CHIPS Act Overhaul and TSMC Leverage

(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story

(2:24) Chamath intros Secretary Lutnick

(7:28) Full scope of the Commerce Department

(12:59) How Trump's tariff agenda was planned and executed, how it's going

(19:50) US-Japan trade deal, China's chaos-to-prowess strategy

(36:54) Why the India deal has not yet happened

(43:48) Pharma deals, lowering costs for Americans

(53:28) Focus on fraud, immigration, gold cards

(1:03:48) GDP: Could we see 5 or 6% growth in 2026?

(1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal

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