President Donald Trump is warning that China “could not be happier” with America’s growing anti-data-center movement.

Why would China care where Americans build data centers? And could the fights happening right now over AI, energy and even what children are allowed to use in schools help determine whether America or China controls the next technological era?

Erin Molan sits down with Michael Broukhim, Partner at Deep33, for a fascinating conversation about the global AI race and why he believes the stakes go far beyond ChatGPT.

Broukhim explains why data centers, chips and massive amounts of energy are the physical infrastructure behind artificial intelligence — and why slowing their development could have enormous consequences for America’s competition with China.

They also examine Israel’s extraordinary role in the AI and defense-tech race, how lessons from the wars in Israel and Ukraine are accelerating drone and battlefield technology, and why private companies like SpaceX and Anduril are increasingly building capabilities once considered the exclusive domain of government.

Then comes one of the starkest contrasts of the conversation:

New York City is restricting student-facing generative AI through middle school, while Israel is moving aggressively to integrate AI into education.

Michael explains why he believes AI is coming whether governments and schools like it or not — and why the countries that learn to use it intelligently may have an enormous advantage over those that try to hold it back.

America vs. China. Donald Trump. AI data centers. Zohran Mamdani. Israel. Artificial intelligence in schools. The next great geopolitical competition may already be happening all around us.

Michael Broukhim is a Partner at Deep33, a deep-tech venture fund focused on the U.S.-Israel technology corridor.

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⏱️ CHAPTERS

00:00 Erin’s Introduction
01:10 Michael Broukhim: What Is the AI Race?
02:10 Why Israel Could Help America Beat China
03:41 Why Israel Punches So Far Above Its Weight
04:26 War Is Accelerating Israel’s Next Tech Revolution
05:26 Drones, AI and the Future of Warfare
06:00 The Uprising
07:00 Battlefield Innovation Is Moving at Lightning Speed
08:53 SpaceX, Anduril & Why Government Can’t Do This Alone
09:49 China and America’s Anti-Data Center Movement
10:37 Why Data Centers Are the Lifeline of AI
12:21 Mamdani Restricts AI While Israel Embraces It
12:45 What AI Is About to Do to Education
13:41 Will America Lead — or Become a Laggard?
13:56 Erin’s Final Take: Fight AI or Embrace It

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