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Best podcasts about science act

Latest podcast episodes about science act

DH Unplugged
DHUnplugged #804: Circular Bio-Economy

DH Unplugged

Play Episode Listen Later May 27, 2026 67:54


Oil Drops – Still highest cost for Memorial Day in years Consumer Sentiment Drops again New Fertilizer coming – Kinda Soilent Green vibe Everyone is talking about SpaceX PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Drops - Still highest cost for Memorial Day in years - Consumer Sentiment Drops again - New Fertilizer coming - Kinda Soilent Green Concept - Everyone is talking about SpaceX Markets - Nothing Really Matters - Anyone can see - New HIGHS - Governments picking the winners again - CHIPS ! - Concentration NVDA - Over the weekend, Jensen Huang said that his forecast of a $200 billion market for CPUs includes China, signalling Nvidia still sees significant long-term demand in the market amid ongoing U.S.-China technology tensions. - During an earnings call on Wednesday, Huang said Nvidia's new "Vera" central processors give it access to a new $200 billion market. - So, once again the PR machine is running overtime to make sure there is no reason for anyone to sell the stock - needed to make this clarification over the weekend - Nvidia has received licenses from the U.S. government to sell its H200 chips but has not received approval from Chinese officials who are fostering China's own chip suppliers. Consumers - Consumer sentiment has tumbled to a fresh record low in May as fears of higher prices grow due to the U.S.-Iran war and elevated oil prices, the University of Michigan's Surveys of Consumers said Friday. - The index of consumer sentiment fell to 44.8 from a preliminary reading of 48.2. It's also well below the 49.8 level seen at the end of April. Consumers Upset South Korea - Record after record... - This is an impressive chart - Two companies -Samsung and SK Hynix -----40% of the entire KOSPI index's total market capitalization. Kospi Index Who Believes this Crap? - U.S. forces have conducted “self defense” strikes in southern Iran early Tuesday, with U.S. Central Command saying that this was to “protect our troops from threats posed by Iranian forces.“ - “U.S. Central Command continues to defend our forces while using restraint during the ongoing ceasefire,” Hawkins added. - Meanwhile there was some talk over the weekend that --- 1) We are very close to a deal and it will happen soon ----2) We are in no rush for a deal ----3) How many times is this same line going to be used to try to push the price of oil down (it did move towards $90 after the weekend resumption of futures trading) - Neither side can agree on anything... Secretary of State Marco Rubio said on Friday that the United States has seen some progress towards a deal but that more work was required, while Iran's foreign ministry said the differences remained deep and significant. - Tiresome CEO of Ford - Did you know -??? - The CEO of Ford (Jim Farley) is cousin to Chris Farley Farley and Farley Crops - Farmers worldwide are under pressure due to the Iran war disrupting supplies of conventional nitrogen fertilizers, forcing them to improvise ahead of the fall planting season. - Some farmers are turning to age-old solutions like manure, while others are experimenting with newer technologies, including waste-based inputs and microbial products. -----Circular bio-economy The crisis is giving fresh momentum to products that have long struggled to gain widespread adoption, with demand for biofertilizers and biostimulants rising and companies seeing rising interest and increased sales. - Municipal wastewater and treated human urine, which contain high levels of nutrients that can be processed. ---- So, if your corn is a little extra yellow this summer - now you know... Government's Hand - Quantum computing shares popped last Thursday, as the U.S. government said it would award $2 billion in grants to nine firms operating in the space. - IBM is the biggest beneficiary of the package, with the U.S. Commerce Department agreeing to give the firm $1 billion. - Chipmaker GlobalFoundries is receiving $375 million, while other grant recipients D-Wave Quantum, Rigetti Computing and Infleqtion will be awarded $100 million. - Shares of D-Wave added 33%, Rigetti soared 30% and Infleqtion skyrocketed about 31%. - Funding will come from the 2022 Chips and Science Act. More Money Throwing - Nvidia Corp. bought $500 million worth of rights for shares in Corning Inc. as part of a partnership to expand artificial intelligence infrastructure. - Corning pledged to increase US fiber production capacity by more than 50% to supply more optical fiber for AI data centers. - The partnership includes Corning's plan to construct three new complexes in North Carolina and Texas, which is estimated to create more than 3,000 new US jobs. DEBT - Global debt hits new record, IIF (institute for International Finance) report shows - Global debt rose for a fifth consecutive quarter in Q1 2026, increasing by more than $4.4 trillion to a record high of over $350 trillion, with the increase concentrated largely in the United States and China. - Investors shows signs of shift away from Treasuries - Global debt-to-GDP ratio stable around 305% - NOTHING TO SEE HERE Global Debt More Charts AI Reality? - Starbucks retires AI tool nine months after North American deployment - Tool was part of CEO Brian Niccol's campaign to fix product shortages - AI tool miscounted items, leading to errors, Reuters has reported Starbucks cites need for consistency, supply chain improvements in ending program More AI - Elon Musk's Grok is seeing minimal adoption in US government - even though it's cheap- - Grok lags far behind OpenAI and other rivals that analysts call more capable - Data shows uptake by corporations is also weak, suggesting Grok's problems stretch beyond government - Is it possible that corps don't trust Musk after the way he heavy handled the DOGE process? - Is this going to impact SpaceX growth story? Employment and Ai - The co-founder of AI company Anthropic said on Monday that the development of artificial intelligence cannot be left solely to technology companies, urging greater oversight from religious leaders, governments and civil society. - Speaking at the presentation of Pope Leo's first encyclical, addressing the challenges posed by artificial intelligence, Chris Olah said there was "a real possibility" that AI will displace human labour "at very large scale". Scared - China is restricting overseas travel for top AI professionals in private firms, requiring them to get approval from relevant authorities before embarking on overseas travel. - The government is targeting talent within the AI sphere, including startup founders, researchers, and executives, and adding individuals to the list based on assessments of their critical importance to the country. - The restrictions risk undermining the ability of AI firms in China to recruit and retain talent, and may force engineers with global ambitions to choose between staying home or going abroad earlier in their careers. CHIPS - Micron topped a $1 trillion market value for the first time on Tuesday as shares popped 18%, driven by insatiable artificial intelligence demand for its memory chips. - The stock surge came as UBS tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing. - “We believe the market will start to put a more ‘normal' multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex,” the firm wrote. SpaceX - Lots of interest on this... - Lots of clients calling on this and we are working on this for them - Here is a bit of a reality check... --- First - company still losing billions of dollars - some may look past that - - Weird inclusion period for indices and that may take stock up due to required buying ahead of the inclusion (keeping a floor on prices in the beginning) ---- SpaceX plans to allow a large portion of its shares to become eligible for resale before the usual six-month restriction period post-IPO, under a staged system conditioned to the company's performance, a company filing shows. - The approach, designed to avoid a large wave of shares hitting the market at once, would depart from the standard 180-day lock-up that has prevailed in the U.S. Most companies going public restrict early investors from selling shares to help stabilize the stock. - Valuation somewhere between $1.5T and $2T (a year ago it was like $400 million) - Valuation in December was $750 M - Rationale for the big valuation: SpaceX is leveraging its satellite network to build massive, space-based AI data centers, which take advantage of limitless solar energy and off-planet cooling Retail  - Ross Stores Inc. raised its sales and profit guidance after first-quarter results surpassed consensus estimates, aided by strong customer traffic among younger shoppers. - The company reported sales of $6.01 billion and earnings of $2.02 per share, with same-store sales growing 17% in the period, a record for Ross. - Ross now expects full-year same-store sales to grow 6% to 7%, and earnings of $7.50 to $7.74 per share, with executives citing increased customer traffic as a key driver of profit. Meanwhile - Walmart issued a worse-than-expected financial outlook amid soaring gas prices. - Finance chief John David Rainey said high tax returns may have muted some of the impact high gas prices had on shoppers in the first quarter, indicating consumer pressures could rise in the current quarter - The big-box retailer issued fiscal first-quarter results that beat Wall Street's expectations on the top line but were only in line on the bottom. - The retailer said it's expecting adjusted earnings per share to be between $2.75 and $2.85, lower than expectations of $2.91, according to LSEG. - Walmart said it anticipates net sales will rise between 3.5% and 4.5% for the year. Ferrari - Electric - Ferrari (RACE) is trading lower today after the company unveiled its first fully electric vehicle, the Ferrari Luce, marking a major strategic shift away from its traditional combustion-engine supercar identity. - The Luce is a four-door, five-seat ultra-luxury EV developed with former Apple (AAPL) design chief Jony Ive, featuring a quad-motor setup producing over 1,000 horsepower, a 0--60 mph time of roughly 2.5 seconds, and a price tag around $640,000. - Despite these headline-grabbing performance specs, investors reacted negatively because the design is seen as a sharp break from RACE's iconic styling, with many critics arguing it looks closer to a mass-market EV than a traditional Ferrari. Saying goodbye - One of America's once-dominant beer brands is being discontinued after more than 175 years. - Schlitz Premium, a beer brand that traces its roots to Milwaukee in the 1840s and was once among the largest breweries in the country, is being put "on hiatus," parent company Pabst Brewing Co. confirmed Friday after Wisconsin Brewing Company announced it would brew the brand's final batch later this month. - "Unfortunately, we have seen continued increases in our costs to store and ship certain products and have had to make the tough choice to place Schlitz Premium on hiatus," Zac Nadile, Pabst head of brand strategy, said in a statement to Milwaukee Magazine. Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Morgans Financial Limited
Morgans AM - Friday, 22 May 2026

Morgans Financial Limited

Play Episode Listen Later May 21, 2026 4:34


US equity markets advanced and shaped to cap another strong week ahead of the holiday long weekend despite heightened volatility – Dow gained +276-points or +0.55% to a record closing high of 50,285.66. International Business Machines (IBM) Corp soared +12.43% after the company said it would receive a US$1B CHIPS and Science Act award from the Commerce Department to build a quantum chip foundry. The Wall Street Journal reported that the U.S. government will award US$2B in grants to nine firms operating in the quantum computing space, lifting a host of companies in the wider sector. Nvidia Corp fell -1.77% despite the world's largest market capitalisation reporting better-than-expected headline numbers for the first quarter after the close of the previous session. Part of the drag on Nvidia's shares was attributed to investors seeking to build cash reserves ahead of pending initial public offerings (IPO) by SpaceX, OpenAI and Anthropic

Morgans AM
Friday, 22 May 2026: Markets Advance to cap another strong week

Morgans AM

Play Episode Listen Later May 21, 2026 4:35


US equity markets advanced and shaped to cap another strong week ahead of the holiday long weekend despite heightened volatility – Dow gained +276-points or +0.55% to a record closing high of 50,285.66. International Business Machines (IBM) Corp soared +12.43% after the company said it would receive a US$1B CHIPS and Science Act award from the Commerce Department to build a quantum chip foundry. The Wall Street Journal reported that the U.S. government will award US$2B in grants to nine firms operating in the quantum computing space, lifting a host of companies in the wider sector.  Nvidia Corp fell -1.77% despite the world's largest market capitalisation reporting better-than-expected headline numbers for the first quarter after the close of the previous session. Part of the drag on Nvidia's shares was attributed to investors seeking to build cash reserves ahead of pending initial public offerings (IPO) by SpaceX, OpenAI and Anthropic

Sci on the Fly
Implementing Semiconductor Industrial Policy with Speed

Sci on the Fly

Play Episode Listen Later May 12, 2026 39:01


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.

The Friday Reporter
She Built the CHIPS Program

The Friday Reporter

Play Episode Listen Later May 8, 2026 28:26


I've been wanting to have Kathryn Mitchell on The Friday Reporter for a while. She's one of those people in Washington who has earned the right to have a real opinion about one of the most consequential policy debates of our time — and she's generous enough to explain it in terms the rest of us can understand.Kathryn spent nearly a decade in government, moving from Capitol Hill to the Pentagon to the Department of Commerce, where she served as chief of staff for the CHIPS R&D office at NIST. She helped stand up the $50 billion CHIPS for America program — essentially from scratch. Earlier this year she moved to DLA Piper, where she now helps tech companies navigate the government landscape she used to sit inside.This conversation covers a lot of ground. We talked about the origin story of the Chips and Science Act — passed bipartisan under Biden, now being implemented differently under Trump — and what Kathryn is watching to gauge whether the U.S. is actually getting this right. (She says we won't know for a decade or two. But she knows exactly what signals to track right now.)We also got into something I find genuinely fascinating: the role of relationship-building in Washington. Before you can change a policy, before you can land a government contract, before your innovation can make it out of the garage and into a lab — you build the relationships. That's what Kathryn does every day for her clients, and she explains why it's the foundation of everything else.A few things I'm still thinking about from this conversation:Her point that AI and semiconductors are “inexplicably tied” — but that AI won't solve the physical-world challenges of building fabs, navigating permitting, or standing up domestic production. That nuance matters a lot right now.Her career advice: “Wear your honors lightly.” Don't aim to be the smartest person in the room. Aim to be the one who keeps learning. I'm going to borrow that one.And her lightning round answer on Washington: “It is both a marathon and a sprint every day.” That about sums it up.This episode drops today — wherever you listen to podcasts. I hope you enjoy it as much as I did recording it.— Lisa Get full access to Authentically Speaking at thefridayreporter.substack.com/subscribe

Manufacturing Unscripted
Congresswoman Haley Stevens

Manufacturing Unscripted

Play Episode Listen Later Apr 22, 2026 42:45


In this episode of Manufacturing Unscripted, host Peter Parsons sits down with Congresswoman Haley Stevens, Representative of Michigan's 11th District and one of the nation's leading champions for manufacturing. From her early roots growing up around heavy equipment in Michigan to her pivotal role on the Obama administration's Automotive Rescue Task Force, Congresswoman Stevens shares a first‑hand account of what it takes to protect and grow America's manufacturing economy. The conversation explores the historic auto rescue of General Motors and Chrysler and why saving the broader supply chain, not just the OEMs, was critical to Michigan's economic survival. Stevens offers behind‑the‑scenes insight into the challenges of stabilizing an industry during the Great Recession and how that experience shaped her lifelong commitment to industrial policy. Looking to the present and future, Stevens discusses the legislation she has helped pass to strengthen domestic manufacturing, including workforce development initiatives, STEM education, the CHIPS and Science Act, advanced manufacturing R&D, supply‑chain resiliency, and critical minerals policy. She also shares why bipartisan cooperation is often strongest around manufacturing issues and how policymakers can better partner with job creators on the shop floor. The episode wraps with a forward‑looking discussion on emerging technologies such as AI, quantum computing, advanced materials, sustainability, and recycling, and why manufacturing innovation remains at the heart of economic growth, national security, and opportunity. Above all, Stevens delivers a clear message to manufacturers of all sizes: your work matters, it is valued, and Michigan will continue helping lead the future of American manufacturing. Sponsored by Promess Inc., the leading provider of fully electric servo presses for manufacturing. Watch on Youtube: https://youtu.be/Uq9lf2JfsKE 

Newt's World
Episode 968: CEI's Annual Report of the Federal Regulatory State

Newt's World

Play Episode Listen Later Apr 18, 2026 34:24 Transcription Available


Newt talks with Wayne Crews, the Fred L. Smith Fellow in Regulatory Studies at the Competitive Enterprise Institute. His work explores the impact of government regulation of free enterprise. They discuss CEI’s annual report “Ten Thousand Commandments: An Annual Snapshot of the Federal Regulatory State.” Crews argues that rising federal spending and regulation move together, citing post-COVID laws such as the CARES Act, CHIPS and Science Act, and Inflation Reduction Act as examples of “hyper-regulatory” spending that expands the administrative state even before agencies write rules. Crews contends that government is ill-suited to pick market winners, set prices, or manage sectors like energy and finance, and that market forces—suppliers, customers, investors, media, and civil society—already discipline firms without heavy-handed regulation. He stresses that rejecting overregulation does not mean “no regulation,” but rather preferring competitive over political discipline. Crews warns that massive federal spending has weakened the coalition for regulatory reform by aligning businesses, governors, and mayors with Washington through funded mandates and programmatic strings tied to priorities like DEI, climate, and the “care economy.”See omnystudio.com/listener for privacy information.

Emerging Tech Horizons
Microelectronics & Semiconductors: Strengthening Supply Chains for U.S. National Security

Emerging Tech Horizons

Play Episode Listen Later Apr 15, 2026 39:31


Over the past decade, microelectronics and semiconductors have become a cornerstone of U.S. national security and supply chain resilience, moving beyond a purely technical issue to a central focus of economic and defense policy in Washington. In this episode, host Dr. Arun Seraphin sits down with Grant Meyer, chair of the National Defense Industrial Association Electronics Division, to discuss the evolving role of the electronics industrial base in supporting U.S. defense capabilities and securing critical supply chains. The conversation explores how rising geopolitical competition and legislation such as the CHIPS and Science Act have accelerated federal attention on semiconductor manufacturing, microelectronics innovation, and resilient supply chains. Seraphin and Meyer also dive into the challenges of building a coherent national electronics strategy, including fragmented priorities across the industrial base and commercial technology sector, and the difficulty of aligning long-term defense acquisition timelines with fast-moving commercial cycles. Meyer draws on his extensive experience in defense electronics to explain why microelectronics and semiconductors are foundational to modern military systems and national security infrastructure. Check out Meyer's NDIA division here: https://www.ndia.org/divisions/electronics NDIA ETI Report – “Modernizing Defense Microelectronics: Challenges and Opportunities”: https://www.emergingtechnologiesinstitute.org/publications/research-papers/modernizing-defense-microelectronics ETH Podcast on Report: https://www.youtube.com/@EmergingTechETI/search?query=electronics ETH Podcast CHIPS Act and Microelectronics - https://www.youtube.com/watch?v=36rGE0yjw1Y&t=5s Tech 101 Webinar: Microelectronics - https://www.youtube.com/watch?v=p6sxrq3PiwI&list=PL5oQnv75FK5bwT5tk6qgPa3FhLWm1vgAv&index=37&t=3066s&pp=iAQB Be sure to follow us on social media for updates, early access to upcoming events, inside scoops, & more:   LinkedIn: https://bit.ly/4htROo0  Twitter: https://bit.ly/48LHAx3  Facebook: https://bit.ly/47vlht8   And for more podcasts, articles, & publications all things emerging tech, check out our website at: ndiaeti.org #ETI #EmergingTech #SupplyChains #Microelectronics #Semiconductors 

The Climate Conversation
11.2 Rep. Sean Casten on How to Power a Clean and Affordable Future

The Climate Conversation

Play Episode Listen Later Mar 10, 2026 31:14


For today's episode, EESI sat down with U.S. Representative Sean Casten, who serves the sixth district of Illinois (western suburbs of Chicago) and sits on the House Financial Services Committee and the Joint Economic Committee. He is also vice-chair of the Sustainable Energy and Environment Coalition. In this interview with EESI, Rep. Casten shares his insights about all things energy policy, including infrastructure, productivity, and data.   Show notes: Rep. Sydney Kamlager-Dove on Well-Rounded Policies for a Circular Economy (podcast): https://www.eesi.org/podcasts/view/10.1-rep-sydney-kamlager-dove-on-well-rounded-policies-for-a-circular-economy  Representative Jennifer McClellan Talks Climate Resilience and Environmental Justice in the Commonwealth (podcast): https://www.eesi.org/podcasts/view/7.4-representative-jennifer-mcclellan-talks-climate-resilience-and-environmental-justice-in-the-commonwealth  Representative Ro Khanna on the CHIPS and Science Act (podcast): https://www.eesi.org/podcasts/view/5.8-representative-ro-khanna-on-the-chips-and-science-act  Illinois (Climate Solutions by State Map): https://www.eesi.org/page/Illinois 

Finding Gravitas Podcast
Policy, Power, and the Future of Automotive Manufacturing with Congresswoman Haley Stevens

Finding Gravitas Podcast

Play Episode Listen Later Mar 5, 2026 20:19 Transcription Available


If you had told Jan a year ago she would bring a member of Congress onto this show, she would have said you were crazy.But this isn't about politics.It's about survival.It's about supply chains, tariffs, China, semiconductors, and the reality that policy decisions now move faster than most production lines.In this episode of the Automotive Leaders Podcast, Jan Griffiths sits down with Congresswoman Haley Stevens, often called the “manufacturing geek,” for a direct conversation about industrial policy, public-private partnership, national security, and what automotive leaders should expect from Washington.Whether we like it or not, policy volatility is now a leadership variable.Themes Discussed in this EpisodeWhy Manufacturing Mondays keep policymakers grounded in shop-floor realityLessons from the 2008–2009 auto rescue and bipartisan public-private partnershipThe Chips and Science Act and reshoring semiconductor productionChina's 95% dominance in rare earth processing and why it mattersCritical minerals, battery recycling, and national competitivenessTariff volatility and the cost of policy uncertaintyUSMCA review, Canada relationships, and North American stabilityThe Chinese OEM threat and rule-based trade enforcementWhat automotive leaders can expect from policymakers moving forward

The New Quantum Era
The Illinois Quantum Ecosystem with Harley Johnson

The New Quantum Era

Play Episode Listen Later Mar 2, 2026 39:48


From Steel Mills to Quantum Scale-Up: Inside Illinois's Bold Bet on the Future of ComputingWhat does it take to build the world's largest dedicated quantum technology park — on the site of a former steel mill? Harley Johnson is leading that effort, and the answer involves equal parts materials science, economic development, and a 30-year bet on quantum that's finally paying off.Why This Episode MattersIf you're following the quantum computing industry's path from lab prototypes to commercial-scale systems, this episode maps the terrain. Harley Johnson — a computational materials scientist turned CEO of the Illinois Quantum and Microelectronics Park (IQMP) — explains how Illinois assembled a unique combination of federal research funding, state economic investment, national labs, and top-tier universities into a 128-acre technology park designed to solve the quantum industry's hardest problem: scaling up.Whether you're a researcher, a founder, a policymaker, or someone trying to understand where quantum jobs and applications are actually headed, this conversation lays out how one state is building the infrastructure — physical, institutional, and human — to make large-scale quantum computing real.What You'll LearnHow a 1994 bet on quantum mechanics in a mechanical engineering lab led to directing the largest dedicated quantum tech park in the worldWhy Illinois chose a "beyond silicon" strategy for the CHIPS and Science Act — and how landing 4 of the first 10 federal quantum centers positioned the state for what came nextHow IQMP's public-private governance model works: a university-governed LLC partnering with private developers, accountable to the public while incentivizing industryWhy the park deliberately hosts a diverse portfolio of hardware modalities — including PsiQuantum, IBM, Inflection, Dirac, and Pascal — and how that mirrors venture portfolio thinkingHow IQMP's algorithm center connects quantum hardware companies with Fortune 500 end users in finance, insurance, energy, logistics, and pharmaWhat the DARPA Quantum Benchmarking Initiative means for tenant selection and validationWhy roughly two-thirds of future quantum industry jobs may require a bachelor's degree or less — and what that means for workforce development on a former industrial siteHow the Duality Accelerator, Chicago Quantum Exchange, and Polsky Center create a pipeline from early-stage startups to scale-up tenantsWhy the convergence of physics, engineering, and computer science — all housed in one college at UIUC — is accelerating quantum's transition from science to engineeringResources & LinksGuest LinksHarley Johnson — Professor, University of Illinois Urbana-Champaign, Department of Mechanical Science and Engineering and Materials Science Illinois Quantum and Microelectronics Park (IQMP)Organizations & ProgramsChicago Quantum Exchange (CQE) — regional hub coordinating quantum research, workforce studies, and industry engagement Duality Accelerator — quantum startup accelerator run through the Polsky Center at the University of Chicago Polsky Center for Entrepreneurship and Innovation, University of ChicagoDARPA Quantum Benchmarking Initiative — federal program validating progress toward useful quantum computing NSF MRSEC at UIUC — Materials Research Science and Engineering Center focused on electronic and quantum materials Policy & FundingCHIPS and Science Act — federal legislation driving investment in semiconductor and quantum technology manufacturing in the US Companies MentionedPsiQuantum — photonic quantum computing company scaling up at IQMPIBM — anchor tenant at IQMP with longstanding partnership with UIUCKey Quotes & Insights"Help me pick a problem, a topic that is not big now, but would be big in 10 years." — Harley Johnson, on the question he asked his advisor in 1994 that launched his career in quantum materials"When I heard my friends who are experimental physicists say, 'We know how to do it, now it's just an engineering problem,' I said great — now you've thrown down the gauntlet. Let the engineers at it.""Something like two-thirds of the jobs that this industry will eventually create will require a bachelor's degree or less." — On workforce projections from Chicago Quantum Exchange research"Our neighbors and community members are learning about quantum and thinking about how my grandson gets a job in quantum. Because my family, until now, we're steelworkers." — On the community impact of building a quantum park on a former US Steel site"We're seeing a convergence of the great productive academic minds from computer science, engineering, and physics working now on the same problems. I'm not sure we saw that even five years ago."Related EpisodesAlejandra Y. Castillo — Quantum as a Regional Economic Development Engine — Castillo, former Assistant Secretary of Commerce for Economic Development, discusses how quantum technologies fit into federal and state economic strategy through the CHIPS and Science Act, EDA Tech Hubs, and inclusive workforce development. Essential context for understanding the policy and economic framework that IQMP operates within.Martin Laforest — Building Quebec's Quantum Ecosystem — Laforest, partner at Quantacet and advisor to Canada's National Quantum Strategy, traces how Quebec built one of the world's strongest quantum ecosystems through decades of strategic investment — starting with a bet on condensed matter physics in the 1970s. A compelling parallel to the Illinois story and a window into how this pattern is playing out globally.Nadya Mason — Quantum Leadership — Mason, the dean of the Pritzker School of Molecular Engineering at University of Chicago, is a major force on the academic side of the Illinois quantum ecosystem, and has strong views on what's needed in terms of inclusion and education. Calls to ActionIf you're working on quantum scale-up challenges or building a quantum startup approaching the growth stage, explore what IQMP and the Illinois quantum ecosystem offer — from cryogenic facilities to algorithm partnerships to connections with Fortune 500 end users.Subscribe to the NQE Podcast to follow the people and institutions building the infrastructure for quantum computing's next chapter.Share this episode with anyone in economic development, science policy, or workforce planning who wants a concrete example of how quantum investment translate...

Embedded Executive
Embedded Executive: The Latest On the Chips Act | PQSecure

Embedded Executive

Play Episode Listen Later Feb 4, 2026 11:52


The Chips and Science Act has been with us for a while now, and obviously, technology doesn't stand still. To understand what's going on with this important act, I spoke to Reza Azarderakhsh, the Founder and CEO of PQSecure Technologies. Reza introduced this act to our audience about a year ago, so this serves as a great update. We also dive into the related security issues developers need to stay on top of. Hear it all on this week's Embedded Executives podcast.

Talks from the Hoover Institution
Insights From The 2025 US-China Economic And Security Review Commission Report: Findings And Recommendations

Talks from the Hoover Institution

Play Episode Listen Later Feb 3, 2026 88:01 Transcription Available


The Hoover Institution Program on the US, China, and the World hosted, Insights from the 2025 US-China Economic and Security Review Commission Report: Findings and Recommendations, on Thursday, January 29, 2026.  This event features leading experts from the Hoover Institution and the US-China Economic and Security Review Commission for a discussion analyzing the key bilateral economic and security challenges faced by the US and China and their impacts on the broader international landscape. Congress created the US-China Economic and Security Review Commission to monitor, investigate, and report on the national security implications of the bilateral trade and economic relationship between the United States and the People's Republic of China. Its annual reports to Congress address and make recommendations about pressing issues such as trade practices, technological competition, military strategy, and human rights concerns, with far-reaching implications for policymakers and stakeholders around the world. The Commission's 2025 Annual Report was released in November 2025. To view the report, click the following link: https://www.uscc.gov/annual-reports FEATURING Erin Baggott Carter is a Hoover Fellow at the Hoover Institution at Stanford University. She is also an associate professor in the Department of Political Science and International Relations at the University of Southern California, a faculty affiliate at the Center on Democracy, Development and the Rule of Law (CDDRL) at Stanford University's Freeman Spogli Institute, and a nonresident scholar at the 21st Century China Center at UC San Diego. She has previously held fellowships at the CDDRL and Stanford's Center for International Security and Cooperation. She received a PhD in political science from Harvard University.  Drew Endy is a science fellow and senior fellow (courtesy) at the Hoover Institution. He leads Hoover's Bio-Strategy and Leadership effort, which focuses on keeping increasingly biotic futures secure, flourishing, and democratic. Professor Endy also researches and teaches bioengineering at Stanford University, where he is the Martin Family University Fellow in Undergraduate Education, senior fellow (courtesy) of the Freeman Spogli Institute for International Studies, and faculty codirector of degree programs for the Hasso Plattner Institute of Design.  Mike Kuiken is a Distinguished Visiting Fellow at Stanford University's Hoover Institution and serves as a Commissioner on the U.S.-China Economic and Security Review Commission. He is an advisor to the Special Competitive Studies Project (SCSP) and a member of Anthropic's National Security and Public Sector Advisory Council. He also consults with CEOs, boards, and senior leaders across investment, AI, defense, technology, and multinational firms globally.  The Honorable Randall G. Schriver is Chairman of the Board at The Institute for Indo-Pacific Security. In addition, Mr. Schriver is currently a partner at Pacific Solutions LLC. Most recently, Mr. Schriver served as the Assistant Secretary of Defense for Indo-Pacific Security Affairs from 8 January 2018 to 31 December 2019. Prior to his confirmation as Assistant Secretary, Mr. Schriver was a founding partner of Armitage International LLC, a consulting firm that specializes in international business development and strategies. He was also a founder of the Project 2049 Institute and served as President and CEO. Previously, Mr. Schriver served as Deputy Assistant Secretary of State for East Asian and Pacific Affairs.  MODERATOR  Glenn Tiffert is a distinguished research fellow at the Hoover Institution and a historian of modern China. He co-chairs Hoover's program on the  US, China, and the World, and also leads Stanford's participation in the National Science Foundation's SECURE program, a $67 million effort authorized by the CHIPS and Science Act of 2022 to enhance the security and integrity of the US research enterprise. He works extensively on the security and integrity of ecosystems of knowledge, particularly academic, corporate, and government research; science and technology policy; and malign foreign interference.  

The New Quantum Era
Regional quantum development with Alejandra Y. Castillo

The New Quantum Era

Play Episode Listen Later Jan 19, 2026 32:19 Transcription Available


Alejandra Y. Castillo, former Assistant Secretary of Commerce for Economic Development and now Chancellor Senior Fellow for Economic Development at Purdue University Northwest, joins your host, Sebastian Hassinger, to discuss how quantum technologies can drive inclusive regional economic growth and workforce development. She shares lessons from federal policy, Midwest tech hubs, and cross-state coalitions working to turn quantum from lab research into broad-based opportunity.Themes and key insightsQuantum as near-term and multi-faceted: Castillo pushes back on the idea that quantum is distant, emphasizing that computing, sensing, and communications are already maturing and attracting serious investment from traditional industries like biopharma.From federal de-risking to regional ecosystems: She describes the federal role as de-risking early innovation through programs under the CHIPS and Science Act while stressing that long-term success depends on regional coalitions across states, universities, industry, philanthropy, and local government.Inclusive workforce and supply-chain planning: Castillo argues that “quantum workforce” must go beyond PhDs to include a mapped ecosystem of jobs, skills, suppliers, housing, and infrastructure so that local communities see quantum as opportunity, not displacement.National security, urgency, and inclusion: She frames sustained quantum investment as both an economic and national security imperative, warning that inconsistent U.S. funding risks falling behind foreign competitors while also noting that private capital alone may ignore inclusion and regional equity.Notable quotes“We either focus on the urgency or we're going to have to focus on the emergency.”“No one state is going to do this… This is a regional play that we will be called to answer for the sake of a national security play as well.”“We want to make sure that entire regions can actually reposition themselves from an economic perspective, so that people can stay in the places they call home—now we're talking about quantum.”“Are we going to make that same mistake again, or should we start to think about and plan how quantum is going to also impact us?”Articles, papers, and initiatives mentionedAmerica's quantum future depends on regional ecosystems like Chicago's — Alejandra's editorial in Crain's Chicago Business calling for sustained, coordinated investment in quantum as a national security and economic priority, highlighting the role of the Midwest and tech hubs.CHIPS and Science Act (formerly “Endless Frontier”) — U.S. legislation that authorized large-scale funding for semiconductors and science, enabling EDA's Tech Hubs and NSF's Engines programs to back regional coalitions in emerging technologies like quantum.EDA Tech Hubs and NSF Engines programs — Federal initiatives that fund multi-state consortiums combining universities, companies, and civic organizations to build durable regional innovation ecosystems, including quantum-focused hubs in the Midwest.National Quantum Algorithms Center — This center explores quantum algorithms for real-world problems such as natural disasters and biopharma discovery, aiming to connect quantum advances directly to societal challenges.Roberts Impact Lab at Purdue Northwest (with Quantum Corridor) – A testbed and workforce development center focused on quantum, AI, and post-quantum cryptography, designed to prepare local talent and companies for quantum-era applications.Chicago Quantum Exchange and regional partners (Illinois, Indiana, Wisconsin) – A multi-university and multi-state collaboration that pioneered a model for regional quantum ecosystems.

Shawn Ryan Show
#271 Ro Khanna - The Internal Failures Undermining America's Institutions

Shawn Ryan Show

Play Episode Listen Later Jan 15, 2026 112:37


Ro Khanna is the U.S. Representative for California's 17th Congressional District (Silicon Valley) since 2017, serving his fifth term as a Democrat. Born to Indian immigrant parents, Khanna graduated Phi Beta Kappa with a B.A. in economics from the University of Chicago and earned a J.D. from Yale Law School. He taught economics at Stanford, worked in the Obama administration on commerce and manufacturing, and authored key provisions of the CHIPS and Science Act to boost U.S. tech manufacturing. A leader on climate, labor rights (supporting the PRO Act), and digital privacy, Khanna refuses PAC and lobbyist contributions and has championed bipartisan efforts like the Epstein Files Transparency Act (2025) for releasing sealed documents. In late 2025, he faced Silicon Valley backlash for supporting a proposed wealth tax on billionaires to fund healthcare amid Medicaid cuts. Khanna advocates for progressive economic patriotism, reducing inequality, and ethical tech governance while working across the aisle on national security and innovation. Married to Ritu Ahuja Khanna, with two children, he resides in Fremont. Shawn Ryan Show Sponsors: Ready to give your liver the support it deserves? Head to https://dosedaily.co/SRS or enter SRS to get 35% off your first subscription. Receive 30% off your first subscription order at https://armra.com/SRS or enter code SRS at checkout. Head to https://factormeals.com/srs50off and use code srs50off to get 50% off your first Factor box plus free breakfast for 1 year (new customers only, with qualifying subscription purchase). Take care of your skin like you take care of your gear—visit https://CalderaLab.com/SRS and use code SRS for 20% off your first order. If you're serious about selling to the Department of War, go to https://SBIRAdvisors.com and mention Shawn Ryan for your first month free. Ro Khanna Links: Website - https://khanna.house.gov Campaign Site - https://www.rokhanna.com X - https://x.com/RoKhanna FB - https://www.facebook.com/RepRoKhanna IG - https://www.instagram.com/rokhannausa Roblox Petition - https://act.rokhanna.com/a/save-roblox-petition Learn more about your ad choices. Visit podcastchoices.com/adchoices

Watt It Takes
Jennifer Granholm, Former Director, Department of Energy

Watt It Takes

Play Episode Listen Later Oct 31, 2025 69:17


At a moment when our country can feel deeply divided, and when progress on clean energy can feel uncertain, this month's guest — former U.S. Secretary of Energy and two-term Governor of Michigan, Jennifer Granholm — couldn't be timelier.It was the perfect moment to take stock of where we are as an industry. After years of historic progress, we're now facing growing uncertainty about what comes next. The optimism that followed the passage of the Inflation Reduction Act, the Bipartisan Infrastructure Law, and the CHIPS and Science Act can feel harder to access — and yet gatherings like this live recording and New Dawn, our thousand-person sold-out annual party hosted the following evening, remind us how far we've come and how powerful it is when this community comes together.Special thanks to this year's New Dawn Terawatt sponsors, Silicon Valley Bank and Wilson Sonsini, for helping make gatherings like these possible.For me, this interview was personal — and a bit of a full-circle moment. I've admired Governor Granholm for years. We first met over a decade ago, when she served as a judge for one of Powerhouse's early hackathons, and even then, her conviction and optimism left a lasting impression.Her legacy in public service is one of transformation — from rebuilding Michigan's economy to reshaping the Department of Energy's role in accelerating the clean energy transition. At DOE, Granholm led an unprecedented expansion of clean energy deployment and manufacturing, rebuilding supply chains, creating jobs, and helping position the United States as a global leader in the energy transition.In a moment when federal leadership can feel disconnected from what our country truly needs for clean, abundant energy and lasting progress, Governor Granholm is a reminder of what grounded, forward-thinking, and empathetic leadership can achieve. I hope you enjoy this conversation as much as I did.About Powerhouse Innovation and Powerhouse Ventures Powerhouse Ventures backs seed stage startups developing innovative software to advance clean energy, mobility, and industry. If you are thinking about building something in this space, get in touch with our team.Powerhouse Innovation is a best in class consulting firm, powered by the strongest energy innovation network, data and team in our industry. We partner with world's leading corporations, investors, and utilities to source and evaluate disruptive startups shaping the future of energy and industry.To hear more stories of founders building our energy abundant future, hit the “subscribe” button and leave us a review.

The John Batchelor Show
Corporatism, Rent-Seeking, and the Suffering Consumer Julia Cartwright Julia Cartwright discusses how younger consumers view capitalism negatively due to suffering from corporate practices, distinguishing between capitalism (fine) and corporatism (not fin

The John Batchelor Show

Play Episode Listen Later Oct 17, 2025 1:49


Corporatism, Rent-Seeking, and the Suffering Consumer Julia Cartwright Julia Cartwright discusses how younger consumers view capitalism negatively due to suffering from corporate practices, distinguishing between capitalism (fine) and corporatism (not fine). Corporatism is the entanglement of government and business, often through rent-seeking (investing in politics for favors, like lobbying). Examples include healthcare lobbying, increased airline flights for officials, and regulatory capture (like the CHIPS and Science Act favoring big tech). 1920 LIMOUSINE

Hidden Forces
Who Profits in a Post-American World? | Adam Posen

Hidden Forces

Play Episode Listen Later Sep 25, 2025 57:15


In Episode 441 of Hidden Forces, Demetri Kofinas speaks with Adam Posen, president of the Peterson Institute for International Economics, about the profound transformations underway in the global economy driven by America's transition away from being the world's primary insurance provider for international security to its most enterprising racketeer. In a recently published Foreign Affairs essay titled “The New Economic Geography: Who Profits in a Post-American World?” Adam compares America's role in the post-World War II era to that of an insurance provider, underwriting global security by protecting international shipping lanes, providing deep and liquid capital markets, and enforcing international laws and standards that have formed the bedrock of the last 80 years of economic growth and prosperity. Kofinas and Posen spend the first hour of this episode digging into Adam's insurance framework and why he believes the United States was the largest beneficiary of the system it created. They discuss some of the recent policy changes out of Washington and why they are transforming America's sphere of influence into something that looks more like a protection racket than a market for affordable insurance. Adam Posen draws implications for the continued role of US Treasuries as a global safe asset and whether a reduction of foreign capital flows into dollars will ultimately prove stimulative for the resurrection of industrial ecosystems that the administration has identified as vital to American national security and the long-term prosperity of the United States. The two also consider the degree to which the increased premiums that Washington is now charging its allies can be justified by rising risks in the international security environment and by the unpopularity among the MAGA base for foreign U.S. involvement. The second hour of their conversation turns to questions of execution—specifically, what is required for the successful implementation of a U.S. industrial policy. This includes a discussion about apprenticeships, skilled immigration, government-supported R&D, federal funding for university science and technology programs, and more integration and collaboration with allied economies. Posen and Kofinas also discuss why the use of tariffs, subsidies, and export controls—including the CHIPS and Science Act—implemented during both Joe Biden's and Donald Trump's administrations have underdelivered. They also examine why the current administration's trade policies have been oddly more accommodative toward China than toward America's closest allies and why this will ultimately prove to be a losing strategy in the long-term. Lastly, Demetri asks Adam for his view on what the recent battles between the Fed and the White House mean for the future of Fed independence and if Washington is laying the groundwork for a long-term rise in inflation expectations as it seeks to monetize its debt and deficits through an increasingly compliant and captured central bank. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 09/16/2025

Business Pants
Intel robbed the US government, the anti-DEI losing trade, the DEI purge, and Bezos feels “icky”

Business Pants

Play Episode Listen Later Aug 29, 2025 59:48


Story of the Week (DR):The Cracker Barrel BSCracker Barrel scraps new logo design, keeps 'Old Timer' after listening to customersRestaurant chain's stock price sank following removal of 'Uncle Herschel' from brandingUncle Herschel wasn't just a marketing creation, he was a real person. Born Herschel McCartney, he was the younger brother of Cracker Barrel founder Dan Evins' mother and served as an early goodwill ambassador for the brand. A salesman for Martha White Flour Company for over three decades, Herschel traveled through rural America, building relationships in small-town general stores — the very kinds of places that inspired Cracker Barrel's original design and ethos.When Cracker Barrel introduced its iconic logo in 1969, the old-timer sitting beside the barrel was long thought by fans to be based on Herschel himself, though the company later clarified that this wasn't the case.In 2004, the Justice Department (during the George W. Bush administration) sued the chain for discriminating against Black customers. In 2006, they settled a lawsuit involving three of their Illinois restaurants for “discriminatory practices, racially charged language, and inappropriate touching.”Cracker Barrel's inconvenient fact: all the customers who loved its old logo had stopped going to the restaurantFounder Dan EvinsHis tone was considerably harsher when it came to defending a January 1991 directive to all the company's restaurants to fire employees “whose sexual preferences fail to demonstrate normal heterosexual values.” Mr. Evins's explanation for the edict was that gay people made customers in rural areas uncomfortable. As many as 16 openly or suspected gay employees were promptly fired.“They actually put a policy like this in writing, which was, and still is, shocking,” David Smith, a spokesman for the Human Rights Campaign.The New York City Employees Retirement System, which owned more than $6 million of Cracker Barrel shares, led other stock owners in using their votes and other legal means to organize resistance. In March 1991, Mr. Evins apologized and said the policy had been rescinded. But New York and its allies fought until 58 percent of the shareholders in 2002 persuaded Cracker Barrel's board to vote unanimously to explicitly forbid antigay discrimination in its equal employment policy.In July 2001, shareholders replaced Evins as CEO with Michael A. Woodhouse, who at the time was serving as the company's chief operating officer. Evins maintained his position as chairman of the board.Prior to founding the company, Dan worked for Consolidated Oil, a company founded by his grandfather.Cracker Barrel took down Pride page after rebrand fiascoCompany faced criticism over modernist redesign and support for LGBT causes before stock reboundThe website link for Cracker Barrel's Pride page, which used to boast that the company was "bringing the porch to Pride," now redirects to its "Culture and Belonging" page.Cracker Barrel previously sponsored the Nashville Pride Parade in 2024 and unveiled a line of rainbow-colored rocking chairs for Pride month. The company also has an LGBTQ employee resource group called the "LGBTQ+ Alliance," along with groups for veterans and other communities.Despite claims it's 'too woke,' Cracker Barrel actually has a fraught LGBTQ+ historyCracker Barrel received a score of zero on the inaugural index in 2002. The chain was criticized in the 1990s for discrimination against gay employees. In 1991, the company adopted a corporate policy stating that any worker who failed to demonstrate "normal heterosexual values" would be fired. Eleven employees were terminated under the rule, leading to boycotts and protests nationwide. Over time, Cracker Barrel's HRC score improved, reaching 80 in 2021 after the company took several public pro-LGBTQ stances.58 percent of the shareholders in 2002 persuaded Cracker Barrel's board to vote unanimously to explicitly forbid antigay discrimination in its equal employment policy.Proud Representation: Business Resource Groups: These voluntary, employee-led organizations are open to all employees and provide opportunities to network, develop leadership skills, and serve as cross-functional resources for our teams.AMPT (Advancing Modern Professionals for Tomorrow) aims to connect and empower modern professionals by promoting a community of inclusive, ambitious, and diverse members that unify through the Cracker Barrel to equip our community and leaders for the future. This BRG provides networking, development, and community outreach opportunities that supplement the professional and personal lives of its members.The mission of Be Bold is to cultivate and develop Black Leaders within the Cracker Barrel organization utilizing allyship, mentorship, and education to create a path to continued excellence as well as a vibrant and diverse community.B-Well: Cracker Barrel's Wellness BRG partners with the Benefits Department to improve the employee experience by sponsoring health and wellness activities that nurture employees' physical, emotional, financial, and intellectual well-being. Balance in these areas reduces distractions and allows employees to improve their focus and productivity.HOLA's mission is to promote Hispanic and Latino culture through hiring, developing, and retaining talent within Cracker Barrel. To create a culture of inclusivity and awareness through community outreach.LGBTQ+ Alliance: Supporting Home Office and Field employees to bring their whole selves to work while strengthening Cracker Barrel's relationship to the LGBTQ+ community.NeuroVerse Collective is focused on advocacy and education around Neurodiversity.Our Veteran's BRG, SERVE, is dedicated to advocating for leadership and development opportunities for its members. We foster an environment of networking and volunteerism while focusing on recruitment, retention, and advancement of Veterans at this company.Women's Connect: Our mission & goal is to inspire the women of Cracker Barrel by empowering, educating and engaging to achieve the strategic initiatives of Cracker Barrel.The anti-DEI purge continues: MMFed emphasizes its commitment to 'independence' as Lisa Cook pledges to sue over Trump's 'illegal' firingWhite House fires CDC director [Susan Monarez] who says RFK Jr. is ‘weaponizing public health'White House names RFK Jr deputy Jim O'Neill as replacement CDC directorUnlike Monarez, O'Neill, a former investment executive, does not have a medical or scientific background. He served as a speechwriter for the health department during the George W Bush administration, and went on to work for the tech investor and conservative mega-donor Peter Thiel.Trump Fires Member of Board That Approves Railroad MergersRobert E. Primus received an email from the White House terminating his position, but he said he would continue his duties.The Oligarchy Rules!: Trump makes the government Intel's largest investorIntel has entered into an agreement with the U.S. government, specifically the Department of Commerce, for an $8.9 billion investment in the company. This investment is in the form of the government purchasing Intel common stock.The U.S. government will gain a nearly 10% stake in Intel.This funding is part of the CHIPS and Science Act and the Secure Enclave program, aimed at boosting the domestic semiconductor industry.The government's ownership will be passive, with no board representation or governance rights.Each Warrant represents the right to purchase one share of common stock at an exercise price of $20.00 per share.On August 18, 2025, Intel Corporation entered into a Securities Purchase Agreement with SoftBank Group Corp. pursuant to which SoftBank agreed to purchase 86,956,522 shares of the Company's common stock for an aggregate purchase price in cash of $2.0 billion, representing a price per share of $23.00 per share.Goodliest of the Week (MM/DR):DR: Korea passes boardroom reform, curbing chaebol power MM DRMM: Red Lobster Is Betting on Black Diners With Its Brand ComebackMM: Bluesky now platform of choice for science communityAssholiest of the Week (MM):Shareholder democracyFrom Mike Levin, host of Shareholder Primacy and writer of the Activist Investor newsletter: Followers here should recall ten current and former TSLA directors agreed to repay about $735 million in comp they received from 2017-2020 as part of a settlement of a derivative lawsuit, Detroit v. Tesla.February 25, 2025 - TSLA receives $735 million in cash and returned options from ten director defendants, five of which currently serve on the TSLA BoD, without specifying how much each defendant paidMarch 31 - We filed our opening brief, acknowledging that receipt of the damages and noting the five director defendants currently on the TSLA BoD had not filed SEC Form 4 showing a change in options holdings to reflect returned optionsApril 29 or 30 - TSLA BoD authorizes cancellation of options to reflect the settlementMay 1 - The five defendants currently on the TSLA BoD file Form 4 showing return of options as part of the settlement.It is impossible for Tesla to have received Settlement Options from Current Director Defendants by February 25, 2025 and for Current Director Defendants to have conveyed them to Tesla on May 1, 2025. Either Tesla misrepresented receipt of the Settlement Amount in a sworn affidavit or Current Director Defendants failed to timely file Form 4 with the SEC.From Kevin Barnes of K-Bar Holdings LLC, shareholder proponent at Eagle Materials:Files shareholder proposal to de-classify the board by amending the charter via Special Meeting in the June 23, 2025 proxy statementAt the AGM held August 4, 2025, Barnes wins the advisory vote… by a LOT - 92% in favor (92%!!!) - made more impressive given that 37.3% of shares are held by Fidelity, Vanguard, BlackRock, and JPM, not exactly communistsKevin emailed me Tuesday to say Eagle “has yet to notice a Special Meeting to formalize [the amendments]”On August 16th, 19 days after Samsara (where Marc Andreessen and Sue Wagner spend their time) held its AGM, the company added Gary Steele (whose company Shield AI is private and funded in large part by Andreessen Horowitz) to the boardQorvo, after John Cheveddan's shareholder proposal asking for the right of investors to call special meetings failed with 44% in favor and approved pay with just 59% in favor, ONE DAY after the annual meeting the board “approved” giant golden parachutes for the executivesMeritocracyRobert Primus: Trump Fires Member of Board That Approves Railroad Mergers“Robert Primus did not align with the president's America First agenda, and was terminated from his position by the White House.” He added, “The administration intends to nominate new, more qualified members to the Surface Transportation Board in short order.”Primus is a black man who went to Harvard and Hamton and has more than 20 year experience in politics - he was given the position originally by TrumpLisa Cook: Trump says he's removing Fed governor Lisa Cook, citing his administration's allegations of mortgage fraudLetitia Jones: Justice Dept. Abruptly Escalates Pressure Campaign on a Trump AdversaryMuriel Bowser, Karen Bass: Cities led by Black women are the first targets of Trump's political power grabKnow your surrendering boards DRCracker Barrel CEO Under Pressure To Resign After Logo U-TurnCarl Berquist (2019), Chair, ex Arthur AndersenJody Bilney (2022), ex HumanaSteve Bramlage (2025), Casey's GeneralGilbert Davila (2020), diversity marketing CEO (PoC!)John Garratt (2023), ex Dollar GeneralMichael Goodwin (2024), tech at PetSmart (PoC!)Cheryl Henry (2024), ex Ruth'sJulie Felss Masino, CEOGisel Ruiz (2020), ex Sam's Club (PoC!)Daryl Wade (2021), ex Union Square Hospitality (PoC!)Cracker Barrel board member under fire for DEI backgroundTrump makes the government Intel's largest investorFrank Yeary (2009), Chair, PE/VC tech guyJim Goetz (2019), SequoiaAndrea Goldsmith (2021), dean at PrincetonAlyssa Henry (2020), ex CEO of BlockEric Meurice (2024), ex ASML HoldingsBarbara Novick (2022), ex Blackrock founderSteve Sanghi (2024), Microchip TechnologyGreg Smith (2017), ex BoeingStacy Smith (2024), ex KioxiaDion Weisler (2020), ex HPHeadliniest of the WeekDR: Pork Industry Leader David Newman Selected as National Pork Board's Next CEOMM: Jeff Bezos Said He Would Have 'Felt Icky' Had He Taken Any More Shares Of Amazon: 'I Just Didn't Feel Good...'MM: Sam Altman says colleagues are glad he's a dad now, because they think raising a child will help him make ‘better decisions for humanity'Who Won the Week?DR: Hopeful Susan Collins slayer and oyster farmer Graham Platner: “I did four infantry tours in the Marine Corps and the army. I'm not afraid to name an enemy, and the enemy is the oligarchy. It's the billionaires who pay for it, the politicians who sell us out.”MM: Journalists who listen to Business Pants: Cracker Barrel's inconvenient fact: all the customers who loved its old logo had stopped going to the restaurant - where Dee Ann Durbin of the AP literally took my rant about foot traffic and stock movements part for partPredictionsDR: The following lines will be deleted from Cracker Barrel's next proxy statement:[The Public Responsibility Committee ] “Reviews the Company's progress in its diversity and inclusion initiatives and compliance with the Company's responsibilities as an equal opportunity employer”“ In addition, our nominees — including five (5) women and three (3) individuals who are racially or ethnically diverse — embody the diversity that we believe is critical to the effective functioning of any public company board today, particularly in a consumer-facing industry such as ours.”“Board Diversity Matrix”Or at least the following term from that matrix: “Non-Binary”“Gilbert R. Dávila, age 61, first became one of our directors in July 2020. Since 2010, Mr. Dávila has served as the President and Chief Executive Officer of DMI Consulting — a leading multicultural marketing, diversity & inclusion, and strategy firm in the United States.”Cracker Barrel board member under fire for DEI background after restaurant ditches traditional logo MM: Ramon Laguarta, the CEO of Pepsi, quietly scraps a plan for their brand Quaker Oats to remove the picture of the old white quaker guy from the cartons of oats and instead asks the marketing team to make the quaker guy even older and whiter and possible they should consider adding a shotgun in his hands with “boobs rule” written on the side of it

Marketplace All-in-One
A pipeline problem for advanced chip-making jobs

Marketplace All-in-One

Play Episode Listen Later Aug 28, 2025 6:17


Three years ago, then-President Biden signed the CHIPS and Science Act into law, with hopes of giving the U.S. semiconductor industry a boost amid strategic competition with China. Since then, the federal government has been funneling billions into the sector, including STEM education investments. Yet, according to a new study, there's still a shortage of skilled workers to fill critical chip production jobs. But first, a recent grad reflects on automation in the job-hunting process.

Marketplace Morning Report
A pipeline problem for advanced chip-making jobs

Marketplace Morning Report

Play Episode Listen Later Aug 28, 2025 6:17


Three years ago, then-President Biden signed the CHIPS and Science Act into law, with hopes of giving the U.S. semiconductor industry a boost amid strategic competition with China. Since then, the federal government has been funneling billions into the sector, including STEM education investments. Yet, according to a new study, there's still a shortage of skilled workers to fill critical chip production jobs. But first, a recent grad reflects on automation in the job-hunting process.

Let's Know Things
Intel Bailout

Let's Know Things

Play Episode Listen Later Aug 26, 2025 16:00


This week we talk about General Motors, the Great Recession, and semiconductors.We also discuss Goldman Sachs, US Steel, and nationalization.Recommended Book: Abundance by Ezra Klein and Derek ThompsonTranscriptNationalization refers to the process through which a government takes control of a business or business asset.Sometimes this is the result of a new administration or regime taking control of a government, which decides to change how things work, so it gobbles up things like oil companies or railroads or manufacturing hubs, because that stuff is considered to be fundamental enough that it cannot be left to the whims, and the ebbs and eddies and unpredictable variables of a free market; the nation needs reliable oil, it needs to be churning out nails and screws and bullets, so the government grabs the means of producing these things to ensure nothing stops that kind of output or operation.That more holistic reworking of a nation's economy so that it reflects some kind of socialist setup is typically referred to as socialization, though commentary on the matter will still often refer to the individual instances of the government taking ownership over something that was previously private as nationalization.In other cases these sorts of assets are nationalized in order to right some kind of perceived wrong, as was the case when the French government, in the wake of WWII, nationalized the automobile company Renault for its alleged collaboration with the Nazis when they occupied France.The circumstances of that nationalization were questioned, as there was a lot of political scuffling between capitalist and communist interests in the country at that time, and some saw this as a means of getting back against the company's owner, Louis Renault, for his recent, violent actions against workers who had gone on strike before France's occupation—but whatever the details, France scooped up Renault and turned it into a state-owned company, and in 1994, the government decided that its ownership of the company was keeping its products from competing on the market, and in 1996 it was privatized and they started selling public shares, though the French government still owns about 15% of the company.Nationalization is more common in some non-socialist nations than others, as there are generally considered to be significant pros and cons associated with such ownership.The major benefit of such ownership is that a government owned, or partially government owned entity will tend to have the government on its side to a greater or lesser degree, which can make it more competitive internationally, in the sense that laws will be passed to help it flourish and grow, and it may even benefit from direct infusions of money, when needed, especially with international competition heats up, and because it generally allows that company to operate as a piece of government infrastructure, rather than just a normal business.Instead of being completely prone to the winds of economic fortune, then, the US government can ensure that Amtrak, a primarily state-owned train company that's structured as a for-profit business, but which has a government-appointed board and benefits from federal funding, is able to keep functioning, even when demand for train services is low, and barbarians at the gate, like plane-based cargo shipping and passenger hauling, becomes a lot more competitive, maybe even to the point that a non-government-owned entity may have long-since gone under, or dramatically reduced its service area, by economic necessity.A major downside often cited by free-market people, though, is that these sorts of companies tend to do poorly, in terms of providing the best possible service, and in terms of making enough money to pay for themselves—services like Amtrak are structured so that they pay as much of their own expenses as much as possible, for instance, but are seldom able to do so, requiring injections of resources from the government to stay afloat, and as a result, they have trouble updating and even maintaining their infrastructure.Private companies tend to be a lot more agile and competitive because they have to be, and because they often have leadership that is less political in nature, and more oriented around doing better than their also private competition, rather than merely surviving.What I'd like to talk about today is another vital industry that seems to have become so vital, like trains, that the US government is keen to ensure it doesn't go under, and a stake that the US government took in one of its most historically significant, but recently struggling companies.—The Emergency Economic Stabilization Act of 2008 was a law passed by the US government after the initial whammy of the Great Recession, which created a bunch of bailouts for mostly financial institutions that, if they went under, it was suspected, would have caused even more damage to the US economy.These banks had been playing fast and loose with toxic assets for a while, filling their pockets with money, but doing so in a precarious and unsustainable manner.As a result, when it became clear these assets were terrible, the dominos started falling, all these institutions started going under, and the government realized that they would either lose a significant portion of their banks and other financial institutions, or they'd have to bail them out—give them money, basically.Which wasn't a popular solution, as it looked a lot like rewarding bad behavior, and making some businesses, private businesses, too big to fail, because the country's economy relied on them to some degree. But that's the decision the government made, and some of these institutions, like Goldman Sachs, had their toxic assets bought by the government, removing these things from their balance sheets so they could keep operating as normal. Others declared bankruptcy and were placed under government control, including Fannie Mae and Freddie Mac, which were previously government supported, but not government run.The American International Group, the fifth largest insurer in the world at that point, was bought by the US government—it took 92% of the company in exchange for $141.8 billion in assistance, to help it stay afloat—and General Motors, not a financial institution, but a car company that was deemed vital to the continued existence of the US auto market, went bankrupt, the fourth largest bankruptcy in US history. The government allowed its assets to be bought by a new company, also called GM, which would then function as normal, which allowed the company to keep operating, employees to keep being paid, and so on, but as part of that process, the company was given a total of $51 billion by the government, which took a majority stake in the new company in exchange.In late-2013, the US government sold its final shares of GM stock, having lost about $10.7 billion over the course of that ownership, though it's estimated that about 1.5 million jobs were saved as a result of keeping GM and Chrysler, which went through a similar process, afloat, rather than letting them go under, as some people would have preferred.In mid-August of this year, the US government took another stake in a big, historically significant company, though this time the company in question wasn't going through a recession-sparked bankruptcy—it was just falling way behind its competition, and was looking less and less likely to ever catch up.Intel was founded 1968, and it designs, produces, and sells all sorts of semiconductor products, like the microprocessors—the computer chips—that power all sorts of things, these days.Intel created the world's first commercial computer chip back in 1971, and in the 1990s, its products were in basically every computer that hit the market, its range and dominance expanding with the range and dominance of Microsoft's Windows operating system, achieving a market share of about 90% in the mid- to late-1990s.Beginning in the early 2000s, though, other competitors, like AMD, began to chip away at Intel's dominance, and though it still boasts a CPU market share of around 67% as of Q2 of 2025, it has fallen way behind competitors like Nvidia in the graphics card market, and behind Samsung in the larger semiconductor market.And that's a problem for Intel, as while CPUs are still important, the overall computing-things, high-tech gadget space has been shifting toward stuff that Intel doesn't make, or doesn't do well.Smaller things, graphics-intensive things. Basically all the hardware that's powered the gaming, crypto, and AI markets, alongside the stuff crammed into increasingly small personal devices, are things that Intel just isn't very good at, and doesn't seem to have a solid means of getting better at, so it's a sort of aging giant in the computer world—still big and impressive, but with an outlook that keeps getting worse and worse, with each new generation of hardware, and each new innovation that seems to require stuff it doesn't produce, or doesn't produce good versions of.This is why, despite being a very unusual move, the US government's decision to buy a 10% stake in Intel for $8.9 billion didn't come as a total surprise.The CEO of Intel had been raising the possibility of some kind of bailout, positioning Intel as a vital US asset, similar to all those banks and to GM—if it went under, it would mean the US losing a vital piece of the global semiconductor pie. The government already gave Intel $2.2 billion as part of the CHIPS and Science Act, which was signed into law under the Biden administration, and which was meant to shore-up US competitiveness in that space, but that was a freebie—this new injection of resources wasn't free.Response to this move has been mixed. Some analysts think President Trump's penchant for netting the government shares in companies it does stuff for—as was the case with US Steel giving the US government a so-called ‘golden share' of its company in exchange for allowing the company to merge with Japan-based Nippon Steel, that share granting a small degree of governance authority within the company—they think that sort of quid-pro-quo is smart, as in some cases it may result in profits for a government that's increasingly underwater in terms of debt, and in others it gives some authority over future decisions, giving the government more levers to use, beyond legal ones, in steering these vital companies the way it wants to steer them.Others are concerned about this turn of events, though, as it seems, theoretically at least, anti-competitive. After all, if the US government profits when Intel does well, now that it owns a huge chunk of the company, doesn't that incentivize the government to pass laws that favor Intel over its competitors? And even if the government doesn't do anything like that overtly, doesn't that create a sort of chilling effect on the market, making it less likely serious competitors will even emerge, because investors might be too spooked to invest in something that would be going up against a partially government-owned entity?There are still questions about the legality of this move, as it may be that the CHIPS Act doesn't allow the US government to convert grants into equity, and it may be that shareholders will find other ways to rebel against the seeming high-pressure tactics from the White House, which included threats by Trump to force the firing of its CEO, in part by withholding some of the company's federal grants, if he didn't agree to giving the government a portion of the company in exchange for assistance.This also raises the prospect that Intel, like those other bailed-out companies, has become de facto too big to fail, which could lead to stagnation in the company, especially if the White House goes further in putting its thumb on the scale, forcing more companies, in the US and elsewhere, to do business with the company, despite its often uncompetitive offerings.While there's a chance that Intel takes this influx of resources and support and runs with it, catching up to competitors that have left it in the dust and rebuilding itself into something a lot more internationally competitive, then, there's also the chance that it continues to flail, but for much longer than it would have, otherwise, because of that artificial support and government backing.Show Noteshttps://www.reuters.com/legal/legalindustry/did-trump-save-intel-not-really-2025-08-23/https://www.nytimes.com/2025/08/23/business/trump-intel-us-steel-nvidia.htmlhttps://arstechnica.com/tech-policy/2025/08/intel-agrees-to-sell-the-us-a-10-stake-trump-says-hyping-great-deal/https://en.wikipedia.org/wiki/General_Motors_Chapter_11_reorganizationhttps://www.investopedia.com/articles/economics/08/government-financial-bailout.asphttps://www.tomshardware.com/pc-components/cpus/amds-desktop-pc-market-share-hits-a-new-high-as-server-gains-slow-down-intel-now-only-outsells-amd-2-1-down-from-9-1-a-few-years-agohttps://www.spglobal.com/commodity-insights/en/news-research/latest-news/metals/062625-in-rare-deal-for-us-government-owns-a-piece-of-us-steelhttps://en.wikipedia.org/wiki/Renaulthttps://en.wikipedia.org/wiki/State-owned_enterprises_of_the_United_Stateshttps://247wallst.com/special-report/2021/04/07/businesses-run-by-the-us-government/https://en.wikipedia.org/wiki/Nationalizationhttps://www.amtrak.com/stakeholder-faqshttps://en.wikipedia.org/wiki/General_Motors_Chapter_11_reorganization This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Marketplace All-in-One
More intel on that potential government Intel deal

Marketplace All-in-One

Play Episode Listen Later Aug 20, 2025 6:49


Commerce Secretary Howard Lutnick has confirmed that the Trump administration is considering taking a stake in the struggling U.S. chipmaker Intel. The arrangement would be unusual but not unprecedented. And Intel was already getting a federal grant under the CHIPS and Science Act, approved during the Biden administration. Also on the show: a dispatch from the annual World AI Conference in Shanghai and a look at the pluses and minuses of retailers using third-party vendors.

Marketplace Morning Report
More intel on that potential government Intel deal

Marketplace Morning Report

Play Episode Listen Later Aug 20, 2025 6:49


Commerce Secretary Howard Lutnick has confirmed that the Trump administration is considering taking a stake in the struggling U.S. chipmaker Intel. The arrangement would be unusual but not unprecedented. And Intel was already getting a federal grant under the CHIPS and Science Act, approved during the Biden administration. Also on the show: a dispatch from the annual World AI Conference in Shanghai and a look at the pluses and minuses of retailers using third-party vendors.

Future U Podcast
Rerun: Chips and Higher Ed: What the Federal Investment Means for Colleges

Future U Podcast

Play Episode Listen Later Aug 12, 2025 21:14


What does a community college in Idaho have to do with mounting economic tensions between the U.S. and China? A lot, actually. On this episode of Future U., Michael and Jeff dive into what the CHIPS and Science Act—the federal spending package designed to reduce the United States' reliance on foreign manufacturers for microchips and other advanced technologies—means for a segment of American postsecondary institutions that's often forgotten in these conversations: community colleges. They talk with nonprofit and government leaders about how the CHIPS supports the education and training of a high tech workforce. They then go deep with the team at the College of Western Idaho to get a view of how they are developing these programs in collaboration with their corporate partner, Micron. This episode is sponsored by Ascendium Education Group.

Black Woman Leading
S7E15: Navigating Shifting Terrains with Dr. Avis Proctor

Black Woman Leading

Play Episode Listen Later Aug 7, 2025 57:41


In this conversation, Laura welcomes Dr. Avis Proctor, President of Harper College.  Dr. Proctor shares her journey from a mathematics educator to a college president, emphasizing need for intentionality in leadership, self-advocacy,  and the power of community support in achieving success. She reflects on her career journey and the pivotal choices that shaped her path.  She also provides insights on the challenges of navigating shifting terrains in education and the significance of co-creating strategies with her team to weather the current climate. Dr. Proctor also shares her strategies for maintaining focus and integrity amidst constant change, and her take on the importance of self-care and wellness in sustaining leadership energy.   About Dr. Proctor Dr. Avis Proctor became the sixth president of William Rainey Harper College in July 2019. With over 30 years of experience working in multicultural environments as an innovative mathematics educator and administrator, she is committed to transforming lives through the power of education using research-based instructional strategies, strategic community engagement and future-focused economic development which all lead to strengthened educational opportunities that impact generations.  Dr. Proctor also provides leadership on several boards from local to national levels including the Northwest Educational Council for Student Success (NECSS), the Community Colleges for International Development (CCID), the Belk Center for Community College Leadership and Research, and the Illinois Council of Community College Presidents (ICCCP). During her tenure at the College, Harper has been recognized as an Achieving the Dream (ATD) Leader College of Distinction in 2020 and 2023, and as a 2023 Aspen Top 25 institution and as a 2025 Aspen Top 20 institution, and is a lead member institution of The Bloch Quantum Tech Hub established by the CHIPS and Science Act in 2023. Dr. Proctor earned her bachelor's degree in Mathematics Education at Florida Agricultural and Mechanical University, a Master of Science in Teaching Mathematics at Florida Atlantic University, and her Doctorate in Higher Education at Florida International University. Dr. Proctor and her husband are the proud parents of one son.   Connect with Dr. Proctor at Harper College Harper College on Facebook Harper College on LinkedIn Harper College on Instagram Harper College on X   BWL Resources: Now enrolling for both the August 2025 sessions of the Early Career and Mid-Career programs.  Learn more at https://blackwomanleading.com/programs-overview/ Full podcast episodes are now on Youtube.  Subscribe to the BWL channel today!   Credits: Learn about all Black Woman Leading® programs, resources, and events at www.blackwomanleading.com Learn more about our consulting work with organizations at https://knightsconsultinggroup.com/ Email Laura: info@knightsconsultinggroup.com Connect with Laura on LinkedIn Follow BWL on LinkedIn Instagram: @blackwomanleading Facebook: @blackwomanleading Youtube: @blackwomanleading  Podcast Music & Production: Marshall Knights  Graphics: Téa Campbell Listen and follow the podcast on all major platforms: Apple Podcasts Spotify Stitcher iHeartRadio Audible Podbay  

Sci on the Fly
CHIPS and Science Act: Landmark Legislation Unleashing American Innovation and Competitiveness

Sci on the Fly

Play Episode Listen Later Jul 25, 2025 50:04


The CHIPS and Science Act is one of the landmark pieces of legislation relaunching American industrial policy. The legislation led to the creation of NSF's first new directorate in 30 years and the formation of regional innovation hubs, expanding training and workforce development opportunities nationwide. The legislation also authorized specific federal investments for STEM education and workforce development that can support the full workforce stack.   In this AAAS STPF Sci on the Fly podcast episode, current AAAS-ASGCT Congressional Policy Fellow Adriana Bankston speaks with key individuals who crafted the legislation and have worked on implementation in multiple sectors: STPF alum Dahlia Sokolov (Congress), Kei Koizumi (formerly OSTP), Travis York (AAAS) and Michael Holland (U Pitt). This podcast episode covers the legislation's journey from development to implementation, including stakeholder engagement and the role of public-private partnerships, framing the legislation in current times and what we can expect in the future.  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. 

CE Pro Podcast
CE Pro Podcast Episode #162: Paul Williams of Nice on CEDIA Advocacy

CE Pro Podcast

Play Episode Listen Later Jul 17, 2025 28:52


In this episode of the CE Pro Podcast, Paul Williams, Managing Director of Home Management Solutions at Nice, discusses his recent advocacy efforts on Capitol Hill as part of CEDIA's second annual Smart Home Day. The conversation focuses on why direct engagement with lawmakers is essential for the continued growth and innovation of the smart home industry.Williams outlines several key policy issues raised during meetings with Congressional staff, including the need for tariff relief on specific imported products, support for the CHIPS and Science Act to bolster domestic semiconductor production, and backing for the Freedom to Invest in Tomorrow's Workforce Act, which expands 529 savings plans to cover trade school and certification programs.The episode underscores how industry-led advocacy efforts are not only elevating the profile of home technology professionals but also shaping future discussions around emerging topics like artificial intelligence and data privacy. Williams encourages broader participation from integrators and manufacturers to ensure the industry's voice is heard as regulations continue to evolve.

TechStuff
The Story: Are the US and China in a Tech War? w/ Jake Sullivan

TechStuff

Play Episode Listen Later Jun 11, 2025 43:16 Transcription Available


When the Biden administration announced the CHIPS and Science Act back in 2022, it was seen as a pivotal move to boost the US semiconductor industry and maintain America’s leadership in AI development. But the legislation was just one piece of a broader, multi-year strategy to counter China’s AI ambitions — and leading the way was Jake Sullivan, former National Security Advisor and longtime foreign policy figure. Sullivan sits down with Oz to discuss why he turned his attention to tech policy, how the Biden administration used export controls and global alliances to curb China’s technological rise, and hear his reflections on the country’s – and tech’s – role in conflicts abroad.See omnystudio.com/listener for privacy information.

Dial P for Procurement
Semiconductor CHIPS, Checks, and Challenges

Dial P for Procurement

Play Episode Listen Later May 29, 2025 24:34


“Even though the world's advanced economies are largely considered post-industrial, chipmaking is an area where domestic manufacturing is now being treated as a high priority for economic and national security reasons.” Jon Martin, Writing for the ‘More than Moore' substack The CHIPS and Science Act, which took effect in August of 2022, is an ambitious Federal program that will inject $52.7 Billion into U.S. semiconductor manufacturing, research and development, and workforce training. As we look back nearly 3 years later, there has been more talk than action, but no one party or entity bears all of the blame. Forming productive partnerships between the public and private sectors is always complicated - even when everyone's interests seem to be aligned, and a change of Administration has also brought changes in how the program will be run. In this episode of the Art of Supply podcast, Kelly Barner reviews the law as an example of joint public-private reshoring: Reviewing the commitments that have been made to date Unpacking the roadblocks to progress that we've seen so far Considering what the Trump administration is doing to facilitate the process of rebuilding semiconductor manufacturing capabilities in the United States Links: Does the CHIPS Act provide the Helpful Incentives the U.S. needs? Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

声东击西
#Bonus 我在美国教退伍军人「手搓芯片」:一位华人老师眼中的美国芯片教育雄心

声东击西

Play Episode Listen Later May 22, 2025 25:31


一个中国人为什么会在一所美国大学里教退伍军人制造芯片? 2022 年,时任美国总统拜登签署了一项意在加强美国半导体研究和制造能力的《芯片与科学法案》(CHIPS and Science Act),涉及千亿美元的政府资金投入。在这样的大背景下,一些美国的大学院校也开始开设相关的人才培养项目,并针对特定人群免费开放。 今天我们邀请到的这位嘉宾就是其中一个项目里的授课老师,透过她的讲述,我们能够了解到:对内容进行了极致压缩的 12 周「手搓芯片课程」都在教些什么?来上课的美国人,他们的人生境况是怎样的?从培训项目毕业后,这些退伍军人真的就能找到满意的对口工作吗? 欢迎在评论区和我们分享你的看法。 本期人物 徐涛,声动活泼联合创始人 Yaxian,「科技早知道」节目监制 Michelle Wu,佐治亚理工学院物质与系统研究所研究科学家、微电子集成电路实验课程讲师,主要从事微电子芯片工艺研究 主要话题 [03:04] 为什么要教美国的退伍军人做芯片 [06:42] 零基础也能学?芯片课上教什么 [14:26] 芯片课所见的真实美国人生故事 [18:20] 从芯片项目毕业后就一定能找到好工作吗 [20:35] 特朗普政府下,芯片项目的未来可能是怎样的 直播预定 本周五 5 月 23 日中午 12 点,「声东击西」主播徐涛会跟尼可学院的 Nicole 聊一聊—— AI 时代下的阅读——这个话题。感兴趣的小伙伴可以点击这里打开文章,预定直播 (https://mp.weixin.qq.com/s/PpV00NTZG2MU8kwl9iqd5A)~ Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/B6wOMM91.png 延伸阅读 The CHIPS Act Is About More Than Chips: Here's What's in It (https://www.nytimes.com/2023/02/28/business/economy/chips-act-childcare.html) Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/xmY1m6d7.JPEG Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/iAkhF9vI.jpeg Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/6VQQ5rxG.jpeg *Michelle 提供的项目照片 给声东击西投稿 「声东击西」听众投稿长期开放中,我们想要聆听你对这个世界的观察与思考,形式、内容不限。 如果你只是想要和节目组打个招呼,分享一些你对节目的想法或者你最近的生活,也欢迎你来投稿~ 你的声音也可能出现在未来的节目当中,我们非常期待你的分享! 投稿入口 (https://eg76rdcl6g.feishu.cn/share/base/form/shrcne1CGVaSeJwtBriW6yNT2dg) Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/Ci7z6fz9.png 声动活泼年度新节目上线! 这次,我们倾全团队之力为 AI 时代的青少年做了一件微小但重要的事。 每期 10 分钟,从一个青少年感兴趣的现象谈起,涉及商业科技、社会人文等话题,解读表象背后的深层逻辑,启发青少年提出自己的好奇。每周一、三、五早晨 6 点在各大音频平台准时更新。

What Could Go Right?
Modern Money and Marketcrafters with Chris Hughes

What Could Go Right?

Play Episode Listen Later May 14, 2025 53:55


How can we reshape the American economy? Zachary and Emma speak with Chris Hughes, Facebook co-founder, Chair of the Economic Security Project, and author of “Marketcrafters: The 100-Year Struggle to Shape the American Economy.” Chris discusses the differences between marketcraft and Trump's tariffs, how marketcraft has succeeded with antitrust and anti-monopoly laws, and historical examples involving marketcraft, including the Strategic Petroleum Reserve and the CHIPS and Science Act. What Could Go Right? is produced by The Progress Network and The Podglomerate. For transcripts, to join the newsletter, and for more information, visit: theprogressnetwork.org Watch the podcast on YouTube: ⁠⁠https://www.youtube.com/theprogressnetwork⁠⁠ And follow us on X, Instagram, Facebook, TikTok: @progressntwrk Learn more about your ad choices. Visit megaphone.fm/adchoices

The Received Wisdom

British Politics, the CHIPS and Science Act, and Rethinking the Green Revolution ft. Glenn Stone

CEO Perspectives
Will China Blockade Taiwan?

CEO Perspectives

Play Episode Listen Later Apr 17, 2025 35:57 Transcription Available


China is determined to reincorporate Taiwan—raising the stakes for countries and for businesses.     By 2027, China could be militarily capable of taking over Taiwan, backed by the world's largest navy and a growing air force. What's next for China-Taiwan relations, and how does their relationship affect Western businesses?     Join Steve Odland and guest Dr. Lori Esposito Murray, senior fellow for national security and managing director of CEO programs at the Council on Foreign Relations, to find out how Taiwan got here, why China could seek to blockade or quarantine Taiwan, and what options are available to the US to deter or counter such threats.    (01:01) China's Military Buildup (03:41) Historical Context of China-Taiwan Relations (04:43) Post-WWII and Civil War Dynamics (07:38) US-China-Taiwan Relations and Policies (09:54) Europe's Stance on Taiwan (12:00) China's Intentions and Taiwan's Response (15:05) Potential Conflict Scenarios (24:02) Business Implications and Conclusion     For more from The Conference Board:  The US-China Trade War Escalates  China, Taiwan, Japan, and the New Administration  The Future of the CHIPS and Science Act 

Parallax Views w/ J.G. Michael
Trump's Tariffs, Trumponomics vs. Bidenomics, & More w/ Doug Henwood

Parallax Views w/ J.G. Michael

Play Episode Listen Later Apr 9, 2025 38:09


On this edition of Parallax Views, the Left Business Observer's Doug Henwood, host of the influential radio program Behind the News, returns to the program to discuss Trump's tariffs, Bidenomics vs. Trumponomics, the legacy of the anti-WTO/anti-globalization protests of the late 1990s, and much more! Literally a half hour before Doug and I began recording Trump announced a 90-day pause on some of his tariffs. We'll be discussing what Doug sees as Trump's nostalgia about a romanticized 1950s America and how he believes that is driving Trump's policies in many ways. Doug talks about what he sees as the nonsensical nature of Trump's tariffs and how stocks shot up immediately after Trump announced the 90-day pause. Although sometimes there's more noise than signal when looking at the stock market, in this case the response of the stock market over the past week has reflected very real economic anxieties. He also notes that the bond market has been reacting strangely in the past week in a way that is worrying. Doug notes that we'll likely see prices increase in May and June and discusses the effect these tariffs will have on those at the bottom of the income distribution. All of this will factor into Doug's analysis of why he thinks Trump has announced a 90-day pause on some tariffs. We'll also discuss in-depth the pros and cons of Bidenomics and then look at that in comparison to Trumponomics. We'll discuss industrial policy, ways of bringing back manufacturing to the U.S. in a productive rather than destructive manner, and we'll look at the effect of tariffs on poorer countries like Vietnam or Cambodia. We'll also discuss how there's been a wide backlash against Trump's tariffs from across the political spectrum including libertarians like Thomas Sowell, CNBC's Jim Cramer, and even some protectionists. Doug Henwood sums up the backlash as being driven ultimately by the crudeness of the tariff policy. The conversation will also delve into Trump's romanticism about the 19th century U.S. economy, the legacy of the anti-WTO/anti-globalization protests of the late 90s, the potential of a pro-trade internationalism that isn't neoliberal and is informed by socialist or left-wing concerns, the CHIPS and Science Act of 2022, the Biden team's failure to tout the positive aspects of Bidenomics, Trump's anti-libertarian streak, DOGE, the misanthropy of the Silicon Valley right-wing, comparing and contrasting the Ralph Nader and Donald Trump views on foreign trade, and much, much more!

The Deduction
Understanding the 5 Most Critical Tax Issues in Today's Debate

The Deduction

Play Episode Listen Later Apr 2, 2025 48:21


What are the biggest tax stories shaping policy today—and what do they mean for you? In our 100th episode, we break down the five biggest tax stories, from the global tax deal to the looming expiration of the Tax Cuts and Jobs Act. Kyle Hulehan and Erica York are joined by Daniel Bunn, President and CEO of  Tax Foundation, and Garrett Watson, Director of Policy Analysis. We also dive into the Inflation Reduction Act, the CHIPS and Science Act, the rise of flat taxes in states, and the role of tariffs in tax policy.  Links: https://taxfoundation.org/podcast/all/understanding-property-taxes/https://taxfoundation.org/research/all/federal/trump-tariffs-trade-war/https://taxfoundation.org/blog/global-tax-agreement/https://taxfoundation.org/blog/flat-tax-state-income-tax-reform/https://taxfoundation.org/blog/inflation-reduction-act-ira-credits-repeal-reform/Support the showFollow us!https://twitter.com/TaxFoundationhttps://twitter.com/deductionpodSupport the show

The Electorette Podcast
Power, Politics & the Grid: Kate Gordon on America's Energy Crossroads

The Electorette Podcast

Play Episode Listen Later Apr 1, 2025 44:43


What if the clean energy revolution isn't coming—it's already here, quietly reshaping global power, American manufacturing, and the way we heat our homes? In this episode of The Electorette, host Jen Taylor-Skinner sits down with energy policy expert Kate Gordon to unpack the largest climate investment in U.S. history—and why most Americans barely noticed it. Together, they explore the ambitious trio of laws passed under the Biden administration—the Inflation Reduction Act, the Infrastructure Investment and Jobs Act, and the CHIPS and Science Act—which together form a bold, strategic roadmap for decarbonization, domestic manufacturing, and energy independence. Kate walks us through the rarely-discussed connections between AI, electrification, and rising energy demand, the geopolitical aftershocks of Russia's war in Ukraine, and why our energy future hinges on the power grid, community investment, and supply chain resilience. We also confront the dangers ahead: environmental protections being rolled back, mass layoffs at the Department of Energy, and a growing political movement determined to unravel decades of climate progress. This is a conversation about what's working, what's under threat, and why the clean energy transition isn't just about science—it's about power, politics, and the future of democracy itself. Kate Gordon is an energy policy expert, and the CEO of California Forward, a statewide organization dedicated to a more sustainable, resilient, and inclusive economy across every region of the state. Episode Chapters/Timestamps (00:00) Investments in Climate Change Mitigation The Biden administration's IRA includes transformative bills for clean energy, grid resilience, EV infrastructure, and semiconductor technology. (07:17) Energy Dominance Fracking's impact on U.S. energy dominance, European demand for American gas, and balancing fossil fuels and renewables for future energy needs. (12:47) Climate Investment Rollbacks and Tax Cuts Rollback of environmental protections, tension in clean energy projects, contradictions in domestic manufacturing policies, and lack of coherence in climate action. (24:20) Strategic Manufacturing and Resource Economics Domestic manufacturing's complexities, strategic necessity of producing goods, geopolitical implications of resource economics, and challenges faced by Department of Energy. (29:24) Impact of Federal Job Cuts Recent staffing changes at DOE have led to loss of skilled professionals and highlight inefficiencies in federal hiring processes. (33:47) Energy Security and Strategic Relationships The Department of Energy's role in managing nuclear infrastructure, risks of operational missteps, cybersecurity for the power grid, energy independence, and challenges in communicating these concerns to the public. Learn more about your ad choices. Visit megaphone.fm/adchoices

PolicyCast
Ricardo Hausmann on the rise of industrial policy, green growth, and Trump's tariffs

PolicyCast

Play Episode Listen Later Mar 5, 2025 58:39


For market purists, any mention of the term industrial policy used to evoke visions of heavy-handed Soviet-style central planning, or the stifling state-centric protectionism employed by Latin American countries in the late 20th century. But that conversation turned dramatically over the last several years, as President Joe Biden's signature legislative achievements like the CHIPS and Science Act and the Inflation Reduction Act showcased policies designed to influence and shape industries ranging from tech to pharma to green energy. My guest today, Harvard Kennedy School Professor Ricardo Hausmann, is the founder and director of the Growth Lab, which studies ways to unlock economic growth and collaborates with policymakers to promote inclusive prosperity around the world. Hausmann says he believes markets are useful, but have shown themselves inadequate to create public benefits at a time when public objectives like the clean energy transition and shared prosperity have become increasingly essential to human society. In a wide-ranging conversation, we'll discuss why industrial policy is making a comeback, tools that the Growth Lab has developed to help poorer countries and regions develop and prosper, and the uncertainty being caused by President Trump's pledge to raise tariffs and protectionist barriers.Ricardo Hausmann's policy recommendations:Encourage governments to track industries that are not yet developed but have the potential for growth and monitor technological advancements to identify how new technologies can impact existing industries or create new opportunities.Develop state organizations with a deep understanding of societal trends and industrial potential, similar to Israel's office of the Chief Scientist or the U.S. Presidential Commission on Science and Technology.Encourage governments to develop a pre-approved set of tools—including training, educational programs, research programs, and infrastructure—that can be quickly mobilized for specific economic opportunities.Teach policy design in a way that mirrors medical education (e.g., learning by doing as in a teaching hospital), because successful policy design requires real-world experience, not just theoretical knowledge. Ricardo Hausmann is the founder and director of Harvard's Growth Lab and the Rafik Hariri Professor of the Practice of International Political Economy at Harvard Kennedy School. Under his leadership, the Growth Lab has grown into one of the most well regarded and influential hubs for research on economic growth and development around the world. His scholarly contributions include the development of the Growth Diagnostics and Economic Complexity methodologies, as well as several widely used economic concepts. Since launching the Growth Lab in 2006, Hausmann has served as principal investigator for more than 50 research initiatives in nearly 30 countries, including the US, informing development policy, growth strategies and diversification agendas at the national, regional, and city levels. Before joining Harvard University, he served as the first chief economist of the Inter-American Development Bank (1994-2000), where he created the Research Department. He has served as minister of planning of Venezuela (1992-1993) and as a member of the Board of the Central Bank of Venezuela. He also served as chair of the IMF-World Bank Development Committee. He holds a Ph.D. in economics from Cornell University.Ralph Ranalli of the HKS Office of Communications and Public Affairs is the host, producer, and editor of HKS PolicyCast. A former journalist, public television producer, and entrepreneur, he holds an BA in political science from UCLA and a master's in journalism from Columbia University.Scheduling and logistical support for PolicyCast is provided by Lillian Wainaina. Design and graphics support is provided by Laura King of the OCPA Design Team. Web design and social media promotion support is provided by Catherine Santrock and Natalie Montaner of the OCPA Digital Team. Editorial support is provided by Nora Delaney and Robert O'Neill of the OCPA Editorial Team. 

America's Work Force Union Podcast
Emily Twarog, LEP Illinois | Jason Walsh, BlueGreen Alliance

America's Work Force Union Podcast

Play Episode Listen Later Mar 4, 2025 57:54


Emily Twarog, Associate Professor of History and Labor Studies at the University of Illinois School of Labor and Employment Relations, Labor Education Program (LEP), joined America's Work Force Union Podcast to discuss women's leadership in labor unions and her research on sexual harassment in the workplace. Jason Walsh, Executive Director of the BlueGreen Alliance, joined the America's Work Force Union Podcast to discuss ongoing threats to the federal workforce, the future of the Inflation Reduction Act and the potential impact legislative decisions could have on the CHIPS and Science Act.

The TechEd Podcast
Can U.S. Manufacturing Keep Its Edge? What it Will Take to Compete Globally in 2025 - Congresswoman Haley Stevens

The TechEd Podcast

Play Episode Listen Later Feb 18, 2025 38:20


How does the U.S. stay competitive in manufacturing, EVs, and AI while protecting innovation and growing the workforce?Manufacturing has always been the backbone of Michigan's economy, and few people understand this better than Congresswoman Haley Stevens. Representing Michigan's 11th District, she has spent her career championing industrial policy, workforce development, and technological innovation. From her time on the U.S. Auto Rescue Task Force to her leadership on the House Science, Space, and Technology Committee, Stevens brings a unique perspective on the challenges and opportunities facing American industry.In this episode, we explore how Michigan—and the U.S. as a whole—can maintain its competitive edge in manufacturing, navigate the future of the EV market, and ensure the workforce is prepared for the next generation of industrial technology. If you care about the future of manufacturing, this conversation is one you won't want to miss.Listen to learn:Why Michigan's EV industry is facing a critical turning point and what policies will determine its long-term successHow the CHIPS and Science Act is reshaping U.S. manufacturing—and the next frontier in supply chain securityWhy industrial AI and automation adoption are accelerating—and what's missing from America's strategyThe hidden workforce gap in manufacturing education that could stall industry growthWhat a little-known manufacturing success story in Michigan reveals about the future of U.S. innovation3 Big Takeaways from this Episode:America's EV strategy is at a crossroads. Policy decisions made now will determine whether the U.S. leads in electric vehicle manufacturing or falls behind. Workforce training and battery production will be key to staying competitive.CHIPS and Science was just the start. While the act boosted domestic semiconductor production, gaps remain in minerals, advanced materials, and supply chain resilience. A national strategy is needed to secure the future of U.S. manufacturing.Industrial AI is evolving faster than policy. Manufacturers are adopting AI-driven automation, but without a clear national framework, workforce development and industry competitiveness risk falling behind global leadersResources in this Episode:Visit Congresswoman Haley Steven's Page: stevens.house.govConnect with the Congresswoman Online:X / TwitterWe want to hear from you! Send us a text message.Instagram - Facebook - YouTube - TikTok - Twitter - LinkedIn

Green Connections Radio -  Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil
3 Reasons Why Clean Energy is Here to Stay – Jennifer Granholm, 16th U.S. Secretary of Energy

Green Connections Radio - Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil

Play Episode Listen Later Feb 11, 2025 22:10


“Deploy, deploy, deploy. More than half a trillion dollars has been invested in the United States since the passage of the Inflation Reduction Act and the bi-partisan Infrastructure Bill. These laws have made investing in America irresistible. They have made the energy transition inevitable - and inexorable.” Speech by Jennifer Granholm Federal-level developments have delivered a series of blows, leaving many of us questioning the future of clean energy, sustainability and climate action. If you're feeling that uncertainty, this week's episode is for you.   Listen to this powerful speech by Jennifer Granholm, 16th U.S. Secretary of Energy (2021-2025), who used her final public address in office to herald the clean energy revolution underway in the U.S. Her words will leave you feeling optimistic and inspired by the opportunities this transition is creating, as it also makes communities more resilient to the ravages of climate change that we have all been witnessing.   Granholm lays out three powerful reasons to believe that the clean energy transition is built to last. She delivers a powerful reminder about how the Inflation Reduction Act, the Infrastructure Bill, and the CHIPS and Science Act have sparked investments across America, driving record-breaking economic growth (including mostly in Republican-dominated states) with an energy revolution that she says is here to stay.You'll hear about: Powerful statistics from the Department of Energy, such as how 98% of the programs have received at least one round of funding under the existing regulations. The 900 new clean energy manufacturing facilities and expansions across the country, many in communities that previously suffered from job losses. Advancements made in battery supply chains, nuclear power, and other clean energy technologies. How the baton is now handed to us, to advocate for these laws and ensure their continued support through our representatives in Congress. Plus, career advice from Rachel McCleery, former Senior Advisor, U.S. Treasury Dept., Office of the Inflation Reduction Act, featured in Joan Michelson's Forbes piece on How Women Can Look At Their Careers Differently In 2025, Especially In Climate, Energy. “You have to have a little bit of fearlessness at this stage of your career. You have the ambition, you have the drive, you know how to do it, you have the confidence. But confidence and fearlessness, to me, they are two very different things. And in order to take that step, you have to be able to take some risks and you have to assume space that you haven't before.” Rachel McCleery on Electric Ladies Podcast Read Joan's Forbes articles here. You'll also like: Gina McCarthy, Fmr. White House National Climate Advisor & Climate Policy Head, on how climate policy boosts the economy Heather Boushey, White House Council of Economic Advisors, on how federal funding is expediting the energy transition while helping to avert the worsening effects of climate change Tara Giunta, Global Co-Chair of ESG & Sustainable Finance Practice at Paul Hastings Law Firm, on climate risk disclosure rules of the Securities and Exchange Commission Lisa Jacobson & Tara Narayanan, Bloomberg New Energy Finance, on why the energy transition is in full swing despite headwinds Halla Hrund Logadottir, Director-General, Iceland's National Energy Authority, on how the country has become 85% renewable energy.  Want to hear more from us? Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.

Richard Helppie's Common Bridge
Revolutionizing U.S. Infrastructure: Insights from Professor Rick Geddes

Richard Helppie's Common Bridge

Play Episode Listen Later Dec 29, 2024 49:27


What if the biggest infrastructure overhaul in the U.S. since the interstate highway system is happening right now? Join us on the Common Bridge as we sit down with Professor Rick Geddes from Cornell University, a leading expert with an eye-opening perspective on the future of infrastructure policy. Professor Geddes enlightens us on the sweeping changes brought by the Infrastructure Investment and Jobs Act, the Chips and Science Act, and the Inflation Reduction Act. These legislative initiatives represent a historic investment in the nation's infrastructure, reshaping sectors from transportation to energy, while also highlighting the necessity for strategic and long-term project planning.The infrastructure landscape is witnessing a quiet technological revolution, and we explore the latest innovations shaping this transformation. From elastic concrete additives to drones revolutionizing inspections, the adoption of these cutting-edge technologies faces hurdles, particularly among smaller public entities. We dive into the concept of future-proofing procurement contracts, a strategic approach to ensure the integration of innovations and transferring risks to private partners. As these advancements unfold, we explore the promise they hold for boosting efficiency and sustainability in infrastructure management.Our conversation also ventures into the critical aspects of infrastructure maintenance and the role of public-private partnerships in driving progress. Professor Geddes shares insights into the challenges and opportunities in renewable energy infrastructure, emphasizing the need for comprehensive lifecycle planning. We highlight the significant role of diverse career paths within the sector, encouraging a new generation of professionals to contribute meaningfully. With a mix of optimism and realism, we discuss ensuring basic services for all communities and the moral imperative of universal service, envisioning a future where infrastructure becomes a catalyst for economic growth and public well-being.Support the showEngage the conversation on Substack at The Common Bridge!

Green Connections Radio -  Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil
The Future Of The Energy Transition, Grid - Joan Moderating ICWS Webinar With Energy Leaders

Green Connections Radio - Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil

Play Episode Listen Later Dec 17, 2024 71:04


“Today we are talking about accelerating the clean energy transition, including government policy, lowering costs, and decarbonization...The new 2024 Energy Fact book (by BCSE & BNEF)… found that the energy transition is in full swing with ‘record breaking' public and private sector investments in clean power and renewable energies showing cost competitiveness even without government subsidies…But the two key pieces we're going to talk about today are… the grid and storage.” Joan Michelson on Electric Ladies Podcast Between market forces, government incentives and funding, and public-private partnerships, the transition to a net zero economy is in full swing and resilient, despite “headwinds” like covid, high interest rates, supply chain issues and political pressures, studies show. Where are we now? Listen to this webinar produced by ICWS and emceed/moderated by Electric Ladies host Joan Michelson, with top experts from Schneider Electric, Smart Electric Power Alliance, EcoEngineers and Long Duration Energy Storage Assn..   You'll hear about: Where we are in the energy transition and why clean energy is cost competitive now How we need to upgrade and reinvent the grid, the hub of the system The importance of energy storage, including long-duration energy storage and hydrogen What impact the Inflation Reduction Act, Infrastructure Investment Act and the CHIPS and Science Act have had – and will have going forward (or not). Plus, here's some insightful career advice, such as… “Think about your career as a business…Try to always have a mindset of kind of what I want first…What organizations do I want to work with? Where, what kind of responsibilities do I want to have? And maybe I do it through a traditional employer employee relationship, or maybe I just branch out on my own and just do it right? And I feel like women should feel empowered to do that and to be that kind of proactive thinking. And don't be afraid.” Lisa Jacobson on Electric Ladies Podcast Read Joan's Forbes article about this new report here and more of her articles here too. You'll also like: Lisa Jacobson (BCSE) & Tara Narayanan (BNEF), on their 2024 Energy Factbook, by the Business Council for Sustainable Energy and Bloomberg New Energy Finance Melissa Lott, Ph.D., Director of Research at the Center for Global Energy Policy at Columbia University, and the lead scientists in the PBS/NOVA documentary “Chasing Carbon Zero.” Vanessa Chan, Ph.D., Chief Commercialization Officer of the Department of Energy and Director of the Office of Technology Transitions, on the Inflation Reduction Act and the transition to clean energy. Inna Braverman, Founder/CEO of Eco Wave Power, on how wave power works and her powerful personal story that reflects today's geopolitical dynamics. Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

Marketplace Tech
Bytes: Week in Review — Intel's big grant, ChatGPT turns two and AI's scaling problem

Marketplace Tech

Play Episode Listen Later Nov 29, 2024 15:19


OpenAI’s chatbot ChatGPT turns two years old tomorrow. So how has it changed the tech industry and what’s next for the company? We’ll get into it in today’s “Marketplace Tech Bytes: Week in Review.” Plus, we look into rumblings that improvements in AI have slowed, raising questions about whether we’ve hit a wall when it comes to training more advanced AI systems. But first, the Commerce Department finalized nearly $7.9 billion in subsidies for Intel. It’s the largest award yet under the CHIPS and Science Act and a potentially game-changing sum for the company right now. Marketplace’s Meghan McCarty Carino is joined by Natasha Mascarenhas, reporter at The Information, to break down these stories.

Marketplace Tech
Bytes: Week in Review — Intel's big grant, ChatGPT turns two and AI's scaling problem

Marketplace Tech

Play Episode Listen Later Nov 29, 2024 15:19


OpenAI’s chatbot ChatGPT turns two years old tomorrow. So how has it changed the tech industry and what’s next for the company? We’ll get into it in today’s “Marketplace Tech Bytes: Week in Review.” Plus, we look into rumblings that improvements in AI have slowed, raising questions about whether we’ve hit a wall when it comes to training more advanced AI systems. But first, the Commerce Department finalized nearly $7.9 billion in subsidies for Intel. It’s the largest award yet under the CHIPS and Science Act and a potentially game-changing sum for the company right now. Marketplace’s Meghan McCarty Carino is joined by Natasha Mascarenhas, reporter at The Information, to break down these stories.

Marketplace All-in-One
Bytes: Week in Review — Intel's big grant, ChatGPT turns two and AI's scaling problem

Marketplace All-in-One

Play Episode Listen Later Nov 29, 2024 15:19


OpenAI’s chatbot ChatGPT turns two years old tomorrow. So how has it changed the tech industry and what’s next for the company? We’ll get into it in today’s “Marketplace Tech Bytes: Week in Review.” Plus, we look into rumblings that improvements in AI have slowed, raising questions about whether we’ve hit a wall when it comes to training more advanced AI systems. But first, the Commerce Department finalized nearly $7.9 billion in subsidies for Intel. It’s the largest award yet under the CHIPS and Science Act and a potentially game-changing sum for the company right now. Marketplace’s Meghan McCarty Carino is joined by Natasha Mascarenhas, reporter at The Information, to break down these stories.

Hidden Forces
Semiconductors, Tariffs, & Chip Restrictions Under Trump | Chris Miller

Hidden Forces

Play Episode Listen Later Nov 11, 2024 49:48


In Episode 388 of Hidden Forces, Demetri Kofinas speaks with semiconductor expert Chris Miller about the state and future of the semiconductor industry in the context of Trump's 2024 U.S. electoral victory, with all its implications for industrial policy, defense spending, tariffs, export controls, trade wars, and much more. This conversation is a deep-dive into the semiconductor supply chain. Kofinas and Miller discuss how money is currently being allocated under the CHIPS and Science Act, the progress being made in domestic U.S. semiconductor fabrication, the challenges facing TSMC's Arizona facility, and the troubles at Intel. They also take a hard look at the outcomes resulting from the U.S. semiconductor export and end-use controls implemented against China, how effective or ineffective they've been, and ways to improve them. They also assess China's own efforts at building out its domestic chip ecosystem and some of the loopholes that Chinese companies are systematically exploiting in order to become fully independent of and eventually overtake Western chipmakers and equipment manufacturers. They discuss the three largest limiting factors to scaling AI data centers, the national security threat posed by Chinese companies leapfrogging their U.S. competitors in the race toward AGI, and much more. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today's episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 11/06/2024

Market Mondays
How Can The United States Treasury Department Help Close The Racial Wealth Gap

Market Mondays

Play Episode Listen Later Jun 5, 2024 19:28


Welcome to a special clip of Market Mondays, featuring an insightful discussion straight from Washington, DC. Joining us are two distinguished guests: Representative Lauren Underwood of Illinois' 14th district and the Deputy Secretary of the United States Treasury, Wally Adeyemo. *Key Highlights:**1. Access to Capital for Black Entrepreneurs:*Rashad Bilal kicks off the conversation by exploring access to capital through community lenders. Learn about the $9 billion approved under Vice President's leadership to support community development financial institutions and black-owned banks. Discover how this initiative has led to the doubling of black-owned small businesses in America over the past three years.*2. Semiconductor and Science Act:*Troy Millings delves into the significance of semiconductors and America's leadership in this space. The pandemic demonstrated the critical need for domestic production of chips, necessary for everything from cars to iPads. Wally Adeyemo discusses the importance of the Semiconductor and Science Act in ensuring the U.S. maintains a leading role while creating jobs in underserved communities.*3. Addressing Economic Inequities:*Ian Dunlap asks about the Treasury's role in addressing economic inequalities. Adeyemo emphasizes the importance of investing in communities with potential but historically lacked opportunities. Discover how efforts to support black and Latino small businesses contribute to the broader growth of the U.S. economy.*4. Inflation Reduction Act:*Inflation has been a significant challenge for Americans. Wally Adeyemo explains the Inflation Reduction Act, which aims to cut everyday costs, from energy bills to prescription drugs. Learn about tax incentives for energy-efficient upgrades and how the cap on insulin costs is setting a precedent for reducing healthcare expenses nationwide.*5. Affordable Homeownership:*Homeownership is a critical path to wealth creation, particularly in black and Latino communities. Adeyemo outlines incentives for down payment assistance, zoning law changes, and support for first-time homebuyers to make homeownership more accessible.*6. Personal Journeys:*Discover the inspiring journeys of our guests. Wally Adeyemo, the first black American in his role, shares how his parents' commitment to public service influenced his career path. Representative Lauren Underwood, the youngest black woman elected to Congress, reveals how tackling healthcare inequities led her to Congress and her ongoing efforts to make America work for everyone.*7. The Role of the U.S. Treasury:*Understand the multifaceted role of the Treasury Department beyond printing money. Adeyemo explains how they work to grow the U.S. economy, support small businesses, and enhance IRS services, making tax filing easier and more cost-effective for Americans.*8. Bridging Gaps for Millennials and African Americans:*Rep. Underwood highlights the importance of access to information and resources, ensuring programs reach those who need them most. She emphasizes the need for millennials and African Americans to recognize and utilize the opportunities available, encouraging active participation in shaping a fairer, more inclusive economy.This episode is packed with valuable insights on financial inequities and the steps being taken to address them. Whether you're an entrepreneur, a policymaker, or simply interested in economic justice, there's something here for everyone.*#MarketMondays #FinancialInclusion #Entrepreneurship #EconomicEquity #USATreasury #LaurenUnderwood #WallyAdeyemo #SmallBusiness #InflationReduction #Homeownership #BlackWealth #SemiconductorIndustry #PublicService #MillennialFinance #CommunityDevelopment*Our Sponsors:* Check out Monarch Money: www.monarchmoney.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Louder with Crowder
Taiwan Rocked by Earthquake: How This Could Screw America

Louder with Crowder

Play Episode Listen Later Apr 3, 2024 73:55


A 7.2 magnitude earthquake just rocked Taiwan, shaking up the chip manufacturing market, we analyzed Biden's CHIPS and Science Act and will show you why it's a DEI disaster, why Latinos like Shakira love Trump, Gay William joins us for Mug Club, and more!GUESTS: Gay William & Josh FirestineSOURCES: https://www.louderwithcrowder.com/sources-april-3-2024