We're now knee-deep in the Q1 earning season, and so far, the major surprise is the fact that many major companies have chosen not to cut their outlooks for the year in the wake of tariff-induced macro volatility. Some, like Shake Shack (With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular cont ...