The gang returns and rebrands!
Note: we recorded this Friday afternoon, before the FT reported that '
US believes Nvidia’s Huang had romantic relationship with alleged Chinese spy
Kevin Xu of Interconnected, Matt Klein of The Overshoot, and Peter Harrell of Georgetown Law, who ran international economics at Biden’s NSC, asked in January whether America was cooked. Now they’re voting on a rebrand: Are We Cooking?
We discuss…
- What to undo, what to keep — repealing the Canada tariffs, reining in Section 232’s creep into kitchen cabinets, and keeping Trump’s rare earths deals with conflict-of-interest rules attached.
- Make Big Tech pay — Kevin’s plan to turn bipartisan fury at data centers into a pro-labor, pro-build agenda that could win back union voters, and with them the White House.
- Sixty bucks a head — why OpenAI’s community pledges amount to political malpractice, and how Virginia’s Data Center Alley turned server farms into property tax cuts.
- Pause China’s AI too — why a Democratic Congress may finally codify tougher chip controls, with an affordability pitch built on rising memory prices.
- The alleged spy in Jensen Huang’s orbit — why the FBI’s routine defensive warning apparently never came, and what Beijing could want from Nvidia’s CEO that it isn’t already getting.
- Beijing’s midterm math — what a blue wave does to the value of any deal Trump brings home from Shenzhen, and why China is squeezing Europe instead.
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