When the U.S. government takes a 10% stake in Intel, it’s not just about semiconductors — it’s about rewriting the rules of capitalism. What happens when Washington stops being just the regulator and starts acting like a shareholder?

In this episode of Rethinking Tech, Aparna and Harinda explore how America’s bold new move reshapes the chip industry, global supply chains, and even geopolitics. From rare earth minerals to Germany’s industrial decline, from taxpayer bailouts to national security, this is the story of how one investment could ripple across the world.

🔥 What you’ll discover:
🏛️ Government intervention in capitalism — safety net or slippery slope?
🔐 Why semiconductors are the new oil of national security
🌍 Global consumption and geopolitical realignments in the chip war
💰 Taxpayer dollars, bailouts, and Washington’s profit motives
⚙️ Rare earth minerals and the next great resource scramble
🇩🇪 Germany’s manufacturing challenges and what they reveal about Western industry
📉 Government contracts, market distortions, and corporate power

🕒 Chapters
00:00 – Government Intervention in Capitalism
07:55 – The Future of Tech and National Security
14:03 – Geopolitical Implications of Chip Production
19:17 – The Administration's Profit Motive
20:06 – Rare Earth Minerals and National Security
23:24 – Germany's Manufacturing Challenges
27:37 – Taxpayer Dollars and Corporate Bailouts
33:01 – Government Contracts and Market Dynamics

👋 Stay in the Loop
Full transcript + sources → rethinkingtech.substack.com
Hosts: Aparna Bhushan | Harinda Katugaha

👍 Like • 🔔 Subscribe • 🔄 Share