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The Team House
The Team House

AI: Boom or Doom? | EYES ON GEOPOLITICS

20 August 2026 1:15:39 dee takos

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About this episode

Anthony Vinci joins us to break down the rapidly evolving AI landscape, from China’s growing challenge and the risks of frontier models to surveillance, national security, and the race to control the technology. We also get into the massive spending behind the AI boom, whether current valuations are sustainable, and what happens if the bubble eventually bursts.
Anthony's AI company: https://www.vico.io/
Anthony's Book:⬇️
https://a.co/d/04QQ9KQ7
Support the show on Patreon:⬇️
https://www.patreon.com/TheTeamHouse
Find Jon Hackett here:⬇️
Jon's Twitter:
https://x.com/jonathanhackett
Jon's LinkedIn:
https://www.linkedin.com/in/thejonathanhackett
Jon's books:
https://www.amazon.com/stores/author/B0C5L659N5?ccs_id=e11a2062-f8d3-498e-bfd7-7d2f3869caf6
Linkedin: https://www.linkedin.com/in/thejonathanhackett
Twitter: https://x.com/jonathanhackett
"Karl Casey @ White Bat Audio"
00:00 - Start
01:15 - Why AI and China Matter
03:00 - The Three Types of AI That Could Reshape the World
05:20 - How Chinese AI Could Be Used Against Americans
07:18 - Open-Weight Models vs. Open Source
09:51 - How Dangerous Should Frontier AI Be Allowed to Become?
12:54 - Should U.S. Companies Be Allowed to Use DeepSeek?
14:16 - AI Surveillance and the Death of Traditional Cover
18:10 - How AI Could Transform Intelligence and Targeting
20:03 - Why American AI Is So Expensive
22:27 - Should Chinese AI Models Be Banned in the U.S.?
24:46 - Building an American AI “Walled Garden”
29:35 - What Makes Frontier Models So Dangerous?
32:06 - Is AI the New Nuclear Revolution?
35:43 - Is the AI Danger Narrative Partly Marketing Hype?
37:58 - The Trillion-Dollar AI CapEx Question
42:13 - What Happens If the AI Bubble Bursts?
44:15 - Will AI Companies Eventually Be Nationalized?
46:55 - AI, the Pentagon and the Fourth Amendment
54:33 - If You Ran U.S. AI Policy, What Would You Do?
56:25 - Are AI Companies Overvalued?
59:24 - Can the Cost of AI Compute Come Down?
1:05:40 - Anthony Vinci on Vico and Predicting the Future
1:08:34 - Is AI the Next Cisco Bubble?
1:12:48 - Final Thoughts


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