Daleep Singh
speaker
371 appearances
3 recordings
1 series
first heard Jun 2026
last heard 11 Aug
Daleep Singh’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.
Appearances
Every major economy at roughly the same time has decided that leaving the chip supply chain to market forces is an unacceptable liability for national security.
And here's the problem: legislating industrial policy to shore up supply chain resilience and executing are two very different challenges.
My guest today lived in the execution layer.
Mike Schmidt was the first director of the U.S.
Chip's Office.
He was the person charged with turning more than $50 billion of U.S.
taxpayer money into functioning fabs while operating inside a massive
federal bureaucracy against the clock.
He's now a distinguished fellow at Princeton's Center for Economic Policy.
and his research focuses on developing a principled framework for industrial policy.
Mike, welcome.
Thank you for joining.
Mike, you mentioned this relentless effort to cut costs and you were in contact with chip executives, I'm sure, many times a day, every day for multiple years.
Do you make a distinction between the demand for training compute, which does look insatiable and is driving the demand for the most advanced chips versus inference compute?
which is much more about efficiency gains and where you've seen models like Deep Seek show that perhaps you can have good enough computing power to run applications.
Do you think we might end up with two different stories playing out?
that's
I wanna come back to Intel and the equity stake the government took and whether that was a good or bad decision, not necessarily because of what the stock price has done since then, but just more generally as a matter of industrial policy design.
But let me just first take a step back and just let's ground people in what the CHIPS Act actually did and where it stands.
So I think most of our listeners know it passed the CHIPS Act in twenty twenty two with just over fifty billion dollars.
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