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)

a16z Podcast: Stories and Lessons in Enterprise Sales

a16z Podcast: Stories and Lessons in Enterprise Sales

with Mark Leslie (@mleslie45) and Peter Levine What does it actually take to win at enterprise sales? In this episode, Mark Leslie, former CEO and chairman and founding team member of Veritas Software...

30 Tammi 201927min

a16z Podcast: Finding Go-to-Market Fit in the Enterprise

a16z Podcast: Finding Go-to-Market Fit in the Enterprise

with Peter Levine, Bob Tinker, and Hanne Tidnam (@omnivorousread) For consumer companies, often when the holy grail of product-market fit is achieved, the company takes off: magic happens, growth unlo...

30 Tammi 201937min

a16z Podcast: Connecting Hearts, Bodies, and Networks to Cure Cancer

a16z Podcast: Connecting Hearts, Bodies, and Networks to Cure Cancer

Veterinary oncology can inform human oncology, and vice versa -- providing a better model for looking at drug performance, interrelationships, and more. Especially when you add in data (there's no "do...

26 Tammi 201936min

a16z Podcast: The Business of Cybercrime

a16z Podcast: The Business of Cybercrime

with Joel de la Garza, Jonathan Lusthaus, and Hanne Tidnam (@omnivorousread) The idea of the cybercriminal as lone wolf or hobby hacker is no longer much of a reality. Instead, the business of cybercr...

17 Tammi 201936min

a16z Podcast: Pulse Check on Consumer Tech Trends 2019, CES and Beyond

a16z Podcast: Pulse Check on Consumer Tech Trends 2019, CES and Beyond

with Benedict Evans (@benedictevans) and Steven Sinofsky (@stevesi) Every year, the Consumer Electronics Show (CES) puts the latest and greatest developments in consumer technology on display in Vegas...

17 Tammi 201942min

a16z Podcast: Dark Data in Healthcare

a16z Podcast: Dark Data in Healthcare

with Susannah Fox (@susannahfox), Anil Sethi (@anilsethiusa / @ciitizencorp), Vijay Pande (@vijaypande), and Sonal Chokshi (@smc90) The problem of "dark data" in healthcare isn't just a feel-good empo...

16 Tammi 201936min

a16z Podcast: The Science and Business of Innovative Medicines

a16z Podcast: The Science and Business of Innovative Medicines

with Vas Narasimhan (@vasnarasimhan), Jorge Conde (@jorgecondebio), Vijay Pande (@vijaypande), and Sonal Chokshi (@smc90)On average, only 1 out of 20 medicines works when we actually bring them into t...

14 Tammi 201959min

a16z Podcast: All About Synthetic Biology

a16z Podcast: All About Synthetic Biology

with James J. Collins, Vijay Pande (@vijaypande), and Hanne Tidnam (@omnivorousread) The idea of 'designing biology' -- once science fiction -- has over the last 20 years become just... science. In th...

11 Tammi 201935min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
herrasmieshakkerit
ostan-asuntoja-podcast
taloudellinen-mielenrauha
rss-sami-miettinen-neuvottelija
rahapuhetta
juristipodi
rss-startup-ministerio
rss-paasipodi
rss-draivi
pomojen-suusta
rss-lahtijat
rss-rikasta-elamaa
rss-pinnan-alla-kiehuu
rss-sisalto-kuntoon
rss-seuraava-potilas