All-In with Chamath, Jason, Sacks & Friedberg Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition
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Jan 23, 2026 
David Sacks, a Silicon Valley entrepreneur, and Michael Kratsios, a former U.S. tech official, dive into America's AI ambitions. They discuss the critical need for robust infrastructure and a unified regulatory framework to propel innovation. Both tackle the competition with China, highlighting the U.S.'s edge in technology and market share. With AI's potential to revolutionize productivity and support national labs, they argue for a proactive export strategy. The conversation also sheds light on the risks of political bias and the future of jobs amid technological advancement.
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U.S. Momentum In AI Infrastructure
- The U.S. leads in AI models, chips, and data centers and innovation continues to accelerate.
- David Sacks says demand is real and GPUs are actively used, not like the dark fiber era.
Push For A Single Federal Rulebook
- Create a national, lightweight federal AI framework to avoid a patchwork of 50 state rules.
- Michael Kratsios warns state-by-state regulation raises friction that favors large incumbents over startups.
AI Build-Out Is Also A Power Strategy
- Data center build-out ties directly into energy policy and local rate concerns.
- David Sacks and Michael Kratsios argue on-site power generation can lower residential rates and enable scale.
