This episode was originally recorded on February 27, 2026.

Given the rising tensions, military movements, and ongoing negotiations around Nuclear disarmament I decided to provide another in-depth analysis of our current Sanctions and Export Control stance we have towards Iran. This episode focuses on our overall ITAR, EAR, and OFAC regulations as well as the government guidance for industry surrounding Iran's Ballistic Missile Procurement Advisory. With the United States now engaged in military strikes along with Israel against Iran, our country's security is more important than ever.

Links:

https://www.bis.gov/regulations/ear/746

https://www.bis.gov/licensing/country-guidance/iran-export-controls

https://ofac.treasury.gov/sanctions-programs-and-country-information/iran-sanctions

https://ofac.treasury.gov/media/934236/download?inline

https://ofac.treasury.gov/media/932206/download?inline

In this episode I take a critical look at the newly released BIS rule for selling NVIDIA H200 Chips to China. What does the rule actually lay out, and is this an effective policy that will protect American technology and interests? I break down why I think this rule falls short.

Links:

https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china

https://public-inspection.federalregister.gov/2026-00789.pdf?utm_campaign=pi+subscription+mailing+list&utm_medium=email&utm_source=federalregister.gov

https://www.commerce.gov/news/fact-sheets/2026/01/fact-sheet-restoring-american-semiconductor-manufacturing-leadership

https://www.csis.org/podcasts/ai-policy-podcast/future-nvidias-h200-china-and-pentagons-new-ai-strategy

https://www.cfr.org/articles/consequences-exporting-nvidias-h200-chips-china

https://www.cnas.org/publications/commentary/cnas-insights-unpacking-the-h200-export-policy

https://www.cfr.org/articles/new-ai-chip-export-policy-china-strategically-incoherent-and-unenforceable

In this episode I cover a topic that has been weighing on my mind in recent months. China has dominated the news cycle, and it seems to me that the United State's posture towards China is weakening. From the postponed Affiliates Rule to allowing the sale of NVIDIA H200 Chips, I cover what I view is a concerning trend of appeasement towards China, and how it negatively affects the U.S. and the broader status quo.

Links:

https://www.uscc.gov/research/chinas-facilitation-sanctions-and-export-control-evasion#_Toc213758808

https://www.justice.gov/opa/pr/us-citizens-and-chinese-nationals-arrested-exporting-artificial-intelligence-technology

https://www.foreign.senate.gov/hearings/countering-chinas-challenge-to-american-ai-leadership

https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-strikes-deal-on-economic-and-trade-relations-with-china/

https://www.youtube.com/watch?v=Gdgs7g6jw1w

https://www.justice.gov/opa/pr/us-authorities-shut-down-major-china-linked-ai-tech-smuggling-network