Orrin Cass of American Compass and Ben Harnwells from American Compass joins us to talk about what's going on behind the scenes in Washington, D.C., and around the world on A.I. and artificial intelligence.
00:01:42.000But the other big fight is about kind of this global conflict about artificial intelligence, Orrin,
00:01:50.000and about the executive order and, you know, the NDAA, the AI amnesty, this whole thing between the states and federal government and the four horsemen of the apocalypse at the frontier labs with no restrictions.
00:02:05.000And David Sachsen people want no restrictions.
00:02:07.000On the other hand, because the reason we're even talking about no restrictions is that we've had a Sputnik moment.
00:02:13.000We're in a race like either to the moon or to build a hydrogen bomb against the Soviets.
00:02:19.000And and we can't we can't miss a beat.
00:02:22.000We got it. You know, we can't put any restraints or any oversight on these amazing entrepreneurs because to do so would turn the world over to the Chinese Communist Party.
00:02:31.000But simultaneously, the Chinese Communist Party can't be competitive unless they have our chips, our know how, our education, our capital, all of it, the whole ecosystem to build a complex system.
00:02:43.000Probably the most complex, like artificial intelligence needs Western support and every aspect of it.
00:03:14.000It's it is a sad day for America first, bluntly.
00:03:18.000I think you've as laid out, there are these fights that have been going on behind the scenes over all of these different definitions and fights on A.I.
00:03:29.000And what's fascinating about them is these people will not have the debates in public.
00:03:34.000You will not find anybody actually go out there, face a tough interview and try to explain why we should be telling, you know, states no nobody else can do any regulation.
00:03:45.000They will certainly not go out and explain why should we sell chips to China.
00:03:51.000And yet they they continue to push these directly contradictory policies.
00:03:56.000A.I. is the most important thing. We have to win on it.
00:03:59.000Also, we should give advanced chips to China.
00:04:03.000I have to highlight because this is so funny or maybe pathetic.
00:04:07.000You decide literally yesterday as the Trump administration was saying we're going to start selling these advanced chips called the H-200s to China.
00:04:17.000The Trump administration Department of Justice was proudly announcing they had cracked down on somebody for smuggling those exact same chips to China.
00:04:26.000This is the release from the Department of Justice proudly says that they they exposed a sophisticated smuggling network that threatens our nation's security by funneling cutting edge A.I. technology to those who would use it against American interests.
00:04:41.000Well, now it's President Trump and the White House that are funneling that exact same cutting edge A.I. technology to the Chinese who would use it against American interest.
00:04:51.000The only through line, the only common denominator that makes sense is at every stage it's the choice that's going to make the most money for the people selling these products.
00:05:02.000The people who apparently get the last hearing in the Oval Office, the people who the decisions are being made on behalf of with with no consideration for the national interest of the American people.
00:05:13.000I want to go back because the it's absolutely kind of one of the key points.
00:05:20.000The Justice Department and this investigation has been going on a while.
00:05:25.000And the way that the release is, is that they've had a massive investigation.
00:05:29.000They found these guys that are basically black market guys in doing this.
00:05:33.000And it's like I said, Jensen Wong is an arms dealer. He's an arms dealer.
00:05:38.000And guess what? Some black market arms dealers got caught, as arms dealers often do, by people like the Justice Department that have these nets out there to make sure this is not happening illegally.
00:05:50.000That all the controls we put in the Commerce Department and all the different regulatory agencies that have a hand in this, you have very tight restrictions on this.
00:05:59.000You go up to Capitol Hill, you get sign off, you get everybody in kind of agreement.
00:06:05.000Nobody's perfectly happy, but it kind of is a structure that you live with.
00:06:09.000And then on the very day that they announce this really great effort to get these smaller arms dealers, the biggest arms dealer gets a pass and he's going to pay.
00:06:20.000You know, he's going to give 25 percent to the American people or back to the government.
00:06:23.000That's fine. But it's kind of irrelevant if you're selling them something that will make them even, you know, even near competitive.
00:06:32.000If this is a race and we've signed an executive order that turns the national labs and turns the weapons labs, the great weapons labs that Oppenheimer and the team built the atomic bomb and then built the hydrogen bomb.
00:06:47.000Those same weapons labs, Los Alamos, Lawrence Livermore, Sandia and others, plus the other national labs will essentially be turned over to the A.I. guys because it's a matter of the utmost national security.
00:06:59.000You know, why do we provide not just the chips, but any part of the ecosystem, the capital, the expertise, the 350,000 Chinese students over here all taking engineering and advanced computer because they're not they're not majoring in medieval poetry.
00:07:14.760None of that. So two things can't be right at the same time. If we're if this is a Sputnik moment, OK, and we have to actually do some things that we wouldn't be comfortable with in ceding ground to the accelerationist.
00:07:28.760Right. Then you same time, you can't be arming the enemy with everything they need to actually compete with us.
00:07:39.080It just it doesn't make any sense, does it? Is there any logic here that you and I are missing or the other people I've talked to, the hundreds of other people in the last 24 hours on this?
00:07:47.280Well, look, the argument that that folks will make behind the scenes, because, as I said, no, no one's willing to make this argument in public because it is such a weak argument.
00:07:57.360But if if you ask them, you know, with a straight faith, like, tell me what you think here, what what are they saying?
00:08:03.400You know, in the Oval Office, the argument is essentially that we want U.S. to have tech leadership in China.
00:08:11.600And so if we sell these advanced chips to China, that will allow us to keep a foothold there that will sort of addict them to our technology.
00:08:20.300This should sound familiar because it's the exact same thing corporations have been saying for 30 years.
00:08:26.420Every new generation comes in and says, we have to get into China.
00:08:30.140We have to sell our technology. We have to give away our technology there.
00:08:33.800And that's going to be good for us in the long run.
00:08:36.140And every single time they end up embarrassed and thrown out on the street and China keeps the technology and takes the leadership.
00:08:45.000And, yes, the shareholders get a bunch of profit in the short run and the U.S. falls behind in the long run.
00:08:51.640And what's so frustrating here is that, you know, AI is is in many ways now the one advantage that we have.
00:08:57.580If you think about the competition that we're in with China, as we try to reindustrialize, build back manufacturing in this country, our advantage on on AI chips, our ability to build the most powerful systems.
00:09:10.460That's really the one thing that we sort of have going for us as we try to make up for the mistakes of the past.
00:09:18.160And so to have folks saying, no, no, we want to instead go back and make the exact same mistake again, undermine the advantage that we have just to make a little bit more money in the short run.
00:09:28.080And this is exactly the mistake we've been making over and over again.
00:09:32.620And you just have to ask yourself, you know, if the tables were turned, if China had this advantage, would, you know, would you have Chinese leaders saying, oh, yeah, let's let's sell a bunch of advanced chips to the Americans?
00:09:43.900The question answers itself. It is unfortunate that we don't have business leaders in this country that are sufficiently grateful to what America has given them, to the freedom that they have, to the profit that they are able to earn, that they think about the American interest at all.
00:10:00.860It just gets thrown out the window if there's a little bit more money to be made, you know, essentially selling the Chinese the rope that they're going to hang us with.
00:10:10.380And what you're talking about is decoupling is that in 19 in 2019, they did this.
00:10:17.480This is why you've had tick tock. You had deep seek. You've had all these things.
00:10:20.400As soon as they get enough expertise because they copy everything, as soon as they get enough expertise, they try to decouple from the West.
00:10:27.840This is why they didn't sign the Lighthizer deal. The president Trump negotiated for two years.
00:10:31.640They would take care of the seven deadly sins and integrate them into the global economy.
00:10:35.580They actually, at the very last second, Li He, when he presented it to Wan, Xi, Shan, and Xi, they tore it up.
00:10:41.280They said, we're not going to do that. Then we're not going to do that. The two years of negotiation.
00:10:47.860What you mentioned here is that Jensen Wong, when you talk about this and people making this argument, Jensen Wong is trying to sell on the American people that it doesn't matter who wins.
00:10:59.360If China wins, that's okay. If a Chinese company wins, it's okay. He's on record as saying that.
00:11:03.620He's actually said the American dream that if you're a China hawk, that is a badge of shame.
00:11:11.800If you're a China hawk, if you're anti-CCP, you're a China hawk, that is a badge of shame, not a badge of honor.
00:11:17.680And he said in this regard that the American dream actually goes through China.
00:11:23.140What would you say of a person that tried to make that pitch consistently to the American people, sir?
00:11:31.200Well, I think you're giving him too much credit for even saying he's making a pitch consistently.
00:11:36.540You know, one of the reasons he's not actually out there trying to make the case for this policy is because he can't make the case for anything.
00:11:44.900One day he goes out there and says China's going to win.
00:11:47.680One day he goes out there and says it doesn't matter who's going to win.
00:11:50.420Then his PR people run in to clean up and say, no, no, no, we're going to win.
00:11:55.500Then he says export controls don't work.
00:11:57.520Then he says there's no smuggling going on.
00:12:00.600Then he says, don't worry about the smuggling.
00:13:33.520You made a bet on a supply-side tax cut to bring capital into manufacturing and turn us to be a manufacturing superpower.
00:13:39.940At the same time, you've reorganized the world's commercial relationships and done it in six months to use trade as a forcing function or terror as a forcing function to bring capital in manufacturing from international companies and countries back to the United States to, guess what, return us to a manufacturing superpower.
00:14:00.240President Trump's going to bring capital in the world.
00:14:01.080President Trump's going up to part of the traditional Rust Belt, but Pennsylvania today to make his argument.
00:14:09.460Orrin Kass is going to help us with that.
00:14:11.480Also, at the same time, Zelensky threw his toys out of the pram yesterday in London meeting with a Starmer and McCrone and said,
00:14:22.800hey no no territorial no territorial concessions i'm out we're not going to give up anything it's
00:14:28.080going to be a deal president trump has worked for months and months and months and months and
00:14:32.800months and today on data dash of burns at politico has an interview with him up where he just says
00:14:39.200hey look there's no leadership in europe i don't even know what to do with these guys
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00:16:49.600and be part of the movement so orrin cash the president heads today to pennsylvania and i think
00:16:56.240you're seeing a lot of people said the president's got to focus more on on on domestic there is this
00:17:03.280i believe it's indirectly linked to what he's doing in national security particularly trying to end
00:17:08.720the beginning phase of the kinetic part of the third world war on the eurasian landmass in the
00:17:12.480middle east but he is taking advice and i think president trump says hey look scott bessen's great
00:17:16.880navarre's great has it's great let nick okay these guys i'm the one that can sell this and that's why
00:17:23.120he's going to pennsylvania what say you sir well i think it's really important for him to get focused
00:17:29.280on this and and really be driving a message that's that's about what what the economy needs and what
00:17:34.880his policies are doing for it you know we've seen so much focus on the affordability question lately i
00:17:41.840think what that comes down to ultimately is a realization people have that in the economy today
00:17:47.200it's it's a struggle to make ends meet that for a very long time now that the direction of the
00:17:52.640economy has not been one that provides better higher paying jobs for people that that let them
00:17:58.160build good lives for themselves support their families and so you know i think obviously that's
00:18:03.920a message that trump has has run on i think uh early on in in the administration the first few months
00:18:09.680they they came in and focused a lot on that but then it's felt like over the past few months there's
00:18:14.160been you know a lot more focus on foreign policy stuff there's there's been a lot of focus on on
00:18:20.080some of this ai and tech stuff uh and in in the background we we still have the tariffs we still
00:18:25.200have a lot of efforts to to focus on getting investment back in this country but but that has to be a
00:18:30.560message he has to be telling the story here's how this is actually going to help and and no it doesn't
00:18:36.240it doesn't help in one week right people say where are the manufacturing jobs well you you have to build
00:18:40.720the factories first but there is a really good story to tell about the the commitments that
00:18:46.240we're seeing to bringing investment back to this country uh and now i think what he needs to do is
00:18:50.960pair that with okay what are the next steps what are the ways we're going to support that investment
00:18:54.880what are the ways we're going to prepare people to do these kinds of jobs the the ecosystem the
00:18:59.600training all that do you agree absolutely i said don't fall into the affordability trap because
00:19:04.720inflation's cumulative what biden did you're not going to unwind this we almost impossible
00:19:09.920to unwind that particularly if you're running two trillion dollar deficits every year's folks
00:19:13.200and you got to refinance a third of it the the national debt it's going to be hard what you got
00:19:19.840to do is stop remember inflation what you got to stop is what they've done is the accelerating
00:19:24.240rate of inflation but the focus should be on because we made a bet and you're not going to be
00:19:29.280able to unwind these bets you got to double and triple down it's on growth not just gdp growth
00:19:34.240but gdp per capita it's on jobs high value added manufacturing jobs and the ecosystem that comes
00:19:40.800around that would do it and it's wages and particularly higher wages we had the trifecta
00:19:46.080in the uh summer fall and christmas season of 2019 right before we got hit with the ccp uh pandemic
00:19:54.960that's the focus that's why i was going to to to pennsylvania but i wouldn't fall into the trap of
00:20:00.000thinking you have to debate these guys every day on affordability that's just a trap they set for you
00:20:04.880using biden's the deco of the biden economy as as their club i you get back to trump's best growth
00:20:12.240jobs and higher wages sir yeah i think that's right and you know that's a question that comes
00:20:17.120up sometimes like what are we going to do to bring prices back down right you we don't actually want
00:20:21.920prices to fall you don't want to have deflation people among other things they'd suddenly see their
00:20:27.040wages start to fall too and and no one would be happy with that and so you know the one important
00:20:32.640thing to emphasize is that we are we are done with the biden inflation you know would you rather have
00:20:36.960inflation at two percent than three percent yes that that should still be the goal but uh you know we
00:20:43.280are not seeing the the kinds of disastrous inflation we had a few years ago people need to know though
00:20:50.080how are things going to start getting better what what is the actually path to you know path to better
00:20:54.960lives for them for their families and so you know like you said if you just get into this affordability
00:21:00.080fight then then you end up with the president on the other side of it saying there is no affordability
00:21:04.400problem uh and people are people aren't going to agree with that so you have to actually have a
00:21:10.000positive story here's our theory of the case here's what we're doing to actually make things better
00:21:15.280it doesn't happen overnight but we're on the right track and hopefully that's the story he'll he'll get
00:21:20.000out there and be telling uh on on this trip and nobody's a better salesman of this than president
00:21:26.080trump of his economic plan that being said he's got so much on his shoulders right now so much on his
00:21:30.480plate oran where do people get to uh with american compass you got a great new book out that you've
00:21:36.320edited all the all these different pieces you guys have written where do people go to get all your
00:21:40.000content because you're kind of on the cutting edge of economic nationalism and economic populism sir
00:21:45.760well i appreciate that the the book is called the new conservatives it's it's a great rundown i think
00:21:50.880of everything that's happening on the right of center a lot lots of great contributors you know
00:21:54.640ambassador lightheiser secretary rubio uh have have pieces in it and so uh you're frankly the perfect
00:22:01.360christmas gift for for anyone in your life who wants to understand what's going on where we're headed
00:22:06.400on the right of center uh you can find me on on x at oran underscore cass and please check out
00:22:12.720american compass's publication it's called commonplace we're at commonplace.org uh we've
00:22:18.000done a lot on this on this chips topic and and we're putting out a lot of stuff every week on on
00:22:22.560exactly this set of challenges and the the things that really matter in america uh oran thank you so
00:22:29.520much the cutting edge of all these different uh economic uh issues that uh that geopolitical issues
00:22:35.440that we face thank you sir appreciate you great to see you thanks over american compass great work um
00:22:41.360i got brad brad give me your assessment of the economy ships deal and then i gotta get uh i gotta
00:22:47.040get harnwell in here before tuberville because i'm asking senator tuberville about zelinski throwing his
00:22:52.400toys out of the pram what do you got for us day brad morning yeah well oran oran uh had it had it right
00:22:59.120there uh we we have lost our representative uh republic we have lost the congress if you just look at the
00:23:06.320money right just follow the money uh congress is not getting uh getting us out of any of the wars
00:23:11.600we're in they just passed legislation that said we cannot uh downsize the nato troops to tens of
00:23:19.120thousands of americans over in europe right and so when it comes down to it if you look at you know
00:23:26.240five years ago we were all being censored and president trump was being censored now he's got the
00:23:31.120guys in the dining room he's kind of in a in a hard spot because if you go against those guys
00:23:37.120they just censor you again and so the solution when the republicans get in charge right when pelosi
00:23:42.400gets in charge she was ruthless uh when the republics republicans get in charge we don't
00:23:46.960believe in our first principles you have to downsize these monopolies and these oligarchs
00:23:52.880and there's no way around it or the next time we lose power you know exactly what's going to hit us
00:23:57.360uh nancy mace has a good uh piece uh on on the budget in the new york times today what the
00:24:03.200democrats know that we don't know and she just goes over it it's it's very well done uh the leadership
00:24:09.200a small number of leaders put together bills uh there's no amendments allowed there's no open
00:24:14.240rules allowed anymore since 16 uh pelosi was ruthless our leadership doesn't take any ground when
00:24:21.360we're in power we have bulletproof majorities on uh tons of issues uh that she lists uh let me see
00:24:28.160if i can find them here here they are uh banning congressional stock trading 86 uh percent of voters
00:24:34.160are in favor term limits 87 of adults in favor voter id 76 of people support these are bipartisan super
00:24:41.120majority positions and yet our guys can't figure out how to put these in play right on immigration
00:24:48.160where's the permanent piece where's the border wall where's the where's the legislation that makes
00:24:53.440this stuff permanent uh now you got uh pritzker up in illinois just i think i read today uh thousands
00:25:01.520and thousands of illegal criminals released uh under his watch and uh where's the congress on this
00:25:08.640trump cannot do it all himself uh but we've we've got to retake our economy and put some basic principles
00:25:15.440in place i i saw this uh monopoly merger of netflix uh along with warner brothers uh that's
00:25:22.480problematic no matter how that thing goes now you've got obama susan rice is on the board of netflix
00:25:29.920right what could go wrong with a monopoly position uh with netflix uh taking over warner brothers hbo
00:25:37.040all of that the narrative monopoly uh and they they paid both obamas handsomely for uh movies they made
00:25:43.520about them uh so it's not really the business right it's not like we're anti-business or anti-capitalist
00:25:49.360we don't want the political tentacles in the middle of every single thing we're seeing the the chip deal
00:25:56.240is absurd on its face as oran put it you can't put it any more clearly than that uh and we just got to
00:26:03.280get our ducks in a row and and part of it is the pressure we need to put on these ceos right that's
00:26:09.040steve that's why you're so good and why the show is so good you call out uh people uh individually
00:26:15.200and the ceos need to start being called out they've they've been given carte blanche just like members
00:26:20.480of congress to hide to hide under their desks uh make money up to the last minute right until taiwan
00:26:26.400goes haywire and then they're gonna say oh my god we got a decouple and so uh it's politics entwined
00:26:32.480with the economics uh and uh i think trump's gonna you know be decisive in the coming weeks he's
00:26:39.360getting the word he's getting the memo what's going on and uh so i'm looking forward to his comments
00:26:44.320yeah we'll start today in uh in pennsylvania ben harnwell we got about a minute team me up uh
00:26:49.040the audience what happened in london zelinski threw his toys out of the pram why um because he
00:26:56.960wasn't getting what he wanted uh what he really desperately needs is u.s support that's the only
00:27:02.080credible military support that's going to win the war for him and the europeans are reduced to the
00:27:09.040gesture and theatrics of offering solidarity based on their stealing effectively russian frozen assets to
00:27:17.680the tune of 78 billion sterling it's about less than 100 uh uh billion dollars a significant amount
00:27:26.160the russians putin lavrov say that will be an act of war against russia on part of the europeans
00:27:31.360after the break steve i'll break this down more um but we're not heading towards peace right now
00:27:37.840we're not heading towards peace but i think president trump you saw from the from the uh
00:27:44.400uh the interview with politico dasher burns i think he's i think he's fed up with these europeans
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00:29:08.320entertain a motion mr chairman i'll make a motion to deny the application based on staff comments and what
00:29:15.120what we've heard this evening second second i have a motion second all all in favor say aye aye all the