Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo

(1:21) The cost of infrastructure build-out, energy challenges

(12:41) Where AI will be most impactful

(22:39) The China Threat, globalization strategy

(39:12) America's entrepreneurial AI outlook

Follow Michael:

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Follow the besties:

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https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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Intro Music Credit:

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https://x.com/yung_spielburg

Intro Video Credit:

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Jaksot(348)

DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfa...

7 Kesä 20241h 25min

Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

(0:00) Bestie Intros: Jason's first show for his new production company (2:15) Why Sacks and Chamath are hosting a Trump fundraiser (18:40) House COVID investigation: findings, cover-up, what's next? ...

31 Touko 20241h 47min

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations (25:...

24 Touko 20241h 30min

GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend (7:38) OpenAI launches GPT-4o: better, faster, cheaper (29:40) Sacks demos Glue: How AI unlocked his Slack killer (40:12) Friedberg wal...

17 Touko 20241h 41min

In conversation with Sam Altman

In conversation with Sam Altman

(0:00) Welcoming Sam Altman to the show! (2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more (21:56) How advanced agents will c...

10 Touko 20241h 43min

In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg (11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7 (28:18) Paths forwar...

3 Touko 20241h 15min

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

(0:00) Bestie Intros: Reservation Tips! (5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings (22:20) Tesla's roadmap, ranking the company's highest-upside bets out...

26 Huhti 20241h 41min

Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods" (9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth   (14:38) Google fires pro...

19 Huhti 20241h 36min

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