Since 2023, a series of global AI summits has brought together world leaders to advance international dialogue and cooperation on artificial intelligence. Building on this momentum, Prime Minister Narendra Modi announced the India AI Impact Summit, which will take place in New Delhi in February 2026. As the first summit in the series to be hosted in a Global South country, the AI Impact Summit aims to amplify Global South perspectives and advance concrete action to address both the opportunities and risks of AI.

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

In this episode, we unpack President Trump’s new executive order targeting state AI laws, including how the final version compares to an earlier draft (1:26), and the legal and political challenges it is likely to face (14:46). We then discuss recent Reuters reporting on Meta’s reliance on scam-driven ad revenue (22:12) and what the social media experience suggests about the risks of failing to regulate AI (45:21).

In this episode, we break down the White House’s decision to let Nvidia’s H200 chips be exported to China and Greg’s case against the move (00:33). We then discuss Trump’s planned “One Rule” executive order to preempt state AI laws (18:59), examine the NDAA's proposed AI Futures Steering Committee (23:09), and analyze the Genesis Mission executive order (26:07), comparing its ambitions and funding reality to the Manhattan Project and Apollo program. We close by looking at why major insurers are seeking to exclude AI risks from corporate policies and how that could impact AI adoption, regulation, and governance (40:29).

In this episode, we start by discussing Greg's trip to India and the upcoming India AI Impact Summit in February 2026 (00:29). We then unpack the Trump Administration’s draft executive order to preempt state AI laws (07:46) and break down the European Commission’s new “digital omnibus” package, including proposed adjustments to the AI Act and broader regulatory simplification efforts (17:51). Finally, we discuss Anthropic’s report on a China-backed “highly sophisticated cyber espionage campaign" using Claude and the mixed reactions from cybersecurity and AI policy experts (37:37).

In this episode, Georgia Adamson and Saif Khan from the Institute for Progress join Greg to unpack their October 25 paper, "Should the US Sell Blackwell Chips to China?" They discuss the geopolitical context of the paper (3:26), how the rumored B30A would compare to other advanced AI chips (11:37), and the potential consequences if the US were to permit B30A exports to China (32:00).

Their paper is available here.

One of the most common questions we get from listeners is how to build a successful career in AI policy—so we dedicated an entire episode to answering it. We cover the most formative experiences from Greg's career journey (3:30), general principles for professional success (45:09), and actionable tips specific to breaking into the AI policy space (1:11:52).

In this episode, we cover OpenAI’s latest video-generation model Sora 2 (1:02), concrete harms and potential risks from deepfakes (5:18), the underlying technology and its history (27:03), and how policy can mitigate harms (36:31).

 In this episode, we are joined by Rep. Jay Obernolte, one of Congress’s leading voices on AI policy. We discuss his path from developing video games to serving in Congress (00:49), the work of the bipartisan House Task Force on AI and its final report (9:39), competing approaches to designing AI regulation in Congress (16:38), and prospects for federal preemption of state AI legislation (40:32).

Congressman Obernolte has represented California’s 23rd district since 2021. He co-chaired the bipartisan House Task Force on AI, leading the development of an extensive December 2024 report outlining a congressional agenda for AI. He also serves as vice-chair of the Congressional AI Caucus and is the only current member of Congress with an advanced degree in Artificial Intelligence, which he earned from UCLA in 1997. Rep. Obernolte previously served in the California State Legislature.

In this episode, we are joined by economist Harry Holzer to discuss how AI is set to transform labor. Holzer was Chief Economist at the U.S. Department of Labor during the Clinton administration and is currently a Professor of Public Policy at Georgetown University. We break down the fundamentals of the labor market (4:00) and the current and future impact of AI automation (10:30). Holzer also reacts to Anthropic CEO Dario Amodei's warning that AI could eliminate half of entry-level white-collar jobs (23:32) and explains why we need better data capturing AI's impact on the labor market (52:53).

Harry Holzer recently co-authored a white paper titled "Proactively Developing & Assisting the Workforce in the Age of AI," which is available here.