Betting on America: Winning the Global Tech Race

Marc Andreessen, Co-founder and General Partner at Andreessen Horowitz, joins Betting on America to press past the settled question of whether AI is going to transform our world. They explore more substantive questions: who bears the cost, can our institutions absorb disruptions, and what government and the private sector must each do to ensure the gains are broad and the losses are survivable. Tune in for a wide-ranging conversation on the economic, social, and geopolitical implications of the AI revolution with one of the nation's leading technologists and investors—now advising the President as a member of the President's Council of Advisors on Science and Technology (PCAST).

Join us for an episode of Betting on America, recorded at the CSIS Futures Summit. Navin Girishankar moderates the panel "U.S. Commercial Diplomacy Through the Lens of the Private Sector," joined by Cynthia Conner, Senior Manager for International Policy at Chevron; Nicole Issac, Vice President of Global Public Policy at Cisco; and Katherine F. Pickus, Chief Sustainability Officer at ADM. They discuss where U.S. commercial interests and countries’ development goals come together, the constraints U.S. companies face in emerging markets, what effective commercial diplomacy looks like, and why getting this right matters.

Under Secretary Darío Gil joins Navin Girishankar to discuss the Genesis Mission—a Department of Energy–led initiative to build an AI-driven platform for accelerating scientific discovery. Under Secretary Gil outlines the Mission's integration of AI, supercomputing and quantum technologies for scientific exploration, alongside institutional innovations such as public-private partnerships and interagency coordination. He also addresses research security, allied collaboration, and the long-term vision to revitalize the U.S. science and technology enterprise.

Join us for a special episode of Betting on America, recorded live at the 42nd Annual National Association for Business Economics Policy Conference. Navin joins the panel, “Industrial Policy and Economic Security: Confronting the China Challenge,” alongside Oliver Melton, Director of Rhodium Group’s China practice; Laura Taylor-Kale, Senior Fellow for Geoeconomics and Defense at the Council on Foreign Relations; Randall G. Schriver, Chair of the U.S.-China Economic and Security Review Commission; and Tani Fukui, Senior Director of Global Economics and Market Strategy at MetLife Investment Management, to discuss what it will take to secure U.S. leadership in the long-term competition with China. This event is made possible through support from the National Association for Business Economics.

Jan Sramek, CEO of California Forever, joins Navin Girishankar on Betting on America to discuss how his company is reimagining the American city, how the U.S. can rediscover its ability to build, and why it is vital for U.S. economic security. In this conversation, they explore what it takes to build a city from scratch, and how government, business, and labor can work together to build the factories of the future.

David Beasley, former South Carolina governor and former executive director of the World Food Programme, joins Navin Girishankar on Betting on America to share lessons on U.S. global leadership for a new era of economic security. They discuss his experience leading the WFP and negotiating in conflict zones, along with his views on the role of the U.S. private sector in the Global South, addressing domestic inequality, and competing with China on values.

David Ulevitch, General Partner at Andreessen Horowitz, joins Navin Girishankar on Betting on America to discuss the American Dynamism Fund and the growing trend of national interest investing. They discuss how these venture investors are looking for returns in sectors that will drive U.S. competitiveness and national security. Ulevitch shares his views on the U.S.-China technology competition and the feasibility of a sovereign wealth fund.

With over 1 billion subscribers across more than 200 countries, LinkedIn provides a unique, real-time perspective on jobs, skills, and AI adoption. Navin Girishankar and Karin Kimbrough explore how the AI revolution is impacting small businesses and the global market for talent. Karin shares insights from LinkedIn’s research on how AI is impacting companies and workers. She also discusses how private-sector data can complement federal economic statistics to provide a rich picture of the global talent market and the future of work.

Blake Scholl, Founder & CEO of Boom Supersonic, joins Navin Girishankar on Betting on America to explore how innovations in advanced manufacturing and software as well as government policies are creating opportunities for the United States to once again push the frontier of commercial aviation. They also discuss the race with China to build supersonic jets, the impact of tariffs and deregulation on U.S. tech and manufacturing competitiveness, and whether supersonic travel can truly scale—commercially and globally.

LTG (ret.) H.R. McMaster, former U.S. National Security Advisor and a Senior Fellow at the Hoover Institution, joins Navin Girishankar for a wide-ranging discussion on the current state of U.S. economic security policy. They discuss the economic and technology competition with China, the U.S. offer to the Global South, and the role of 'patriot investors' in driving American innovation across advanced technologies. They also consider the challenge that political polarization poses to American economic statecraft.

This special episode of Betting on America features a recent live CSIS event with Michael Kratsios, Director of the White House Office of Science and Technology Policy (OSTP) in conversation with Gregory C. Allen, Senior Advisor with the Wadhwani AI Center. Director Kratsios discusses the goals of the White House's newly released AI Action Plan along with the administration's plans for AI infrastructure, export controls, workforce, export promotion, national security, and more.

Brad Smith, CSIS Trustee and Vice Chair and President of Microsoft, joins Navin Girishankar's Betting on America to share his thoughts on "The Golden Opportunity for American AI." Brad discusses the responsibility of technologists, the potential for AI diffusion across the economy, the role of export controls, and the U.S. AI offer to the Global South.

President Thomas Rosenbaum of the California Institute of Technology (Caltech) joins Navin Girishankar on Betting on America to explore why scientific research at U.S. universities is a bedrock of American exceptionalism. Join us for a conversation on how universities can encourage the next generation of researchers, foster scientific breakthroughs, and translate them into real-world applications.