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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

And a lot of us who are part of the first Trump administration saw this very firsthand with the telecom wars of that era of what Huawei was able to do globally.

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

And at the time when Huawei first started their sort of global export push, they certainly were not the very best technology in the world.

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

They were certainly, you know, subpar compared to Ericsson and Nokia, yet they were good enough and they were subsidized enough such that they became sort of the default telecom system for a lot of the world.

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

And we've learned a lot of lessons from that.

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

And we take that very seriously when it comes to AI.

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

We know there is ambition for the Chinese to export their models and have them be the models that are powering all these different use cases across across the global south and across the rest of the world.

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

That's why the president launched something called the American Export Program.

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

And our mission, and I think we're in a very lucky position here compared to what we're dealing with with Huawei, is, as David said, we are dominant in almost every part of the stack.

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

We have the very best models, we have the best applications, we have the very best chips.

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

So we are in a position of power now and it's up to us as a country to share that technology with the world, with all of our partners and allies, make sure that any developer anywhere in the world that wants to build a new application using AI is using, is fine tuning an American model on top of an American chip.

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

And that isn't, that isn't a,

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

hard reality to see.

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

That is something that I think we can very easily do just because we have the very best tech.

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

That's a program that we launched late last year, and we're doing a big push this year to get that out the door.

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

Yeah, so the progress is moving on that.

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

We closed a request for information from the Commerce Department late last year, which went out to industry and said, hey, if we want to export the American AI stack, what should we be thinking about?

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

How should we be designing these packages that we share with the world?

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

Commerce is now ingesting that that information will be a request for proposals that comes out very shortly.

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

And that's where we actually want companies to come together to form consortia and say, like, look, this is what a package looks like.

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

And I think what, you know, what what people need to sort of what I always try to remind people is that the the.