AI race

7 statements across 6 episodes · 3 bullish · 4 bearish · 3 people on the record · first statement Jan 25, 2025 by Jason Calacanis · across every show →

Everything said about AI race, oldest first

Jan 25, 2025 positive
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!
May 31, 2025 negative
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
Aug 1, 2025 bearish
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
Jan 23, 2026 positive
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
Jan 23, 2026 negative
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
Jun 10, 2026 bullish
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
Jul 18, 2026 negative
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
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