The AI Policy Podcast

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.