Episode

— Championships, Chip Wars, and the Darwin Code

What this episode’s about:This isn’t just a tech episode — it’s a geopolitical reality check. In today’s segment, Jerry and Rachel weave together threads from three heavyweight conversations: Google CEO Sundar Pichai on the power of recursive AI, Ken Rogoff on China’s economic reckoning, and investors Brad Gerstner & Bill Gurley on the AI talent race and global chip diplomacy.

We ask a simple but urgent question: What does it take to win the AI championship?

Key topics:

* Why America’s immigration policy could make or break its AI lead

* The rise of data walls: open vs. closed enterprise ecosystems

* China’s “1,000 startup strategy” and its capitalist-survivalist twist

* The rare earth + AI chip standoff — and the case for a grand trade

* Why banning Chinese students in STEM might backfire catastrophically

* How Pichai’s AI optimism meets Rogoff’s macro realism

* The uncomfortable truth: America’s luck is wearing thin

Why you should listen:If you care about technology, talent, or the tectonic shifts shaping the 21st century, this episode delivers the synthesis others are missing. It’s not just commentary — it’s connective tissue between innovation, policy, and power.

“If you and I want to win championships, we shouldn't care where the player is from — we just need the best on the team.”— Brad Gerstner

🎧 Listen now — and share with someone who still thinks AGI is 20 years away.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit codeandcouncil.substack.com