David Sachs

So the US does have significant advantages.

There's only maybe a couple of areas where I think China has an advantage.

One is on energy production.

If you look at their grid, their grid has roughly doubled in the last 10 years, whereas ours has only grown by about two to 3%.

Energy production in the US has been

a relatively sleepy industry before AI came along.

And a lot of that had to do with regulations and the antipathy of the previous administration towards energy production.

Obviously, President Trump had a very different view on this.

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.