US Export Controls

topic on 3 shows · 4 statements across 4 episodes

BG2 Pod the a16z Podcast 20VC

4 statements about US Export Controls, every show

20VC 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
a16z Opinion
Casado: US AI export controls failed; regulation is sole obstacle to winning
“China is a lot of very smart people. They're incredibly capable. They're great researchers. They can build stuff as great as well as we can, and they can open source it. We did not enable them. They do this even with export controls on chips. Right? So there's…”
Martin Casado Feb 6, 2025 ▶ 36:36 What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
BG2 Opinion
Gurley: Blocking ASML and AI tech to China is not working
“I don't think blocking ASML or blocking AI technology or blocking anything is working. It's just not working”
Bill Gurley Nov 27, 2024 ▶ 4:19 BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
20VC 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

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