild your supply chain before you're selling product at a loss.
Hot takes:
For hardware and physical product founders, tariffs hit as a direct tax on every shipment; for SaaS founders, they show up as squeezed customer budgets and slower renewals.
"Just pass it on to customers" is bullshit advice when contracts, competitors, and real-world demand all say otherwise.
Most startups have zero real supply-chain optionality—one geography, one key supplier, and no plan B when policy changes.
If you haven't re-run your unit economics and pricing since 2024, you're not steering the business; you're hoping the trade war forgets your category exists.
If you've ever said, "we're software, tariffs don't affect us," this episode is the hard look at your P&L and pipeline you've been avoiding.