

Export Control Update, White House AI Czar, OpenAI-Anduril Team-up, and China’s Loyal Wingman
Dec 19, 2024
The podcast dives into recent updates on U.S. semiconductor export controls and their implications for trade and technology. It discusses the appointment of an AI czar and how this affects national security. The collaboration between OpenAI and Anduril highlights the intersection of AI and defense. Additionally, the conversation shifts to China’s advancements in autonomous fighter aircraft, raising concerns about competitive dynamics in military technology. It’s a fascinating blend of policy, innovation, and international rivalry!
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Semiconductor Export Controls
- The Biden administration announced a major export control update on semiconductors and related technologies on December 2nd.
- This update is part of a new trend of administrations enacting significant export controls during their final months.
China's Retaliation
- China is reacting to US export controls by investigating NVIDIA for alleged antitrust violations.
- This could lead to NVIDIA's exit from the Chinese market, but smuggled chips might still reach Chinese customers.
Trump's AI Czar
- President-elect Trump appointed David Sacks as White House AI and Crypto Czar.
- Sacks, a venture capitalist and part of the "PayPal Mafia," will advise while maintaining his private sector role.