The Dynamist

On September 29th, Governor Newsom vetoed SB 1047, a controversial bill aimed at heading off catastrophic risks of large AI models. We previously covered the bill on The Dynamist in episode 64. In a statement, Newsom cited the bill’s “stringent standards to even the most basic functions” and said he does “not believe this is the best approach to protecting the public from real threats posed by the technology.” Senator Scott Wiener, the bill’s author, responded, “This veto leaves us with the troubling reality that companies aiming to create an extremely powerful technology face no binding restrictions from U.S. policymakers[.]”The bill had passed the California senate back in August by a vote of 30-9, having been the subject of fierce debate between AI companies big and small and researchers and advocates who fear a catastrophic AI event. Proponents want to get ahead of AI cyberattacks, AI weapons development, or doomsday scenarios by making developers liable to implement safety protocols.  Opponents argue that the bill will stifle innovation in California, calling it an “assault on open source” and a “harm to the budding AI ecosystem.”Aside from the merits of the legislation, it is arguably the first major political fight over AI in the U.S. where competing interests fought all the way to the governor’s desk, attempting to sway the pen of Governor Newsom. The story featured a cast of characters from California Democrats like Nancy Pelosi to  billionaires like Elon Musk to major companies like Google and OpenAI. What does this battle say about who holds sway in emerging AI politics? What are the factions and alignments? And what does this all mean for next year in California and beyond?Evan is joined by Sam Hammond, Senior Economist at FAI and author of the Substack Second Best, and Dean Ball, a research fellow at the Mercatus Center, author of the Substack Hyperdimensional, and a non-resident fellow at FAI.

Since the advent of platforms like Uber, Instacart, and DoorDash, the so-called gig economy has been intertwined with technology. While the apps no doubt created loads of opportunity for people seeking flexible work on their own schedules, they have been lambasted by critics who say they don’t provide drivers and grocery shoppers with a minimum wage and health benefits.This tech-labor debate has largely played out in state legislatures and in the courts. Voters have weighed in as well, with gig companies DoorDash and Lyft spending some $200 million to win the Prop 22 ballot initiative in California that exempted their workers from new labor laws. Should Uber be forced to provide benefits to employees? Should government stay out and let these markets continue to operate?As labor leaders and progressive lawmakers continue to battle with the companies, and governments, companies, and unions struggle to apply old principles to an increasingly digital economy, some argue for a third way, including our guest today. Wingham Rowan is the founder and managing director of Modern Markets for All, a non-profit that develops infrastructure for people working outside of traditional 9-5 jobs. Prior to that, he was a TV host and producer at the BBC. Read more about his work at PeoplesCapitalism.org. 

When the average person thinks of nuclear energy, there’s a good chance they’re thinking in terms influenced by pop culture—Homer Simpson’s union job at the Springfield plant, or the HBO miniseries Chernobyl, which dramatized the world’s biggest meltdown.For all its promise in the mid-20th century, U.S. nuclear energy largely stalled in the 1970s and 80s. While public anxiety over its safety played a role, experts have pointed to the hefty cost of building plants and poor regulatory/policy decisions as having more impact. But in recent years, as demand for low-carbon energy surges and companies like OpenAI, Microsoft, and Google are burning through energy to train artificial intelligence, there is a renewed interest in making nuclear work in this century.But concerns over cost and safety remain, and even among proponents of nuclear energy, there is a robust debate about exactly how to approach future builds, whether to rely on conventional methods or hold off until new research potentially yields a smaller, more cost-effective method of unlocking atomic energy. What is the state of nuclear power in the U.S. and around the world today? What policies could shape its future? And how might AI, other market dynamics, geopolitics, and national security concerns impact the debate and its outcomes?Evan is joined by Emmet Penney, the creator of Nuclear Barbarians, a newsletter and podcast about industrial history and energy politics, and a contributing editor at COMPACT magazine. Thomas Hochman, Policy Manager at FAI, is also joining. You can read Emmet’s recent piece on how why nuclear energy is a winning issue for the populist GOP here. You can read Thomas’s piece for The New Atlantis on “nuclear renaissance” here, and his writeup of the ADVANCE Act here.

Renée DiResta, an expert in misinformation and former research manager at the Stanford Internet Observatory, dives into the dangerous consequences of viral falsehoods. She discusses the recent UK riots fueled by social media rumors about a children's murder, highlighting the tension between free speech and the need for content moderation. Renée explores how misinformation affects elections and public health, especially regarding vaccine narratives, and debates the role of government versus private platforms in managing harmful content.

Minnesota Governor Tim Walz has made headlines for being picked as Vice President Kamala Harris’s running mate. One underreported aspect of his record is signing Minnesota’s first “right to repair” law last year. The bill took effect last month.The concept sounds simple enough: if you buy something like a phone or a car, you should have the right to fix it. But as our world becomes more digitized, doing it yourself, or having your devices repaired by third-party mechanics or cell phone shops, can be complicated. Everything from opening a car door to adjusting your refrigerator can now involve complex computer code, giving manufacturers more control over whether, and how, devices can be repaired. Frustrations over this dynamic sparked the “right to repair” movement, which advocates for legislation to require manufacturers to provide parts, tools, and guides to consumers and third parties. While powerful companies like John Deere and Apple have cited cybersecurity and safety concerns with farmers and iPhone users tinkering with their devices, right-to-repair advocates say irreparability undermines consumer rights, leads to higher prices and worse quality, and harms small businesses that provide third-party repair services.As more states continue to adopt and debate these laws, which industries will be impacted? And will the federal government consider imposing the policy nationwide? Evan and Luke are joined by Kyle Wiens, perhaps the most vocal proponent of the right to repair in the U.S. Wiens is the co-founder and CEO of IFixit, which sells repair parts and tools and provides free how-to-guides online. Read Kyle’s writing on repair rights and copyright in Wired and his article in The Atlantic on how his grandfather helped influence his thinking. See Luke’s piece in Reason on how the debate impacts agriculture.

OpenAI unleashed a controversy when the famed maker of Chat GPT debuted its new voice assistant Sky. The problem? For many, her voice sounded eerily similar to that of Scarlett Johansson, who had ironically starred in the dystopian movie Her about a man, played by Joaquin Phoenix, who developed a romantic relationship with a virtual assistant. While OpenAI claimed that Sky’s voice belonged to a different actress, the company pulled it down shortly after the launch given the furor from Johansson and the creative community. But a flame had already been lit in the halls of Congress, as the controversy has inspired multiple pieces of legislation dealing with serious questions raised by generative AI.Should AI companies be allowed to train their models without compensating artists? What exactly is “fair use” when it comes to AI training and copyright? What are the moral and ethical implications of training AI products with human-created works when those products could compete with, or replace, those same humans? What are the potential consequences of regulation in this area, especially as the U.S. government wants to beat out China in the race for global AI supremacy?Evan is joined by Josh Levine, Tech Policy Manager at FAI, and Luke Hogg, Director of Policy and Outreach at FAI. Read Josh’s piece on the COPIED Act here, and Luke’s piece on the NO AI FRAUD Act here.

Trump’s pick of J.D. Vance as his running mate is seen by many as the culmination of a years-long realignment of Republican and conservative politics—away from trickle-down economics toward a more populist, worker-oriented direction. While the pick ushered in a flood of reactions and think pieces, it’s unclear at this stage what Vance’s impact would truly be in a Trump second term. Will Vance be able to overcome some of Trump’s more establishment-friendly positions on taxes and regulation? Will he advocate that Trump continue some of Biden’s policies on tech policy, particularly the administration’s actions against companies like Google, Amazon, and Apple? How might Vance influence policies on high-tech manufacturing, defense technology, and artificial intelligence? Evan is joined by Oren Cass, Chief Economist and Founder of American Compass and the author of The Once and Future Worker: A Vision for the Renewal of Work in America. Read his recent op-ed in the New York Times on populism and his recent piece in Financial Times on Vance. Subscribe to his Substack, “Understanding America.”Evan is also joined by Marshall Kosloff, co-host of The Realignment podcast, sponsored by FAI, that has been chronicling the shifting politics of the U.S. for several years, as well as by Jon Askonas, professor of politics at Catholic University and senior fellow at FAI.

On July 1, the Supreme Court issued a 9-0 ruling in NetChoice v. Moody, a case on Florida and Texas’s social media laws aimed at preventing companies like Facebook and YouTube from discriminating against users based on their political beliefs. The court essentially kicked the cases back down to lower courts, the Fifth and Eleventh Circuits, because they hadn’t fully explored the First Amendment implications of the laws, including how they might affect direct messages or services like Venmo and Uber. While both sides declared victory, the laws are currently enjoined until the lower court complete their remand, and a majority of justices in their opinions seemed skeptical that regulating the news feeds and content algorithms of social media companies wouldn’t violate the firms’ First Amendment rights. Other justices like Samuel Alito argued the ruling is narrow and left the door open for states to try and regulate content moderation.So how will the lower courts proceed? Will any parts of the Florida and Texas laws stand? What will it mean for the future of social media regulation? And could the ruling have spillover effects into other areas of tech regulation, such as efforts to restrict social media for children or impose privacy regulations? Evan and Luke are joined by Daphne Keller, Platform Regulation Director at Stanford’s Cyber Policy Center. Previously, she was Associate General Counsel at Google where she led work on web search and other products. You can read her Wall Street Journal op-ed on the case here and her Lawfare piece here.

It’s time for American industry’s Lazarus moment. At least, that’s what a growing coalition of contrarian builders, investors, technologists, and policymakers have asserted over the past several years. American might was built on our industrial base. As scholars like Arthur Herman detail in Freedom’s Forge, the United States won World War 2 with industrial acumen and might. We built the broadest middle class in the history of the world, put men on the moon, and midwifed the jet age, the Internet, semiconductors, green energy, revolutionary medical treatments, and more in less than a century. But the optimism that powered this growth is fading, and our public policy ecosystem has systematically deprioritized American industry in favor of quick returns and cheap goods from our strategic competitors. Is there a way to restore our domestic industry? What does movement-building in this space look like? We're joined by Austin Bishop, a partner at Tamarack Global, co-founder of Atomic Industries, and co-organizer of REINDUSTRIALIZE, and Jon Askonas, Senior Fellow with FAI and Professor of Politics at the Catholic University of America. You can follow Austin on X here and Jon here. Read more about REINDUSTRIALIZE and the New American Industrial Alliance here and check out some of Jon's research on technological stagnation for American Affairs here. 

For this special edition episode, FAI Senior Fellow Jon Askonas flew down to Palm Bay, FL to mix and mingle with the brightest minds in aerospace, manufacturing, and defense at the  Space Coast Hard Tech Hackathon, organized by stealth founder Spencer Macdonald (also an FAI advisor). Jon sits down with a friend of the show and Hyperstition founder Andrew Côté for a wide-ranging conversation on the space tech revolution, the “vibe shift” towards open dialogue, AI’s role in shaping reality, and the challenges Silicon Valley faces in fomenting new innovation. They critique regulatory moats that hamper entrepreneurship, safetyism's risk to progress, and explore the concept of “neural capitalism,” where AI enhances decentralized decision-making. You can follow Jon at @jonaskonas and Andrew at @andercot. Andrew recently hosted Deep Tech Week in San Francisco, and he's gearing up to host the next one in New York City.