China's push for chip self-sufficiency

Reid and Aria unpack the geopolitical battle over chips, from U.S. export controls to China’s push for self-sufficiency, and how the race for compute is reshaping global power. They then turn to how AI is rapidly expanding the attack surface, driving more frequent breaches and exposing new vulnerabilities deep in the software stack as speed and scale outpace traditional defenses. Finally, they explore why enterprise AI adoption has been slower and more uneven than expected, and how network effects, organizational inertia, and trust constraints are shaping the path forward. Together, these forces show how AI is not just advancing technologically, but quietly transforming the foundations of security, competition, and economic power.