The Truth of the Matter

“While AI is digital in nature, the binding constraint is physical.” While many think of the race for AI dominance as who can develop the best model, that’s only one piece of the puzzle. Frontier models, data centers, leading-edge chips, energy sources, and digital networks all form the full stack of AI leadership—and any one of them could be a point of failure. CSIS’s Navin Girishankar, president of the CSIS Economic Security and Technology Department, and Joseph Majkut, director of the CSIS Energy Security and Climate Change program, join the podcast to discuss their new research on how to secure U.S. full stack leadership in AI, especially expanding energy production to power future AI needs. Read CSIS’s latest research on full stack AI leadership here: https://www.csis.org/analysis/securing-full-stack-us-leadership-ai

The United States is experiencing the worst measles outbreak in 30 years and the highest rate of contraction in the past six years after nearly eradicating the disease. Cases have surged in communities with low immunization coverage, raising concerns about further transmission. Hospitals are reporting an increase in severe cases, particularly among young children and immunocompromised individuals. Experts urge immediate action, emphasizing that vaccination remains the most effective defense against the highly contagious virus. CSIS’s J. Stephen Morrison joins the podcast to discuss the outbreak and the risks associated with it.Events:Increasing Measles Vaccination Coverage to Improve Global Health Security

Following meetings with European diplomats in Brussels and Paris, CSIS’s Max Bergmann joins the podcast to discuss a possible United States divorce from our allies in Europe. As geopolitical tensions rise and Washington shifts its strategic focus toward the Indo-Pacific, European leaders question the long-term reliability of U.S. commitments to NATO and regional security. Economic disputes, defense spending disagreements, and differing approaches to Russia and China have further widened the gap between the transatlantic allies. Background Reading:Why It's Time to Reconsider a European ArmyEvents:U.S. Allies and Partners Under the Trump Administration

Seth Jones, Director of the CSIS Defense and Security Department, sheds light on the ramifications of halting U.S. intelligence sharing with Ukraine amid its conflict with Russia. He discusses the potential impact on Ukraine’s military operations and explores whether European nations can fill the intelligence gap. The conversation also dives into the implications of the recent Trump-Zelensky meeting for minerals deals and U.S. security guarantees. Additionally, the episode touches on Russia's subversive tactics in Europe, including political manipulation and shocking assassination plots.

Matthew Pearl, director of the CSIS Strategic Technologies Program, is an expert on spectrum policy and its implications for national security and AI innovation. In this discussion, he highlights the complexities of spectrum management and its vital role in both commercial and defense sectors. Pearl explains how spectrum availability is crucial for maintaining U.S. leadership in wireless technologies and the competitive edge against China. He also addresses workforce challenges and the need for bipartisan efforts to adapt policies that bolster both national security and economic growth.

J. Stephen Morrison, a global health policy expert, and Caitlin Welsh, specializing in food security, dive into the fallout from Vice President Pence's contentious Munich Security Conference speech. They discuss the European backlash regarding the far-right party AfD and the implications for NATO and U.S.-European relations. Key topics include the urgent need for European unity in response to global challenges like food security and climate change, reflecting on the potential long-term impacts of U.S. leadership shifts and the geopolitical landscape.

Gracelin Baskaran, Director of the Critical Minerals and Security Program at CSIS, discusses the U.S.-Ukraine minerals deal and its potential implications for global resource security. She explains Ukraine's decision to proceed without security guarantees and the risks it introduces for private investors. Baskaran draws parallels to China’s mineral agreements in the DRC while emphasizing the urgency of securing U.S. supply chains. Listeners also get a sneak peek into her forthcoming book, which addresses critical minerals' impact on the U.S. economy and national security.

Erin Murphy, Deputy Director at CSIS, specializes in subsea cables and their link to global security. She delves into why these cables are crucial for internet connectivity, handling 95% of online activity. The conversation highlights the risks of sabotage amidst great power competition, particularly with China. Murphy discusses Egypt's key role and the geopolitical intricacies involved in managing these infrastructures. Additionally, she shares insights on the need for innovative policies and international cooperation to ensure the resilience of this vital backbone of the internet.

Max Bergmann, director of the CSIS Europe, Russia, and Eurasia Program, shares insights on the turbulent state of European security. He discusses the shifting dynamics of U.S.-Europe relations, highlighting the contrasting approaches of Trump and Biden. The rise of far-right politics in Germany is examined, alongside its implications for coalition-building. Bergmann also evaluates potential negotiations regarding Ukraine, weighing scenarios that could affect its sovereignty and NATO ambitions.

Ann Lee, co-founder and CEO of CORE Response, brings her expertise in disaster relief to the discussion. She delves into the complexities of California's wildfire issues, emphasizing a tailored recovery approach for affected families. The conversation highlights the importance of cash assistance and navigating the regulatory landscape to support long-term solutions. Ann also sheds light on smarter rebuilding strategies for fire-prone areas, advocating for a comprehensive response that involves community engagement and government action to foster resilience.