AI Race

topic on 6 shows · 14 statements across 13 episodes

More or Less Sourcery the a16z Podcast Big Technology All-In 20VC

14 statements about AI Race, every show

ALL-IN Prediction Not checkable as stated
Sacks: Permission-based AI regulation will cause US to lose race to China
“But when you're talking about AI models, you're talking about replacing a system that is releasing new versions Every couple of months with one that is potentially fully under the control of government, fully government approved, everything has to be certified…”
David Sacks Jul 18, 2026 ▶ 12:31 Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
ALL-IN Assertion Not checkable as stated
McCormick: US cannot win AI race without expanding energy supply
“We can't win the AI race without energy”
Senator Dave McCormick Jun 10, 2026 ▶ 12:45 Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
SOURCERY Opinion
Maguire: Physical infrastructure will decide the AI race, favoring Musk
“Elon's the best in the world at atoms, and I think atoms are going to be a decisive factor in the AI race.”
Shaun Maguire Jan 28, 2026 ▶ 28:14 Elon Musk & The SpaceX IPO: Largest Wealth Event in History? | Shaun Maguire, Sequoia · Sourcery with Molly O'Shea
ALL-IN Assertion Supported
Sacks: Trump declared US must win AI race in July 2025 speech
“President Trump gave a major AI policy speeches in July, and he declared that the United States had to win the AI race.”
David Sacks Jan 23, 2026 ▶ 0:25 Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
ALL-IN Prediction Not checkable as stated
Sacks: Halting data center expansion would cripple US in global AI race
“It would fundamentally, I think, cripple the United States in the AI race if we just stopped building data centers altogether.”
David Sacks Jan 23, 2026 ▶ 8:24 Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
BIG TECHNOLOGY Prediction Not checkable as stated
Amon: The winner at the edge will win the overall AI race
“I think at the end of the day, the winner of the edge Is going to be the winner of the AI race.”
Cristiano Amon Jan 20, 2026 ▶ 23:31 Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing
MORE OR LESS Prediction Not checkable as stated
Lessin predicts neither the US nor China will win the AI race
“It's also completely true that the U.S. And China are, one is not gonna best the other in this war. I just don't, I, there's just no doubt.”
Jessica Lessin Nov 28, 2025 ▶ 14:09 OpenAI vs Google vs Meta: Business Model War · More or Less Podcast
a16z Prediction Not checkable as stated
Sacks: US will lose AI race to China under pre-approval regulations
“And I think we will lose the AI race to countries like China if, You know, if this is the set of rules that we have.”
David Sacks Nov 3, 2025 ▶ 14:08 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
ALL-IN Prediction Not checkable as stated
Sacks: Restricting AI training data could cost the US the AI race
“If you hamstring our AI models access to data by creating a whole bunch of new requirements for contract negotiations, like we could really lose the AI race.”
David Sacks Aug 1, 2025 ▶ 53:42 Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
ALL-IN Prediction Not checkable as stated
Sacks: Restricting US AI innovation will lead to losing AI race to China
“If you hobble our own innovation, our own AI efforts in the name of stomping out every possibility of X risk, then you probably end up losing the AI race to China because they're not going to abide by those same regulations.”
David Sacks May 31, 2025 ▶ 17:06 AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
a16z Opinion
Casado: Global AI development is a space race the US must win
“It really is the AI race, just like we went through the space race, and we need to win.”
Martin Casado Feb 6, 2025 ▶ 36:55 What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
ALL-IN Insight
Calacanis: US must build more nuclear power plants to win AI race
“There's only one way for us to win, and that's to build new, more nuclear power plants”
Jason Calacanis Jan 25, 2025 ▶ 1:49:51 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
20VC Prediction Not checkable as stated
Lanng: Counting Apple out of the AI race is a major mistake
“And I think, by the way, everybody will be making a mix, make a big mistake if they count Apple out of the AI race. They're gonna come With a hundred miles an hour, I mean, they come in, it would be really, really good.”
Christian Lanng Sep 27, 2023 ▶ 54:15 Christian Lanng: "How Being a Founder Almost Killed Me" | E1065 · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Mostaque: Google will be a primary winner in the AI race
“Google will be one of the main winners here. They have the LLMs, they have the hardware.”
Emad Mostaque May 17, 2023 ▶ 10:37 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings

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