The global race for AI leadership is no longer just about companies—it’s about nations. AI isn’t just computing infrastructure; it’s cultural infrastructure, economic strategy, and national security all rolled into one. In this episode, Jensen Huang, founder and CEO of NVIDIA, and Arthur Mensch, cofounder and CEO of Mistral, sit down to discuss sovereign AI, national AI strategies, and why every country must take ownership of its digital intelligence. How AI will reshape global economies and GDPThe full AI stack—from chips to models to AI factoriesWhy AI is both a general purpose technology and deeply specializedThe open-source vs. closed AI debate and its impact on sovereigntyWhy no one will build AI for you—you have to do it yourselfIs this the most consequential technology shift of all time? If so, the stakes have never been higher. Resources:  Find Arthur on X: https://x.com/arthurmensch Find Anjney on X: https://www.linkedin.com/in/anjney/ Find NVIDIA on X: https://x.com/nvidia Find Mistral: https://x.com/MistralAI   Stay Updated:  Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

For over a century, the United States has been the birthplace of world-changing innovation – from the Wright brothers’ first flight to the invention of the transistor, the moon landing, and the birth of the internet. But in recent years, belief in American progress has wavered. Three years ago, a16z General Partner Katherine Boyle wrote a bold thesis called Building American Dynamism, challenging this apathy and calling for startups to tackle the country’s biggest problems. The idea spread fast – first as a meme, then as a movement, and today as a $600M dedicated fund. In this episode, Katherine and fellow a16z General Partner David Ulevitch discuss: The origins of American Dynamism—and why it was controversial at firstHow Washington and Silicon Valley can come togetherAmerica’s competitiveness in today’s great power competitionThe latest American Dynamism 50 list focused on the Indo-Pacific, showcasing the top startups building for the national interestIf you’re curious about the future of America, this is a conversation you won’t want to miss. Check out this year’s full AD50 list at a16z.com/AD50.   Resources:  Find David on X: https://x.com/davidu Find Katherine on X: https://x.com/KTmBoyle Find last year’s’ American Dynamism 50 AI Addition’ here: https://a16z.com/american-dynamism-50-ai/ Read Katherine’s article ‘Building American Dynamism’: https://a16z.com/building-american-dynamism/   Stay Updated:  Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.