Jason Kwon, OpenAI's Chief Strategy Officer, has one of the clearest views on what actually matters for AI development. In our conversation, we dive deep into the infrastructure challenges blocking AI progress - from compute scarcity and power grid limitations to the geopolitical dynamics reshaping global competition.

Jason explains why user expectations are rising faster than AI capabilities can improve, how countries are scrambling to build the 50+ gigawatts of additional power capacity needed by 2030, and why the US needs better policies to attract and retain top AI talent. We also explore the future of AI integration into everyday tools and his vision for ambient learning systems that could transform how we work.

This episode offers a rare inside look at the strategic thinking behind one of the world's most important AI companies. If you're trying to understand where AI is headed and what obstacles stand in the way, this conversation is a must listen.

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You can find me on X at @auren and Jason Kwon on X at @jasonkwon.

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