AI Across the Americas: Where Does the Hemisphere Line up on AI?
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What geopolitical choices determine who gets access to AI compute and models?
Hi, everybody. Welcome to another session of Caltech Center for Technology and Management Education's Making AI Possible. Quick add, Caltech CETME, we are a world-class executive education center centered on Caltech's campus in Pasadena, California. We host various global companies all the way from large Fortune 500s down to startups and smaller organizations, but also for individuals to advance within AI, systems engineering, and other different technical fields. But today, we're not here really for the classes. We're here to dig into the geopolitics of AI. And to set the scene, think of it like this. A chip is designed in the United States. It can be manufactured in Taiwan and installed in a data center in Washington.
Months later, this model can be trained on that hardware, and it runs a credit decision for some small business owner in Sao Paulo, Brazil. But somewhere between these points sits a set of choices. And that's what we're here to talk about today is who gets access to the compute, who governs these rules, and who ends up building on top of those. And I couldn't be more excited to invite Scott Bade, senior analyst at Eurasia Group's geotechnology practice, who tracks this from Washington's end. And then also Felipe Moura, director of strategy and sales for Eurasia Group in Brazil, and tracking this in Latin America. And we're looking at the technology from a U.S. perspective, Latin America perspective, and all of the different areas that it hits.
So welcome to Making AI Possible, Scott and Felipe. Scott, I would love for you to dive into one Eurasia group from your end and a little bit about your background to set up the conversation for today.
Thanks, Nick. It's great to be with you and your audience. Eurasia Group is a geopolitical risk firm. I sit in Washington. The firm is based in New York, but we have offices around the world. And really, our goal is to help our clients, who include investors, it includes corporates, it includes nonprofits, understand what's going on in the world and how that affects their business and their operations. So that can be investors who are trying to understand how geopolitics moves markets and oil prices and things like that. It can be corporations which are trying to plot out scenarios and understand the geopolitical risk in different regions or different sectors. And then it's operationally, you know, there's a conflict going on in the Middle East.
How is that going to affect you? What does that mean? Or what is the future of U.S.-China relations going to mean for your business? So it's a really interesting field, and we get to look at it from a lot of different angles.
Felipe, a little bit about yourself and where your Asia group is in Latin America and the portfolio that you oversee.
Thank you, Nick. And thank you, Scott. It's a pleasure to be here with you guys speaking directly from Brasilia in Brazil. So as you mentioned, Nick, I lead the strategy and sales for Eurasia Group in Brazil and Latin America. My job is to take our research and our analysis, some of our policy views, which, if you don't mind me saying, among the best in the world, and to make sure that we can translate those into actionable insights for our clients that both help them avoid risks, and this is looking at their long-term investments, at their more strategic decisions, as well as to take before anyone else, the opportunities that will arise from changes in politics and geopolitics. So this is what we do here.
We have a few offices scattered throughout the region, a team of over 60 people doing just LATAM. So very excited to be here. And regards to my... To my role in AI, I've been in technology policy for almost 20 years now, the last 10 of which have been doing AI. And as you know, I helped found Brazil's National AI Association, then served as the first vice president for five years. I was a board member, and now I'm just a member. But I still very much participate in the legislative debates across not just Brazil, but a lot of geographies as well.
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