Anya Manuel, an expert on U.S.-China relations and technology policy, joins Michael Wolff, CEO of Activate Consulting, to discuss TSMC's impressive chip yields at its U.S. plant. They dive into the implications for U.S. semiconductor ambitions and the competitive landscape with China. Courtney Rosen provides insights into the Biden administration's military AI strategy, while Thomas Martin analyzes the earnings and outlook of the Magnificent Seven tech companies. The conversation also touches on the significant funding boost for Waymo and the evolving tech sector.