James Litinsky
Showing 1–2 of 2 transcripts.
- All-In Podcast1h 5m
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Major U.S. corporations and government agencies are launching transformative public-private partnerships to secure critical supply chains for rare earth magnets, semiconductors, and AI infrastructure against global competition. These initiatives include a $400 million Department of Defense deal with MP Materials that guarantees price floors, TSMC and AMD achieving domestic silicon yields in Arizona, and massive energy projects by Crusoe and NVIDIA to build gigawatt-scale AI factories. While these ventures address severe domestic workforce shortages and high manufacturing costs, they collectively aim to establish a sovereign industrial ecosystem capable of supporting trillion-dollar markets in physical AI and advanced computing.
- Milken Institute1h 1m
Housing: An Asset Class or a Place to Live?
Scott Garrett, Jeff Greene, Emile Haddad, James Litinsky, Rick Newman, Jim Latinsky
Following a bottom in sales, the housing market has stabilized with prices rising 9% year-over-year, yet experts attribute the current recovery to artificial government support that creates unsustainable low mortgage rates and a heavy reliance on GSE bailouts. A severe shortage of entitled land in high-growth regions combined with massive private and foreign investor activity is constraining supply, while panelists warn that a return to free-market interest rates could collapse the recovery if buyers cannot qualify at 5% or 6%. Although policymakers aim to reform GSE dominance over the next two decades, the consensus remains that the current era of financial repression has mispriced assets and risks a future correction once subsidies are reduced.