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David Sacks: Everything Kathy Hochul Said About Datacenters Was a False Accusation David Sacks: “These data centers become the scapegoat for all of the angst that people have about AI. Everything she's saying there is a false accusation on datacenters. So let's just go one by one.” POWER: So...

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Friedberg’s Datacenter Wake-Up Call: If We Don't Build Them Here, Other Countries Will david friedberg explains why a datacenter moratorium would be a disaster for the US: The data coming in and out of datacenters moves at roughly the speed of light, so you could put them anywhere. And I think that our policymakers need to be very cognizant of that fact. You have, and we do, connect to the internet using high speed cable, high speed fiber optic throughout the world, and so theoretically, if we don't embrace and allow the economic development of the datacenter industry, and it will fundamentally be an industry because it is almost like the new oil, if we don't put them here, someone else will put them on their shores. Someone else will put them in their country, someone else will put them in their jurisdiction, and a lot of the economic value that arises from the people that will build those facilities, the energy that will be installed to produce power for those facilities, and then all of the second and third order industries that emerge as a result of those installations, that value will accrue elsewhere. The demand is there. The economy's moving forward, AI's moving forward. Datacenters do not take up a lot of space. They're very small relative to the economic value that they produce. If you zoom out on the map of the world, all the datacenters in the world fit under the tip of a pin, and so this is a very small footprint. If we're going to give up hundreds of thousands of jobs and many billions of dollars of economic value creation, we're being pretty silly and pretty obtuse in our view of the world. Provided datacenters are producing their own electricity, that means that you're taking electricity consumption off the grid because they otherwise are not being used on the grid, and that will reduce the cost of electricity for other residential and industrial users. So it's silly to think that we need to put a moratorium on datacenters. As soon as you do that, the companies that use datacenters are not going to slow down. They're going to go put them somewhere else, and we're going to miss out.

The All-In Podcast

89,297 views • 4 months ago

DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce

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231,781 views • 9 months ago

David Sacks: “FDA for AI” is fake news, but here’s why it’s making headlines @jason: “ Who's leading Trump down the path of regulation and creating this AI FDA?” David Sacks: “I think there's several things going on here. The first one is, there's a lot of fake news. This whole idea of an FDA for AI, I don't think any senior official supports it. Certainly, I don't think that's the way the president thinks about these issues. He's the most pro-innovation president we've ever had. And the White House Chief of Staff, Susie Wiles, just put out a statement last night that I think pretty much shoots this down. Second, there's another thing going on, which is a straw manning of what the Trump administration did on AI in its first year. In the same way that they want to spin this FDA for AI, they're also trying to spin what we did as this completely laissez-faire attitude, where there'd be no regulations whatsoever, nor guardrails. It's a way of criticizing what we did. They're trying to portray it as unsafe. In fact, if you look, on March 20th, the White House released a national AI regulatory framework in which we put out a four-page bulleted list of legislation that we would support. So we have not been against every conceivable regulation or every conceivable law, we just believe that there should be specific solutions to specific problems, as opposed to a giant power grab by Washington that would squash innovation. Point number three is, there is a legitimate thing happening here with, let's call it Mythos or cyber. Within 3-6 months, all the major frontier labs, including Chinese models, will have cyber capabilities. In response to that, we do need there to be a hardening of systems, and we do need there to be a scanning of codebases to find these vulnerabilities and patch them before the hackers do it. Because the hackers will have these capabilities in a matter of months. That's a certainty. So we do need a response to that. Now, my view on what should that response be, first of all, we should want the government and the private sector to work cooperatively, and I think they are. What we should be doing, I think, is getting these tools, Mythos, and then the OpenAI model, and others like it, in the hands of our cybersecurity industry. And by the way, not just the public companies like Palo Alto Networks and CrowdStrike, although certainly they're two of the most noteworthy, but there's also some incredibly strong startups on the way up. We need to get these tools into their hands as quickly as possible because they're a force multiplier for all the companies out there that aren't that good at cybersecurity, they can use these companies as vendors. And just one last point on this whole thing is, both Anthropic and OpenAI acted responsibly here. No one was trying to release these super powerful models. So in a way, all the people who are saying that we need pre-release approvals for models, they're trying to solve a problem that didn't exist. Yes, we do have this cyber issue, but that is a problem that we will solve over the next six months. What they're trying to do is use that issue to try and create a permanent new infrastructure in Washington. The classic 'never let a crisis go to waste' strategy.”

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150,106 views • 2 months ago