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US AI Action Plan

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Re: US AI Action Plan

#561

Earlier quoted context omitted.

Overall US Energy production has been expanding, faster, each recent year. https://www.eia.gov/energyexplained/us-energy-facts/ . This is all before you factor in the recent attention to Nuclear, which could come online within the next decade. The ice caps may be worse off for it, but there's little reason to think the USA will cease to "lead in energy" anytime soon.

The US has long since exhausted it's "easy" oil/gas reserves. Yes, there's tons more down there, but it's increasingly hard to get to. Lots of extraction methods only make sense when the price for oil is above some amount. If the rest of the world standardizes on solar+battery, demand for oil goes down, and so will the price. Which in turn makes US-produced oil not cost effective to extract, and domestic energy produ…

This probably a stupid question but do solar and batteries depend on rare earth metals and their supply?

Re: US AI Action Plan

#562

Earlier quoted context omitted.

Overall US Energy production has been expanding, faster, each recent year. https://www.eia.gov/energyexplained/us-energy-facts/ . This is all before you factor in the recent attention to Nuclear, which could come online within the next decade. The ice caps may be worse off for it, but there's little reason to think the USA will cease to "lead in energy" anytime soon.

The US has long since exhausted it's "easy" oil/gas reserves. Yes, there's tons more down there, but it's increasingly hard to get to. Lots of extraction methods only make sense when the price for oil is above some amount. If the rest of the world standardizes on solar+battery, demand for oil goes down, and so will the price. Which in turn makes US-produced oil not cost effective to extract, and domestic energy produ…

There are a great many assumptions in this argument, and I'm not sure they stand up well to examination.

1) "We're out of easily extractable oil" maybe, but I've heard it before and technology does have a way of marching forward.

2) "Rest of world's oil demand will drop" is possible but certainly not happening today and far from certain.

3) "Then Oil prices will plummet in the US Domestic market" is far from a sure thing even if 2) comes to pass. How do the other producers - who don't have large domestic markets! - react? What happens to global petrochemical demand? And what sort of Industrial policy could shield our markets, even if this happens globally?

At the end of the day, we have a continent full of oil (and Uranium! which I prefer!) and an energy-hungry population.

Re: US AI Action Plan

#563

Obviously AI is a massive and important area for economic growth. But so is clean energy. And both right now are at an inflection point. It seems the US is going to thrive with the former but naively stick our heads in the sands with the latter. We’ll cede economic leadership, and wonder in 20 years what happened as other countries lead in energy. Even worse, the administrations stance will encourage US energy compan…

People love using their pet issue as the sole explanation for why something did or didn't happen. It's never that simple. My boomer boss thinks writing tests is unnecessary and slows shipping down. It might be true, but it fails to appreciate the full scope of the problem.

[deleted]

Re: US AI Action Plan

#564

"Counter Chinese Influence in International Governance Bodies" and grouping them in with US "adversaries" and "rivals" is quite undiplomatic language to throw in under "Lead in International AI Diplomacy and Security" section. Diplomacy with China should be an important part of this initiative but will inevitably be bungled.

It’s necessary to put pressure on trying to prevent a Taiwan invasion.

Re: US AI Action Plan

#565
>Winning this race will usher in a new era of human flourishing

Source? All I've seen as a result of AI is something to take the blame for layoffs. Well, that and a whole lot of copyright infringement laundered through AI.

Re: US AI Action Plan

#566

"Counter Chinese Influence in International Governance Bodies" and grouping them in with US "adversaries" and "rivals" is quite undiplomatic language to throw in under "Lead in International AI Diplomacy and Security" section. Diplomacy with China should be an important part of this initiative but will inevitably be bungled.

Even if it’s not perfect, I’m happy to see there’s a focus on AI Security. NIST has been a reliable producer of quality international standards for cybersecurity. Hopefully this action plan will lead to similarly high quality recommendations for AI Security.

Re: US AI Action Plan

#567

Obviously AI is a massive and important area for economic growth. But so is clean energy. And both right now are at an inflection point. It seems the US is going to thrive with the former but naively stick our heads in the sands with the latter. We’ll cede economic leadership, and wonder in 20 years what happened as other countries lead in energy. Even worse, the administrations stance will encourage US energy compan…

> wonder in 20 years what happened as other countries lead in energy

Can you clarify what leading in energy means? And what concerns do you have?

Do you mean we, in the U.S. are in a tarpit of regulations and red tape that makes setting up a nuclear power plant up impossible? Or something else?

IMHO, leading in energy also needs to take into account where that energy takes us and what it unlocks. I immigrated to the U.S. so I am extremely bullish so do consider that below.

My California perspective is that energy is going to be even more decentralized. I have not paid an electric bill in years and get a check from my utility once a year where they pay me wholesale rates for my net export. I net export because I rarely use any meaningful energy at night that my 5kwH battery pack cannot provide. Once battery prices fall even further, I will dump everything into my local storage and draw no gross power from my utility at all. For all practical purposes, I will be off grid.

Anyone in California has the technological ability to get there as well. The utilities dump GWh of solar energy because we produce so much!

The issue we have in the U.S. is one of horrible policies and regulation.

Your typical townhouse in the city block isn't going to be able to put 20 panels on their roof because their HOA is going to throw a fit. The owner won't be allowed to install it themselves and would have to pay an electrician tens of thousands of dollars because the city isn't going to permit it otherwise. The obstacle of installing $5k worth of parts is incredibly disappointing.

From my perspective, technologically, solar energy is going to become cheaper as storage continues to fall in price.

This will empower increasing productivity. In my case, once the GPU market becomes consumer friendly and less constrained, or fundamentally different LLMs are released that are CPU friendly but I can't imagine that possibility yet, I will buy more GPUs and increase my self host LLM capacity. Today, as of right now I an getting "Insufficient capacity" errors from AWS attempting to launch a g6.2xlarge cluster and puny 24GB GPUs cost a lot making renting from AWS a better choice. The responses from the coding models blow my mind. They often meet or beat the kind of code I would expect from a junior engineer I would have to pay $120k/yr for and that would be a cheap engineer in SoCal. A GPU cluster including running costs would be fraction of that so I would be able to expand quicker with less.

Whole offices are going to become more compact and continue to become decentralized or even remote. Their carbon footprint is then going to go practically zero (no office security patrol, no HVAC, no heating, etc). More people will be able to start businesses (higher GDP) with less, increasing the GDP per Co2 emissions.

My childhood friends in the E.U who are in the same space that I am in are less enthusiastic. My friends in Germany who bought a hundred PV panels is not happy at all.

So which country will lead in energy and what would they be doing?

Re: US AI Action Plan

#568

Obviously AI is a massive and important area for economic growth. But so is clean energy. And both right now are at an inflection point. It seems the US is going to thrive with the former but naively stick our heads in the sands with the latter. We’ll cede economic leadership, and wonder in 20 years what happened as other countries lead in energy. Even worse, the administrations stance will encourage US energy compan…

Whomever has more nuclear power generation will own energy. The cleanest energy is nuclear.

I really don't understand HN's love affair with nuclear.

Uranium mining produces significant toxic waste (tailings and raffinates). Fuel processing produces toxic waste, typically UF6. There is some processing of UF6 to UF4 but that doesn't solve the problem and it's not economic anyway. Fuel usage produces even more waste that typically needs to be actively cooled for years or decades before it can be forgotten about in a cave (as nuclear advocates argue).

And then who is going to operate the plant? This administration in particular is pushing for further nuclear deregulation, which is terrifying. You want to see what happens without regulation? Elon Musk's gas turbines in South Memphis with no Clean Air permits that are spewing pollution [1].

That's terrifying because the failure modes for a single nuclear incident are orders of magnitude worse than any other form of power plant. The cleanup from Fukushima requires technologies that don't exist yet, will take decades or centuries and will likely cost ~$1 trillion once its over, if it ever is [2].

And who's going to pay for that? It's not going to be the private operator. In fact, in the US there's laws that limit liability for nuclear accidents. The industry's self-insurance fund would be exhausted many times over by a single Fukushima incident.

And then we get to the hand waving about Chernobyl, Fukushima and Three Mise Island. "Those are old designs", "the new designs are immune to catastrophic failure" or, my favorite, "Chernobyl was because of mismanagement in the USSR" like there wouldn't be corner-cutting by any private operator in the US.

And let's just gloss over the fact that we've built fewer than 700 nuclear power plants, yet had 3 major incidents, 2 of them (Chernobyl and Fukushima) have had massive negative impacts. The Chernobyl absolute exclusion zone is still 1000 square miles. But anything negative is an outlier that should be ignored, apparently.

And then we get to the impact of carbon emissions in climate change but now we're comparing the entire fossil fuel power industry vs one nuclear plant. It's also a false dichotomy. The future is hydro and solar.

and then we get to the massive boondoggle of nuclear fusion, which I'm not convinced will ever be commercially viable. Energy loss and container destruction from fast neutrons is a fundamental problem that stars don't have because they have gravity and are incredibly large.

I have no idea where this blind faith in nuclear comes from.

[1]: https://www.politico.com/news/2025/05/06/elon-musk-xai-memph...

[2]: https://cleantechnica.com/2019/04/16/fukushimas-final-costs-...

Re: US AI Action Plan

#569

Obviously AI is a massive and important area for economic growth. But so is clean energy. And both right now are at an inflection point. It seems the US is going to thrive with the former but naively stick our heads in the sands with the latter. We’ll cede economic leadership, and wonder in 20 years what happened as other countries lead in energy. Even worse, the administrations stance will encourage US energy compan…

Whomever has more nuclear power generation will own energy. The cleanest energy is nuclear.

Nuclear fission is more expensive per kilowatt than solar and forces you to go through a lot more trouble to contain risk.

Maybe if fusion was viable, that'll change, but until then nuclear just doesn't make any sense.

Re: US AI Action Plan

#570
post #3

Removing Red Tape and Onerous Regulation Ensure that Frontier AI Protects Free Speech and American Values Encourage Open-Source and Open-Weight AI Enable AI Adoption Empower American Workers in the Age of AI Support Next-Generation Manufacturing Invest in AI-Enabled Science Build World-Class Scientific Datasets Advance the Science of AI 9 Invest in AI Interpretability, Control, and Robustness Breakthroughs Build an A…

> Removing Red Tape and Onerous Regulation Ensure that Frontier AI Protects Free Speech Yet at the same time, > Preventing Woke AI in the Federal Government [...] LLMs shall be neutral, nonpartisan tools that do not manipulate responses in favor of ideological dogmas such as DEI. [...] DEI includes the suppression or distortion of factual information about race or sex; manipulation of racial or sexual representation…

The answer is obvious: it never has been about free speech. Just replace "free speech" with "hate speech" in all of these missives [1][2][3].

[1]: https://theconversation.com/how-do-you-stop-an-ai-model-turn...

[2]: https://www.theguardian.com/technology/2025/may/14/elon-musk...

[2]: https://www.theguardian.com/technology/2025/jul/09/grok-ai-p...

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