# Down at the Doctor's with Dr. Bill Cardoso and Dr. Eric Miscoll: AI Curiosity, Tariff Turmoil, Economic Uncertainty, and Much More

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2025-03-25
- Length: 13m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-25-down-at-the-doctors-with-dr-bill-cardoso-and-dr-eric-miscoll-ai-curiosity-tariff

## Summary

Philip Stoten hosts Dr. Bill Cardoso, CEO of Creative Electron, and Dr. Eric Miscoll, Publisher of EMSNOW, for a post-show discussion at APEX 2025. They analyze the industry's shift from broad Industry 4.0 ambitions to pragmatic, small-scale AI projects with clear KPIs to avoid paralysis. The group also examines how tariff volatility is disrupting supply chains, particularly for automotive components crossing USMCA borders, and why business agility is becoming the primary competitive advantage for mid-sized EMS companies.

## Chapters

- [0:09](https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-25-down-at-the-doctors-with-dr-bill-cardoso-and-dr-eric-miscoll-ai-curiosity-tariff#t=9) Introduction and AI Curiosity at APEX 2025
- [1:47](https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-25-down-at-the-doctors-with-dr-bill-cardoso-and-dr-eric-miscoll-ai-curiosity-tariff#t=107) Pragmatic AI Adoption and Edge Computing
- [3:33](https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-25-down-at-the-doctors-with-dr-bill-cardoso-and-dr-eric-miscoll-ai-curiosity-tariff#t=213) Data Security and Proprietary Models
- [6:26](https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-25-down-at-the-doctors-with-dr-bill-cardoso-and-dr-eric-miscoll-ai-curiosity-tariff#t=386) Market Uncertainty and Tariff Volatility
- [7:02](https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-25-down-at-the-doctors-with-dr-bill-cardoso-and-dr-eric-miscoll-ai-curiosity-tariff#t=422) Business Agility and Supply Chain Disruption
- [11:18](https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-25-down-at-the-doctors-with-dr-bill-cardoso-and-dr-eric-miscoll-ai-curiosity-tariff#t=678) Automotive Tariff Impact and Closing Thoughts

## Topics

- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Validation & product-market fit](https://hardwarepodcasts.com/topic/validation-and-product-market-fit)

## Most relevant to

large enterprises

## Mentioned

- Creative Electron (company)
- EMSNOW (company)
- Unicom (company)
- Delvitech (company)
- InCap (company)
- Koh Young (company)
- 3D X-ray inspection (tool)
- AOI (tool)

## Related episodes from other shows

- [OnTrack PCB Design Podcast 2025 Year in Review](https://hardwarepodcasts.com/podcast/ontrack/2025-12-30-ontrack-pcb-design-podcast-2025-year-in-review) (OnTrack)
- [124: Tariff Talk](https://hardwarepodcasts.com/podcast/thoroughly-considered/2025-05-08-124-tariff-talk) (Thoroughly Considered)
- [Bonus: Tariffs 101 with Aaron Alpeter](https://hardwarepodcasts.com/podcast/the-startup-cpg-podcast/2025-02-06-bonus-tariffs-101-with-aaron-alpeter) (The Startup CPG Podcast)
- [PCB East 2025: Exhibitors, AI Trends & Networking Opportunities](https://hardwarepodcasts.com/podcast/ontrack/2025-05-09-pcb-east-2025-exhibitors-ai-trends-networking-opportunities) (OnTrack)
- [Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming](https://hardwarepodcasts.com/podcast/the-circuit/2026-02-23-episode-154-live-with-gsa-the-state-of-semis-key-inflection-points-coming) (The Circuit)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-25-down-at-the-doctors-with-dr-bill-cardoso-and-dr-eric-miscoll-ai-curiosity-tariff. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to EMS@C-LEVEL.