Chris McGuire, Senior Fellow for China and Emerging Technologies at the Council on Foreign Relations, breaks down new Treasury outbound investment restrictions, US export control loopholes, and why US AI compute leads China 25 to 1. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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Timestamps:

(00:00) Introduction

(00:50) New Outbound Investment Rules

(03:18) Decoupling and US–China Tech

(06:22) The Biotech Decoupling Dilemma

(09:32) Loopholes in AI Chip Controls

(12:31) Can China Undercut US Models?

(14:59) Chris McGuire’s Policy Agenda

(18:52) AI Safety Deal With China

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

US AI Holds a 25-to-1 Compute Lead Over China | Chris McGuire

MTS

US AI Holds a 25-to-1 Compute Lead Over China | Chris McGuire