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Odd Lots · October 14, 2024 · 48m

Gina Raimondo on the CHIPS Act and Industrial Policy

Former Commerce Secretary Gina Raimondo discusses implementing the CHIPS Act, bringing semiconductor manufacturing back to America, and why industrial policy is making a comeback after decades of free-market orthodoxy.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.

Highlights

The CHIPS Act represents the end of a 40-year consensus that government should not pick winners in industry
Raimondo argues that the CHIPS Act marks a fundamental shift: the U.S. government is explicitly directing capital to a specific industry because the free market failed to maintain domestic semiconductor capacity.
National security and economic policy are converging — the separation was always artificial
Raimondo argues that the 20th-century separation of economic policy (maximize efficiency) from national security policy (maximize military readiness) was a luxury of unipolarity that no longer holds.
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