Hey friends, new podcast epidode arrived. Thank you for listening the previous episodes, they showed a lot of interested, so i continue to create more.
Grab your coffee, breathe in that London drizzle, and let us unpack why the White House’s brand‑new
Bill Baby Bill
America’s AI Action Plan feels less like a policy PDF and extra like an operating system upgrade for the entire U S economic stack.
I will discuss what matters, why it matters for builders, and how it relates to the ideas we have been discussing in the newsletter.
Quick refresher
Episode 1 walked through effective accelerationism in plain English,
Episode 2 peeked into an AI‑tilted future of work, and today we have the missing puzzle piece: the playbook the United States will run to stay on top in that future.
The document is signed last wee and framed by three pillars:
Innovation
Infrastructure
International diplomacy
Each backed by a shopping list of executive orders, funding knobs, and export‑control hammers.
Pillar 1: Accelerate AI innovation
Cutting red tape: Every agency is told to find rules that slow AI projects. We saw a similar “delete friction” spirit when I wrote Ideation, find the idea and grow it
Open weight love: The plan encourages open‑source models so startups are not hostage to hyperscalers. That is music to the AI Generalist crowd who prototype by remixing checkpoints at 2 AM.
Worker‑first angle: Instead of fear‑mongering about job loss, the text pushes rapid retraining, apprenticeships, and tax‑free reimbursement for AI skilling. It echoes our Great Restructuration thesis—roles mutate, talent migrates, but value is never destroyed, only re‑priced.
Pillar 2: Build American AI infrastructure
Data centers, semiconductors, and a beefed‑up power grid take center stage. Think of it as the Technofeudalism chapter’s hard‑asset sibling: whoever owns compute barns and cheap electrons owns the feudal land. The plan:
Streamlines permitting so giga‑watt campuses pop up faster than Starbucks.
Keeps fabs onshore and strips the ideological add‑ons from CHIPS funding, a direct nod to builders who just want to move wafers, not paperwork.
Sets security standards for classified AI data centers, which feels like zero‑trust but for GPUs.
Pillar 3: Lead in international AI diplomacy and security
Here is the geopolitical chess we previewed in Main Character: export U S AI stacks to allies, choke off compute to adversaries, and hard‑fork global standards before Beijing can lobby them into submission.
There is even a section on bio‑security guardrails to keep foundation models from spitting out recipe books for bad actors.
Threads that matter for founders and operators
Regulatory velocity is now a competitive advantage. States that stay light‑touch will suck in grants, talent, and venture dollars. If you run growth for a SaaS, map your hiring plans to those jurisdictions, yesterday.
Compute markets will trade like oil. Spot, forward, even options on GPU hours—exactly what we foresaw in Ideation when we talked about new asset classes springing from thin air.
AI literacy will be tax‑subsidised. Offer your team an LLM bootcamp, expense it, and the Treasury chips in. Cost‑of‑talent arbitrage just flipped in your favour.
Security is table stakes. From deepfake‑forensics benchmarks to AI‑ISAC information sharing, compliance will bake into product roadmaps the same way GDPR did for data. Build it in now or pay consultants later.
Personal take
I read the forty‑page PDF and heard a subtext:
Move fast but secure the rails.
That is exactly how we scaled Belkins and Folderly iterate aggressively, yet guard inbox reputation like gold.
The US plan is doing the same at nation scale.
If you are an idea person (and if you are listening, you are), the next twelve months are a permission slip to test outrageous spins on AI tooling.
The policy tailwind just turned into a jet stream.
Seven infrastructure plays for founders
Regional GPU farming co‑ops
tiny data‑center collectives where several midsized labs pool capital, lock in bulk pricing on H100 clusters, and share on‑site ops talent. Quick win: line up three interested tenants, secure a land option near sub‑station power, and use their signed LOIs to finance the build.Power‑aware training scheduler
a drop‑in daemon that watches real‑time ISO power prices then routes Slurm or Ray jobs to the cheapest node across multiple regions. Pilot it with two cost‑squeezed scale‑ups and prove a 15 to 20 percent OpEx cut.Zero‑trust KVM appliance for AI fabs
hardware box plus control plane that isolates each GPU rack for classified or defense workloads, integrates with OpenID Connect, and ships with FIPS validation paperwork ready. Perfect SBIR candidate.Model provenance and watermarking SDK
single line import that stamps cryptographic fingerprints inside the latent space of every generated asset, plus a public verifier endpoint. Charge per million tokens stamped. Deepfake insurers will thank you.Compute futures exchange
treat GPU hours like a commodity. Founders and hedge funds lock in capacity six months out, hyperscalers hedge risk, and your platform sits in the middle. Draft a rulebook mirroring existing CFTC swaps and clear through an established FCM.Containerized micro‑grid kit (5 MW blocks)
solar, battery, and smart‑switchgear in one pre‑wired shipping container, leased to rural data‑center REITs that need uptime before the utility upgrade arrives. Partner with a tier‑1 inverter OEM, pre‑assemble stock, and finance through green‑energy credits.Tax‑advantaged upskilling wallet
fintech layer that tracks which AI courses meet the Action Plan’s tax‑free reimbursement rules, automates payroll offsets, and rewards employees with tokens redeemable for additional training. Position it as net‑zero cost employee retention.
To wrap
The Action Plan reads like a permission slip: move faster, build bigger, and lock security in from day one. Regulations are not a brake this time, they are a blueprint. If you have an idea from the list above, run a one‑week sprint, collect three customer interest signals, and decide. Velocity is the new moat, just as we argued in Time for Idea People and Ideation. Next episode we will dissect how Brussels is counter‑programming, so stay tuned, share this with a fellow builder, and keep your foot on the accelerator.
Post‑credit scene
Primary source: America’s AI Action Plan, White House, July 2025. The forty‑page PDF is worth skimming for funding knobs and security annex details.
Back catalogue
AI Generalist - Playbook on How to Make $300K+ While Everyone Else Fights for Scraps
The Great Restructuration – Why corporate America is about to get smaller and 10× more effective.
Main Character – When the universe keeps dropping hints, are you listening?
Technofeudalism (whoever owns compute owns the land)
Tools to explore
DOE’s Energy Price API for that power‑aware scheduler
NIST’s draft watermarking standard, public comment still open
SBIR calendar for zero‑trust hardware pilots
Cue credits, fade London drizzle, and I will see you soon.
Thanks for reading and listening.
Vlad
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