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 months

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

And the mantra underneath all of this is to generate supply chain resilience in a critical sector like chips, right?

It's in the legislation, it's in every speech.

Everybody nods along.

But I have never heard anyone actually define each word with precision.

And I think you've been frustrated by the same.

Lack of definition.

So let me just kind of press you on how you've thought about how do you define which supply chains are critical, who decides, how often do you update that list?

And then this word resilience.

I know you're working on a paper around this and I love it, but resilience against what kind of shocks?

Are we talking about economic coercion, another pandemic, a climate event, all of the above?

Of are those kinds of shocks equivalent economically, politically?

And then how much resilience is enough?

And what form should it take?

Stockpiles, production capacity, trade agreements, for goodness sake.

And then lastly, and then I'll stop because all these questions are fundamental.

Is it really resilience that we're after?

Or do we actually really just want dominance?

I would say there's a distinction between those two terms and a continuum.

So you spent two years making judgment calls with real money.

How did you think about those terms?

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