Erin Price-Wright

General Partner at Andreessen Horowitz focused on American Dynamism investments, especially AI for the physical world across robotics, energy, manufacturing, industrials, and defense. She previously worked at Index Ventures and spent much of her earlier career at Palantir, including product and engineering roles tied to data analytics, machine learning, and industrial customers.

Apple Explores Intel and Samsung for U.S. Chip Production

Mark Gurman said Apple has held early talks with Intel and Samsung about using new U.S. fabs to make future A-series and M-series processors, an exploratory move he framed as a supply-chain redundancy question rather than only a political one. Apple still relies heavily on TSMC, primarily in Taiwan, and Gurman described that geographic and supplier concentration as one of the company’s biggest risks. Across the rest of the broadcast, executives and analysts described a similar shift from exposure to execution: AI companies are giving Washington early model access for review, while enterprise adoption is being tested by security, deployment cost and proprietary data advantages.

Bloomberg TechnologyMay 7, 202614 min read