Jimmy Goodrich

Delian Asparouhov, a venture capitalist from Founders Fund, and Everett Randle of Kleiner Perkins engage in a lively debate on high-margin software versus capital-intensive reindustrialization. They delve into the GPT-5 backlash and its implications for AI development. Bill Bishop critiques U.S. tech policies towards China, while Jimmy Goodrich discusses the geopolitical stakes in semiconductor export controls. The conversation extends to revitalizing American manufacturing and innovative tech solutions in cancer detection led by Cyriac Roeding, highlighting the intersection of investment and technology.

Lennart Heim, an information scientist at RAND specializing in AI diffusion export controls, and Jimmy Goodrich, a RAND advisor with insights into AI regulations, discuss critical current events. They explore the Biden administration's export controls, dissecting who is allowed to build data centers amidst U.S.-China competition. The conversation dives into the complexities of AI chip regulation, challenges like chip smuggling, and the geopolitical implications of global data center construction. They highlight the delicate balance between innovation and national security.