H20s to China + 15% with Chris Miller and Lennart Heim
The a16z Show14 Elo 2025

H20s to China + 15% with Chris Miller and Lennart Heim

We’re sharing an episode from ChinaTalk that dives into one of the biggest recent reversals in U.S. tech policy.

The U.S. banned Nvidia’s H20 AI chips to China in April. Now, just months later, they’re being sold—with a 15% export fee. What happened? Why the reversal? And what does it mean for the future of AI competition between the U.S. and China?

Chris Miller—author of Chip War—and Lennart Heim from RAND join ChinaTalk host Jordan Schneider to unpack the policy flip-flop, why China is publicly downplaying interest in the H20, and why high-bandwidth memory and semiconductor manufacturing tools may be even more important than the Nvidia chips themselves.

Resources:

Listen to more from ChinaTalk: https://link.chtbl.com/chinatalk

Check out the Horizon Fellowship to work in DC on emerging tech policy issues like AI chip export controls: https://horizonpublicservice.org/applications-open-for-2026-horizon-fellowship-cohort/

Outro Music: It's a Shame, The Spinners, 1970

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jaksot(1000)

Alex Rampell on TBPN: Revenge, Redemption, and Founder Drive

Alex Rampell on TBPN: Revenge, Redemption, and Founder Drive

a16z General Partner Alex Rampell joined the Technology Brothers Podcast Network following the announcement of Andreessen Horowitz’s new fund to discuss what drives founders to build enduring companie...

14 Tammi 17min

Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration

Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration

AI is changing how companies are built and how venture firms operate, forcing faster decisions, clearer judgment, and new ways of working.In this exclusive conversation, Ben Horowitz shares how Andree...

13 Tammi 34min

Alex Rampell on Venture at Scale and Founder Incentives

Alex Rampell on Venture at Scale and Founder Incentives

This episode is a special feed drop from The Twenty Minute VC, featuring a conversation between Harry Stebbings and a16z General Partner Alex Rampell.Alex shares how he thinks about investing at scale...

12 Tammi 1h 11min

Ben Horowitz on TBPN: Three Decades with Marc and Building for the Long Game

Ben Horowitz on TBPN: Three Decades with Marc and Building for the Long Game

Following the announcement of a16z’s new fund, Andreessen Horowitz cofounder and general partner Ben Horowitz joined TBPN to discuss how Andreessen Horowitz has evolved its firm structure as technolog...

11 Tammi 24min

Ben Horowitz on Raising a New Fund and How Venture Firms Scale

Ben Horowitz on Raising a New Fund and How Venture Firms Scale

In this feed drop from Uncapped, Jack Altman sits down with a16z co-founder Ben Horowitz to unpack the founding bet behind Andreessen Horowitz. VC should be a better product for entrepreneurs, built o...

9 Tammi 59min

Keycard: 2026 is the Year of Agents

Keycard: 2026 is the Year of Agents

In 2025, we saw the first glimpses of true AI agents. In 2026, every company will be rushing to get them into production, and they’ll need companies like Keycard to manage fleets of agents.In this con...

8 Tammi 32min

Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI

Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI

a16z co-founder and General Partner Marc Andreessen joins an AMA-style conversation to explain why AI is the largest technology shift he has experienced, how the cost of intelligence is collapsing, an...

7 Tammi 1h 21min

Figma’s Dylan Field on the Future of Design

Figma’s Dylan Field on the Future of Design

Dylan Field is the co-founder and CEO of Figma, a design software company that went public in July 2025. Founded in 2012, Figma transformed how people design, prototype, and build products together. A...

6 Tammi 58min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
herrasmieshakkerit
ostan-asuntoja-podcast
rss-rahamania
rss-lahtijat
rahapuhetta
rss-sami-miettinen-neuvottelija
rss-doulapodi
rss-paasipodi
yrittaja
hyva-paha-johtaminen
juristipodi
rss-sisalto-kuntoon
rss-seuraava-potilas
pomojen-suusta
seminuoret-sijoittajat
rss-porssipuhetta