Michael Kratsios
White House Director of the Office of Science and Technology Policy · Assistant to the President for Science and Technology
aka Michael Kratios
“And sort of between the export controls we have in place and other factors that are going on, particularly on euv, you know, our lead over where the best Chinese chip is continues to increase year over year.”
“that's why the EV lithography export controls are so critical. I would say that is probably one of the most impactful export controls in the history of the United States.”
“I think that was probably one of the savviest decisions that we made as administration and I think it was probably one of the most impactful in being able to throttle their ability to make competitive models to ours.”
“The third one that the president directed through an executive order is to create a scientifically rough, relevant quantum computer by the end of his term.”
“I think we announced about $5 billion worth of genesis mission grants just last week at the Genus mission summit. And so many of them relate to biotech.”
“He said that the order that he's put into Corning for the chips that he's going to be building in the future is the largest sort of order in the history of Corning. And they're going to be producing more than they ever have in history just because of his order.”
“we took some pretty dramatic action around humanoid robots just this week where we essentially limited the importation of any non US humanoid robot that hasn't already been been shipped going forward.”
“we took a similar action around UAS or drones in I think in December of last year. And if you look at the numbers of the investment that went into essentially sort of drone supply chain since, that action has been pretty, pretty dramatic.”
“As administration we believe that the US must lead the world both in closed and open source models and that the best thing for the country is that we have a vibrant ecosystem on both sides of that coin”
“If you're an American entrepreneur and you're cash strapped and you're trying to bootstrap your company and get started, I can't blame you for using the cheapest model out there. And at this moment it's Chinese.”
“the EU AI act was passed and finalized by the EU Commission before ChatGPT was even invented.”
“President Trump signed the first executive order on artificial intelligence in history in 2019. So this was years before ChatGPT”
“large language models are not allowed for use on our, on our, on our system here because of Presidential Records act. But hopefully we'll change that soon.”
“We essentially want to double the productivity of the entire scientific enterprise in the United States over the next decade.”
“Our whole insight was that the US national labs have a tremendous amount of scientific data across a wide variety of domains that have not been made AI ready, that have not been uploaded to models”
“I think we've been, we've been thinking about this problem, or I have since the first Trump administration where kind of the most of the narrative around AI was around automation and there was fears about all this automation related job loss. And if you even fast forward through that period, that was never realized and only employment has increased.”
“this product, this AI Sport program, I think kind of was born because of a lot of the frustration I had in the first administration with Huawei and our inability as the United States to counter some of the actions that the Chinese were taking on telecom because they had a good enough telecom stack that was run by Huawei and they had it super subsidized by the PRC”
“They have been trying to essentially figure out how to do EUV lithography since we put the export controls in 2019. No breakthrough has happened. There's nothing more important to their economy than solving that scientific problem and haven't been able to do that.”
“We have to win this fusion race. We set a target for 2035, for example, for that. We have been one of the most forward leaning administrations in the history of this country on nuclear energy and we're trying to get that up to speed and running and supplying energy for Americans as soon as humanly possible.”
“should not treat every emerging technology as a first-of-its-kind policy problem.”
Michael Kratsios
One-line summary: White House OSTP director (13th); architect of the AI Action Plan, Genesis Mission, and the 'new golden age' science blueprint. Tracked here for EUV/export-control, quantum, and humanoid-import industrial-policy claims.
What they're known for
White House OSTP director and science advisor to President Trump; previously US CTO, Acting Under Secretary of Defense for Research and Engineering, and a managing director at Scale AI. Principal architect of the AI Action Plan, the Genesis Mission (AI-for-science), and the "new golden age" science-productivity blueprint. From 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of.
Why they matter to politics
Sitting OSTP director — official primary, bias-calibrated. Tracked here for the AI Action Plan as executive industrial policy (ai-action-plan), the Huawei-telecom lesson → American AI Exports Program chain (huawei-telecom-lesson-to-ai-stack-export), Genesis Mission as a presidential science program, EUV export controls he calls among the most impactful in US history, the Presidential Records Act blocking White House LLMs, and the false-as-stated EU AI Act chronology (eu-ai-act). Do not treat slogans as settled fact.
Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
-
On asml, china-blackwell-offshore-compute-routing:
"And sort of between the export controls we have in place and other factors that are going on, particularly on euv, you know, our lead over where the best Chinese chip is continues to increase year over year." — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-08-04)
-
On asml, china-blackwell-offshore-compute-routing:
"that's why the EV lithography export controls are so critical. I would say that is probably one of the most impactful export controls in the history of the United States." — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-08-04)
-
On nvidia, china-blackwell-offshore-compute-routing:
"I think that was probably one of the savviest decisions that we made as administration and I think it was probably one of the most impactful in being able to throttle their ability to make competitive models to ours." — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-08-04)
-
On quantum-computing-chips-grants-first-mover:
"The third one that the president directed through an executive order is to create a scientifically rough, relevant quantum computer by the end of his term." — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-08-04)
-
On quantum-computing-chips-grants-first-mover:
"I think we announced about $5 billion worth of genesis mission grants just last week at the Genus mission summit. And so many of them relate to biotech." — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-08-04)
-
On glw, corning-ai-optical-connectivity:
"He said that the order that he's put into Corning for the chips that he's going to be building in the future is the largest sort of order in the history of Corning. And they're going to be producing more than they ever have in history just because of his order." — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-08-04)
-
On humanoid-actuator-magnet-demand-to-us-ree-stack:
"we took some pretty dramatic action around humanoid robots just this week where we essentially limited the importation of any non US humanoid robot that hasn't already been been shipped going forward." — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-08-04)
-
On humanoid-actuator-magnet-demand-to-us-ree-stack, drone-warfare-demand-to-mp-hree-rerate:
"we took a similar action around UAS or drones in I think in December of last year. And if you look at the numbers of the investment that went into essentially sort of drone supply chain since, that action has been pretty, pretty dramatic." — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-08-04)
-
On open-source-share-shift-bullish-for-compute:
"As administration we believe that the US must lead the world both in closed and open source models and that the best thing for the country is that we have a vibrant ecosystem on both sides of that coin" — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-08-04)
-
On open-source-share-shift-bullish-for-compute:
"If you're an American entrepreneur and you're cash strapped and you're trying to bootstrap your company and get started, I can't blame you for using the cheapest model out there. And at this moment it's Chinese." — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-08-04)
-
On eu-ai-act, ai-safety-as-regulatory-capture:
"the EU AI act was passed and finalized by the EU Commission before ChatGPT was even invented." — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-07-29)
-
On eu-ai-act:
"President Trump signed the first executive order on artificial intelligence in history in 2019. So this was years before ChatGPT" — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-07-29)
-
On eu-ai-act, genesis-mission:
"large language models are not allowed for use on our, on our, on our system here because of Presidential Records act. But hopefully we'll change that soon." — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-07-29)
-
On genesis-mission, genesis-mission-to-ai-for-science-acceleration:
"We essentially want to double the productivity of the entire scientific enterprise in the United States over the next decade." — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-07-29)
-
On genesis-mission, genesis-mission-to-ai-for-science-acceleration:
"Our whole insight was that the US national labs have a tremendous amount of scientific data across a wide variety of domains that have not been made AI ready, that have not been uploaded to models" — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-07-29)
-
On ai-job-displacement-debate:
"I think we've been, we've been thinking about this problem, or I have since the first Trump administration where kind of the most of the narrative around AI was around automation and there was fears about all this automation related job loss. And if you even fast forward through that period, that was never realized and only employment has increased." — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-07-29)
-
On open-source-share-shift-bullish-for-compute:
"this product, this AI Sport program, I think kind of was born because of a lot of the frustration I had in the first administration with Huawei and our inability as the United States to counter some of the actions that the Chinese were taking on telecom because they had a good enough telecom stack that was run by Huawei and they had it super subsidized by the PRC" — 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of (2026-07-29)
-
On taiwan-chokepoint-to-allied-reshoring, asml:
"They have been trying to essentially figure out how to do EUV lithography since we put the export controls in 2019. No breakthrough has happened. There's nothing more important to their economy than solving that scientific problem and haven't been able to do that." — 2026-08-24-podcast-all-in-podcast-michael-kratsios-trump-s-science-agenda-anti (2026-08-24)
-
On nuclear-baseload-for-ai-data-centers, us-industrial-policy-tariff-shield:
"We have to win this fusion race. We set a target for 2035, for example, for that. We have been one of the most forward leaning administrations in the history of this country on nuclear energy and we're trying to get that up to speed and running and supplying energy for Americans as soon as humanly possible." — 2026-08-24-podcast-all-in-podcast-michael-kratsios-trump-s-science-agenda-anti (2026-08-24)
-
On carolina-principles, ai-safety-as-regulatory-capture, eu-ai-act:
"should not treat every emerging technology as a first-of-its-kind policy problem." — 2026-09-02-grok-com-ai-news-digest-2026-09-02-fable-5-1-astra-atlas-g20 (2026-09-02)
Sources
- 2026-08-04-podcast-moonshots-michael-kratsios-on-the-new-golden-age-of
- 2026-08-24-podcast-all-in-podcast-michael-kratsios-trump-s-science-agenda-anti
- 2026-09-02-grok-com-ai-news-digest-2026-09-02-fable-5-1-astra-atlas-g20
Related
- asml
- nvidia
- glw
- china-blackwell-offshore-compute-routing
- quantum-computing-chips-grants-first-mover
- humanoid-actuator-magnet-demand-to-us-ree-stack
- open-source-share-shift-bullish-for-compute
- peter-diamandis
- ai-action-plan
- huawei-telecom-lesson-to-ai-stack-export
- genesis-mission
- eu-ai-act
- carolina-principles