a16z General Partners Martin Casado and Anjney Midha join Erik Torenberg to unpack one of the most dramatic shifts in tech policy in recent memory: the move from “pause AI” to “win the AI race.”
They trace the evolution of U.S. AI policy—from executive orders that chilled innovation, to the recent AI Action Plan that puts scientific progress and open source at the center. The discussion covers how technologists were caught off guard, why open source was wrongly equated to nuclear risk, and what changed the narrative—including China's rapid progress.
The conversation also explores:
- How and why the AI discourse got captured by doomerism
- What “marginal risk” really means—and why it matters
- Why open source AI is not just ideology, but business strategy
- How government, academia, and industry are realigning after a fractured few years
- The effect of bad legislation—and what comes next
Whether you're a founder, policymaker, or just trying to make sense of AI's regulatory future, this episode breaks it all down.
