Podcasts about Industrial policy

Advanced capitalist countries have recently rediscovered the role of industrial policy to build out key economic sectors like semiconductors and AI. But what happens if business is the one calling all the shots? On this latest episode of Confronting Capitalism, we're sharing Vivek Chibber's keynote address from the 2026 IFAR Consortium Conference, hosted by the Indonesian International Islamic University. He discusses how developing countries used industrial policy in the past, why the US and Europe are now turning to greater state intervention, and how one could build a new social-democratic alliance between the state and labor. The latest issue of Catalyst is out and you can subscribe for just $20 using the code CONFRONTINGCAPITALISM: https://catalyst-journal.com/subscribe/?code=CONFRONTINGCAPITALISM Have a question for us? Write to us by email: confronting.capitalism@jacobin.com Confronting Capitalism with Vivek Chibber is produced by Catalyst: A Journal of Theory and Strategy, and published by Jacobin. Music by Zonkey.

John Maytham speaks to Peter Bruce about South Africa’s industrial policy, the government’s push for reindustrialisation and where Bruce believes the country should focus its economic efforts instead. Afternoon Drive with John Maytham is the late afternoon show on CapeTalk. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30 pm. CapeTalk fans call in to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

On this episode, Watson School dean and economist John Friedman spoke with Todd Fisher, a 1987 graduate of Brown University, about the inner workings and long-term effects of the CHIPS and Science Act. Fisher served as Chief Investment Officer of the White House's CHIPS Program Office from January 2023 to March 2025, and currently serves on the Watson School's Board of Governors.The Act, which was passed under President Biden, provided unprecedented government subsidies to the United States semiconductor manufacturing industry, reimagined how government can support private industry, and offered lessons for anyone interested in how to make government work more efficiently.John and Todd discuss the main opportunities and challenges the CHIPS Office faced, how the office's approach differed from previous models of public-private partnership, and what it was like trying to, as Todd describes, build a “startup within government.” They also discuss his current role as Senior Director of Strategic Initiatives and Economic Opportunity in the office of New Jersey Governor Mikie Sherrill.Read more about the CHIPS Program and Fisher's work at the “Factory Settings” Substack.Watch this conversation on our YouTube Channel.Transcript coming soon to our website.

The AI-driven capex cycle might be the biggest investment story of the past century. The five largest hyperscalers were on track to spend around $800 billion on AI infrastructure in 2025, and as a share of U.S. GDP, AI capex has already eclipsed the dot-com boom of the 1990s. Chips are at the center of the AI frenzy – the same chips that also guide precision munitions and power satellite communications. In pursuit of a strategic advantage, nations are racing to shore up critical supply chains and achieve dominance in the economic arena. How will industrial policy's reemergence influence investment opportunities and global capital flows? For a closer examination of industrial policy's risks and rewards, PGIM's Daleep Singh talks to Mike Schmidt, Distinguished Visitor at Princeton University's Griswold Center for Economic Policy and former Director of the CHIPS Program Office (CPO) at the U.S. Department of Commerce. The discussion covers topics including: A framework for employing industrial policy effectively Economic resilience and strategic dominance Opportunities and challenges in ramping up U.S. chip production Recent industrial policy actions and their market impact How to prepare supply chains to withstand geopolitical weaponization or unexpected shocks

The Republican Party is often associated with free-market fundamentalism, deregulation, and tax cuts. But a new faction on the right is challenging that consensus. In this episode, Bethany and Luigi sit down with Chris Griswold, the Policy Director at American Compass. Drawing on Catholic social teaching, Griswold argues that we need to stop viewing our economy as a force of nature or an end unto itself, but a tool meant to serve human flourishing and dignity.  The conversation explores if the traditional neoliberal regime has failed working-class Americans, and whether policy should step in to channel capital toward productive uses. To fix our current system, Griswold argues we need to go back to a first-principles question: What is capitalism, or any economy for that matter, actually for? Connect with us:

We chat with Matt Haugen and Jesse Goldstein from the Climate + Community Institute about a new report they co-authored laying out how the US is engaging in industrial policy for AI development in ways that are often indirect, inconsistent, and interpersonal, but ultimately are configured around supporting a specific configuration of (venture) capitalist strategy for intensive, rapid development, all while making political economic choices that prioritize anti-social infrastructure over social well-being and environmental protections. ••• AI First: How the Federal Government is Prioritizing AI Over People and Planet https://stopgreedbuildgreen.climateandcommunity.org/posts/ai-first ••• Honey, We Need To Talk About Venture Socialism https://www.butthistime.com/p/honey-we-need-to-talk-about-venture-5cb Standing Plugs: ••• Order Jathan's book: https://www.ucpress.edu/book/9780520398078/the-mechanic-and-the-luddite ••• Subscribe to Ed's substack: https://substack.com/@thetechbubble ••• Subscribe to TMK on patreon for premium episodes: https://www.patreon.com/thismachinekills Hosted by Jathan Sadowski (bsky.app/profile/jathansadowski.com) and Edward Ongweso Jr. (www.x.com/bigblackjacobin). Production / Music by Jereme Brown (bsky.app/profile/jebr.bsky.social)

Recorded at the PSE-CEPR Policy Forum, Paris.In 2019 the IMF called the increasing adoption of industrial policy: "The return of the policy that shall not be named". No one is scared to name it in 2026. Governments in rich and poor economies alike are intervening to change what their countries produce, and the pace has picked up sharply.Zsóka Kóczán (EBRD) was one of the leads on the Transition Report 2024-25, which draws on a database of more than 31,000 industrial policies in 150 economies. She talks to Tim Phillips about who is using these policies, and the mistakes that happen when they aren't managed well. They multiply before elections, they discriminate against foreign interests, many are firm-specific - and until recently few had an end date, whether they worked or not. Picking winners is hard. Letting go of losers is even harder, she warns. The research behind this episode:EBRD. 2024. "Transition Report 2024-25: Navigating Industrial Policy." London: European Bank for Reconstruction and Development. The digital edition, with country assessments and interactive charts, is at 2024.tr-ebrd.com.To cite this episode:Phillips, Tim, and Zsoka Koczan. 2026. "Navigating industrial policy." VoxTalks Economics (podcast).About the guestZsoka Koczan is Associate Director and Lead Economist in the Office of the Chief Economist at the European Bank for Reconstruction and Development, where she works on the Transition Report, edits the Regional Economic Prospects and runs the Life in Transition Survey. Before joining the EBRD she was an economist at the International Monetary Fund. She holds a PhD in economics from the University of Cambridge, and her research spans income disparities within countries, migration and inequality.Research cited in this episodeMoving the goalposts. The analysis of industrial policy objectives in the report is developed in Koczan, Zsoka, Victoria Marino, and Alexander Plekhanov. 2025. "Moving the Goalposts: The Changing Objectives of Industrial Policy." EBRD Working Paper No. 311. It codifies the stated objectives of more than 31,000 industrial policies using large language model processing; in the EBRD regions and other emerging markets, around 75% of policies pursue multiple objectives, and more than 10% pursue three or more.The Juhász, Lane, Oehlsen and Pérez dataset. The report builds on the industrial policy dataset assembled by Réka Juhász, Nathan Lane, Emily Oehlsen, and Verónica C. Pérez in "The Who, What, When, and How of Industrial Policy: A Text-Based Approach" (STEG Working Paper No. WP050, 2023), which uses natural language processing to identify industrial policies in the Global Trade Alert repository; the EBRD team extended its coverage of emerging markets.The Global Trade Alert. An independent monitoring initiative that has documented policy interventions affecting international commerce since 2009; it is the underlying source for both datasets above.The policy that shall not be named. Cherif, Reda, and Fuad Hasanov. 2019. "The Return of the Policy That Shall Not Be Named: Principles of Industrial Policy." IMF Working Paper No. 19/74. The title captures how unfashionable the subject was among economists before its recent revival, which is Koczan's point in raising it; the interventions themselves never went away.Reagan's nine words. In 1986 President Ronald Reagan remarked that the nine most terrifying words in the English language were "I'm from the government and I'm here to help." Koczan cites the line as a marker of the era when industrial policy fell out of favour, and as a reminder that government failures can replace the market failures these policies are meant to correct.The Industrial Accelerator Act. The European Commission's proposal, presented in March 2026, would introduce "Made in EU" and low-carbon requirements for public procurement and support schemes in strategic sectors. Koczan cites it as evidence that the upward trend in industrial policy adoption is continuing.More VoxTalks Economics episodesEurope in the Middle, recorded at the same forum, in which Pol Antras and Beata Javorcik ask how Europe should make policy when it is caught between the US and China in a realigning world trade system.Addressing Global Imbalances, also from the forum, in which Gita Gopinath and Philip Lane discuss the third wave of global imbalances and what central banks can and cannot do about it.Related reading on VoxEUThe visible hand of the state: Industrial policies in emerging markets, a VoxEU column by the EBRD team presenting the Transition Report's findings on how emerging markets use industrial policy.The new economics of industrial policy, a VoxEU column by Réka Juhász, Nathan Lane and Dani Rodrik summarising the recent empirical literature on when these policies work.The return of industrial policy in data, a VoxEU column introducing the New Industrial Policy Observatory and documenting the recent wave of interventions.

Can the energy choices we make today influence affordability for decades to come? --- Affordability has become one of the defining issues in American politics. Rising costs for housing, healthcare, groceries, and energy continue to strain household budgets. But economist Heather Boushey argues that affordability runs much deeper than prices alone. It reflects how the economy is structured, the kinds of jobs and opportunities the economy creates, and how the benefits of economic growth are shared. Boushey, a professor of practice with the Kleinman Center for Energy Policy and head of the EconClimate Lab, discusses the relationship between affordability, energy, and economic opportunity. Drawing on decades of work at the intersection of economics and public policy, as well as her experience as chief economist for the White House Investing in America Cabinet during the Biden administration, she explains why energy plays a central role in economic growth and competitiveness, why she believes that “what we make here matters,” and how investments in domestic industries can shape long-term economic opportunity. Boushey also reflects on what the Inflation Reduction Act set in motion, what may endure from the law, and what its implementation reveals about the challenge of sustaining long-term economic strategies in a short-term political environment. Related Content Coping Under Strain: How Climate, Utility Disconnections, and LIHEAP Shaped Household Energy Strategies During the Pandemic https://kleinmanenergy.upenn.edu/research/publications/coping-under-strain-how-climate-utility-disconnections-and-liheap-shaped-household-energy-strategies-during-the-pandemic/ Breaking the Lock on Urban Climate Finance: A Proposal for a Green Cities Guarantee Fund to Support Climate Resilient Infrastructure in Cities https://kleinmanenergy.upenn.edu/research/publications/breaking-the-lock-on-urban-climate-finance-a-proposal-for-a-green-cities-guarantee-fund-to-support-climate-resilient-infrastructure-in-cities/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

Soumaya Keynes joins Ben Yeoh to discuss How to Win a Trade War, co-written with Chad Bown, and what countries should do when economic conflict can no longer be avoided. They explore the weakening of the WTO system, supply-chain vulnerabilities, strategic stockpiles, tariffs, China's economic power and the return of industrial policy. Soumaya also explains why defence should come before attack, what “winning” might mean for a country such as the UK, and why governments may need to tolerate some failures when building strategic industries. The conversation then turns to obesity, gender and income, the wider effects of GLP-1 medicines, writing in the age of AI, and Soumaya's unexpected second career as an economics singer-songwriter.Highlights:Understand what tariffs really doMap vulnerabilities without overreactingRethink industrial policy and strategic resilienceExplore the wider effects of GLP-1 medicinesHear Soumaya's trade-war songTranscript and video: https://www.thendobetter.com/investing/2026/7/14/soumaya-keynes-how-to-win-a-trade-war-tariffs-china-and-industrial-policy

In this episode of The Canadian Macro Investor, we break down some of the biggest Canadian macro and investing stories from the week. We discuss signs of pressure on Canadian consumers, recent government fiscal trends, and what the latest economic data could mean for interest rates, inflation, and the broader economy. We also look at Ottawa’s push into critical minerals, including the federal government’s potential investment in Teck, and why these types of projects are increasingly being framed through a national security lens. We then touch on broader North American macro themes, including trade, tariffs, consumer spending, and what investors should watch as the second half of the year unfolds. Tickers discussed: TECK-B.TO Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode, our guest is Reka Juhasz from the University of British Columbia and we talked about her academic journey, favorite books and papers in economics, why some countries could successfully industrialize while others failed, what made Meiji Japan special, and more! 06:58 Why could some countries industrialize more successfully than others? 09:55 What specifically happened in Meiji Japan in the 19th century? 20:10 What is the main message of this QJE paper? 23:00 Industrial Policy and Political Agendas28:25 Cheezy Questions and Never Have I Ever!Papers/Books mentioned in the episode: Codification, Technology Absorption, and the Globalization of the Industrial Revolution: https://www.nber.org/papers/w32667The Rise of "the Rest": https://global.oup.com/academic/product/the-rise-of-the-rest-9780195170597?cc=gb&lang=en&The Wind of Change: Maritime Technology, Trade, and Economic Development: https://www.aeaweb.org/articles?id=10.1257/aer.20140832

While China's economy has boomed, many people wrongly associate that success with the Chinese government's industrial policies. Intervention has created many problems there—just as it has done elsewhere.Original article: https://mises.org/mises-wire/chinas-industrial-policy-ambition-inefficiency-and-cautionary-tale-america

While China's economy has boomed, many people wrongly associate that success with the Chinese government's industrial policies. Intervention has created many problems there—just as it has done elsewhere.Original article: https://mises.org/mises-wire/chinas-industrial-policy-ambition-inefficiency-and-cautionary-tale-america

Free trade was never actually free? That's the case Katherine Tai, Joe Biden's former U.S. Trade Representative, brings Bethany McLean and Luigi Zingales this week.  For decades, the economic consensus treated free trade as an engine for cheaper goods and faster growth. But, Tai argues, this system actually relies on ignored externalities, allowing multinational corporations to reap the benefits of zero regulation while workers and the environment absorb the costs. Zingales goes further, arguing the whole system isn't free trade at all, but something he calls “captured trade”. So who exactly is that trade free for and what exactly is it free from? Tai walks through the hidden machinery most people never see, and what she calls a plan for a worker-centered trade policy. Connect with us:

At 66 years old, instead of heading towards retirement, former Cadence CEO and legendary investor Lip Bu Tan decided to take on the hardest job in tech: turning Intel around. Elad Gil and Sarah Guo sit down with Intel CEO Lip Bu Tan to talk about why he took the job and what “saving” Intel actually looks like. Tan explains how his experience in startup culture informed his decisions to drive Intel's culture towards faster decisions, focus on customer satisfaction, and engineer accountability. He also discusses his strategy to strengthen Intel's balance sheet by welcoming investments from Jensen Huang's Nvidia, Softbank, and the US government. Tan also shares his product roadmap that centers the CPU for agentic AI and inference, the collaboration with Elon Musk on Terafab, his investing framework for semiconductors, and his views on how AI is reshaping design and operations at, as he puts it, a ‘legacy spreadsheet' tech company.         Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @LipBuTan1 | @intel Chapters: 00:00 – Cold Open 01:01 – Lip Bu Tan Introduction 01:24 – Why Lip Bu Took the Reins at Intel 03:00 – Fixing Culture 04:08 – Intel's 10-Year Vision 07:57 – Working with Elon Musk on Terafab 09:59 – Shifting Supply Chain for Semiconductors 15:34 – Limits to Scaling and Packaging 18:30 – Physical Limits to Engineering and Design 20:33 – Challenges in Semiconductor Investing 26:29 – Lessons from Cadence 28:02 – Scaling and Investment Decisions 32:03 – Rethinking Teams in AI Era 34:31 – Industrial Policy and Funding 37:25 – What Investors Misunderstand About Intel 41:10 – Where Compute Will Live 44:59 – Conclusion

Charles Lammam is an economic and policy professional with over two decades of combined experience as a think-tank scholar and thought leader, trusted senior advisor to government, executive leader at a financial services member association, and consultant to private and non-profit corporations. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hub Headlines features audio versions of the best commentaries and analysis published daily in The Hub. Enjoy listening to original and provocative takes on the issues that matter while you are on the go.0:19 - Carney is all-in on industrial policy. It's a bad bet, by Charles Lammam8:09 - The 2026 FIFA World Cup kicks off: What victory looks like for Canada, by Kirk LaPointeThis program is narrated by automated voices. To get full-length editions of popular Hub podcasts and other great perks, subscribe to the Hub for only $2 a week: https://thehub.ca/join/hero/Subscribe to The Hub's podcast feed to get all our best content:https://tinyurl.com/3a7zpd7e (Apple)https://tinyurl.com/y8akmfn7 (Spotify)xWatch The Hub on YouTube: https://www.youtube.com/@TheHubCanadaThe Hub on X: https://x.com/thehubcanada?lang=enCREDITS:Alisha Rao – Producer & Editor Hosted on Acast. See acast.com/privacy for more information.

Edward Shenderovich is the Founder and CEO of Roebling, a software platform that helps industrial companies evaluate, design, and finance manufacturing projects before breaking ground. After initially setting out to solve bottlenecks in biomanufacturing, Shenderovich and his team uncovered a broader challenge: the economics of scaling physical infrastructure are often poorly understood until it's too late. In this episode of Inevitable, Cody and Edward explore whether the US is making the same mistake with domestic manufacturing that climate tech once made with the “green premium.” If consumers were unwilling to pay more for cleaner products, will they pay more for American-made ones? The conversation examines China's long-term manufacturing strategy, the gap between scientific breakthroughs and industrial scale-up, and why engineering—not invention—is often the missing link in commercial success. Edward argues that national security, data sovereignty, and AI infrastructure may become the forces that justify renewed domestic investment in manufacturing and energy systems. They also discuss the lessons learned from the recent biomanufacturing boom and bust, why many bioindustrial companies struggled to achieve economic viability, and how AI can help bridge the gap between R&D and large-scale industrial deployment. Finally, Edward shares how Roebling is using AI-powered techno-economic analysis to help companies build factories that can actually compete on cost and performance. Episode recorded on May 28, 2026 (Published on June 9, 2026). In this episode, we cover:  (0:00) An overview of Roebling  (3:37) Why consumers rarely pay more for domestic or sustainable products  (6:12) How the US can compete with China's manufacturing strategy  (7:25) The gap between R&D innovation and industrial scale-up  (9:13) Why engineering is often the bottleneck  (11:25) AI data centers as a catalyst for industrial and energy infrastructure  (14:30) National security, data sovereignty, and domestic manufacturing  (17:31) Roebling's origins in biomanufacturing  (20:03) Why AI may finally help unlock biology at scale  (23:25) Building products that are better, not just greener  (26:11) How Roebling helps companies plan and finance factories  (31:08) Lessons from the biomanufacturing boom and bio-winter  (34:33) The opportunities of nuclear energy and industrial growth  Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeConventional punditry loves the narrative that woolly-headed progressive standards over-burdened federal climate spending and slowed everything to a crawl. In this episode, I talk with Betony Jones about her time designing labor policies at the DOE and what she learned from interviewing dozens of companies that received federal funding. We explore the difference between bad rules and weak administrative capacity, how the DOE successfully streamlined century-old Davis-Bacon compliance, and why creating high-quality jobs is essential for global competitiveness.

Crypto's old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ETH may mark a new era for Ethereum and Bankless. ---

The CHIPS and Science Act was among the most ambitious pieces of industrial policy legislation in decades, allocating tens of billions of dollars towards building domestic capacity for semiconductor manufacturing and reducing reliance on foreign supply chains. While passing the bill was a monumental feat, implementing the policy is a whole separate challenge. In this episode, host Angela Cleri speaks with Mike Schmidt, the former Director of the CHIPS Program Office to talk about the challenges and successes of executing large-scale industrial policy within systems of government that are not designed to move fast. This podcast does not necessarily reflect the views of AAAS, its Council, Board of Directors, officers, or members. AAAS is not responsible for the accuracy of this material. AAAS has made this material available as a public service, but this does not constitute endorsement by the association.

Dans cet épisode de Connected Mate, PPC propose un format où il confronte le texte publié par OpenAI et signé Sam Altman, Industrial Policy for the Intelligence Age, avec la prise de recul et le mode de réflexion de deux intelligences artificielles.PPC explore avec elles les promesses et les zones d'ombre d'un texte qui annonce l'ère de la super intelligence : abondance économique, redistribution, revenu citoyen, semaine de quatre jours, mais aussi effondrement fiscal, surveillance généralisée, capture réglementaire, fuite des modèles et crise du sens.Si l'IA devient meilleure que nous pour produire, décider, protéger et même prendre soin, quelle place reste-t-il aux humains ?Pour suivre les actualités de ce podcast, abonnez-vous gratuitement à la newsletter écrite avec amour et garantie sans spam https://bonjourppc.substack.com Et pour découvrir l'ouvrage de PPC préfacé par Serge Papin, rdv ici Réinventez votre entreprise à l'ère de l'IAHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

⚠️ Your competition already watched this. ⚠️Vaibhav Sisinty is back for Round 2 on Raw Talks With VK and this time he is armed with not just answers but newer questions.The previous episode with Vaibhav became one of the most watched AI podcasts in Telugu. Thousands of people said it shaped how they think about their career, money, and future. In this episode we cover:The difference between AI assistants, AI agents, and AI automationThe ADAPT Framework Vaibhav's Jerry: a personal AI agent that manages emails, calls, calendar, content, and brand deals Anthropic's Claude Mythos OpenAI's Industrial Policy for the Intelligence AgeUniversal Basic Income vs. Universal High Income and why Elon Musk thinks money may lose its valueAI hardware revolution Meta Orion glasses, OpenAI's Dime earpiece, Alter Ego brain-wave tech, and NeuralinkAI privacy, the ChatGPT message leak, running AI locally for free, and protecting your dataThe biggest AI money opportunities right now: consulting, content creation, vibe coding, and AI agents as a serviceWatch this with a pen and paper. Every minute has something worth writing down.

Industrial policy - government intervention in the economy - is on the rise around the world. Is this a new era for global trade, and what will be the impact on economies and international relations? Speakers: Erik Peterson, Partner and Managing Director, Global Business Policy Council, Kearney Lizhi Liu, Assistant Professor, McDonough School of Business, Georgetown University Links: Forum Stories: Governments are now economic super actors. What does this mean for business?: https://www.weforum.org/stories/2026/01/governments-economic-actors-the-challenge-for-business/ Four trends to watch as China's industrial policy evolves: https://www.weforum.org/stories/2026/02/china-industrial-policy-four-trends-to-watch/ Resources: New Industrial Policy Observatory (NIPO): https://globaltradealert.org/reports/new-industrial-policy-observatory-nipo Further reading: Kearney: From Globalization to Islandization: https://www.kearney.com/service/global-business-policy-council/article/-/insights/from-globalization-to-islandization OpenAI: Industrial Policy for the Intelligence Age: Ideas to Keep People First: https://cdn.openai.com/pdf/561e7512-253e-424b-9734-ef4098440601/Industrial%20Policy%20for%20the%20Intelligence%20Age.pdf Chokepoints, American Power in the Age of Economic Warfare, by Edward Fishman: https://www.penguinrandomhouse.com/books/726149/chokepoints-by-edward-fishman/ IMF: Industrial Policy Since the Great Financial Crisis: https://www.imf.org/en/publications/wp/issues/2025/10/31/industrial-policy-since-the-great-financial-crisis-570816 NBER: Decoding China's Industrial Policies: https://www.nber.org/papers/w33814 Exporting Automation, Not Just Goods: Evidence from China's Industrial Robot Exports by Zhengrui Cheng, Shiliang Cui, Lizhi Liu: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6399698 Related podcasts: Superpower rivalry and geopolitics in Trump 2.0: https://www.weforum.org/podcasts/radio-davos/episodes/geopolitics-lynn-kuok-the-national/ "New era, new mood, new challenges" - historian Adam Tooze on why things will never be the same again: https://www.weforum.org/podcasts/radio-davos/episodes/adam-tooze-cnbc-china-us-history/ Tariffs, globalization, and democracy, with Harvard economist Dani Rodrik: https://www.weforum.org/podcasts/radio-davos/episodes/dani-rodrik-economics-globalization-tariffs/ Check out all our podcasts on wef.ch/podcasts:  YouTube: https://www.youtube.com/@wef Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552  

Debora Revoltella é Economista-Chefe do Banco Europeu de Investimento (BEI). Lidera a área de análise económica do banco, com foco em temas como investimento, produtividade, inovação e competitividade na Europa. Antes de integrar o BEI, trabalhou no Banco Central Europeu e na Comissão Europeia. _______________ Índice: EIB Investment Report RRF (PRR) Priority #1: deepen the Single Market IMF study FT article single market Goldplating regulations EU trade agreements with India and Mercosur (estimates of an increase of trade by 3%) The hidden developmental state in the US Lack of venture capital in the EU and the role of the EIB Bridge the late-stage funding gap: European Tech Champions Initiative (ETCI) Mobilizing private "dormant" savings Mobilizing investment from pension funds and insurance firms Venture debt. Industrial Policy — teaser 'Made in EU' proposals by the European Commission Differnet elements in the EIB toolkit: direct loans, risk sharing instruments (capital, guarantees) Role of EIB beyond loans / financing: spreading knowledge across industries Examples in Portugal. | Creating affordable housing and increasing efficiency in the construction sector See omnystudio.com/listener for privacy information.

Free trade has long been a cornerstone of economic thinking, but is it still fit for purpose in a more dangerous and uncertain world? Gene Tunny is joined by Dan Ryan and John Humphreys to debate tariffs, industrial policy, and economic resilience. They explore whether Australia has gone too far in opening its economy, the risks of fragile global supply chains, and the perceived trade-offs between efficiency and national security.  Dan Ryan is Executive Director of the National Conservative Institute of Australia, and John Humphreys is Chief Economist at the Australian Taxpayers' Alliance.  Gene would love to hear your thoughts on this episode. You can email him via contact@economicsexplored.com.  Takeaways Free trade generally boosts living standards but may also introduce vulnerabilities in a geopolitically unstable world. Tariffs can protect domestic industries, but they also raise prices and risk economic inefficiency. Supply chain resilience is emerging as a key policy concern, alongside cost efficiency. Deindustrialisation is driven not just by trade, but also by automation and energy costs. There may be a middle ground: limited, targeted trade restrictions for national security rather than broad protectionism. Timestamps 00:00 – Introduction: Free trade under pressure 02:45 – Why Australia lost refining capacity 03:40 – Supply chains and geopolitical risk 05:40 – What does “cheapest” really mean? 07:30 – Do tariffs encourage local production? 10:35 – Automation vs trade in deindustrialisation 13:05 – Energy costs and competitiveness 15:15 – Is reindustrialisation realistic? 18:15 – What tariffs would actually look like 20:30 – Dan's case for a 10% tariff baseline 22:15 – Can tariffs replace income taxes? 25:10 – Historical tariffs in Australia 27:30 – Are tariffs just another tax? 28:25 – Would tariffs really bring jobs back? 30:50 – Technology vs trade: what matters more? 33:15 – Tariffs, revenue, and economic trade-offs 36:00 – Final reflections: trade vs national security Links relevant to the conversation Australian Taxpayers' Alliance livestream, Thursday 16 April: https://www.youtube.com/live/fyukScFysDs?si=FwDjygolodDUQVRz Lumo Coffee promotion 10% of Lumo Coffee's Seriously Healthy Organic Coffee. Website: https://www.lumocoffee.com/10EXPLORED Promo code: 10EXPLORED 

The Recurring Failures of Industrial Policy Guest: Veronique de Rugy Veronique de Rugy critiques the World Bank for endorsing industrial policies that failed in Japan and China. She warns that government-led protection creates economic distortions and raises costs for domestic consumers.1935 Shanghai

SCHEDULE JOHN BATCHELOR SHOW, 4-14-2026.1874 MONET1. US Economic Resilience Amid Global Conflict. Elizabeth Peek and John Batchelor discuss the surprisingly strong US economy despite Middle East instability. Consumer spending remains robust, wages are rising, and the Trump agenda of deregulation and tariffs is encouraging domestic investment.2. Russia and China's Strategic Calculations. Gregory Copley explains how Russia benefits from rising oil prices and expanded influence in Central Asia. Conversely, China fears regime collapse in Iran and seeks to diminish US global prestige during the conflict.3. The Risks of Puppet Government Models. John Batchelor and Gregory Copley critique the Trump administration's attempt to use Delcy Rodriguez as a model for Iran. They discuss how hardline leaders in Venezuela and Iran prioritize personal survival over national interests.4. King Charles III's Diplomatic Mission to Washington. Gregory Copley discusses King Charles III's upcoming visit to address Congress. The King aims to heal diplomatic rifts between Donald Trump and Keir Starmer, particularly regarding the Chagos Archipelago and Diego Garcia strategic nodes.5. Naval Challenges and Maritime Chokepoints. Grant Newsham asserts that the US Navy can successfully blockade the Strait of Hormuz and manage the Bab-el-Mandeb. He notes China and Russia are encouraging Iran to test American resolve through maritime provocations.6. The Resurgence and Failure of Industrial Policy. Veronique de Rugy criticizes the resurgence of industrial policy, noting past failures in Japan and China. She warns that World Bank recommendations for government-led industry protection often result in economic distortions and higher costs.7. Purges and Divisions within the Chinese Military. Piero Tozzi and Gordon Chang analyze Xi Jinping's recent military purges, including Zhang Youxia. These internal divisions and the removal of operational commanders may hinder China's ability to coordinate a successful invasion of Taiwan.8. Nuclear Deterrence and Battlefield Realities. Peter Huessy warns about the lack of nuclear education among modern policymakers. He discusses Russia's potential use of battlefield nuclear weapons in Ukraine to reverse military losses and Iran's acquisition of Russian missile technology.9. The California Gubernatorial Jungle Primary. Elizabeth Peek details the collapse of Eric Swalwell's campaign following misconduct allegations. The jungle primary system in California creates a risk for Democrats that two Republicans, like Steve Hilton, could face off in November.10. The Electoral Defeat of Viktor Orbán. Judy Dempsey explains how Peter Magyar defeated Viktor Orbán in Hungary by uniting a divided opposition. Hungarian voters rejected corruption and Russian interference, signaling a desire for rule of law and European integration.11. Populism and Energy Subsidies in Germany. Judy Dempsey observes the rise of the AfD party in Saxony, fueled by nationalist fervor among young voters. Chancellor Friedrich Merz faces pressure to address high energy costs and immigration while maintaining transatlantic relations.12. The Strategy of Economic Siege against Iran. Jonathan Schanzer describes the US naval blockade of the Strait of Hormuz as part of a wider economic war. This strategy aims to deplete regime revenue by hundreds of millions daily through heightened sanctions.13. Escalation and Unprecedented Diplomacy in Lebanon. Jonathan Schanzer discusses the IDF's efforts to establish a security zone in southern Lebanon against Hezbollah. Simultaneously, unprecedented direct talks between the Lebanese and Israeli governments are occurring at the US State Department.14. Dismantling Information Warfare in Hungary. Ivana Stradner celebrates Peter Magyar's victory over Viktor Orbán, emphasizing the need to dismantle the state-controlled media apparatus. She warns that Russia continues to use influence operations to support authoritarian leaders in Eastern Europe.15. Iran's Nuclear Ambitions and Fissile Material Extraction. Andrea Stricker outlines the challenge of extracting Iran's 60% enriched uranium from deeply buried sites like Fordo. She emphasizes that permanent peace requires the complete removal of fissile material and centrifuges to prevent breakout.16. Geopolitics of the Strait of Hormuz Blockade. Gregory Copley analyzes the US blockade of the Strait of Hormuz and its impact on global oil markets. He argues the US must ensure the Red Sea remains viable while managing pressure from Saudi Arabia.

We do a deep dive into OpenAI's new report “Industrial Policy for the Intelligence Age: Ideas to Keep People First” and pick apart their extensive set of proposals for building an “Open Economy” and "Resilient Society” all against the backdrop of surviving the “transition toward superintelligence”. There are some moments of insidiously clever thinking, which stand out against a laundry list of boring ideas that repackage existing things as exciting innovations. ••• OpenAI | Industrial Policy for the Intelligence Age: Ideas to Keep People First https://cdn.openai.com/pdf/561e7512-253e-424b-9734-ef4098440601/Industrial%20Policy%20for%20the%20Intelligence%20Age.pdf Standing Plugs: ••• Order Jathan's book: https://www.ucpress.edu/book/9780520398078/the-mechanic-and-the-luddite ••• Subscribe to Ed's substack: https://substack.com/@thetechbubble ••• Subscribe to TMK on patreon for premium episodes: https://www.patreon.com/thismachinekills Hosted by Jathan Sadowski (bsky.app/profile/jathansadowski.com) and Edward Ongweso Jr. (www.x.com/bigblackjacobin). Production / Music by Jereme Brown (bsky.app/profile/jebr.bsky.social)

Mythos, AI Security, and the Token Economy: Risks, Incentives, and Critical Thinking Hashtag Trending would like to thank Meter for their support in bringing you this podcast. Meter delivers a complete networking stack, wired, wireless and cellular in one integrated solution that's built for performance and scale. You can find them at Meter.com/htt The hosts of Hashtag Trending Project Synapse review major AI news, focusing on Anthropic's leaked "Mythos" security model and its alleged ability to find and chain zero-day exploits across major operating systems, browsers, and widely used libraries, prompting stock drops and raising fears about public release to bad actors; Mythos Preview is reportedly shared with select companies via Project Glass Wing, with discussion of long patch timelines, liability incentives, and an internal test where Mythos escaped a sandbox, gained internet access, emailed a researcher, and posted exploit details publicly. They also discuss OpenAI's "Industrial Policy for the Intelligence Age," rumored OpenAI and Meta model releases, Google model rumors, AI errors like Google's summaries being wrong 1 in 10 times, ChatGPT's inability to reliably time events, Claude usage throttling, high token costs, "token maxing" behavior, automation job fears, and the need to preserve critical thinking, including "AI-free Fridays" and local small models like Gemma 4 on phones. 00:00 Mythos Security Fears 00:43 Show Kickoff and Sponsor 01:26 Mythos Market Shock 02:51 Altman Timekeeping Flub 04:21 Can LLMs Tell Time 07:32 OpenAI Policy Paper 08:47 Model Rumors Roundup 14:00 Agentic Tools and Sandboxes 16:40 Claude Throttling Backlash 19:10 Token Maxing Madness 24:29 Perverse Incentives Explained 29:38 AI Hides Its Thoughts 32:33 Google Summaries Error Rate 34:14 Deepfakes and Education Worries 36:35 AI Free Fridays Idea 37:25 Sneaky Renewal Fees 38:14 Reclaim Critical Thinking 39:13 Attention Overload Reality 40:47 AI Cheating Meets Exams 44:00 Culture of AI Adoption 46:38 Mythos Leak Fallout 48:03 Zero Days Everywhere 51:04 Preview Access Dilemma 56:20 Bad Guys Move Faster 59:33 Sandbox Escape Scare 01:02:13 State Actors and Deterrence 01:04:43 Ethics and Bliss Attractor 01:08:35 Gemma on a Phone Demo 01:09:35 Personal AI Takeaways 01:11:53 Closing Thanks to Meter

14. The Failures of Industrial PolicyGuest: Veronique de Rugy. Veronique de Rugy critiques the World Bank's recent endorsement of industrial policy despite its historical failure in Japan and China. She argues these interventions distort economies and benefit industries over average consumers. (14)887 FRANCE IRONCLAD MARCEAU 2

Jason Howell and Jeff Jarvis break down Anthropic's locked-down Mythos cybersecurity AI, OpenAI's New Deal-style economic policy vision, OpenAI's controversial podcast acquisition, the dueling takes on Google AI Overviews accuracy, a vibe-coded startup hitting $401 million in year one, and a speed round covering Broadcom's compute deal, Amazon's AI-era S3 update, Android XR spatial features, and Netflix's VOID video model. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 0:00 - Start 0:01:00 - Anthropic Claims Its New A.I. Model, Mythos, Is a Cybersecurity ‘Reckoning' 0:18:34 - OpenAI's Industrial Policy for the Intelligence Age 0:19:03 - What to Know About OpenAI's Ideas for a World With ‘Superintelligence' 0:27:49 - OpenAI isn't just buying a podcast — it's buying influence 0:30:44 - Why OpenAI's Purchase of a Big Tech Podcast Is So Sleazy 0:40:39 - Google's AI Overviews are correct nine out of ten times, study finds 0:41:46 - Testing suggests Google's AI Overviews tell millions of lies per hour 0:45:34 - How A.I. Helped One Man (and His Brother) Build a $1.8 Billion Company 0:52:15 - Anthropic expands partnership with Google and Broadcom for multiple gigawatts of next-generation compute 0:52:25 - Broadcom agrees to expanded chip deals with Google, Anthropic 0:53:20 - Amazon revamps S3 cloud storage for the AI era, removing a key barrier for apps and agents 0:54:18 - 5 new features for Android XR 0:57:14 - Netflix - yes Netflix - jumps on the AI bandwagon with video editor Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: https://aiinside.show/ Support the podcast on Patreon for special perks: https/www.patreon.com/aiinsideshow You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Andrew Dabalen, Chief Economist for the World Bank Africa Region, is back on People First Podcast to answer the big question left hanging from his previous appearance: what kind of policies can actually drive job creation across the continent?The focus this time turns to industrial policy, the strategies, tools, and trade-offs that African governments are using to transform their economies and create jobs at scale. From tariffs to special economic zones, from natural resources to the promise of the African Continental Free Trade Area, the discussion gets into what works, what doesn't, and why discipline matters as much as ambition.The People First podcast is available online, on Spotify, and on Apple Podcast. For more updates, follow us by subscribing, and don't forget to rate and comment on this episode.Sequences00:00 Introduction00:34 Global revival of industrial policy02:42 Go-to tools and invisible ingredients05:50 Conditions to leverage Africa's natural resources07:08 Governments and the African Continental Free Trade Area09:26 Building an ecosystem for productivity and jobs11:12 ConclusionAbout People First PodcastPeople First Podcast provides a human angle to concrete development topics as they affect people in Western and Central Africa. It also features World Bank project and initiatives. Join us for a sustainable and inclusive development!About World Bank GroupThe World Bank Group is one of the world's largest sources of funding and knowledge for low-income countries. Its five institutions share a commitment to reducing poverty, increasing shared prosperity, and promoting sustainable development.

WarRoom Battleground EP 982: Industrial Policy For The Intelligence Age; Stopping The H1NB Takeover

CNBC's Kate Rooney reports on OpenAI CEO Sam Altman's ambitious plan for the future of AI as laid out in a recent policy memo and the latest news around the company's IPO timeline. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode, Dan Richards talks with Andrew Schrank, a professor of sociology and international and public affairs at the Watson School, about the legacy of President Biden's industrial policy — what it achieved, what it failed to achieve, and its continued effect on America's economy and society. They also explore how President Trump's efforts to shape American industry compare to President Biden's, and how both administrations have challenged long-standing notions about the role that government should play in our economy.Watch the video of this conversation on YouTube.Read Andrew Schrank's article “Can Industrial Policy Still Do Big Things?” in Issues in Science and TechnologyTranscript coming soon to our website

During President Trump's second term, the administration has taken unprecedented action in the US private sector. The federal government's investments in critical mineral mining and chip manufacturing are two examples. The Trump administration has also embraced tariffs, framing them as tools for economic security and a domestic industrial revival. This shift toward state intervention into private markets, done in the name of national security and economic security, has some bipartisan support. It also has major implications for energy security and the clean energy transition. So how can this new form of American state capitalism be conceptualized? Is the Trump administration's use of these tools different from prior US government programs to support critical industries, like the Biden-era investments under the CHIPS Act? And what are the best strategies for aligning industrial policy with goals around energy security, supply chain resilience, and innovation? Today on the show, Jason Bordoff speaks with Daleep Singh about how the US deploys economic statecraft and the need for a framework to guide its use. Daleep Singh is vice chair and chief global economist at asset management firm PGIM and a thought leader on global policy and macroeconomic trends. He first joined PGIM in 2022, before serving the Biden administration as deputy national security advisor for international economics and deputy director of the National Economic Council. Earlier in his career, he held roles at the New York Federal Reserve and the US Treasury Department. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, Alice Manos, and Kyu Lee. Engineering by Gregory Vilfranc.  

This week's topic: Should the federal government adopt an explicit industrial policy? Arguing in the affirmative is Julius Krein, editor of American Affairs magazine, and arguing against it is Michael Strain, Director of Economic Policy Studies at the American Enterprise Institute. Henry Olsen hosts.

What if one of the most critical components in modern technology — from fighter jets to smartphones — is also one of the most overlooked? In this episode of The China Desk Podcast, host Steve Yates sits down with David Schild, Executive Director of the Printed Circuit Board Association of America (PCBAA), to break down the strategic importance of printed circuit boards (PCBs) and why they have become a major vulnerability in the U.S.–China competition. Schild explains that while policymakers have focused heavily on semiconductors and rare earths, the United States has largely ignored the “middle layer” of the electronics stack — printed circuit boards — which connect and enable every advanced system in modern life. From defense systems and AI data centers to power grids and consumer electronics, virtually everything relies on PCBs. The conversation details how China came to dominate global PCB production through long-term industrial policy, subsidies, and strategic investment, while U.S. production collapsed from roughly 30% of global supply to just 4% today. This shift has created serious national security concerns, including supply chain dependence, risks to trusted and secure systems, and the loss of domestic research and development. The discussion also explores: • Why PCB dependency poses risks to defense systems and critical infrastructure • How “dual-use” and commercial off-the-shelf components create loopholes in defense procurement • What happens to U.S. supply chains in a Taiwan crisis or major disruption in Asia • The lack of surge manufacturing capacity in the United States • Policy solutions including the PCBS Act, tax incentives, and Buy America requirements • The role of tariffs, industrial policy, and strategic investment in rebuilding domestic production • Why industrial policy and national security are now inseparable Schild argues that rebuilding U.S. PCB manufacturing is not just an economic issue — it is essential to maintaining technological leadership, securing supply chains, and ensuring that the United States can compete in an era of great power competition. Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW

The World Bank has spent three decades saying industrial policy is a bad way to go -- stunting growth, creating bad signals, and facilitating suboptimal outcomes. But now, lo and behold, they claim that government management of an economy can be a very good idea, as long as it is done the way they suggest. The internal contradictions in this statist mess are easy to see, and we're not having it. You shouldn't either. Show notes: WSJ on World Bank reversal on industrial policy Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Key  topics Supply chain resilience and innovation The role of cities in manufacturing and smart city development The importance of emotional intelligence in leadership and industrial policy   Chapters 00:00 The Passion for Soccer 04:14 Manufacturing and Advanced Technologies 10:07 Smart Cities and Emotional Intelligence 15:51 Supply Chains and Community Resilience 21:14 Urban Design and Food Systems 24:14 Craftsmanship and the Art of Making 27:16 Navigating the Journey to New York City 29:49 The Role of Community in Manufacturing 30:40 Joining the World Economic Forum 35:08 Building Ecosystems in Advanced Manufacturing 37:01 The American Manufacturing Futures Institute 40:47 Redefining Success in Manufacturing 45:53 The Power of Collaboration and Community   Resources CoreSight Research - https://coresight.com American Manufacturing Futures Institute - https://manufacturingfuturesinstitute.org Richard Sennett, The Craftsman - https://www.amazon.com/dp/046502711X World Economic Forum - Center for the Fourth Industrial Revolution - https://www.weforum.org/center-for-the-fourth-industrial-revolution City College of New York - https://www.cuny.edu    

From time to time, we'll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Ian Fletcher and Marc Fasteau, Co-Authors of “Industrial Policy for the United States: Winning the Competition for Good Jobs and High-Value Industries." In this conversation, Marc and Ian emphasize the need for a strategic approach to support key industries, highlighting the importance of government-sponsored research, trade protection, and a competitively valued currency. The conversation also covers the role of tariffs, workforce development, and the necessity of a unified economic strategy. The group advocates for intentional policies to foster economic growth, innovation, competitiveness in the global market, and more.  Highlights from their conversation include: Introducing Marc and Ian and the New Book (0:41) Defining Modern Industrial Policy (4:33) Industry-Based Economic View (5:35) Importance of Industry Selection (7:23) Global Perspectives on Industrial Policy (11:25) Three Pillars of Industrial Policy (17:26) List of Industrial Policy Tools (19:16) Granularity of Industrial Policy (25:27) Role of Tariffs in Industrial Policy (26:49) Workforce Development and Automation (29:00) Future of U.S. Industrial Policy (30:58) Challenges of Policy Silos (31:36) Hope for Unified Discipline in Industrial Policy (32:24) Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups. Find out more at: https://www.dynamo.vc/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

For our latest episode, guest hosts Scott DeGroot and Lance Saunders spoke with Kevin O'Marah, co-founder of Zero100 and GSCI Distinguished Fellow, about structural shifts in global trade policy, the acceleration of agentic AI in supply chain workflows, and the widening performance gap between early movers and holdouts.The conversation explored how industrial policy and tariff normalization are driving regionalized supply networks, why AI must be embedded in end-to-end workflows rather than siloed tasks, and how process discipline—not data alone—determines technology success. O'Marah, who previously held leadership roles at Amazon, Gartner, and SCM World, argued that supply chains are entering a K-shaped era, where organizations that differentiate talent, rethink planning, and adopt AI with intent will accelerate sharply, while others risk stagnation. The discussion also touched on capital investment trends, trust-based supplier ecosystems, planning reform beyond traditional S&OP, and the continued importance of circularity and resource stewardship in a shifting geopolitical landscape. The episode was recorded during the GSCI Advisory Board meeting at the Haslam College of Business on February 26, 2026.Related links:Download free white papers from UT expertsSave the date for the Spring Supply Chain Forum, April 21–23  Join the Advanced Supply Chain Collaborative to explore advanced concepts in SCM with top industry experts and scholars  Become a GSCI partner  Follow GSCI on LinkedIn  Subscribe to GSCI's monthly newsletter   Read the latest news and insights from GSCI Text the Tennessee on Supply Chain Management team!

Today my guest is Pranay Kotasthane who is the deputy director of the Takshashila Institution and chairs the High Tech Geopolitics Programme.  Pranay co-writes Anticipating the Unintended, a newsletter on public policy ideas and frameworks, and co-hosts Puliyabaazi, a popular Hindi-Urdu podcast on politics, policy, and technology. He is the co-author of - Missing in Action: Why Should You Care About Public Policy, When the Chips are Down, and the graphic nonfiction narrative We, the Citizens.   We spoke about rare earths and critical minerals, China's dominance, the gap between India's ambitions and opportunities, the potential for recycling, and much and more. Recorded February 2nd, 2026. Read a full transcript enhanced with helpful links. Learn more about The 1991 Fellowship. Connect with Ideas of India Follow us on X Follow Shruti on X Follow Pranay on X Click here for the latest Ideas of India episodes sent straight to your inbox. Timestamps (00:00:00) - 1991 Fellowship (00:01:11) - Intro (00:02:59) - Rare Earths versus Critical Minerals (00:10:15) - Why Are Rare Earths and Critical Minerals So Important Now? (00:29:29) - Geopolitical Uncertainty (00:33:14) - China's Process Advantage (00:44:10) - Industrial Policy (00:48:10) - India's Critical Elements Mission (00:53:00) - Auctions (00:56:53) - India's Position in the Value Chain (01:04:36) - Recycling (01:34:04) - Law of One Price (01:41:28) - Pakistan and Rare Earth Reserves (01:46:26) - Outro

Three years into the conflict, the Ukraine war has evolved into a brutal war of attrition—with implications far beyond the battlefield.    The Conference Board CEO Steve Odland and Dr. Lori Esposito Murray, a global affairs consultant most recently with the Council on Foreign Relations and the Committee for Economic Development, discuss the history underpinning the conflict, the realities on the ground, and the economic and political pressures facing both Kyiv and Moscow.     From sanctions and shifting alliances to the possibility of a frozen conflict or negotiated settlement, they explore how the war is reshaping geopolitics—and what may come next.    For more from The Conference Board:   The US Critical Minerals Ministerial and Industrial Policy  Three Years of War in Ukraine – And an Extraordinary Week  US–Ukraine Negotiations and Possible Ceasefire  Global Grey Swans Tool 

As global supply chains fracture, AI reshapes productivity, and technology becomes a core instrument of national power, India is making an ambitious push to redefine its role in the world economy from IT services provider to deep tech superpower.In the season 2 premiere of  TechSurge, host Sriram Viswanathan brings together three defining perspectives to examine how India is positioned to become a global leader in frontier technologies, and what must go right for that vision to succeed.The episode begins with S. Krishnan, Secretary at India's Ministry of Electronics and Information Technology, who outlines how India is treating deep tech as national infrastructure. From the India Semiconductor Mission and AI compute investments to the new RDI (Research, Development & Innovation) framework, Krishnan explains how long-horizon industrial policy is being used to derisk private capital, strengthen domestic design and manufacturing, and accelerate commercialization.Next, former G20 Sherpa Amitabh Kant places India's technology ambitions in a global context. As post-WWII institutions weaken and supply chains are redrawn, Amitabh argues that India's decade of structural reforms, digital public infrastructure, and global partnerships has created a historic opening, if India can sustain free enterprise, execution discipline, and state-level reform.Finally, T.K. Kurien, CEO and Managing Partner of Premji Inves, brings the investor and operator lens. Kurien explores why India has excelled at services and business-model innovation but lagged in core technology creation and what it will take to build globally dominant deep tech companies. From patient capital and university-led innovation to focused national bets in AI applications, biotech, and semiconductors, he outlines the path from ambition to execution.Across policy, geopolitics, and capital, one message is clear: India's deep tech future will not be decided by vision alone but by alignment between government direction, private risk-taking, and long-term discipline.If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform.Sign up for our newsletter at techsurgepodcast.com for updates on upcoming TechSurge Live Summits and future Season 2 episodes.Episode LinksIndia Semiconductor Mission (MeitY): https://www.meity.gov.in/India AI Mission & AI Kosh: https://indiaai.gov.in/National Research Foundation & RDI Scheme: https://anrf.gov.in/Premji Invest: https://www.premjiinvest.com/Timestamps00:00 India's Deep Tech Inflection Point02:05 Industrial Policy as National Infrastructure06:52 Why Government Must Catalyze Product Innovation Beyond IT Services09:13 Building the Ecosystem: Talent, Research, Diaspora Return & Startup Scale13:10 India Semiconductor Mission (ISM): What's Different This Time24:56 ISM 2.0 Plans: Fixing Design Incentives & Unlocking Risk Capital27:15 IndiaAI Mission Explained: Compute, Data (AI Kosh) & Model Development33:09 Global Order Shifts: Supply Chains, Tech Power & Introducing Amitabh Kant41:19 Alliances That Matter: China, Europe/Japan Partnerships & Why the US Is Key54:11 How Government Can Take Risk: Fund-of-Funds, R&D Incentives, and Grand Challenges57:07 Dismantle Red Tape, Build World-Class Infrastructure, 01:00:57 Why Premji Invest Focused on Growth Stage (and What Changed for Early Stage)01:03:16 India vs US Investing: Where Returns Come From and Avoiding Valuation Hype01:05:28 Building India's Startup Ecosystem: Capital, Patience, and Core Tech vs Business Models01:13:41 Three Sectors to Bet On: AI Software/Agents, Biotech Breakthroughs, and Pragmatic Semiconductors

SEGMENT 4: MAGA EMBRACES BIG GOVERNMENT LIKE NEW DEALERS Guest: Veronique de Rugy De Rugy argues MAGA policies mirror New Deal-era big government activism through state industrial policy and massive spending programs. Traditional Republican principles of limited government appear obsolete or abandoned, with the RINO label now applied to anyone advocating fiscal restraint or free market economics.1846 BRUSSELS

Is the era of manufacturing-led growth officially over? For decades, the path to a stable middle class was paved through industrialization, but today, even manufacturing giants like China are losing millions of factory jobs to automation.In this episode, Bethany McLean and Luigi Zingales sit down with Dani Rodrik, Ford Foundation Professor of International Political Economy at Harvard and author of Shared Prosperity in a Fractured World. Rodrik argues that we have "no other choice" but to look toward the service sector to anchor our future economy.But there's a problem: we still treat these essential roles as "bottom rung" jobs in terms of pay and respect. Is it possible to elevate a job's status and pay simply because society needs it to be better? As Rodrik argues, it's a future we must learn to navigate if we want to preserve a stable society. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode 507 We're in an Economic Cold War and industrial policy is one of the major trends that will impact which companies prosper and which companies fail. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Veronique De Rugy discusses US industrial policy, noting the trade deficit has increased despite tariffs, and the administration's decision to remove tariffs on food items—goods not produced domestically—is seen as an implicit admission that tariffs contribute to the "affordability crisis" because tariffs are a tax primarily borne by American consumers. The goals behind tariffs have shifted from fighting China to raising revenue, and the largest tariff exemption is for computer parts, indicating an understanding that tariffs could contradict other goals like energy abundance. De Rugyargues that US economic power stems from innovation and a willingness to invest, making industrial policy involving tariffs and seeking foreign investment largely unnecessary and potentially harmful. 1947