In this episode, we're joined by Chris McGuire for a conversation about AI and semiconductor export controls. We begin by discussing Chris' career path into AI and national security (1:55), then turn to his views on recent developments, including reports about a Chinese EUV prototype (11:07). We spend the rest of the episode rating common arguments against AI export controls as fact, fiction, or somewhere in-between (40:25).

Chris is a Senior Fellow for China and Emerging Technologies at the Council on Foreign Relations and a leading expert on U.S.-China AI competition. Before joining CFR, he served as a career government official for over a decade, including as Deputy Senior Director for Technology and National Security at the National Security Council (NSC) from 2022 to 2024. Links to some of Chris' recent work, as discussed in the podcast, are included below.

China’s AI Chip Deficit: Why Huawei Can’t Catch Nvidia and U.S. Export Controls Should Remain

Testimony on Strengthening Export Controls on Semiconductor Manufacturing Equipment