😺What Prez Trump means for AI

Welcome, humans.

These are WILD times, y’all. To keep things light, here’s ChatGPT’s take on rejected New Yorker cartoons:

#5 is our fave!!

For more like this, here’s what happens if you ask ChatGPT to visualize how to get a boyfriend, or to draw you a new house plan. Think there’s enough garages?!

This one’s our favorite though: someone showed ChatGPT all their posts, and asked it to guess what they looked like, and uhhhh let’s just say they felt attacked…

Here’s what you need to know about AI today:

• We break down what President Trump means for AI.
• OpenAI acquired Chat.com domain from HubSpot’s cofounder.
• Perplexity's election coverage was a hit.
• NVIDIA became world's most valuable company.

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Here’s what the next U.S. President LIKELY means for AI regulations (or…not regulations).

According to The Information, one of Trump’s first moves could be to “deregulate rules governing the construction of electrical generation to help speed data center construction”

Former (and now future) President Trump has been mighty silent on AI. He made one comment about it back at his convention speech:

“AI needs tremendous energy…literally twice the electricity available now in our country.”

Donald Trump at the RNC

…and btw, he’s not wrong. But at a recent Silicon Valley dinner with VCs Marc Andreessen and Ben Horowitz, he elaborated: “AI is very scary, but we absolutely have to win. Because if we don't win then China wins, and that's a very bad world.”

This captures Trump's AI philosophy: less regulation, more competition with China.

Here's what we know about his plans:

1. Tear Down Biden's AI Rules “on day one”: The RNC platform commits to repealing Biden's AI executive order. Instead, Trump wants industry-led safety testing—likely to narrow existing rules rather than eliminate them.
2. Launch a “Manhattan Project” for AI Defense: Military-focused AI development programs are being drafted, benefiting defense contractors like Anduril and Palantir, w/ focus on competing with China.
3. Maintain a “light-touch” regulatory regime: Where he uses existing laws rather than creating new ones. As a result, state-level regulation may increase, particularly in Democratic states to compensate.

Here’s 5 consequences of Trump’s win:

1. He promises to “ban the use of AI to censor speech of American citizens.”
2. NIST's AI safety guidance work could be reduced to focus only on physical safety risks and the AI Safety Institute (AISI) could be wound down.
3. He’s likely to pass tighter export controls on China, especially for AI development technologies.
4. His trade policies could squeeze capital needed for AI R&D.
5. He could enforce the closure of loopholes Chinese firms are using to access AI tools through cloud services.

The TL;DR: Trump's “light touch” approach could mean easier startup capital, faster tech deployment, and less global governance participation.

These are all popular moves in the industry—over 40% of C-suite executives worry about regulation costs, and many VCs argue that current regulations risk creating an OpenAI monopoly.

Also, Trump's proposed 10% tariff on U.S. imports and 60% tariff on Chinese products could impact AI sector costs (like those made in Taiwan).  

Our take: There's a fascinating tension here. Trump acknowledges AI is “scary” while simultaneously pushing to remove safety guardrails. The ultimate irony is his first term actually established some meaningful AI policies (that Biden kept!), focusing on R&D, workforce development, and protecting civil liberties. To be continued!

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Around the Horn.

See below!

• Chat.com now redirects to ChatGPT—the co-founder of HubSpot bought the domain in 2023 for $15M+…and then sold it to OpenAI for shares.
• Besides Former President Trump, the other big winner of election night was Perplexity—the app’s Election Hub worked very well (no major hiccups!).
• NVIDIA is now the world’s most valuable company with a $3.58T market capitalization—it dethroned Apple, at $3.38T.

Thursday Trivia

One is a real, and one is AI. Which is which? (vote below!)

A.

B.

Which is AI?

The answer is below, but place your vote to see how your guess compares to everyone else (no cheating now!)

A.

B.

Here are the results from last week’s trivia:

This one was stinkin’ close!

A Cat's Commentary.

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