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LIVE from Davos: Inside America’s AI Strategy 🚨 David Sacks and Michael Kratsios sit down with Maria Bartiromo to discuss: -- The state of the great AI build out -- Energy challenges -- Areas most impacted by AI -- Unleashing AI entrepreneurship -- US vs China (0:00) Introducing David... show more

The All-In Podcast

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a16z

2,229,761 views • 9 months ago

LIVE from Davos: Satya Nadella joins the Besties! 🚨 Satya Nadella sits down with @jason and David Sacks from the main stage at USA House! -- Future of AI copilots and agents: how white collar work will change -- Scaling revenue and profits with flat headcount -- Views on diffusion and having the US AI stack win globally -- Foundation model concerns?: OpenAI's IP, will open-source win? -- SaaS adoption in the age of AI (0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount (10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic (12:39) Views on diffusion, how the US tech stack can win globally (19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model? (26:08) What enterprise software adoption looks like in the age of AI

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The All-In Podcast

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a16z

93,210 views • 4 months ago

China is trying to pop the US AI bubble. Xi just announced China will provide 30 countries with 5,000 AI training and seminar opportunities while building international AI application cooperation centers. China and the US have a different definition of "winning" the AI race. The US strategy: Spend trillions building and controlling the AI infrastructure the world will depend on through a proprietary ecosystem. China is taking the opposite approach: Build cheaper open-source models with similar performance and encourage the world to build on top of them. The bet is simple: The winner of AI will not necessarily be whoever owns the infrastructure. .... It will be whoever builds the best companies on top of it. Just like in the post-dot-com era... The biggest winners were companies like Amazon, Google, and Microsoft that built businesses on top of open infrastructure.

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Lukas Ekwueme

194,566 views • 6 days ago

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The All-In Podcast

750,253 views • 1 year ago

EMMER: Our enemy -- China -- is trying to stop us from beating them in the AI war by frustrating our ability to build data centers BARTIROMO: Yeah. It is an industrial revolution part 2 with the amount of jobs and build out from these data centers, and it's certainly helping the economy as well

EMMER: Our enemy -- China -- is trying to stop us from beating them in the AI war by frustrating our ability to build data centers BARTIROMO: Yeah. It is an industrial revolution part 2 with the amount of jobs and build out from these data centers, and it's certainly helping the economy as well

Aaron Rupar

44,063 views • 15 hours ago

I sat down with Dan Ives (Dan Ives) to discuss the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into AI. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO & the birth of a new sector 3:23 - SpaceX + Tesla merger thesis 5:51 - The AI backlash & Big Tech's PR problem 11:53 - US vs. China: who's actually winning in AI? 15:03 - Robotics, self-driving cars & physical AI 19:55 - How to invest in AI: chips, software & infrastructure 28:34 - New Fed chair, rates & macro risks 32:45 - Bitcoin vs. AI: capital rotation 37:55 - On-the-ground intel from Asia & Taiwan 40:06 - Any concerns with AI? 44:18 - Apple's AI strategy & Tim Cook stepping down 46:52 - The Ives AI ETF & portfolio construction

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Anthony Pompliano 🌪

673,684 views • 2 months ago

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Booz Allen Hamilton

205,953 views • 11 months ago

Brilliant articulation of America’s new pro growth, regulatory skeptical AI framework by JD Vance. More open. More ambitious. Less scared. “AI will make us more productive, more prosperous and more free.” We are lucky to have JD leading the charge! 🫡🇺🇸🚀David Sacks

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Brad Gerstner

233,355 views • 1 year ago

FULL INTERVIEW: Dylan Patel joins TBPN at the Cisco AI summit to discuss data centers in space, the limits of today’s AI hardware, and how chips, power, and geopolitics will shape the future of AI infra. 0:00 Space data centers and space tourism 01:03 AI chips in space and servicing challenges 02:39 Tesla FSD vs GPU reliability 05:18 Nvidia, Groq, and specialized AI chips 06:41 Cerebras and speed-first inference 09:55 xAI rumors and space compute bets 11:00 Starlink power and scaling limits 15:38 TSMC vs energy bottlenecks 27:02 Chips to China and geopolitics 30:32 Claude code and vibe coding 36:44 Meta, wearables, and the AI bull case

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TBPN

41,393 views • 6 months ago

🚨EXCLUSIVE INTERVIEW – OPENAI’S 1ST INVESTOR: AI WILL SAVE US—OR DESTROY US Vinod Khosla was the first major investor in OpenAI. Now, he says AI will replace all human jobs, upend geopolitics, and redefine the meaning of life. Vinod breaks down the race for AI dominance—and the two futures ahead: one utopian, one dystopian. He warns China could weaponize “persuasive AI” to spread ideology, buy influence, and take over the world—not through kinetic war, but a war of the minds. He argues most of today’s jobs are “human servitude”—and that AI could finally free humanity from the burden of survival. And he believes robotics and AI will merge with our species, triggering the biggest transformation in human purpose since the dawn of civilization. This is a conversation you don’t want to miss. 02:42 – “People who don’t adopt AI will be obsoleted by those who do.” 04:29 – Productivity will explode. So will income inequality. 05:39 – Elections could soon be decided by AI’s impact on jobs. 09:21 – What if AI becomes a superintelligence with its own goals? 12:35 – “The biggest risk is AI in China’s hands.” 15:26 – Could giving AI full control make the world better? 20:16 – “The most fearsome threat is persuasive AI.” 22:12 – AI agents will protect us from other AIs. 23:33 – AI could replace 80% of jobs within 2–3 years of capability. 28:14 – We will no longer be driven by survival—but by passion. 29:58 – “Most jobs today are servitude.” 34:53 – Humans will no longer be the most intelligent species on Earth. 38:15 – Will AI merge with humans? 42:24 – “Survival will no longer drive us. That’s a first in history.” 44:39 – Could AI destroy us by simply pursuing its goals too well? 47:33 – Can AI be trained to care for us? 52:25 – Humanity never worked as one. But AI might force that reckoning. 56:52 – Should AI be allowed to make military decisions? 59:15 – “We need AI deterrence. Like nuclear deterrence.” 01:03:15 – Will humans fall in love with AI? It’s already happening. 01:07:21 – By 2040: 1 billion robots will do more labor than all humans. 01:13:01 – “AI is already better than most humans at most jobs.” 01:14:29 – “AI will free humanity to be what it wants to be.”

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Mario Nawfal

2,901,662 views • 1 year ago

Some of my latest views on AI, US-China, and AI Agent. My prediction is that the US workforce will be more significantly impacted by the Agent evolution currently underway. With Bloomberg Asia Shery Ahn Avril Hong Full 12-min interview on:

Some of my latest views on AI, US-China, and AI Agent. My prediction is that the US workforce will be more significantly impacted by the Agent evolution currently underway. With Bloomberg Asia Shery Ahn Avril Hong Full 12-min interview on:

Kai-Fu Lee

46,491 views • 11 months ago

How does the U.S. win the AI race without tightening export controls on advanced AI chips to China? NVIDIA CEO: • China will not base its defense on Western tech • The Pentagon doesn’t use Chinese chips • China has domestic AI chips (Huawei, startups) and manufactures at scale, so its military has access • The U.S. needs a nuanced plan to stay ahead • Make the American tech stack the global standard • If others can’t build on the American stack, they’ll build on another stack • KPI David Sacks 5y → 80% = win; 20% = loss • China: 50% of AI researchers, 30% of the tech market, ~1B users • Cost of isolation: forfeits ~30% of the market, blocks diffusion of U.S. tech, concedes the rest of the world • President Trump wouldn’t view isolation as a winning strategy To win the AI race, the U.S. must lead with the best chips—and win developers and markets worldwide.

How does the U.S. win the AI race without tightening export controls on advanced AI chips to China? NVIDIA CEO: • China will not base its defense on Western tech • The Pentagon doesn’t use Chinese chips • China has domestic AI chips (Huawei, startups) and manufactures at scale, so its military has access • The U.S. needs a nuanced plan to stay ahead • Make the American tech stack the global standard • If others can’t build on the American stack, they’ll build on another stack • KPI David Sacks 5y → 80% = win; 20% = loss • China: 50% of AI researchers, 30% of the tech market, ~1B users • Cost of isolation: forfeits ~30% of the market, blocks diffusion of U.S. tech, concedes the rest of the world • President Trump wouldn’t view isolation as a winning strategy To win the AI race, the U.S. must lead with the best chips—and win developers and markets worldwide.

Ask Perplexity

156,952 views • 9 months ago

.Director Michael Kratsios at the AI Education Task Force hosted by First Lady Melania Trump: "We are here today to talk about our future in the most real sense imaginable — how America's children can be prepared to build our country tomorrow with the cutting edge tools of today."

.Director Michael Kratsios at the AI Education Task Force hosted by First Lady Melania Trump: "We are here today to talk about our future in the most real sense imaginable — how America's children can be prepared to build our country tomorrow with the cutting edge tools of today."

Rapid Response 47

162,451 views • 11 months ago

The AI Surveillance State Is Already Here (with Erik Cason and Jesse Posner) Cypherpunk Bitcoin builders Jesse Posner and Erik Cason return to Hell Money to introduce Vora Aegis: a local-first, privacy-preserving personal AI device built on Bitcoin’s principles of self-custody and cryptography. We discuss: - Sovereign AI - The state of frontier AI: Anthropic vs. OpenAI - Digital ID and AI surveillance - Prompt-injection defense - The fight to keep access to AI outside of centralized control TIMESTAMPS 0:00 Intro 4:56 Sovereign AI vs. frontier AI 7:43 AI psychosis 9:52 Is AI already the new power structure? 14:19 EU Chat Control and the US KIDS Act 16:05 The Banality of Evil: Facebook and mandatory digital ID 23:22 Anonymity, Operation Choke Point 2.0 30:08 AI telepathic hive mind 34:39 Bitcoin self-custody & sovereign AI 43:55 Introducing the Vora Aegis 48:32 How AI could save decentralization 49:47 How Vora Aegis works 1:13:04 Technical challenges building sovereign AI 1:17:00 Eschatology, sovereignty, and the future of AI 1:27:21 The new Gutenberg printing press 1:33:19 Non-state actors more powerful than governments 1:38:04 Vora Aegis pre-orders and launch timeline

The AI Surveillance State Is Already Here (with Erik Cason and Jesse Posner) Cypherpunk Bitcoin builders Jesse Posner and Erik Cason return to Hell Money to introduce Vora Aegis: a local-first, privacy-preserving personal AI device built on Bitcoin’s principles of self-custody and cryptography. We discuss: - Sovereign AI - The state of frontier AI: Anthropic vs. OpenAI - Digital ID and AI surveillance - Prompt-injection defense - The fight to keep access to AI outside of centralized control TIMESTAMPS 0:00 Intro 4:56 Sovereign AI vs. frontier AI 7:43 AI psychosis 9:52 Is AI already the new power structure? 14:19 EU Chat Control and the US KIDS Act 16:05 The Banality of Evil: Facebook and mandatory digital ID 23:22 Anonymity, Operation Choke Point 2.0 30:08 AI telepathic hive mind 34:39 Bitcoin self-custody & sovereign AI 43:55 Introducing the Vora Aegis 48:32 How AI could save decentralization 49:47 How Vora Aegis works 1:13:04 Technical challenges building sovereign AI 1:17:00 Eschatology, sovereignty, and the future of AI 1:27:21 The new Gutenberg printing press 1:33:19 Non-state actors more powerful than governments 1:38:04 Vora Aegis pre-orders and launch timeline

Hell Money

60,820 views • 25 days ago

How persuadable are humans, really? Sam Altman returns to discuss accidental AI takeover, why GPT-6 might crack real science, when we'll see AI CEOs running the show, and the question he asked someone to pose to the Dalai Lama. Timestamps 0:00:00 – Sam’s basic trick for productivity 0:01:22 – Hiring hardware vs. software people 0:05:46 – How long before an AI CEO 0:10:48 – Government backstops for AI companies 0:13:26 – Monetizing AI services 0:18:04 – Negotiating deals with Saudia Arabia and the UAE 0:22:00 – How good GPT-6 will be at poetry 0:25:15 – Chip-building and where the energy will come from 0:29:04 – Sam’s changing health habits 0:30:20 – UAP’s and conspiracy theories 0:31:43 – Revitalizing St. Louis 0:33:12 – Regulating AI agents 0:34:39 – New ways to interface with AI 0:38:12 – How normies will learn AI 0:44:36 – The trajectory of healthcare and housing prices 0:46:57 – Reexamining freedom of speech 0:50:08 – Humanity’s persuadability Recorded live with tylercowen and Sam Altman at the 2025 Progress Conference, hosted by Roots of Progress Institute. Thanks to Big Think for the video production.

How persuadable are humans, really? Sam Altman returns to discuss accidental AI takeover, why GPT-6 might crack real science, when we'll see AI CEOs running the show, and the question he asked someone to pose to the Dalai Lama. Timestamps 0:00:00 – Sam’s basic trick for productivity 0:01:22 – Hiring hardware vs. software people 0:05:46 – How long before an AI CEO 0:10:48 – Government backstops for AI companies 0:13:26 – Monetizing AI services 0:18:04 – Negotiating deals with Saudia Arabia and the UAE 0:22:00 – How good GPT-6 will be at poetry 0:25:15 – Chip-building and where the energy will come from 0:29:04 – Sam’s changing health habits 0:30:20 – UAP’s and conspiracy theories 0:31:43 – Revitalizing St. Louis 0:33:12 – Regulating AI agents 0:34:39 – New ways to interface with AI 0:38:12 – How normies will learn AI 0:44:36 – The trajectory of healthcare and housing prices 0:46:57 – Reexamining freedom of speech 0:50:08 – Humanity’s persuadability Recorded live with tylercowen and Sam Altman at the 2025 Progress Conference, hosted by Roots of Progress Institute. Thanks to Big Think for the video production.

Conversations with Tyler

74,177 views • 9 months ago

The Global AI Race: and the View from Beijing — Manifold #96 Zixuan Li is Director of Product and genAI Strategy at He was educated at Renmin and Tsinghua University in China, and at MIT and Carnegie Mellon. has released frontier open source LLMs but is largely unknown in the West except among AI experts. Steve and Zixuan discuss the AI race from the perspective of a startup in Beijing. Chapter markers: (00:00) - Introduction and Guest Background (05:14) - Evolution and Challenges (10:37) - AI Model Comparison and Industry Insights (34:04) - Pragmatic Views on AGI in China (35:51) - Specialized Models and Scientific Contributions (39:02) - AI Chips and Model Training in PRC (50:54) - Open Source AI and Future Predictions

The Global AI Race: and the View from Beijing — Manifold #96 Zixuan Li is Director of Product and genAI Strategy at He was educated at Renmin and Tsinghua University in China, and at MIT and Carnegie Mellon. has released frontier open source LLMs but is largely unknown in the West except among AI experts. Steve and Zixuan discuss the AI race from the perspective of a startup in Beijing. Chapter markers: (00:00) - Introduction and Guest Background (05:14) - Evolution and Challenges (10:37) - AI Model Comparison and Industry Insights (34:04) - Pragmatic Views on AGI in China (35:51) - Specialized Models and Scientific Contributions (39:02) - AI Chips and Model Training in PRC (50:54) - Open Source AI and Future Predictions

steve hsu

146,691 views • 10 months ago

Will AI drive Europe towards a “high interest rates, no growth” future? How will automation impact entry-level workers and the structure of firms? What role does Europe play as the US and China continue to push AI progress? On this episode of Epoch After Hours, Luis Garicano 🇪🇺🇺🇦 joins Epoch AI researchers Anson Ho and Andrei Potlogea to discuss these questions. -- Timestamps -- 0:00:00 – Will AI trigger explosive growth? 0:06:26 – Short-run macroeconomic effects 0:11:29 – The decline of junior jobs 0:20:21 – The missing training ladder 0:39:31 – Europe’s AI regulation problem 0:52:46 – Who captures AI value? 01:08:17 – AI, interest rates & fiscal future

Will AI drive Europe towards a “high interest rates, no growth” future? How will automation impact entry-level workers and the structure of firms? What role does Europe play as the US and China continue to push AI progress? On this episode of Epoch After Hours, Luis Garicano 🇪🇺🇺🇦 joins Epoch AI researchers Anson Ho and Andrei Potlogea to discuss these questions. -- Timestamps -- 0:00:00 – Will AI trigger explosive growth? 0:06:26 – Short-run macroeconomic effects 0:11:29 – The decline of junior jobs 0:20:21 – The missing training ladder 0:39:31 – Europe’s AI regulation problem 0:52:46 – Who captures AI value? 01:08:17 – AI, interest rates & fiscal future

Epoch AI

33,102 views • 7 months ago

Breaking the Memory Wall: Micron’s Strategy for the AI Era Ben Bajarin and Jay Goldberg 顾忠南 talk micron's strategy for the AI era with Jeremy Werner SVP and GM of Micron’s Core Data Center Business Unit. Chapters: (00:00) Introduction and Guest Welcome (01:12) How the AI Cycle Differs from Past Volatility (04:23) Anticipating the Explosive Growth of AI (06:40) The Long-Term Sustainability of the AI Market (10:07) The "Memory Wall" in AI Inference (12:05) Explaining KV Cache and Context Windows (15:07) The Memory Hierarchy: From HBM to SSDs (20:21) Scaling for Billions of Simultaneous Users (23:05) Solving the Power and Efficiency Bottleneck (26:27) Why AI is Driving a Storage Shortage (29:57) Personal AI Agents and Persistent Memory Needs (34:13) Innovations in Ultra-High-Capacity SSDs (39:00) Accelerating the Pace of Engineering Innovation (43:50) Market Misunderstandings and the Future Potential of AI (47:38) The Global Race to Build New Fabs (51:34) Closing Remarks

Breaking the Memory Wall: Micron’s Strategy for the AI Era Ben Bajarin and Jay Goldberg 顾忠南 talk micron's strategy for the AI era with Jeremy Werner SVP and GM of Micron’s Core Data Center Business Unit. Chapters: (00:00) Introduction and Guest Welcome (01:12) How the AI Cycle Differs from Past Volatility (04:23) Anticipating the Explosive Growth of AI (06:40) The Long-Term Sustainability of the AI Market (10:07) The "Memory Wall" in AI Inference (12:05) Explaining KV Cache and Context Windows (15:07) The Memory Hierarchy: From HBM to SSDs (20:21) Scaling for Billions of Simultaneous Users (23:05) Solving the Power and Efficiency Bottleneck (26:27) Why AI is Driving a Storage Shortage (29:57) Personal AI Agents and Persistent Memory Needs (34:13) Innovations in Ultra-High-Capacity SSDs (39:00) Accelerating the Pace of Engineering Innovation (43:50) Market Misunderstandings and the Future Potential of AI (47:38) The Global Race to Build New Fabs (51:34) Closing Remarks

The Circuit

94,249 views • 3 months ago

Bitcoin is a long-term winner with the AI supercycle set to accelerate over the next decade. I sat down with Anthony Pompliano 🌪 to discuss what's happening inside frontier AI labs, the US-China AI race, how bitcoin fits into the AI investment outlook, building CFOSilvia, and the latest on $BRR. This conversation covers unique ideas across AI, finance and wealth generation. Rapid fire insights-per-minute. 0:00 - AI fat model thesis 2:34 - US vs. Chinese AI models 5:24 - AI economics and costs 7:17 - DeepSeek and the price war 9:24 - Bitcoin as an AI play 11:38 - Why AI is deflationary 13:11 - Federal Reserve outlook 14:36 - The impossible comeback 20:02 - Specialized vs. general-purpose models 22:27 - Building Silvia

Bitcoin is a long-term winner with the AI supercycle set to accelerate over the next decade. I sat down with Anthony Pompliano 🌪 to discuss what's happening inside frontier AI labs, the US-China AI race, how bitcoin fits into the AI investment outlook, building CFOSilvia, and the latest on $BRR. This conversation covers unique ideas across AI, finance and wealth generation. Rapid fire insights-per-minute. 0:00 - AI fat model thesis 2:34 - US vs. Chinese AI models 5:24 - AI economics and costs 7:17 - DeepSeek and the price war 9:24 - Bitcoin as an AI play 11:38 - Why AI is deflationary 13:11 - Federal Reserve outlook 14:36 - The impossible comeback 20:02 - Specialized vs. general-purpose models 22:27 - Building Silvia

Phil Rosen

40,611 views • 12 days ago