Paul Haenle

speaker

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

Paul Haenle’s voice in public audio — every appearance, attributed to the second.

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

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Making Sense · Geopolitics vs. markets: How might the US, China and Iran reshape global risk? · 4 Aug 2026 podcast

And the real question is not who builds the best model, the smartest model.

It is going to be which country can turn AI into a durable national advantage

by translating AI into economic strength, industrial competitiveness, military capability, and geopolitical influence.

And that's why AI is now so closely connected to energy, industrial policy, supply chains, national security.

And so I'd encourage listeners to take a look at the report, Beyond the Benchmarks.

It really gives a much deeper look at how we believe the US-China AI competition is likely to evolve over the coming decade.

Let me just try to answer that, Joyce, by building on some of the themes I've already mentioned.

First, I think the single most important signal will be whether the US and China can keep strategic competition bounded through mechanisms like constructive strategic stability, like that framework that came out of the May summit.

Again, it doesn't mean competition is easing, because it isn't.

Competition will remain intense.

But again, if both sides can compete with a more stable and predictable framework,

I think you'll agree that businesses and investors will have greater confidence to plan, to invest, and then to operate globally.

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