Topic
Industrial Policy
Jamie Dimon talks Trump, AI and America’s future on The Axios Show | Full Interview
Jamie Dimon argues JPMorgan’s new American Dream Initiative is a practical extension of its existing community and small-business work, aimed at lending, education, healthcare, and local opportunity. He also warns that geopolitics and AI—especially cyber risk—pose the biggest threats to America, while insisting the country can adapt if it invests in retraining, better policy, and stronger civic leadership.
Re-engineering the Semiconductor Supply Chain with Intel CEO Lip-Bu Tan
Intel CEO Lip-Bu Tan lays out a turnaround centered on culture, faster decisions, and balance-sheet repair, while arguing that AI is making CPUs, advanced packaging, and full-stack systems more important. He also frames semiconductor investing as bottleneck hunting and says the industry’s capital intensity increasingly requires government, sovereign, and hyperscale backing.