Susan Li
Showing 1–3 of 3 transcripts.
- Milken Institute53 min
The AI Rollout: Revolution, Regulation, and Repercussions | Global Conference 2025
Susan Li, Lila Ibrahim, David Levy, Sean Pak, Dmitry Shevelenko
Industry leaders from Google DeepMind, Perplexity, and the legal firm Quinn Emanuel convened to debate the operationalization of AI safety through built-in organizational principles and the necessity of global coordination for cross-border governance. The discussion highlighted divergent strategies for navigating complex intellectual property disputes, where participants argued for fair use precedents while outlining Perplexity's transparency model and addressing U.S. patent law hurdles that threaten to drive capital to jurisdictions like Japan. Concurrently, the panel emphasized U.S. technological leadership secured by rapid innovation speeds, projected massive capital expenditure for infrastructure, and identified a shift from search to agent-driven synthesis in consumer internet behavior.
- Milken Institute1h 0m
Green or Gray: What's Next for Transportation? | Global Conference 2025
Susan Li, Adam Goldstein, Nina Hachigian, Alex Israel, Mark Morelli, Will Thompson
Industry leaders including Mark Morelli of Circle K and Will Thompson of Barclays convened to analyze the severe financial and operational headwinds facing the U.S. mobility sector, such as projected tariff losses for Ford and GM and a critical $400 billion grid infrastructure gap. The panel debated divergent paths forward, ranging from China's state-subsidized pricing advantages to the necessity of multi-fuel strategies and a "technological war" for AI dominance in defense and electric vehicle manufacturing. While consensus emerged that autonomous fleet deployment and EV charging profitability will likely materialize within two to three years, stakeholders uniformly dismissed the 2035 total electrification mandate as unrealistic given current fleet turnover rates and transmission constraints.
- Milken Institute1h 0m
China’s Investment Outlook: Optimism or Caution? | Milken Institute Global Conference 2024
Susan Li, Shenglin Ben, Goodwin Gaw, Fred Hu, Weijian Shan, Lu Zhang, Kevin Rudd
A panel of experts characterizes the current U.S.-China relationship as toxic and downward-spiraling, with Biden and Trump administrations jointly enforcing a hawkish stance that risks global recession if a Taiwan Strait conflict materializes. Despite these geopolitical tensions, investors are capitalizing on China's undervalued stock market and property sector corrections, leveraging the country's significant monetary policy space to support private sector confidence rather than direct stimulus. The discussion concludes that while a "China Plus One" strategy will persist for decades, the most effective path forward involves U.S. policymakers avoiding zero-sum thinking and recognizing that global technological advancement requires engagement with Chinese counterparts in sectors like AI and climate tech.