EPISODE
01:31:35 Peter Harrell, a non-resident fellow at the Carnegie Endowment for International Peace and former White House official, discusses the evolution of U.S. semiconductor export controls aimed at limiting China's access to advanced computing technologies. He highlights the strategic considerations behind these measures, including efforts to impede China's AI development and the complexities of enforcing such controls amid global supply chain challenges. Harrell also examines the implications of recent policy shifts, such as the Trump administration's decision to allow certain chip exports to China with a 15% revenue share for the U.S. government, and the potential for these actions to set precedents affecting future trade and national security policies.
02:00:50 Aaron Ginn is a technology entrepreneur and policy analyst known for his insights into artificial intelligence (AI) and U.S.-China relations. In the conversation, he critiques the notion that restricting Chinese access to Nvidia's AI hardware will hinder China's AI progress, suggesting it may instead accelerate their development of domestic alternatives. He also discusses the inefficacy of U.S. export controls, emphasizing that such measures might not effectively impede China's AI advancements.
02:32:10 John Maslin, CEO and co-founder of Vulcan Elements, a U.S.-based rare earth magnet manufacturer, discusses his background as a former naval officer and the company's recent $65 million Series A funding. He emphasizes the critical role of rare earth magnets in modern technologies and the importance of reducing U.S. dependence on China's supply chain. Maslin outlines Vulcan's commitment to onshoring production to enhance national security and economic resilience.