Betting on America: Winning the Global Tech Race

34 episodios

Opportunity and Security in the AI Economy: Featuring Rep. Sydney Kamlager-Dove
08/07/2026 | 40 min
Congresswoman Sydney Kamlager-Dove (D-CA) joins Navin Girishankar to discuss the opportunities and challenges presented by AI and the broader reindustrialization process. She explores how to ensure that historically underserved communities benefit from technological transformation and shares her views on the U.S. trade agenda, its implications for the Indo-Pacific, and the importance of strong export controls.
Beyond P(doom): Marc Andreessen
25/06/2026 | 1 h 2 min
Marc Andreessen, Co-founder and General Partner at Andreessen Horowitz, joins Betting on America to press past the settled question of whether AI is going to transform our world. They explore more substantive questions: who bears the cost, can our institutions absorb disruptions, and what government and the private sector must each do to ensure the gains are broad and the losses are survivable.

Tune in for a wide-ranging conversation on the economic, social, and geopolitical implications of the AI revolution with one of the nation's leading technologists and investors—now advising the President as a member of the President's Council of Advisors on Science and Technology (PCAST).
Electricity Whenever You Want It: Featuring Mateo Jaramillo, Co-Founder and CEO of Form Energy
10/06/2026 | 43 min
Co-founder and CEO of Form Energy, Mateo Jaramillo, joins Navin Girishankar to discuss the challenge of building long-duration energy storage from the ground up. He explores iron-air batteries as a scalable and bankable innovation, the precision manufacturing process required to bring this technology to market, and why West Virginia was the right place to build. He also reflects on the evolving role of government, the investor base backing the effort, and the lessons learned at the frontier of U.S. reindustrialization.
Commercial Diplomacy for U.S. Tech Exports
04/06/2026 | 50 min
Join us for an episode of Betting on America, recorded at the CSIS Futures Summit. Navin Girishankar moderates the panel "U.S. Commercial Diplomacy Through the Lens of the Private Sector," joined by Cynthia Conner, Senior Manager for International Policy at Chevron; Nicole Issac, Vice President of Global Public Policy at Cisco; and Katherine F. Pickus, Chief Sustainability Officer at ADM. They discuss where U.S. commercial interests and countries’ development goals come together, the constraints U.S. companies face in emerging markets, what effective commercial diplomacy looks like, and why getting this right matters.
Solidarity in an Era of Economic Competition: Featuring Rep. Ami Bera
29/04/2026 | 45 min
Congressman Ami Bera (D-CA) joins Navin Girishankar to discuss the importance of reviving economic alliances amid rising global threats. He explains the roots of today’s economic security challenges, as well as the dual goal of achieving balanced economic integration with countries like Japan, Korea, and India while rebuilding the U.S. domestic industrial base. He highlights his legislative efforts to strengthen critical minerals supply chain resilience through economic security pacts in the Global South. He also explores opportunities for AI in healthcare and emphasizes the need for all Americans to contribute to the nation’s economic security goals.

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Betting on America: Winning the Global Tech Race explores how new and emerging partnerships between government and business are shaping the future of U.S. industrialization and the country’s prospects for winning the global tech race. Betting on America will dive into strategies and investments that government and business are pursuing together – sharing risks and generating returns – as they bet on the innovation, commercialization, and scaling of critical and emerging technologies across the country. These include climate technologies, advanced manufacturing, semiconductors, artificial intelligence, quantum, bio technologies, and more. The podcast will feature in-depth discussions with policymakers, experts, and industry leaders on the most complex policy questions of the day. Hosted by Navin Girishankar, President, CSIS Economic Security & Technology Department.

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