Chris McGuire joins Theo Jaffee to discuss a proposed expansion of US outbound investment restrictions. McGuire emphasizes that the rule is a proposal subject to consultation, and discusses its potential reach into AI and biotechnology.
McGuire argues that tighter semiconductor export controls and enforcement could increase the US lead in AI computeAI compute infrastructure is the hardware, facilities, networks, power, cooling, storage, and software used to train and run AI models.. His numerical estimates and views on the competitive effects of controls are presented as his assessment, not established outcomes.
The discussion covers access to chips and model weights, the economics of Chinese models, possible safety requirements and the prospects for an eventual US-China agreement. McGuire describes these as policy proposals and acknowledges difficult tradeoffs.
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