The a16z Show14 Aug 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.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(1000)

Hugging Face's Clem Delangue on Open Source AI and the LLM Bubble | MTS Live

Clem Delangue joins MTS to discuss the global open-source AI landscape, the current large language model bubble, and the future of consumer robotics. Originally aired on MTS, Theo Jaffee and Sofia Puc...

22 Maj 15min

How Superhuman Took Over Silicon Valley Email

Rahul Vorra is the founder and CEO of Superhuman, the premium email client for power users. He previously built the Gmail plug-in Reportive and sold it to LinkedIn. He began somewhere unexpected thoug...

21 Maj 55min

Marc Andreessen on AI, California, and the Future of America | Joe Rogan

Marc Andreessen joins Joe Rogan for a conversation on AI, politics, technology, and the future of American society. They discuss how artificial intelligence is rapidly moving from novelty to infrastru...

20 Maj 3h 4min

Rebuilding The American Shipyard

Erin Price-Wright speaks with Michael Duffey and Dino Mavrookas about what it will take to rebuild the American defense industrial base for a new era of competition. As production capacity becomes a c...

19 Maj 12min

The Plan to Make American Crime Obsolete

David Ulevitch speaks with Col. Jeffrey Glover and Rahul Sidhu about how AI, drones, and sensor networks are reshaping public safety and what it takes to bring new technology into law enforcement at s...

18 Maj 11min

Vitalik Buterin on Human Agency in the AI Era

Sophia Dew and Binji Pande speak with Vitalik Buterin about technology, human agency, and how the internet is changing the way people think, build, and relate to the world around them. Drawing from hi...

15 Maj 26min

Ben Horowitz - "Your ONLY job is Right Product, Right Time"

Ben Horowitz shares lessons from building and scaling companies, drawing on his experience as a founder and CEO. He explains why a founder’s primary responsibility comes down to one thing: delivering ...

14 Maj 18min

Energy, Minerals, and the Physical Stack Behind AI

Erin Price-Wright speaks with Turner Caldwell and Drew Baglino about what it will take to close America's critical minerals gap and modernize the power infrastructure that underpins the AI economy. Wi...

13 Maj 24min