Lei Chu, Chief Investment Officer at Alliance Bernstein, and Casa Yunus, CEO of Applied Intuition, dive into the potential impacts of President Trump's tax bill, boosting chip tax credits to 30%. They discuss how this could catalyze more investments in the semiconductor sector. Casa also shares insights on Applied Intuition's ambitious plans to use their recent $600 million funding for advancing self-driving technologies. The duo examines the intersection of innovation, automation, and the future of U.S. manufacturing as they navigate the changing tech landscape.
