Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China

David Sacks, White House AI and Crypto Czar, joins Marc, Ben, and Erik to explore what's really happening inside the Trump administration's AI and crypto strategy. They expose the regulatory capture playbook being pushed by certain AI companies, explain why open source is America's secret weapon, and detail the infrastructure crisis that could determine who wins the global AI race.

Timestamps:
00:00 Intro
00:38 Why AI and crypto fit together
02:15 Making America the crypto capital
05:00 AI strategy shift: Innovation over fear
06:10 The crypto crackdown and de-banking years
08:50 Anthropic, regulatory capture, and AI gatekeeping
10:58 Why "permissionless innovation" built Silicon Valley
14:42 “Woke” vs. Orwellian AI and narrative control
21:20 The AGI hype cycle and Goldilocks reality
24:55 AI’s rise: Specialized models, agents, and synergy
33:40 The coming wave of open source competition
41:10 The AI race with China: Policy, energy, and exports
47:01 Federal vs. state overreach and regulation chaos
50:50 Infrastructure NIMBY-ism, energy and data centers
54:28 Europe’s AI “leadership”
56:30 AI Doomerism, Pseudoscience and Existential Risk
1:02:30 The DeepSeek Moment and China's Relative Progress
1:06:20 Crypto clarity: Genius Act and next-gen regulation
1:10:40 The Evolving Democratic Party
1:13:30 The Future of San Francisco

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