
Joe Lonsdale: American Optimist Ep 134: Inside the White House and the AI Race with OSTP Director Michael Kratsios
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Nov 26, 2025 Michael Kratsios, Director of the White House Office of Science and Technology Policy, discusses his crucial role in shaping America's AI landscape. He outlines how the U.S. can stay ahead of China by focusing on regulation, infrastructure, and international collaboration. Michael highlights the potential of AI to create jobs and the importance of K-12 education in technology literacy. He warns against a fragmented state regulation approach, emphasizing the need for a national AI standard to foster innovation and protect American tech.
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Regulation Shapes Early Tech Journeys
- Michael Kratsios described working seven years with Peter Thiel and observing how regulation shaped investment decisions.
- He used Lyft, Uber, and SpaceX as examples of companies fighting local and federal regulatory battles to scale.
OSTP As The Government’s Tech Coordinator
- OSTP acts as the federal hub to coordinate tech and science policy across dispersed agencies.
- Michael explained that only the White House can convene agencies to align rules for technologies like commercial drones.
Three Pillars To Win The AI Race
- Winning the AI race requires three pillars: R&D leadership, infrastructure, and international engagement.
- Michael emphasized funding breakthroughs, powering data centers, and exporting an American AI stack to allies.

