00:00This is a member of the board of a company. This is a co-founder of a company that is
00:05being alleged
00:05to have helped U.S. AI technology go over to China. How much is that an issue for the
00:11administration? It should be top of mind, quite frankly. The entire future of business, but also
00:19warfare and parts of everyday life really does tie directly to artificial intelligence, which by
00:25default ties directly to chips. It's been on the minds for the past couple of administrations,
00:30but the fact that we have this new development is a pretty strong signal that perhaps somebody
00:36has taken their eye off the ball. It's not great. It's not great. And in many ways,
00:41it comes at a moment where we are overwhelmed with geopolitical news and in some way it gets
00:46buried. But Amy, in terms of steps that you think will be taken, we are anticipating a meeting at
00:52some point. It might be delayed between Xi Jinping and President Trump. Technology is something that
00:56is going to be discussed. What does it mean for the relationship going forward?
01:00So I think it's important to bear in mind that this is the month that China is releasing its next
01:05five-year plan. And it's been very public about its preparations for artificial intelligence over
01:10the next 10 years. This is not about funding a couple of great companies and hoping everything
01:15works out. They are making significant and substantial structural changes throughout the entire
01:21country. That is infrastructure. That is electricity. That is changing the education system. All in
01:29lockstep. So, again, I think that historically we have underestimated China in terms of its military,
01:39economic and diplomatic capabilities. And I think that that is coming to roost now.
01:45Amy, the supermicro case we're discussing is very specifically the allegation that an individual
01:52or individuals broke the law. It was a contravention of export controls. That is completely separate
02:00legally from the debate about whether or not America should export its technology. Those in favor of
02:08exporting current generation accelerators to China say that if you don't, a vacuum is created.
02:14And domestic names come in. Where do you see the White House currently standing on that latter
02:19debate? Well, I mean, look, the easiest way to understand that the contours of that debate is
02:25looking at the telecommunications sector. Huawei has become dominant globally in exporting some of
02:32the core components that go into telecommunications. That has obviously given China a leg up. You know,
02:38we really need to think strongly about what we're creating and what we're exporting and how we are
02:43starting to exert our opinions in different markets around the world. Again, coming back to
02:51the relationship for just a moment, you know, we've got a war in the Middle East. We have economics
02:57issues here in the U.S. We've got a potential or ongoing, depending on your point of view,
03:02chip and AI war between the United States and China. This is a multi-front issue that this
03:08administration is dealing with across a multitude of different technologies, different geopolitical
03:15outcomes. You know, this is something that I don't think we can afford to brush aside, whether or not
03:21it was a single actor. The point is, this is one of, you know, several cases where we've had to
03:27have a
03:27good hard look at, you know, chips between the U.S. and China. Amy, this past weekend, you gave a
03:33keynote at South by Southwest, and you announced that after 18 years, you're killing your tech trends
03:40report. And you've basically, and correct me in my summary, said that there's no point in looking at
03:48backward looking data and trends. You now have a convergence outlook. In the time we have left,
03:55about 60 seconds, explain it to us. Sure. We did throw a funeral this weekend for the thing that
04:01we were most famous for. Look, executives are very caught up in what is trendy versus what are
04:06the longitudinal changes impacting their organizations, the market, their ability to
04:11compete. Rather than tracking individual trends, it's incredibly important that they start looking at
04:17the intersection between trends and uncertainties and catalysts. Those are called convergences.
04:23Every boardroom, every leader needs to start tracking those seriously because the fate of their ability
04:29to survive and weather the storms that are ahead are dependent on having that information at their
04:33fingertips.
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