AI encryption czar David Sacks, in the latest episode of the All-In Podcast on 2/15 with his Silicon Valley partners, shared his views on the development direction of the US AI industry, government policies, and the global competitive landscape. He emphasized that the US should actively seize opportunities in the AI field, rather than being trapped in fear of risks. The loss of high-end talent has become an important issue, and China's AI competitiveness has gradually improved.
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ToggleDo not self-limit, focus on maintaining leadership in the AI field
Sacks pointed out that in the past few years, the discussion about AI has mostly revolved around "risks" and "regulations", with the government and media focusing on how to prevent AI from spiraling out of control. But he believes this narrative has gone a bit too far, and has actually tied the US's hands. "AI technology will definitely continue to develop, this is an unstoppable trend. Rather than strict regulation, it is better to focus on how to keep the US in the lead and truly unleash the value of this technology."
Sacks also mentioned that China's DeepSeek AI project has already shown the world that the US does not have a monopoly on AI technology advantages. "Assuming we keep discussing how to restrict AI, China may seize the opportunity to catch up, and the US will end up being marginalized."
Whether immigration policy is related to AI development, Sacks calls for not letting the US lose its competitiveness
In addition to the AI industry, Sacks also shared his views on immigration policy. He believes that the US's past success has relied on "attracting the world's brightest talents". But now there is a problem - while the US is relaxing immigration for low-skilled workers, it has not provided better conditions for high-tech talents, greatly affecting the US's long-term development.
"If the US simply opens its borders to let in a large number of low-skilled immigrants, but does not actively attract high-end talents like AI engineers, then in the long run, the US's technological and economic competitiveness will decline." He believes that immigration policy should be more targeted, focusing on how to attract talents that can benefit the US, rather than indiscriminately opening the borders.
He also emphasized that many leaders and entrepreneurs in the tech industry, and even the engineers behind DeepSeek, are graduates of US universities. But due to issues with US immigration policy, these people ultimately return to their home countries to develop, "which is a missed opportunity for the US!" Sacks expressed great regret.
Will AI take away jobs, Sacks believes the opportunity is greater than the threat
Regarding the public's concern that AI will replace human jobs, Sacks' view is more optimistic. He believes that the essence of AI is a "productivity tool" that can help humans complete work more efficiently, rather than completely replacing humans. "Historically, whenever a new technology emerges, it does cause certain jobs to disappear, but it also creates many new opportunities."
He gave the example that when the Internet first appeared, many people were worried that traditional media and retail would be eliminated, but in the end, more new job opportunities were created, such as influencers, social media management, and e-commerce.
"The impact of AI should be similar to the Internet revolution, ultimately bringing more opportunities than losses." Sacks also mentioned that many companies have already started using AI to improve productivity, allowing employees to complete tasks more quickly, rather than directly laying off employees. "The key is whether people are willing to learn AI tools and make themselves more competitive. If you know how to use AI, you will only become stronger in the future job market."
US economy and tariff policy, Sacks is optimistic about the trade war strategy
Regarding the US economy, Sacks believes that the government's current tariff and trade policies should be used more intelligently, rather than simply opening up the market. "Many economists believe that free trade benefits everyone, but the reality is that the tech industry now has very strong network effects. Once Chinese companies gain market dominance through subsidies, it will be extremely difficult to turn the tide again."
Here is the English translation:He gave examples, such as DJI drones, the Chinese electric vehicle brand BYD, and even the AI chip industry, where Chinese companies have rapidly expanded through government subsidies and eventually captured the global market. "If the US does not intervene in the market and impose tariffs appropriately, by the time Chinese companies monopolize the market, we will have no chance."
Sacks believes that an appropriate tariff policy can ensure that US domestic companies have room for development, especially in critical industries such as semiconductors, AI, and military technology, and the US cannot be too friendly to Chinese companies. "We cannot let the national security industry be controlled by foreign countries, this is not just an economic issue, but also a national security issue."
Sacks emphasizes that the US needs to take proactive action and not fall into a passive position
In this interview, Sacks' core viewpoint is quite clear. Whether it's AI development, immigration policy, or trade strategy, the US must actively fight back. He emphasized: "Technology is changing the world, we cannot stop innovation out of fear of risk, but rather seize the opportunity to ensure that the US can continue to lead the world."
Regarding the future policy direction of the US government, he believes that there should be "less ideological struggle and more pragmatic strategy" in order to maintain the US's leading position in the competition of AI and technology industries.
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