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The Dynamist

Foundation for American Innovation
The Dynamist
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  • There Are Chinese Spies at Stanford w/Elsa Johnson and Garret Molloy
    When Stanford students Elsa Johnson and Garret Molloy began investigating Chinese intelligence operations on their campus for the Stanford Review, they uncovered something far more extensive than expected: a systematic intelligence network that has transformed thousands of Chinese students into assets for Beijing's technology collection efforts. Their investigation revealed that between 20,000 and 50,000 Chinese students studying in America receive funding from Beijing's China Scholarship Council, with many maintaining contact with "handlers" who expect regular intelligence reports.This discovery exposes a fundamental asymmetry in how China and America approach academic exchange. Beijing leverages our relatively open research environment through "nontraditional collection"—crowdsourced intelligence gathering through students and researchers—while maintaining strict control over their own institutions. China wants access to our openness while preserving their own secrecy.But America's response threatens to undermine the very qualities that make our universities innovative. The trade-off seems impossible: remain vulnerable to systematic exploitation or adopt surveillance methods that mirror authoritarian systems. Can universities maintain their innovative edge while protecting sensitive research? Johnson and Molloy's investigation reveals how these questions will shape the future of American higher education in an age of great power competition.Note: The Stanford Review was erroneously referred to as the "Stanford Economic Review" once in this episode.
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  • An American AI Action Plan w/Charles Clancy and Joshua Levine
    While Silicon Valley builds advanced AI models and Beijing integrates them into state power, Washington faces an uncomfortable reality: America's innovation machine might not be enough to win the AI race on its own. The problem isn't our technology—it's our government's ability to deploy it.The White House recently released “America’s AI Action Plan,” which aims to change this dynamic, calling for everything from "Manhattan Project-style" coordination to federal AI sandboxes. But with the Trump Administration now moving to implement these initiatives, the question becomes: can American democracy move fast enough to compete with authoritarian efficiency? And should it?Charles Clancy, Chief Technology Officer of MITRE, knows the challenges well. His organization serves as a bridge between government needs and technical solutions, and he’s seen firsthand how regulatory fragmentation, procurement bottlenecks, and institutional silos turn America's AI advantages into operational disadvantages. His team also finds that Chinese open-weight models outperform American ones on key benchmarks—a potential warning sign as the U.S. and China compete to proliferate their technology across the globe.Clancy argues the solution is not for the U.S. to become China, but rather to take a uniquely American approach—establish federal frontier labs, moonshot challenges, and market incentives that harness private innovation for public missions. He and FAI’s Josh Levine join Evan to explore whether democratic institutions can compete with authoritarian efficiency without sacrificing democratic values. View Mitre’s proposals for the White House’s plan here, and more of Charle’s research here. 
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  • Racing China to the Quantum Future w/Dr. Peter Shadbolt
    Quantum computing has been "five years away" for decades, but when NVIDIA's Jensen Huang says we've hit an inflection point, Congress listens and stocks soar. The reality? We're still building very expensive proof-of-concepts. Today's quantum computers run on 100 qubits—impressive to physicists, useless to you. Commercial viability needs a million qubits, a 10,000x leap that's not incremental progress but a complete reinvention.Unlike the familiar tech story where room-sized computers became pocket devices, quantum is binary: it either works at massive scale or it's an elaborate academic exercise. There's no quantum equivalent of early PCs that could at least balance your checkbook—no useful middle ground between 100 qubits and a million.China wants quantum for cryptography: the master key to any lock. America's lead exists mostly on paper—in research publications and VC rounds, not deployed systems. Dr. Peter Shadbolt from PsiQuantum, fresh from congressional testimony, argues America must commit now or risk losing a race that could redefine pharmaceutical research and financial security. The real question: can a democracy sustain long-term investment in technologies that offer zero immediate gratification?
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  • A Free Speech Recession? w/Ashkhen Kazaryan and Jacob Mchangama
    Is free speech in global decline? A new survey suggests public support for free expression is dropping worldwide, with citizens in authoritarian countries like Venezuela and Hungary showing stronger commitment to free speech than many living in democracies.From the unfulfilled digital promises of the Arab Spring to Europe's controversial Digital Services Act, the Internet hasn't necessarily delivered the free speech revolution many predicted. Americans under 30 are less committed to free speech principles than previous generations, while both of the U.S.’s major political parties face accusations of using government power to control information.As AI reshapes how we communicate and governments worldwide rethink speech regulations, what does this mean for the future of human expression? Are we witnessing a fundamental shift in how societies value free speech, or simply recycling ancient debates in digital form?Evan is joined by Jacob Mchangama, Executive Director of The Future of Free Speech at Vanderbilt, and author of Free Speech: A History From Socrates to Social Media, and Ashkhen Kazaryan, Senior Legal Fellow at The Future of Free Speech. Previously, she was the lead for North and Latin America on the content regulation team at Meta.
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  • A Post-Mortem on a Moratorium w/James Wallner and Luke Hogg
    The One Big Beautiful Bill is now President Trump's signature legislative achievement, including sweeping changes to taxes, immigration, and spending priorities. But buried in the budget reconciliation process, an AI regulation fight became one of the most contentious debates in the entire package.Senator Ted Cruz championed a 10-year moratorium on most state and local AI regulation, arguing that a patchwork of conflicting laws would hamstring American companies in their competition with China. His solution was clever: tie the moratorium to rural broadband funding through budget reconciliation, allowing it to pass with simple Republican majorities.The Senate parliamentarian approved the measure under the Byrd rule, giving Cruz's proposal the green light. But the coalition that formed against it was unexpected. Instead of typical partisan lines, opponents included not just Democrats and left-leaning groups, but also MAGA influencers like Steve Bannon, conservative senators like Josh Hawley and Marsha Blackburn, child safety advocates, and Republican governors.The drama peaked when Blackburn—after negotiating a compromise with Cruz to reduce the time frame to five years and add exemptions to allow state laws on child safety and rights of publicity—walked away from the deal at the last moment. When the dust settled, the Senate voted 99-1 to strip the AI moratorium entirely—a decisive defeat for the tech industry.The fight exposed deeper tensions over federalism, corporate power, and whether conservatives are willing to override state authority to boost American tech competitiveness. The resounding rejection suggests many weren't. So where does the fight for a national AI standard go from here, and what does this defeat mean for the shaky alliance between “tech bros” and the Trump Administration? Evan is joined by James Wallner, Vice President for Policy at FAI, and Luke Hogg, Director of Technology Policy at FAI.
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The Dynamist, a podcast by the Foundation for American Innovation, brings together the most important thinkers and doers to discuss the future of technology, governance, and innovation. The Dynamist is hosted by Evan Swarztrauber, former Policy Advisor at the Federal Communications Commission. Subscribe now!
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