Inside America’s AI Strategy

"We started with AI chat bots like ChatGPT and in a sense that was kind of like better web search. It was really great for research asking it questions and give you answers to anything."

"You saw just last week Microsoft stepped up and made a pledge that its data centers will not cause residential rates to increase."

"The product that just came out recently that everyone's kind of going crazy over is the latest iteration of Claude Code which is powered by Anthropic's Opus 4.5 model which seems to be a real breakthrough in coding."

"You're starting to see robo taxis now Waymo and Tesla."

"You're starting to see robo taxis now Waymo and Tesla."

"About a year ago you had the DeepSeek moment where you had a powerful model released by DeepSeek and I think that kind of put Chinese AI on the map in a way."

"Bloomberg and Reuters reported that they actually are not allowing Nvidia chips into their country and the reason for that we think is that they want to indigenize chip production."

"They want to stand up Huawei as their national champion and effectively they're creating a market subsidy for Huawei by keeping out the competition."