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Michael Kratsios
Director, White House Office of Science and Technology Policy

US Working on 'AI Package' to Export

📅 Jul 24, 2025 Bloomberg Tech 8 MIN 2893 VIEWS 18 SEGMENTS · 2 SPEAKERS
White House Office of Science and Technology Policy Director Michael Kratsios discusses how the US plans to get its artificial technology stack to the world and develop talent at home. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube:    / @bloombergtech     Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here:    • 'Bloomberg Tech' With Ed Ludlow Full Episodes     Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/techn...

Questions asked in this interview

8
  1. 0:00It was perhaps jovial in nature coming from the President of the United States, but what do you make of the fact that he had once upon a time considered even thinking of breaking up Nvidia?
  2. 0:44Of the 23 pages, which section do you think gets enacted by this administration first?
  3. 1:51Have you started drawing up some guidelines?
  4. 3:00Will these companies always be allowed to be huge if the innovation is the win?
  5. 3:57What do you make of copyright, and will that be in legislation?
  6. 4:40Kratsios, why is the issue of visas and immigration of talent not included in the action plan?
  7. 5:25Do you acknowledge that the administration needs to come up with a plan to attract talent from outside of this country to fuel the AI industry here?
  8. 6:42Do you think there's enough there to support what is going to be a true upheaval in the labor market?
Interviewer 0:00 ↗
Michael, I got to get your take. It was perhaps jovial in nature coming from the President of the United States, but what do you make of the fact that he had once upon a time considered even thinking of breaking up Nvidia?
Michael Kratsios 0:11 ↗
I think it was a tremendous day for the country and, more broadly, we definitively turn the page on what the last administration had tried to do to really hamper this industry and choke it with a high level of regulation that didn't allow it to fully spread its wings. What was tremendous about the event yesterday was not only the President's speech, but the participation of the Vice President himself and five cabinet secretaries. This was a big moment for the American industry, and it really showed how committed this administration is to ensuring continued American dominance in this critical technology.
Interviewer 0:44 ↗
Mr. Kratsios, as you helped to write this document, inform the policy alongside the advisers David Sacks and Sriram Krishnan, who will be on the program later today, what I got from corporate America is that they feel the action plan is actionable. It's heavily rooted in deregulation and expediting permits. Of the 23 pages, which section do you think gets enacted by this administration first?
Michael Kratsios 1:12 ↗
Well, we are racing ahead on all of them. I think the one piece that you didn't mention, which I think is also very critically important, is this focus on exporting American AI, this idea that we want the entire world to be running on an American artificial intelligence stack. That is our cloud, our chips, our algorithms—all of that needs to be exported and packaged to the world so that we become the ecosystem of choice globally. And that is something that Secretary Lutnick and Secretary of State Rubio have been tasked to work on and put together for the country. So between that and our very ambitious agenda on the actual infrastructure that's going to empower and is going to power this, there's a lot of work for us to get done in the next few months.
Interviewer 1:51 ↗
Mr. Kratsios, what's the rulemaking process from here for exporting chips in particular? The way that your colleague, Mr. Lutnick, put it was that the administration is comfortable with large clusters going to third parties, foreign countries, but American company access to that stock would be part of the evaluation process. Do we get a successor to the diffusion rule? Have you started drawing up some guidelines?
Michael Kratsios 2:18 ↗
So that's being handled by BIS and Secretary Lutnick at Commerce. But generally speaking, what we're going to be doing, and through the executive order the President signed, the Department of Commerce is tasked to work with American industry to create packages. These are packages that we then can work with the State Department to go out and export around the world. And part of that, because Commerce will be at the table when these packages are being created with our great chip companies and our algorithm companies and our model companies, we'll be able to have packages which we believe will be able to make it through the export control restrictions of the Commerce Department and make them actually extraordinarily viable and very interesting and very appealing to lots of countries around the world who all are racing and very excited to have AI and deliver AI for their people.
Interviewer 3:00 ↗
And boy, are the US companies racing for the investment that we hear coming from Alphabet, for example, upping by another 10 billion in terms of capital expenditure. These companies, though, are huge—Alphabet potentially facing a breakup. We hear about Meta in August. We also know that Meta itself is also being analyzed. Will these companies always be allowed to be huge if the innovation is the win?
Michael Kratsios 3:29 ↗
You know, that's not something that I particularly focus on or look at. I think you have to talk to the Department of Justice and others. But to be honest, I think we are very blessed in the United States. We have the greatest technology companies in the world that are delivering the greatest products in the world that citizens of the world all want to use. If you just look at the numbers of usage for large language model builders, it's absolutely incredible. The entire world wants to run on American rails, and we need to make sure that the regulations are out of the way to make sure that we can get it out there, not only to Americans, but also globally.
Interviewer 3:57 ↗
And I thought what was really interesting was the comments coming from President Trump while announcing the AI Action Plan and signing executive orders was one of copyright, and almost trying to push back on this need to be compensated if you're someone who's made the works that the ultimate models have been trained upon. What do you make of copyright, and will that be in legislation?

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APA, MLA, BibTeX
APA

Kratsios, M. (2025, July 24). US Working on 'AI Package' to Export [Interview transcript]. Bloomberg Tech. CEOInterviews.AI. https://ceointerviews.ai/interview/1335977/

MLA

Michael Kratsios. "US Working on 'AI Package' to Export." Bloomberg Tech, 24 Jul. 2025. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/1335977/.

BibTeX
@misc{kratsios2025_1335977,
  author       = {Michael Kratsios},
  title        = {US Working on 'AI Package' to Export},
  howpublished = {Interview transcript, Bloomberg Tech. CEOInterviews.AI},
  year         = {2025},
  month        = {jul},
  url          = {https://ceointerviews.ai/interview/1335977/},
  note         = {Speaker-attributed transcript with timestamps}
}