Jan 20
Creative Discussion: A New Antitrust Podcast From ITIF
Join Joseph Coniglio, Director of Antitrust and Innovation at The Schumpeter Project, ITIF, as he inaugurates Creative Discussion: An Antitrust Podcast. In this first episode, Coniglio engages in an in-depth discussion with Herb Hovenkamp, James G. Dinan Professor at the Universi ... Show More
38m 27s
Jul 2025
The Case for Smarter AI Regulation, With Matt Perault
Regulating how AI is used—not how it's built—is the only way to protect innovation and give small startups a fair shot. Rob and Jackie sit down with Matt Perault, Head of Artificial Intelligence Policy at Andreessen Horowitz, to discuss the significant burden regulatory framework ... Show More
25m 11s
Jun 2025
mRNA and the Future of Personalized Medicine, With Andrew Geall and Deborah Barbara
Continued innovation and investment is vital to maintaining the U.S.'s leadership in the biopharma sector. Rob and Jackie sit down with Andrew Geall, Chief Development Officer at Replicate Bioscience, and Deborah Barbara, strategic advisor to Primrose Bio, to discuss the developm ... Show More
27m 31s
Aug 2021
Everything you need to know about the global chip shortage
Since the beginning of the pandemic, the demand for microchips has far exceeded supply, causing problems in every industry that relies on computers. And if you’re a Decoder listener, you know that that is every industry. Right now, major automakers have unfinished cars sitting in ... Show More
1h 4m
May 2021
How to Make the U.S. Semiconductor Industry Boom Again
This year, everyone's become aware of the hollowing out of U.S. semiconductor manufacturing capacity. Whether it's the rise of TSMC, the stumbles at Intel, or the inability of car companies to acquire much-needed chips, semiconductors are becoming a major political issue. But how ... Show More
51m 11s
Mar 2023
Chips Avengers 2023: Chips Act + AI Revolution
The Chips Avengers assemble once again! Reva Goujon of the Rhodium Group, JP Kleinhans of the European think tank SNV, Jay Goldberg of Digits and Dollars, and Dylan Patel, who writes SemiAnalysis.
In this episode of ChinaTalk, we all:
Deep dive into the CHIPS Act's recent Notice ... Show More
55m 22s
Apr 2022
US-China Tech Race: Chips with Everything
<p>Our latest season of Tech Tonic continues, with a deep dive into the semiconductor industry and Taiwan’s unique position as a bastion of computer-chip talent. James Kynge, the FT’s global China editor, looks into the unintended consequences of the race for semiconductor domina ... Show More
25m 58s
Feb 2023
549: Is there a decline in US industrial prowess? (with Nick Santhanam)
Welcome to an episode with Nick Santhanam, the CEO of Fernweh Group, an investment company adapting an engaged investor & operator model (EIOM) to create alpha in the industrial and industrial technology sector. In this episode, we dig deep into the prevailing narrative about the ... Show More
54m 42s
Nov 2022
296: Nick Santhanam, Is there a decline in US industrial prowess?
<p><span style="font-weight: 400;">Welcome to Strategy Skills episode 296, an episode with Nick Santhanam, the CEO of Fernweh Group, an investment company adapting an engaged investor & operator model (EIOM) to create alpha in the industrial and industrial technology sector.</spa ... Show More
56m 21s
The United States used to be a leader in semiconductor production, but its share of global output dropped from 37 percent in 1990 to just 12 percent in 2019. That helps explain why the country now faces serious supply issues. Rob and Jackie sat down with John Zysman, a professor emeritus at UC Berkeley and co-founder/co-director of the Berkeley Roundtable on ... Show More
