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

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Episoder(375)

Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History

Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History

(0:00) Sacks and Jason welcome Senator Eric Schmitt (2:34) Biden v. Missouri, uncovering government censorship as Missouri AG (6:06) Section 230 and social media, the legacy of Russiagate, big tech ce...

20 Aug 20251h

AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?

AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?

(0:00) Bestie intros! (4:45) AI Psychosis: what it looks like and why it's happening (20:13) Why the social fabric in America is breaking down (35:55) Fixing the incentives that created the student de...

15 Aug 20251h 32min

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence (18:14) AI's TAM, ROIC, and energy implication...

9 Aug 20251h 50min

Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

(0:00) Bestie intros! (1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways (16:39) AI Executive Orders, unbiased AI, spiciest moments (34:32) Copyright, fair use, ...

1 Aug 20251h 23min

Winning the AI Race Part 5: President Trump on the AI Action Plan

Winning the AI Race Part 5: President Trump on the AI Action Plan

(0:00) President Trump on the AI Agenda (54:14) Executive Order signing Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com Follow the besties: https:...

24 Jul 202557min

Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum

Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum

(0:00) Scott Bessent, Treasury Secretary (17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary (35:11) Howard Lutnick, Commerce Secretary Thanks to our partners for making ...

23 Jul 202549min

Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller

Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller

(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: ...

23 Jul 20251h 4min

Winning the AI Race Part 2: Vice President JD Vance

Winning the AI Race Part 2: Vice President JD Vance

(0:00) The Besties welcome JD Vance (1:24) Immigration (6:34) AI policy (9:27) Relationship with China: Technology competition, striking a balance, trade (12:42) Diplomatic relations when AI is at-sca...

23 Jul 202526min

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