John Arnold: belief

Transcript context

…When people say, “Well, we need all this AI compute. We need it rapidly to beat China, so we need to set up something quite soon in UAE or Saudi Arabia,” does that make sense to you? Or do you think they’re just barking up the wrong tree? I think it’s true that you can build quicker in some other countries. It’s also true that you can get as cheap, if not cheaper power in some of those same countries. What’s not true is the faith in the political system that I think there’s grave concern about, as AI is becoming talked about more and more about strategic national interest and national security. Question is, do we want the most important data centers to be located outside of the United States jurisdiction? I think both at a national level as well as at a company level, that answer has largely been no. Say if we don’t do it, especially UAE might cut its own deal with China, and China just does it, and China is way ahead of us on AI, which has military, cyber implications, and we just lose out because we’re still fiddling around with lobbying the citizens of Loudoun County or something. Do we need to preempt them even though we don’t have full trust in those governments?…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.