Kai/Kyle Risdell

speaker

241 appearances 1 recordings 1 series first heard Aug 2026 last heard 4 Aug

Kai/Kyle Risdell’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

Appearances

newest first · ▶ plays the moment

Marketplace · Manufacturing boomed in July. Thank all that AI money · 4 Aug 2026 podcast

It's being kept under the watchful eye of senior fellow Jonathan Hillman.

John, welcome to the program.

Good to have you on.

Thanks for having me.

A lot of people probably have heard about the government stake in Intel, maybe one or two others.

I need you, though, to sort of zoom out for me and give me the big picture.

Where are we with government investment in these companies?

Yeah, so I think it's important to recognize the government taking equity stakes is not a new thing.

The government did a round of this during World War II.

We did it in the 80s with Chrysler.

We did it in the aftermath of the financial crisis.

But what we're seeing right now is, I think, notable in terms of the number of deals.

We're tracking 37 deals since January 2025 involving equity or quasi-equity stakes.

And the vast majority of them seem to be focused on strengthening supply chains, so areas like semiconductors, critical minerals, or helping the U.S.

compete in emerging technologies like quantum computing.

I would also point out here, since you raised the historical perspective on this, those earlier investments were done with and at the direction of the Congress.

And while the executive branch in a lot of these instances is using the CHIPS Act, for instance, as its authority, this is being done at the direction of the President of the United States.

That's right.

This is a very interesting set of activities, not only because of what's at stake, but also because in some cases, the authorities that departments and agencies are using, they're operating in a bit of a gray area.

The Development Finance Corporation has probably the clearest authority and ability to take equity stakes.

Showing 41–60 of 241 · page 3 of 13