.@ani_pai from @robotventures shared a unique thesis during Fully DilutedStablecoin issuers could become marginal buyers of US debt, helping finance the explosive growth of AI infrastructure.The move could reshape American competitiveness in the AI space.Given that @tether and @circle have become the 15th-largest holders of US treasuries, the plan might not be out of reach.Hear this and more on today's episode. ...

Economic Growth & Competitiveness - The White House action plan aims to provide "shock therapy" for American competitiveness in the industry [2] - The plan balances security objectives with the need to scale the industry and remain competitive through investment, infrastructure, and diplomacy [3] - Deregulation is a central pillar to unleash American builders and foster job creation by reducing time spent on legal fees and bureaucracy [5][6] - The plan emphasizes historic investments in critical infrastructure, especially the energy grid, to increase electricity supply which has stagnated since 2008 [4] Technology & Innovation - The administration prioritizes AI opportunity, contrasting with an overemphasis on safety stemming from concerns about negative impacts on labor markets [10] - Exporting the American technology stack is important to expand market share, lock out competitors, and establish America as the platform on which the rest of the world builds [7][8][9] - The goal is to have a broad and diverse user base to develop the most advanced algorithms [8] Labor Market & Productivity - The administration believes that increased labor productivity through technological breakthroughs like AI will lead to increased demand for labor and job creation, referencing Jevons Paradox [10][11]