"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

• Dean W. Ball on America's AI Action Plan & 4 Months at the White House

  Today Dean W. Ball, former White House AI policy advisor joins The Cognitive Revolution to discuss his role in crafting the Trump administration's AI Action Plan, his reasons for leaving government, and his perspectives on AI policy, US-China competition, and the future of AI regulation and adoption. Check out our sponsors: Fin, Labelbox, Oracle Cloud Infrastructure, Shopify. Shownotes below brought to you by Notion AI Meeting Notes - try one month for free at https://notion.com/lp/nathan White House Experience & Government Role: Dean Ball served as senior policy advisor for AI and emerging technology at the White House Office for Science and Technology Policy (OSTP) for four months. AI Regulation & Government Approach: Information asymmetry exists between government and AI labs, "Having worked at the White House, I don't know tremendously more about what goes on inside the Frontier Labs than you do." Private Sector Innovation: Dean emphasizes the importance of private sector-led initiatives in AI safety and standards. Future AI Developments: Dean believes agentic commerce is "right around the corner" but sees little discussion about it from regulatory or conceptual perspectives. AI Action Plan Development: It emphasized concrete actions for AI implementation across government agencies rather than just theoretical frameworks. Personal Updates: Dean is reviving his weekly Hyperdimensional Substack, joining the Foundation for American Innovation as a senior fellow, and plans to share his long-held insights on recent AI developments. Sponsors: Fin: Fin is the #1 AI Agent for customer service, trusted by over 5000 customer service leaders and top AI companies including Anthropic and Synthesia. Fin is the highest performing agent on the market and resolves even the most complex customer queries. Try Fin today with our 90-day money-back guarantee - if you’re not 100% satisfied, get up to $1 million back. Learn more at https://fin.ai/cognitive Labelbox: Labelbox pairs automation, expert judgment, and reinforcement learning to deliver high-quality training data for cutting-edge AI. Put its data factory to work for you, visit https://labelbox.com Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) is the next-generation cloud that delivers better performance, faster speeds, and significantly lower costs, including up to 50% less for compute, 70% for storage, and 80% for networking. Run any workload, from infrastructure to AI, in a high-availability environment and try OCI for free with zero commitment at https://oracle.com/cognitive Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive

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• Jake Sullivan on Navigating AI Uncertainty and Managing Competition with China

  Today Jake Sullivan, the U.S. National Security Advisor from 2021-2025 joins The Cognitive Revolution to discuss AI as a critical national security issue. Check out our sponsors: Labelbox, Oracle Cloud Infrastructure, Shopify. Shownotes below brought to you by Notion AI Meeting Notes - try one month for free at https://notion.com/lp/nathan Four-Category Framework: Sullivan organizes his thinking about AI into security, economics, society, and technology categories rather than focusing primarily on existential risks "Managed Competition" with China: He advocates for a model where the US and China "compete like hell" while maintaining sufficient guardrails to prevent conflict Skepticism of Grand Bargains: Competition is a "chronic condition" of the US-China relationship that cannot be solved with a strategic condominium AI in Modern Warfare: Current conflicts are providing "glimpses of the future" with lessons about scale, attritability, and the potential for autonomous weapons US Military Adoption Concerns: Sullivan worries that Pentagon bureaucracy prevents rapid AI adoption while China's PLA may be better positioned to integrate AI capabilities Private Sector Leadership: AI is "the first technology with such profound national security applications that the government really had very little to do with" Sponsors: Labelbox: Labelbox pairs automation, expert judgment, and reinforcement learning to deliver high-quality training data for cutting-edge AI. Put its data factory to work for you, visit https://labelbox.com Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) is the next-generation cloud that delivers better performance, faster speeds, and significantly lower costs, including up to 50% less for compute, 70% for storage, and 80% for networking. Run any workload, from infrastructure to AI, in a high-availability environment and try OCI for free with zero commitment at https://oracle.com/cognitive Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive PRODUCED BY: https://aipodcast.ing

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• Sovereign AI: Geopolitical Strategy & Industrial Policy for Countries 3-193, with Anjney Midha, a16z

  Today Anjney Midha, General Partner at a16z joins The Cognitive Revolution to discuss sovereign AI and China's growing semiconductor capabilities. Check out our sponsors: Gemini CLI, Labelbox, Oracle Cloud Infrastructure, Shopify. Shownotes below brought to you by Notion AI Meeting Notes - try one month for free at https://notion.com/lp/nathan What is Sovereign AI? Varies by stakeholder - for enterprises it means controlling where AI workloads run, while for nation-states it represents both technical independence and cultural alignment with local values Semiconductor Competition with China: "Chip sanctions on China have resulted in an enormous doubling down of local investment in Huawei's ecosystem... they're in a full-on tear to try to decouple themselves from American chips" Middle Path on American AI Policy: Midha advocates for a Marshall Plan for AI where countries maintain sovereignty over models while partnering with the US on semiconductor infrastructure European AI Alignment: "It's a huge win for America that MARA in Europe is going with American chips and not Huawei chips... the European continent has been courted by the Chinese semiconductor industry like never before" The Race to Close the Gap: "Huawei is in a much stronger position today than it was three years ago... They will be able to close the gap and because workloads are becoming more efficient, they can decouple at least the inference part of their ecosystem from the US within two to three years" Cultural Independence in AI: Nations seek models that align with their values while maintaining technical independence - requiring a nuanced approach to global AI partnerships Links:Anjney Midha & Jensen Huang on Winning the AI Race https://a16z.com/podcast/jensen-huang-and-arthur-mensch-on-winning-the-global-ai-race/ Sponsors: Gemini CLI: Open-source, lightweight utility for direct Gemini access—find Gemini CLI on GitHub. Labelbox: Labelbox pairs automation, expert judgment, and reinforcement learning to deliver high-quality training data for cutting-edge AI. Put its data factory to work for you, visit https://labelbox.com Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) is the next-generation cloud that delivers better performance, faster speeds, and significantly lower costs, including up to 50% less for compute, 70% for storage, and 80% for networking. Run any workload, from infrastructure to AI, in a high-availability environment and try OCI for free with zero commitment at https://oracle.com/cognitive Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive PRODUCED BY: https://aipodcast.ing

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• The Revolution in Services: General Catalyst's AI Rollup Strategy, with Marc Bhargava

  Marc Bhargava from General Catalyst discusses their Creation Strategy for building AI-enabled roll-ups – companies that start as vertical software startups, then grow by acquiring traditional service businesses and transforming them through AI automation. They explore how systematic analysis of 70 service categories identified 10 verticals where 30-70% of tasks are automatable today, potentially transforming low-margin service businesses into software-like companies with 30-40% margins. The conversation covers the practical implementation of AI in industries like accounting, legal services, and call centers, where teams shadow workers to identify automatable tasks and layer AI into existing processes. While both see tremendous potential in bringing AI transformation to Main Street businesses, they debate whether the transition will be as smooth as projected or more disruptive to employment than anticipated. See Business Transformation with Applied AI for more details. Sponsors: Labelbox: Labelbox pairs automation, expert judgment, and reinforcement learning to deliver high-quality training data for cutting-edge AI. Put its data factory to work for you, visit https://labelbox.com Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) is the next-generation cloud that delivers better performance, faster speeds, and significantly lower costs, including up to 50% less for compute, 70% for storage, and 80% for networking. Run any workload, from infrastructure to AI, in a high-availability environment and try OCI for free with zero commitment at https://oracle.com/cognitive Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive NetSuite by Oracle: NetSuite by Oracle is the AI-powered business management suite trusted by over 42,000 businesses, offering a unified platform for accounting, financial management, inventory, and HR. Gain total visibility and control to make quick decisions and automate everyday tasks—download the free ebook, Navigating Global Trade: Three Insights for Leaders, at https://netsuite.com/cognitive PRODUCED BY: https://aipodcast.ing CHAPTERS: (00:00) About the Episode (04:50) Introduction and Investment Thesis (13:04) Software Substituting Labor (Part 1) (20:00) Sponsors: Labelbox | Oracle Cloud Infrastructure (22:37) Software Substituting Labor (Part 2) (26:40) Company Development Playbook (Part 1) (35:59) Sponsors: Shopify | NetSuite by Oracle (39:19) Company Development Playbook (Part 2) (41:19) Customer Partnership Strategy (51:57) Technical Implementation Approach (01:00:15) Market Consolidation Dynamics (01:07:57) Automation Limitations Analysis (01:19:25) Big Tech Competition (01:22:40) Public Strategy and Vision (01:25:56) Outro

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• Sovereign AI: Geopolitical Strategy & Industrial Policy for Countries 3-193, with Anjney Midha, a16z

  Anjney Midha from Andreessen Horowitz explores the strategic choices facing countries as the US and China dominate AI's fundamental inputs of talent, data, and compute. The conversation examines "Sovereign AI" from both enterprise and national perspectives, discussing how regulatory concerns are driving new competition from national champion AI companies in France, the UAE, and Saudi Arabia. They analyze what countries should do across the talent, data, and compute dimensions, debating whether nations are better off partnering with frontier developers or building local capabilities. Midha brings valuable empathy for diverse national positions and a practical build/buy/partner framework to help understand how governments worldwide are navigating these complex AI dependency decisions. Sponsors: Labelbox: Labelbox pairs automation, expert judgment, and reinforcement learning to deliver high-quality training data for cutting-edge AI. Put its data factory to work for you, visit https://labelbox.com Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) is the next-generation cloud that delivers better performance, faster speeds, and significantly lower costs, including up to 50% less for compute, 70% for storage, and 80% for networking. Run any workload, from infrastructure to AI, in a high-availability environment and try OCI for free with zero commitment at https://oracle.com/cognitive Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive NetSuite by Oracle: NetSuite by Oracle is the AI-powered business management suite trusted by over 42,000 businesses, offering a unified platform for accounting, financial management, inventory, and HR. Gain total visibility and control to make quick decisions and automate everyday tasks—download the free ebook, Navigating Global Trade: Three Insights for Leaders, at https://netsuite.com/cognitive PRODUCED BY: https://aipodcast.ing CHAPTERS: (00:00) About the Episode (05:14) Introduction and Sovereign AI (06:20) Defining Sovereign AI (10:29) Enterprise AI Perspectives (Part 1) (20:07) Sponsors: Labelbox | Oracle Cloud Infrastructure (22:43) Enterprise AI Perspectives (Part 2) (22:44) Build Buy Partner Framework (29:00) National Talent Strategies (Part 1) (38:14) Sponsors: Shopify | NetSuite by Oracle (41:34) National Talent Strategies (Part 2) (41:40) Data and Cultural Values (54:00) Open vs Closed Models (01:00:37) AI Infrastructure Distribution (01:08:57) Country Infrastructure Strategies (01:16:05) Recent Middle East Deals (01:29:08) US Benefits Analysis (01:36:54) Security and Governance Issues (01:42:50) Closing Thoughts (01:44:29) Outro

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