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Tech DecipheredTech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research Author: Bertrand Schmitt & Nuno G. Pedro
Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news. To understand whats really happening behind the surface, join our hosts, Nuno Goncalves Pedro, investor, co-founder and managing partner at Strive Capital, and Bertrand Schmitt, entrepreneur, co-Founder & Chairman at App Annie. They have been each in tech for almost 25 years, are now based in Silicon Valley, having both previously worked and lived in Europe and Asia. With Tech DECIPHERED, discover how the best entrepreneurs pitch, how investors think, and what are the deep trends underlying the tech industry. To learn more about Tech DECIPHERED, head over to www.decipheredshow.com for more info about the podcast, show notes, resources and complete transcripts. Language: en-us Genres: Business, Entrepreneurship, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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68 – “Winning the AI Race”… America’s AI Action Plan
Wednesday, 27 August, 2025
America’s AI action plan … “Winning the AI race” has just been announced. What is it all about? What are the implications? How will the rest of the world react? A deep dive into the announcement, approaches by EU and China, and overall implications of these action plans.Navigation:Intro (01:34)Context of the White House AI SummitPillar I – Accelerating AI InnovationPillar II – Building American AI InfrastructurePillar III – Leading in International AI Diplomacy & SecurityComparing Approaches – U.S. Action Plan vs. EU AI Act vs. China’s StrategyImplications and SynthesisConclusionOur co-hosts:Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmittNuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedroOur show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno G. PedroWelcome to episode 68 of Tech Deciphered. This episode will focus on America's AI action plan, winning the AI race, which has just been announced a couple of weeks in by President Trump in the White House. Today, we'll be discussing the pillars of this plan, from pillar I, the acceleration of AI innovation, to pillar II, building of American AI infrastructure, to pillar III, leading in international AI diplomacy and security.We'll also further contextualise it, as well as compare the approaches between the US Action plan, and what we see from the EU and China strategy at this point in time. We'll finalise with implications and synthesis. Bertrand, is this a watershed moment for the industry? Is this the moment we were all waiting for in terms of clarity for AI in the US?Bertrand SchmittYeah, that's a great question. I must say I'm quite excited. I'm not sure I can remember anything like it since basically John F. Kennedy announcing the race to go to the moon in the early '60s. It feels, as you say, a watershed moment because suddenly you can see that there is a grand vision, a grand plan, that AI is not just important, but critical to the future success of America. It looks like the White House is putting all the ducks in order in order to make it happen. There is, like in the '60s with JFK, a realisation that there is an adversary, there is a competitor, and you want to beat them to that race. Except this time it's not Russia, it's China. A lot of similarities, I would say.Nuno G. PedroYeah. It seems relatively comprehensive. Obviously, we'll deep dive into it today across a variety of elements like regulation, investments, view in relation to exports and imports and the rest of the world. So, relatively comprehensive from what we can see. Obviously, we don't know all the details. We know from the announcement that the plan has identified 90 federal policy actions across the three pillars. Obviously, we'll see how these come into practice over the next few months, few years.To your point, it is a defining moment. It feels a little bit like the space race of '60s, et cetera. It's probably warranted. We know that, obviously, AI platforms, AI services and products are changing the world as we speak. It's pretty important to figure out what is the US response to it.Also interesting to know that we normally don't talk about the US too much in terms of industrial policy. The US seems to have a private sector that, in and of itself, actually stands up to the game, and in particular in tech and high-tech, normally fulfils or fills the gaps that are introduced by big generational shifts in terms of technology. But in this case, there seems to be an industrial policy. This seems to set the stage for that industrial policy and how it moves forward,
