August 21 2026
- Dario defends himself
- Denies his rhetoric has been too negative about AI
- Rejects regulatory capture accusations
- Data center rhetoric is actually working because Texas and Pennsylvania are doing some kind of regulation to stop/slow them down
- Treasury yields are going up so why will folks invest in Data centers?
- Should industry use an SRO to self regulate?
- China was able to land a rocket with steel faster than SpaceX because Elon is still waiting for FAA approval
- China winning AI will change American economy
- Open source AI ban is coming
- They are laying the ground
- FINRA/FAA for AI
- Will create standards that open models won’t be able to meet
- China move to control tech companies back fired on them - US AI regulation will have similar results here - FDI will fall off a cliff in response to bad regulation
- Americans need to be convinced that AI is not coming after them
- AI has only led to net job creation - the job loss narrative is however still taking hold
- Dario doesn’t seem money motivated but its important for him to explain what’s the future he’s building by being direct and transparent - else others will make the narrative for him
- Is recursive self improvement (RSI) really desirable because don’t humans want the path forward to be controlled by them?
- Attempts to ban data centers and RSI will not stop it being built in the rest of the world - all you need is the chips, the power and the internet connection
- Might be better to attract and retain the frontier labs and have them be in the US than go away somewhere else
- a16z DOJ investigation
- Maybe some competitor/enemy of theirs snitched on them?
- AIS 2026
- Mid terms
- Polymarket favoring Dems at 88% to win the House
- Senate much closer between the 2 parties
- Hard for Republicans to win given the war going on
- They can be happy about success with fixing border, small business optimism rise, tax refunds and better crime situation
- 53% of self identifying conservatives favor govt run grocery stores so tides are changing
- Republicans are also changing their minds about capitalism
- The unaffordability problem is driving all political choices
- Socialism wave seems unstoppable
- Top 50% in US owns $178T and bottom 50% owns $6T
- So middle class has done well with assets - real estate and stocks but folks feel left out
- 63% of Americans that are living paycheck to paycheck are going to vote for socialism
- Corporate America needs to figure out how to protect themselves from poor people’s wrath
- Government involvement makes things worse - classic chart is now updated
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