(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story
(2:24) Chamath intros Secretary Lutnick
(7:28) Full scope of the Commerce Department
(12:59) How Trump's tariff agenda was planned and executed, how it's going
(19:50) US-Japan trade deal, China's chaos-to-prowess strategy
(36:54) Why the India deal has not yet happened
(43:48) Pharma deals, lowering costs for Americans
(53:28) Focus on fraud, immigration, gold cards
(1:03:48) GDP: Could we see 5 or 6% growth in 2026?
(1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal
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(0:00) Scott Bessent, Treasury Secretary
(17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary
(35:11) Howard Lutnick, Commerce Secretary
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(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick!
(1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics
(14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump
(38:01) Balancing the budget and fixing GDP
(52:21) Tariff history and strategy, global trade
(1:10:34) Trump Cards, building better government software, AI thoughts
(1:22:49) Sovereign Wealth Fund strategy
(1:37:16) How his family reacted to his new role
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In August of last year, the White House signed the CHIPS and Science Act of 2022, a bipartisan effort to bring more advanced semiconductor manufacturing onto US shores. Of course, it already has plenty of critics. There are concerns that the bill is being larded up with red tape, or non-core progressive priorities, that will undermine the bill. On this episode, we speak to two leaders playing key roles in the act's implementation. Mike Schmidt, director of the CHIPS Program Office, and Todd Fisher, the program's chief investment officer, join us to talk about the act's goals, what's been achieved so far, and why they believe it can succeed.
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