The Tariff Freeze in Tech M&A with Jon Gegenheimer

In today’s episode, Jon Gegenheimer, Global Co-Head of Tech M&A at Jefferies, joins us to break down how the Trump administration’s new tariffs have frozen the tech M&A market almost overnight. We dive into why the year started with optimism, how quickly the landscape shifted in April, and why buyers and sellers are now stuck in a tense waiting game.

Jon also shares his advice for founders and boards navigating this uncertainty—and why companies need to be prepared to move fast if the market reopens later this year.

We also covered Neuralink’s latest breakthrough, OpenAI’s new push into shopping and search, Huawei’s plan to compete with Nvidia, and Hugging Face’s robotics expansion.