All-In with Chamath, Jason, Sacks & Friedberg · 2026-01-23 · 48 min · 9,613 words

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

Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio

Great to see everyone and I'm thrilled to be able to talk about the issue of the day and that is artificial intelligence and AI in our world. David, Michael, I'd love you to talk about what where we are right now in terms of the pursuit to be the number one uh lead AI country. How are we doing, David? I think we're doing great. Um, Maria last year

uh President Trump gave a major AI policy speech just as in July and he declared that the United States had to win the AI race. He he had first of all declared that we were in one. And I think his speech was reminiscent of when President Kennedy declared that we were in a space race and had to win that race. I think since then what you've seen is that American companies have only innovated more. You're seeing all sorts of really incredible products being released all the time.

I think that um American uh uh AI models, chips, um, data centers only just keep um getting better and better. And so I feel very good about the American position in this AI race. Certainly we have some very uh, you know, competent uh and formidable competitors. Um, China obviously has a lot of very smart people working in this area, but I do think that

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