The discussion covers how the U.S. approach compares to that of allies and partners, and whether Washington should recalibrate accordingly. The group examines feasibility concerns around the Ford-CATL licensing model as a template for managing Chinese technology partnerships and considers whether the current chaotic patchwork of investment screening rules, tariffs, and tax credit restrictions might actually give the United States unexpected leverage. Participants also explore what incentive structures and policy options are available to policymakers, and how Chinese firms themselves are thinking about strategies to enter the U.S. market