PERSON DIRECTORY
Oren Cass
Oren Cass appears in 1 indexed conversation across The a16z Show. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Oren Cass & Noah Smith Debate the True Impact of Tariffs
Oren CassNoah SmithErik Torenberg
Oren Cass sets a falsifiable tariff test: domestic capital investment should respond within one to two years, with manufacturing performance visibly different in three to five.Noah Smith cites four consecutive months of factory contraction, five months of shrinking bookings, a sub-50 PMI, weaker employment, and declining real factory construction after “Liberation Day.”Both ultimately argue tariffs require stable rules, industrial policy, infrastructure, vocational training, and allied scale, while disagreeing over a protected U.S. market versus free trade with allies.