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

if you're playing defense, you're blunting a competitive disadvantage in which a rival has an overwhelming market share, but you need some minimal level of production to get through an act of coercion, for example.

Let's say with masks.

Is that fair?

Like so a low margin commoditized.

Yeah.

So like a yeah, climate shock, health shock, financial stability episode.

Okay.

Yeah, just to nerd out on that, like the contrast would be with masks would be a supply chain in which there are very high barriers to entry, very large economies of scale.

And you have a critical dependence on a strategic adversary, that's checkmate when uh in an act of coercion.

And that's where industrial policy interventions need to be done ex ante.

Okay.

What you're really saying is that we need to have self awareness.

And if you're a country in which the political tolerance for pain is low, and let's just stipulate that may just be a function of democracy and kind of a fragile state of political affairs that we're in.

Then that means you should probably be relatively more aggressive in terms of shoring up your resilience against supply chains that can be weaponized, right?

Relative to a country that has a higher tolerance for pain.

I hadn't

it that way,

Yeah.

So let's talk about one of those interventions that was made, Intel, both in the CHIPS Act grants, and then in the current administration.

those grants, the remaining amounts were converted into a 10% equity stake.

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