Episode 2238: What to make of J.D. Vance's speech at the Paris AI Summit

So what to J.D. Vance's highly controversial speech at the Paris AI Summit this week? According to That Was The Week’s Keith Teare, it was “a breath of fresh air”. Others will argue it was just more MAGA putridity designed to alienate our European friends. Some tech notables, like Union Square Ventures partner Albert Wenger, take both views simultaneously, acknowledging on the one hand that Vance was correct to push back against “regulatory capture”, but on the other that Vance was “mistaking jingoism and wishful thinking for true global leadership”.

Here are the 5 KEEN ON takeaways from this weekly tech round-up with Teare:

* J.D. Vance's Paris AI Summit speech marked a potential turning point in US-Europe AI relations. His message prioritizing AI opportunity over safety prompted European regulators to pull back on some restrictions, with the EU dropping its AI liability directive and the UK rebranding its AI Safety Institute.

* Anthropic's growth is accelerating, with projections of $34.5 billion in revenue by 2027. They're currently outperforming OpenAI in some areas, particularly coding, and are expected to release a major new AI model soon.

* The Musk-OpenAI conflict has intensified, with Musk's $100 billion bid for OpenAI's non-profit arm being rejected. Meanwhile, OpenAI is planning to incorporate its Q* (Q-star) model into a new GPT-5 release that will combine reasoning, operational capabilities, and multimedia functions.

* The AI industry is seeing rapid advancement in humanoid robotics, with companies like Apptronics and Figure receiving significant valuations. Figure's valuation jumped from $2 billion to $39 billion after securing a major automotive partnership.

* Traditional political alignments are becoming less relevant in tech policy, with Teare arguing that economic growth and technological progress are transcending traditional left-right divisions. This is exemplified by some progressives like Reid Hoffman embracing AI optimism while traditional conservatives champion technological progress.

FULL TRANSCRIPT

Andrew Keen: Hello everybody. It is Saturday, February 15th, 2025, a day after Valentine's Day. It's been a day or a week dominated by a certain J.D. Vance. Yesterday, he made a very controversial speech in Munich, which apparently laid bare the collapse of the transatlantic alliance. He attacked Europe over free speech and migration. So he's not the most popular fellow in Europe. And a couple of days before that, he spoke in Paris at the AI Summit, a classic Parisian event talking about summits. Macron, of course, also spoke there. According to The Wall Street Journal, Vance's counts were good. The German, of course, being a conservative newspaper. According to The Washington Post, which is a progressive newspaper, he pushed the "America First" AI agenda. Others, like Fast Company, ask what to make of Vance's speech at the Paris AI conference. According to my friend Keith Teare, the author of That Was The Week newsletter, the speech was a breath of fresh air. I was going to call you Marx, Keith. That would have been a true Freudian error. What do you admire about Vance's speech? Why is it a breath of fresh air?

Keith Teare: Well, it's in the European context that it's a breath of fresh air. I think from an American perspective, he didn't really say anything new. We already think of AI in the way he expressed it. But in Europe, the dominant discussion around AI is still focused on safety. That is to say, AI is dangerous. We hav