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It's great to see you too, Brian. So Mark, you've matched the world of politics we're in now and AI. If there's anything hotter, I don't know what it is, and you write in the RealClearMarkets, it came out this week, a case for making AI about America first. Trump gets that, and I think China shocked the world a couple of months ago by showing them they might have surpassed us temporarily.
Your thoughts about how to get that top spot? Yeah, I think it's really interesting. Our focus, it's a great question actually, because a lot of people don't talk about this issue specifically.
What we need to do as a nation is focus on the entire ecosystem. So a lot of the public, Brian, are attracted to the algorithm, right? They like to see how AI is creating through generative AI, artwork, film, storytelling, script writing, but the ecosystem goes beyond the algorithm. It includes hardware and energy, power. So what Trump has done is really interesting. He's unlocking investment in American infrastructure, which will bring jobs, and also grow the power of American AI.
And that's what we saw with Stargate when Oracle, SoftBank, and OpenAI came together the day after the inauguration and committed $500 billion. So what's interesting now is if you think about it, we need a ton of compute. That's the infrastructure, and that can be hurt with, and I talk about this in the article, that's where we could be hurt with these tariffs, but then also the power. So we can't just build these hyperscale data centers to support AI infrastructure, the compute, without access to power and energy. So I've been having some interesting conversations with certain people, because renewables won't be enough for that. We love renewables, right? Nobody's going to be against preserving the environment, but the truth is that we need other sources of tremendous power to drive these hyperscale data centers. Do you think the fear of AI is over? You know, when Altman comes out with OpenAI two or three years ago, he was like, well, listen, I'm kind of concerned about how this could get too big and out of control.
We need some regulation. Elon Musk constantly talks about that. I don't hear much about that now. Why is that?
I'll be honest. I do hear a lot of fear. There is a lot, especially in conservative groups. I find that people on the Republican side, for some reason, are a little bit more skeptical about how artificial intelligence will impact society adversely as it relates to weaponry, as it relates to religion, which is very interesting. It's a topic not often discussed, but it comes my way a lot.
What religion? Well, they find that, like, for example, Elon Musk's Neuralink, the idea of putting a chip, fueling AI in one's brain to access data and even for medical purposes. There are doctors right here, Brian, actually out on Long Island, that are using AI in putting chips in their brains to have paralyzed patients feel and move again. But people feel like that's tinkering with humanity, with life.
And there's a big movement against it. I mean, we think that in a few months that he's going to be able to restore sight in blind people with Neuralink. So you could say that, well, I don't like AI doing that messy with nature unless you're the blind one. Unless you're the paralyzed one. Correct. And commerce and families will always go towards a solution.
So if you have a loved one who's paralyzed or who's blind or can find a cure, they're going to put religion aside, I think, to bring that person back. But is it just power you're talking about with things like Stargate or is it something else? No, I think this part of it, power, is a major part of the equation that people aren't going to speak about. And when we talk about job growth in America and if we look at what the energy branch of the executive government is doing right now with regards to coal mines and unlocking coal again, I think that could play a big role, a very significant role, with regards to fueling these hyperscale data centers. We are the Saudi Arabia of coal.
We heard that for the longest time. We also know that China was buying our coal. But there was a de-emphasis on coal for the environmentalists. But yet people were using it. They were just buying it from other people so we could sleep better at night. You're saying that we're going to need the coal and we've got to find a way to have it burn clean.
That's for sure. We're going to need a ton of energy to drive the amount of compute required to fuel these hyperscale data centers. So again, in my opinion, as you know, we've discussed this before, AI will represent the number one biggest growth sector percentage wise in the United States over the next four to five years because of Trump's policies. The ecosystem is the algorithm, the hardware and the power. So when you look at right now the technology, is there enough push in the private sector to understand we're really in a race against China?
Do you get it from Silicon Valley? Do we understand what the stakes are? Silicon Valley is really excited right now because during the Biden administration, and we saw this more with crypto, but they're connected.
Crypto and AI are totally connected. David Sachs has got both portfolios. And he should.
He definitely should, in my opinion. But what's happening is because the Biden administration had such a high level of uncertainty coupled with they were so against growth with regards to emerging technology, a lot of investment dollars were pushed overseas. So was talent. Now the American entrepreneurs are being unlocked by the Trump administration. Money's flowing back in. Investment is coming and they're inventing. So they're inventing consumer facing issues. They're inventing medical issues. They're inventing all kinds of solutions to problems that we might have as it relates to military or the creative industries.
And it's going to be an exciting time to be in America. You know, I also noticed, too, for the longest time, Google and other tech agencies were like, we don't want any part of the Pentagon. We don't want our technology to be part of any type of weaponry or war. And a lot of times Google was not cooperative.
Apple was not cooperative. I get a sense that there's a sense of patriotism now in the tech community and they want to work. They want to work more and more with the Pentagon. There's no doubt about it. I think that the one of the inherent traits of people in the tech community is individual liberty.
They love unlocking growth. They're innovative. And we're seeing that connection. It was amazing. I know you were there at the inauguration to see, you know, in the rotunda, these leaders of, you know, some people argue that the leaders of technology of these big tech companies are more powerful than governments.
And I think that we would probably agree in many ways they are. This episode is brought to you by Shopify. Forget the frustration of picking commerce platforms when you switch your business to Shopify.
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See full terms at MintMobile.com. I know when you look at Musk, and this is what I heard when it comes to religion, they said, well, go on Tesla. Even if you don't want an electric car, you got to see what Tesla's working on. And it's robots. What these robots are doing, they look like decathletes. They're able to scale mountains, go through mud. And people are pointing to the fact that they could play a big role for, let's say, in healthcare.
When you become a senior, do you have any help at home? The way these robots we are seeing in the demo, they might play a role. Well, that concerns a lot of the religious community who says you can't substitute humans for robots.
So A.I. and robots are coming. And obviously you mentioned Tesla. It's going to be it's going to be coming in a big way because something that Musk is doing is he's driving the price down. So families could bring in robots and they could share robots in communities for a lot of the chores and tasks that we hate cooking, folding laundry, running to the supermarket, stocking your shelves, etc. But what's going to happen also is we're going to see a robotic revolution in ways that are going to reform businesses, stand up new businesses.
Think, for example, security systems. Think, for example, robots in military like we talk about drones quite a bit and we think about where innovation is going. Drones have now the United States government has a contract with a drone company called Extend. Extend has created a effectively a small robot that can be operated across continents. So you and I from this studio can literally attack with a swarm of drones robots right overseas into Europe, into the Middle East, into Asia. And we don't need to have a military trained background. So robots are going to shift security, search and rescue and attack in the private sector as well as between governments. So, you know, I was listening to Mark Cuban the other day and he said, if I was somebody coming out of college, my recommendation to that person is AI. Every podcast, every tutorial, whatever you can do, try to absorb as much as possible. What is your sense for people that maybe been overwhelmed by the computer age? Start a fresh start with AI. You can create your own foundation. I gave a lecture last night at Columbia Business School and one of these really smart students asked me the same question.
My answer was the same. Because artificial will provide an underpinning across all business sectors, from fashion and art to music, sports, finance, medicine, military equipment. You have to look at AI to see new growth, new innovation and tack into it.
I think if you're 20 years old today and you're looking to get involved, that's the spot. Look at AI and where it's growing and changing, totally disrupting industries. By the way, Mark Beckman, CEO of DMN United, NYU senior and senior fellow at Emerging Technology over there and author of Some Future Day, how AI is going to change everything. So right now, security means a lot. China has been great in the past of hacking our advances and using that, replicating it and improving on it. How secure is our AI advantage or do we still have one?
Well, I love the topic of cyber attacks. And let's just like push it over there for a minute when you talk about security. We're at a disadvantage because we are a decentralized nation when it comes to infrastructure.
Right. So think in terms of we don't have one government like China. Our government doesn't control our hospitals, our water supply. There's not one government looking like one government entity or agency overlooking our communications, our banking sector. So what's happened here in the United States, actually here in New York City, is the New York City government has partnered with the state and federal government to create a triangle to defend from cyber attacks that are coming in from China, from Iran and beyond.
People don't talk about it. Yeah, but it's a big issue because think about it. If we're going to go after infrastructure at China with a cyber attack, China protects themselves. If they're coming at our hospitals, if they're coming at our banking system, it's the private sector that needs to protect.
It's not one government. So we're at a disadvantage with that. So I know you don't construct it physically, but we know that China has cut off rare earth magnets.
A lot of the fundamentals you need to build computers and iPhones and things like that, fix things, import things, as well as our defense contracts. Have you felt that yet? I have not personally, but I see it coming. And this is why I'm happy to see the Trump administration working towards creating autonomy in our nation. I heard we don't have the refining capability. This is this is true. And we have a lot of problems also as it relates to, as you're aware, if we're going to onshore jobs, we need training, we need capabilities, of course, all of these business sectors. The same concept repeats itself over and over and over again.
And it's a true issue. It's going to take time, right? If we lock in these tariffs and they create jobs onshore, whether it's in technology or whether it's in automotive, we are right now, it's not going to happen overnight. We need to build. The way I understand it, too, is manufacturing today is not Henry Ford with a huge conveyor belt of a line with guys all grimy and with hard hats. A lot of it's going to be high tech and robots do a lot of it.
Auto, it goes back to A.I. for sure. Automation matters and it's going to give us an advantage and we should be building. It's it's an exciting time. A lot of people are saying, Brian, we don't want those types of jobs. Right. But listen, there are a lot of people who, you know, for one reason or another, they're homeless, they want jobs, they fell on tough times. Those entry level jobs that we're talking about when we onshore because of the tariffs, there'll be a demand for it.
I believe there will be. Absolutely. So pick up Mark's story. He's got to call him out on real clear politics, a case for making A.I.
about America first. Mark Beckman, thanks so much. Thank you.
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