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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https://x.com/friedberg

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Intro Music Credit:

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Intro Video Credit:

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Episoder(347)

2025 Predictions with bestie Gavin Baker

2025 Predictions with bestie Gavin Baker

(0:00) The Besties welcome Gavin Baker and recap ski week! (5:38) Biggest Political Winner (9:26) Biggest Political Loser (17:34) Biggest Business Winner (32:43) Biggest Business Loser (46:54) Biggest...

4 Jan 20251h 55min

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

(0:00) Bestie intros (3:07) The Besties welcome Box CEO Aaron Levie! (5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI (18:42) DOGE's first casu...

20 Des 20241h 36min

Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois

Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois

(0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin...

13 Des 20241h 28min

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:08) Trump nominates Paul Atkins as ...

7 Des 20241h 24min

DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

(0:00) Bestie intros! (1:54) Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE (48:11) WW3 risk: Biden...

23 Nov 20241h 10min

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big ph...

16 Nov 20241h 23min

Trump wins! How it happened and what's next

Trump wins! How it happened and what's next

(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition, c...

8 Nov 20241h 43min

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

(0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Goo...

1 Nov 20241h 30min

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