Former CHIPS program chief economist Dan Kim (TechInsights) joins for a wide-ranging conversation about artificial intelligence and US semiconductors policy – including the CHIPS Act subsidies, tariffs, and export controls – as well as its impact on US-China technology competition (56:47).

Pre-order How to Win a Trade War and receive a free bookplate, signed by Soumaya Keynes and Chad P. Bown, while supplies last. Just follow the instructions on the Simon & Schuster website.