Export Controls

topic on 7 shows · 13 statements across 12 episodes

BG2 Pod No Priors Invest Like the Best the a16z Podcast Big Technology All-In 20VC

13 statements about Export Controls, every show

ALL-IN Assertion Supported
Kratsios: China has achieved no EUV lithography breakthrough since 2019
“They have been trying to essentially figure out how to do EV lithography since, since we put the export controls in 2019, no breakthrough has happened.”
Michael Kratsios Aug 24, 2026 ▶ 27:52 Inside Trump's Science Agenda: Anti-Science Claims, Fauci's Damage, DEI & China w/ Michael Kratsios
20VC Insight
Angelopoulos: Chip export controls risk incentivizing China to build an independent hardware ecosystem
“The downside of export control is that it can incentivize them to build their own ecosystem, and then what do we do?”
Anastasios Angelopoulos Aug 2, 2026 ▶ 14:21 Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
a16z Insight
Anne Neuberger: Export controls are useless for software on thumb drives
“When a capability is on a thumb drive, export controls are a joke. You can't actually control it in that way.”
Anne Neuberger Jul 3, 2026 ▶ 31:42 Ben Horowitz on the Global Race for Tech, Power, and Influence
20VC Assertion Supported
Anthropic lobbied heavily for US AI export controls
“And definitely like companies like Anthropic lobbied very hard for it.”
Aravind Srinivas Jun 15, 2026 ▶ 54:25 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
INVEST LIKE THE BEST Prediction Not checkable as stated
Wang: Export controls will not easily derail China's tech momentum
“A lot of these investments have been in place for 10 years, some for 15 years and there's no easy thing, not export controls That will derail this tech engine very easily.”
Dan Wang Oct 16, 2025 ▶ 1:31:55 China vs America: The Battle for Global Dominance Explained | Dan Wang interview · Invest Like The Best
BG2 Opinion
Gerstner: US Export Controls Probably Caused Huawei's Rapid Tech Catch-Up
“The export controls on, on, on, on China probably is what caused Huawei to catch up so quickly.”
Brad Gerstner Jun 6, 2025 ▶ 34:49 China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
BIG TECHNOLOGY Assertion Not checkable as stated
Kantrowitz: Current US AI chip export controls are not working
“We know whatever export controls are in place aren't working.”
Alex Kantrowitz May 5, 2025 ▶ 55:08 The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
BG2 Prediction Not checkable as stated
Gurley: Export controls and chip bans could escalate into a hot war
“But any one of these decisions, and certainly the combination of them, could lead to escalation. It could go as far as leading to a hot war.”
Bill Gurley Apr 24, 2025 ▶ 45:56 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
NO PRIORS Prediction Not checkable as stated
Hendrycks: Extreme AI export controls make a Taiwan invasion more likely
“If you turn the pain dial all the way up for China in export controls and if AI chips are the currency of economic power in the future, then this increases the probability that they want to invade Taiwan.”
Dan Hendrycks Mar 5, 2025 ▶ 9:18 No Priors Ep. 105 | With Director of the Center of AI Safety Dan Hendrycks
NO PRIORS Prediction Not checkable as stated
Hendrycks: China will steal model weights even if chip controls succeed
“Even so, I still think if you really tighten the export controls, you made it so that China can't get any of those chips at all, and this is your, one of your biggest priorities, they're just going to steal the weights anyway.”
Dan Hendrycks Mar 5, 2025 ▶ 27:43 No Priors Ep. 105 | With Director of the Center of AI Safety Dan Hendrycks
BIG TECHNOLOGY Prediction Open · timeframe Feb 2030
Enjeti: US Will Enforce Much Tighter Export Controls on AI
“So we're going to see literal walls begin to go up, much tighter export control, a recognition that these companies and this technology is vital and of interest.”
Saagar Enjeti Feb 19, 2025 ▶ 31:42 Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
20VC Insight
Ross: Renting cloud GPUs is the biggest loophole in export controls
“Why would they try and smuggle in GPUs when all they'd have to do is log into any cloud provider and rent GPUs? This is like the biggest gaping hole in the whole way that export control is done. You can literally log in. You can swipe credit card, whatever, an…”
Jonathan Ross Jan 29, 2025 ▶ 9:43 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
BG2 Assertion Supported
Gerstner: US export controls prevent nuclear companies from building and exporting
“Well, we have export controls in the United States, which are preventing a lot of these companies from building and exporting.”
Brad Gerstner Sep 9, 2024 ▶ 1:09:43 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

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