Join Larry Mantle weekdays for lively and in-depth discussions of Los Angeles and Southern California news, politics, science, entertainment, the arts and more. More AirTalk at www.kpcc.org.
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Crash, Bailout, or Breakthrough? The Future of America’s AI Bet
Manage episode 522494984 series 1546569
Content provided by National Security Law Today. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by National Security Law Today or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What happens when an innovation boom starts to look like a financial bubble? This week, Elisa sits down with Sarah Myers West of the AI Now Institute to examine the mounting evidence that America’s most influential AI firms may be overvalued, overleveraged, and quietly expecting government rescue if profits don’t materialize. Together, they trace the circular flow of investment between chipmakers, cloud providers, and AI developers, explore why growth projections outpace real-world demand, and unpack how national security narratives are being used to justify unchecked expansion.
Sarah Meyers West is Co-Executive Director of the AI Now Institute
References:
- The AI Now Institute
- Op Ed: Sarah Meyers West and Amba Kak, You May Already Be Bailing Out the AI Business. The Wall Street Journal. Nov 12, 2025.
- EO on Accelerating Federal Permitting of Data Center Infrastructure
- EO on Promoting the Export of the American AI Technology Stack
- NBC: "Trump administration drafts an executive order to challenge state AI laws." Jared Perlo. Nov. 19th 2025.
- WSJ: "Big Tech Is Spending More Than Ever on AI and It’s Still Not Enough." Megan Bobrowsky. Oct. 30th 2025.
- Bain & Company: "$2 trillion in new revenue needed to fund AI’s scaling trend." Sep 23rd, 2025.
- NYT: "Silicon Valley’s Man in the White House Is Benefiting Himself and His Friends." Nov. 30 2025
- The White House Archives: "Remarks by APNSA Jake Sullivan on AI and National Security." The National Defense University. Oct 24 2024.
- RISE Act
- NSLT Ep. 380, "Where Energy Policy Is Headed Next with Tyler O’Connor (Part 1)" July 23 2025.
403 episodes
Share
Manage episode 522494984 series 1546569
Content provided by National Security Law Today. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by National Security Law Today or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What happens when an innovation boom starts to look like a financial bubble? This week, Elisa sits down with Sarah Myers West of the AI Now Institute to examine the mounting evidence that America’s most influential AI firms may be overvalued, overleveraged, and quietly expecting government rescue if profits don’t materialize. Together, they trace the circular flow of investment between chipmakers, cloud providers, and AI developers, explore why growth projections outpace real-world demand, and unpack how national security narratives are being used to justify unchecked expansion.
Sarah Meyers West is Co-Executive Director of the AI Now Institute
References:
- The AI Now Institute
- Op Ed: Sarah Meyers West and Amba Kak, You May Already Be Bailing Out the AI Business. The Wall Street Journal. Nov 12, 2025.
- EO on Accelerating Federal Permitting of Data Center Infrastructure
- EO on Promoting the Export of the American AI Technology Stack
- NBC: "Trump administration drafts an executive order to challenge state AI laws." Jared Perlo. Nov. 19th 2025.
- WSJ: "Big Tech Is Spending More Than Ever on AI and It’s Still Not Enough." Megan Bobrowsky. Oct. 30th 2025.
- Bain & Company: "$2 trillion in new revenue needed to fund AI’s scaling trend." Sep 23rd, 2025.
- NYT: "Silicon Valley’s Man in the White House Is Benefiting Himself and His Friends." Nov. 30 2025
- The White House Archives: "Remarks by APNSA Jake Sullivan on AI and National Security." The National Defense University. Oct 24 2024.
- RISE Act
- NSLT Ep. 380, "Where Energy Policy Is Headed Next with Tyler O’Connor (Part 1)" July 23 2025.
403 episodes
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Similar to National Security Law Today
Join Larry Mantle weekdays for lively and in-depth discussions of Los Angeles and Southern California news, politics, science, entertainment, the arts and more. More AirTalk at www.kpcc.org.
…
continue reading
Hosted by CNN's Jake Tapper and Dana Bash, State of the Union features interviews with top newsmakers on politics and policy—covering Washington, the country, and the world.
…
continue reading
Feel brighter every day with our 20-minute pop-biz news podcast. The 3 business stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell. Formerly known as “Snacks Daily”, Nick and Jack continue their podcast independent from Robinhood.
…
continue reading
Left Right & Center is for listeners who feel like people on the other side of the political divide are on Mars. David Greene pieces together the big picture by inviting people from the left and the right to unpack their ideological differences, not to smooth them over, and look at what’s truly at stake. The show offers a rare kind of clarity. It doesn’t ask you to agree. It asks you to look more closely at what’s happening and to challenge your assumptions. You might not always agree – you ...
…
continue reading
Podcast by Chapo Trap House
…
continue reading
Amanpour is CNN International's flagship global affairs interview program hosted by Chief International Correspondent Christiane Amanpour.
…
continue reading
Guardian Australia's political team examine what’s happening in Australian politics and why it matters to you
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continue reading
Tough decisions rattle us all to the core. But for our guests on One Decision— the choices they are up against can also shape history. No pressure! They take us through all of their doubts, emotions and—sometimes unexpected--consequences. A fresh take on foreign policy. Hear the former head of Mi6, Sir Richard Dearlove alongside international journalists as they analyse, interview, and discuss.
…
continue reading
As the United States confronts an ever-changing set of international challenges, our foreign policy leaders continue to offer the same old answers. But what are the alternatives? In None Of The Above, the Eurasia Group Institute for Global Affairs' Mark Hannah asks leading global thinkers for new answers and new ideas to guide an America increasingly adrift in the world. www.noneoftheabovepodcast.org
…
continue reading
Our weekly podcast from Politics Home discussing all the ups and downs in Westminster. Please subscribe and share - and keep up with all the latest news on PoliticsHome.com. Got a question for the team? [email protected].
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continue reading
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