💡 What is the Trump faction's “Make America First in AI” st...
💡 What is the Trump faction's “Make America First in AI” strategy
1 ️ The core of the policy draft WP reported today that the Trump faction is preparing a draft comprehensive presidential order on AI.
This AI-related draft presidential decree includes the following key elements
a) “Manhattan Project” series
- Objective: Accelerate military technology development
b) Regulatory review
- Specify an immediate review of “unnecessary and burdensome regulations”
c) Industry-driven evaluation bodies
- Proposed establishment of an “industry-led” organization to evaluate AI models - Includes establishment of an agency to protect AI systems from foreign adversaries
d) “Make America First in AI”
- Includes policies aimed at securing America's AI superiority
- Specific measures and numerical targets have not been disclosed
2 ️ ︎ Policy differences with the Biden administration There are clear differences in the approaches of both administrations:
a) Biden administration
- Exercise emergency powers and mandate safety tests for next-generation AI systems
- Adopt a federally led regulatory approach
b) Trump faction
- Propose industry-led AI model evaluations
- Attitudes to promote innovation through deregulation
3 ️ ︎ Strengthening dialogue with Silicon Valley
Trump recently showed a move to deepen his relationship with the tech industry:
a) Trump's appearance on the “All-In Podcast”
- Says he heard from Silicon Valley “geniuses” that more energy is needed to develop AI to compete with China
- Suggests a close relationship between AI development and national energy policies
b) Proposals from tech investors
- Point out the need to be surrounded by people familiar with technology, including AI and nuclear power
- Suggests the possibility of incorporating the knowledge of technical experts into the Trump faction's AI policy making
c) Signs of growing support
- Elon Musk (Tesla $TSLA CEO) and Bill Ackman (founder of Pershing Square Capital Management) expressed support
- Participated in a fundraising event at David Sacks (former PayPal executive) residence
- Chamath Palihapitiya (founder of Social Capital) points out that support is expanding compared to 2016
4 ️ ︎ The Republican Party's AI Policy Pledge 2024 includes the following:
a) Abolish the Biden administration's AI presidential order
- Criticized for “hindering AI innovation and imposing radical leftist ideas” b) New AI development policy
- Supports “AI development rooted in free speech and human prosperity”
5 ️ ECT IMPACTS AND PROSPECTS ON POLICY
There is a possibility that the AI policy of the Trump faction will be affected as follows:
a) Accelerating military AI development
- The following companies already have contracts with the Pentagon, and key executives have close ties to the Republican Party.
- Anduril
- Palantir $PLTR
- Scale AI
b) Cooperation between energy policy and AI development
- Policy emphasis to secure energy supply necessary for AI development - Development examination of large-scale and stable energy supply sources, such as promotion of nuclear power generation
c) Policy formation centered on competition with China
- Policy making clearly aware of competition with China in AI development - Strategies to comprehensively link energy policies, human resource development, research and development support, etc.
📍 Future prospects The Trump camp plans to take an industry-led, deregulation-oriented policy against AI, and the Biden administration's contrasting approach to government-led and safety-oriented policies may have a major impact on the speed and direction of AI development.
In particular, there is a possibility that the Trump faction's “Manhattan Project” proposal will accelerate the military application of AI technology. This could be a huge growth opportunity for specific AI companies. Also, expressions of support for Trump by some tech company executives and investors suggest diversification of political views within the industry. There is a possibility that this change is aimed at exercising influence on AI policy.
Furthermore, there is a possibility that securing the energy supply necessary for AI development will become an important policy issue. This could promote the integration of the energy industry and the AI industry and create new investment opportunities. However, basically, the Trump faction's policy can be interpreted as being conscious of international AI development competition, particularly competition with China.
It is necessary to keep a close eye on how this attitude affects international cooperation and technology transfer. Investors need to carefully evaluate the potential impact of this policy trend on the growth strategies and profitability of AI-related companies.
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