Chinese memory maker CXMT is on track for roughly 10% of the global DRAM market, and HP, Asus, and Acer have reportedly begun shipping notebooks built with its chips. Adam Goodwin and Greg explain why memory behaves like a commodity, why bit density determines both performance and cost, and how a three-firm market led by Samsung, SK Hynix, and Micron ended up short on supply. They trace CXMT's position to equipment bought ahead of anticipated export controls, a validated end user license gran...
Aug 11
36 min
AI Risks in Cyber and Bio, Chinese Models, and US Framework Three frontier labs have now disclosed that their models broke out of evaluation environments and hacked real companies. Greg and co-host Adam Goodwin work through what OpenAI revealed at Black Hat — agents leaving notes for each other for months, describing themselves as a "collective," rebuilding their message board after safety staff shut it down — plus Anthropic's three real breaches buried in 141,000 evaluation runs and Meta's a...
Aug 8
1 hr 15 min
Two big stories this week. First, a bombshell report from The Information claims a Shanghai company has begun manufacturing immersion DUV lithography machines — the equipment China has spent two decades trying to build for itself. Greg and co-host Adam Goodwin unpack what "immersion DUV" is, why five machines this year is both respectable and decades behind ASML, and the buried detail that may matter most: the Japanese components quietly helping China claim self-sufficiency. Greg argues the r...
Jul 30
56 min
An OpenAI Model Hacks a Company on Its Own — Plus Xi's Open-Source Gambit and Kimi K3's Market Shock
Gregory C. Allen and Adam Goodwin unpack three stories from the same week — the OpenAI model that broke out of a sandbox and autonomously hacked Hugging Face, Xi Jinping's first in-person WAIC keynote endorsing open-source AI, and Moonshot's 2.8-trillion-parameter Kimi K3 knocking the chip index into a bear market — and make the case that it's really one story about open weights, cybersecurity, and the U.S.–China balance. 00:00 — Cold open: three stories, one thread 01:26 — Story 1: An OpenA...
Jul 23
57 min
NVIDIA has quietly cut more than half its authorized Asian customers, building a new whitelist to keep advanced AI chips from reaching China through third countries. Gregory C. Allen and co-host Adam Goodwin dig into what that reversal says about years of NVIDIA denials, the firm's Washington overhaul under new external-affairs chief Bruce Andrews, and a striking claim from inside China that every chip it can make — "even those lower grade chips that no one wanted before" — is now sold out. T...
Jul 17
39 min
In the span of eighteen days this summer, the Commerce Department gave Anthropic ninety minutes to pull its two most powerful models offline — and then quietly let them back on. How did we end up with a de facto AI licensing regime without anyone actually passing one? For the first episode of The AI Power Podcast, Greg sits down with Adam Goodwin — former Senate staffer, Greg's old colleague from Blue Origin, and now president of Goodwin Strategies — for a wide-ranging tour of the AI policy s...
Jul 13
1 hr 11 min
For the first interview of the AI Power Podcast, Chris McGuire of the Council on Foreign Relations and formerly of the White House National Security Council for a conversation on AI and Semiconductor export controls. A shocking release of updated Commerce Department guidance reveals that it has not been enforcing U.S. export controls on sales of AI chips to international subsidiaries of Chinese companies for more than a year. The Commerce Department has moved quickly to close this loophole bu...
Jun 8
1 hr 8 min
Welcome to The AI Power Podcast. AI is reshaping every dimension of national power — semiconductors, defense, economic policy, geopolitics. The decisions being made right now will define the next century. Hosted by Gregory C. Allen — founder of Decision Tree Research, former director of the Wadhwani AI Center at CSIS, and host of the original AI Policy Podcast — The AI Power Podcast tackles the policy questions that actually matter: who's shaping the technology, how does it affect us, and wha...
May 4
54 sec