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 over the last 12 months — 3 in all, peaking in Aug 2026 with 1.

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The Outthinking Investor with Daleep Singh · Chip Craze: Framing Industrial Policy for the AI Era · 11 Aug 2026 podcast

Of incentives.

I think far fewer people really understand what it's done.

So can you just give us an honest status report?

What's the gap between what was envisioned, what was promised, and what's happening on the ground?

And is the scale of production happening

At the pace that you envisioned.

You hear stories and you read headlines suggesting that we're just not getting anywhere near the amount of production that we need to have true resilience.

How do you characterize where we are?

And can you explain to people why is that?

I mean, from the construction of the building, the clean rooms, et cetera, can you just connect the

Yeah, so you're almost describing the shape of the curve when you're creating a new industrial cluster from scratch.

You're describing it as almost nonlinear, right?

And what we should start to see a much steeper part of the curve as we get towards the end of the decade.

So suspend judgment until then.

from?

Are they being drawn from all over the country, all over the world?

In addition, Mike, to the skilled labor

What are the other binding constraints that are really important in terms of thinking about timeline?

I imagine water, power, what else comes to mind?

You've written about something that I think you called it process risk aversion, the idea that government bureaucracy is wired to punish procedural mistakes more severely than strategic failure.

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