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US export controls

also referred to as: u.s. export controls

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 1, 2024 by Matt Clifford · across every show →

Everything said about US export controls, oldest first

Jul 1, 2024 positive
Assertion Supported
Matt Clifford: US Export Controls Successfully Restrict Chinese GPU Clusters
“The U.S. Export controls on, you know, the semiconductor supply chain have had an impact. It's harder if you are a big Chinese company to build a access a 100,000 GPU cluster.”
Matt Clifford Jul 1, 2024 ▶ 0:18 Matt Clifford: The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | E1172 · 20VC with Harry Stebbings
Nov 17, 2025 negative
Opinion
Andrew Ng: US chip export controls have backfired and accelerated Chinese innovation
“I think the export control on chips has largely backfired. The way that the US and I think that the way the US first put restrictions on Huawei and then later on, you know, exported NVIDIA and AMD and other semiconductors that really incentivized China. So bef…”
Andrew Ng Nov 17, 2025 ▶ 28:18 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
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