In this episode, Michelle dives into ByteDance's $20 billion AI investment and its global impact. She covers Nvidia's H100 GPUs and forecasts for artificial general intelligence. U.S. AI revenue projections and the Stargate project are also explored. Michelle discusses Trump's AI development plan, its policy effects, and tech industry support. An AI security consensus between the Trump and Biden administrations is examined, along with Yann LeCun's new AI paradigm on world models. The potential convergence of robotics and AI is also discussed, concluding with a summary of these key topics.

(0:00) Introduction and ByteDance's $20 billion AI investment

(1:24) ByteDance’s AI applications and global competition

(3:19) Nvidia H100 GPUs and AGI predictions

(4:02) U.S. AI revenue projection and Stargate project

(5:18) Trump’s AI development plan and policy implications

(6:43) Tech leaders’ support for Trump’s AI initiatives

(8:03) AI security consensus between Trump and Biden administrations

(8:56) Yann LeCun’s new AI paradigm and world models

(10:18) Robotics and AI convergence potential

(11:30) Conclusion and sign-off