Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Michael Kratsios

๐Ÿ‘ค Speaker
153 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

Legislation or rules around child safety was on that list.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

The rules around permitting of data centers and build outs are continuing to be something that states should look at.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

So there are a few things that were enumerated, but that's the kind of stuff that I guess Dave and I are going to be working through.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

I don't know if you have any thoughts on that.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

And I think what we're seeing is that we need to share a good story about how ultimately this build out is going to be net positive for American rate payers.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

And I think sometimes if you're in a small community and someone shows up to build a data center, I mean, you have to make it clear that ultimately this is something that's going to actually lower your rates long term.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

And the president put out a truth last Monday where he was, as David said, very clear that, you know, if you're going to build a data center, you have to pay your own way for it.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

And Microsoft has stepped up.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

And our hope is that many others will do the same.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

And I think what a great policy change has made under this administration, the Biden administration had, as a matter of policy, had made it such that you couldn't do this behind the meter energy generation.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

If you wanted to bring your own power, you couldn't.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

You had to be part of the larger grid.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

So I think that rule has changed by Secretary Wright and by FERC to kind of allow this to happen.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

And I agree with David.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

I think once you have sort of greater scale in the power generation, you'll be contributing back into the grid in a way that benefits ratepayers.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

The one area I think a lot about is AI for science.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

And back to David's initial point about the progress we've seen in these frontier models, I think the very early ones sort of started with just general knowledge.

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

And you have to go back and understand, like, why?

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

And the question was, what was the data available for those model builders to start training their models?

All-In with Chamath, Jason, Sacks & Friedberg
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

And for the early ones, you could just scrape the Internet and just kind of cram everything to a model and train it.