Licensing AI, the Memory Crunch, H200s to China & Is It a Bubble? — with Adam Goodwin

Licensing AI, the Memory Crunch, H200s to China & Is It a Bubble? — with Adam Goodwin

July 13, 2026 · 1h 12m · Episode 2

About this episode

Gregory C. Allen discusses AI licensing and policy with Adam Goodwin, exploring recent developments and implications.

In the span of eighteen days this summer, the Commerce Department gave Anthropic ninety minutes to pull its two most powerful models offline — and then quietly let them back on. How did we end up with a de facto AI licensing regime without anyone actually passing one? For the first episode of The AI Power Podcast, Greg sits down with Adam Goodwin — former Senate staffer, Greg's old colleague from Blue Origin, and now president of Goodwin Strategies — for a wide-ranging tour of the AI policy s...

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Host: Gregory C. Allen

Guest: Adam Goodwin

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Organizations: Commerce Department, Anthropic, Goodwin Strategies, Blue Origin

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