Trumponomics The Promise and Peril of Trump’s Big AI Plan
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Jul 30, 2025 In this engaging discussion, Parmy Olson, a tech columnist and author, and Michael Deng, a former policy advisor, dive deep into Trump’s ambitious AI strategy. They dissect the potential isolation of the U.S. from the global tech ecosystem due to aggressive tariffs and regulatory changes. The conversation highlights the fierce AI competition with China, challenges in balancing innovation with safety, and the risks posed by monopolistic control of AI advancements. It’s a thought-provoking exploration of the future of technology and its broader implications.
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US AI Lead Narrow But Real
- The U.S. still leads in AI model capabilities but only by a narrow margin over China.
- China leads in AI adoption and energy infrastructure capacity for building AI models.
Action Plan's Energy Contradiction
- The AI action plan aims to boost U.S. data center infrastructure but excludes solar and wind energy.
- It focuses on nuclear, geothermal, and fusion despite fusion not being viable soon.
Strategic Pivot to Export Dominance
- Trump administration shifted from denying China tech to making them dependent on US AI chips.
- Nvidia and allies pushed to allow chip exports to China to lock them into US infrastructure.
