China’s Regulatory Motives and Smuggling Dynamics

In this episode, Georgia Adamson and Saif Khan from the Institute for Progress join Greg to unpack their October 25 paper, "Should the US Sell Blackwell Chips to China?" They discuss the geopolitical context of the paper (3:26), how the rumored B30A would compare to other advanced AI chips (11:37), and the potential consequences if the US were to permit B30A exports to China (32:00).

Their paper is available here.