They discuss China's DeepSeek AI model release and the challenges the US's perceived lead in the field.  This necessitates a shift in US national security strategy, including assuming worst-case scenarios about adversary AI capabilities, bolstering defenses for US AI infrastructure, and developing policies to address the proliferation of foreign AI models.  Furthermore, the US must adopt a comprehensive approach beyond export controls, incorporating diplomatic, intelligence, and defense actions, while also recognizing the potential for a bifurcated digital world with competing AI ecosystems.

Memos to the President Podcast is a product of the Special Competitive Studies Project.