EMERGENCY POD: H20s to China + 15% with Chris Miller and Lennart
So we're selling AI chips to China now. Chris Miller, author of Chip Wars, and Lennart Heim at RAND join to discuss:
What are the tradeoffs involved in selling
Why China is talking like they don't even want the H20s
Why selling HBM and semiconductor manufacturing equipment might be an even bigger deal than Nvidia chips
Check out the Horizon Fellowship to work in DC on emerging tech policy issues like AI chip export controls! https://horizonpublicservice.org/applications-open-for-2026-horizon-fellowship-cohort/
Outtro Music: It's a Shame, The Spinners, 1970…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.