David Sachs

I think he was...

on this issue.

You go back 10 years and he was talking about, we got to drill baby drill.

And I think he understood that energy growth was the precondition for economic growth.

And it's definitely the precondition for this AI infrastructure growth.

So

This is an area where, again, we have to basically expand our energy production.

And so I think that is an area where we need to catch up.

The other area where I would say, you know, I don't know if I would call this an advantage exactly, but you could argue that China...

China has the edge in what's being called AI optimism.

So there was a polling done by Stanford across countries, and they asked the citizens of all these different countries, do you feel that the benefits of AI will be more beneficial or more harmful?

And if you thought that overall would be more beneficial than harmful, they call that AI optimism.

Well, in China, AI optimism was 83%.

So 83% of the population feels that's being more beneficial than harmful.

That number in the United States is only 39%.

So for some reason, people in China are more optimistic about AI than in the United States.

And you generally see this, that Asian countries are very high on AI optimism and the Western countries are lower.

And I think it's an interesting or open question about why this is.

I think there's a few possible explanations for it.

I think that, first of all, the media tends to focus on the doom and gloom stories with AI.