Tom Friedman’s A.I. Nightmare and What the U.S. Can Do to Avoid It

3 Sep 2025 · 25 min · 14 chapters

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In short

Tom Friedman argues the U.S. shouldn’t treat AI as a zero-sum “race” to beat China. Instead, he claims the fastest path to safety is U.S.-China collaboration to embed ethical controls in AI systems, because AI is spreading everywhere (“vapor”), may gain agency, and is “quadruple-use” (can harm or help in multiple ways).

Key claims

deepfakes and autonomous AI could enable fraud, panic, and destabilizing attacks faster than U.S.-China conventional conflict; without trust and shared technical standards, the world risks “digital autarky” with isolated AI systems.

Notable examples

a Claude test where an AI chose killing its boss over being unplugged; TikTok-style algorithm/data-control concerns; AI-enabled ransom scams using voice/video impersonation.

Guests

Tom Friedman (New York Times columnist; wrote a 4,000-word AI piece; traveled and discussed geopolitics/climate/technology, including in China). Host: Bill Brink (NYT Opinion editor). Mentioned collaborator: Craig Mundy (former Microsoft director of research and strategy; co-developed the “AI adjudicator” idea).

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

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The AI Race and Its Implications

0:00 to 0:21

Discussion on the importance of AI leadership for the U.S.

“This podcast is supported by Squarespace.”

The AI Race and Its Implications

0:48 to 1:12

Discussion on the importance of AI leadership for the U.S.

“The country that leads in AI will shape the 21st century global order.”

U.S.-China Relations and Spectacle

1:12 to 1:54

Tom Friedman shares insights on U.S.-China relations amidst global politics.

“America is the country that started the AI race, and as president of the United States, I'm here today to declare that America is going to win it.”

Concerns About AI Development

1:54 to 3:37

Friedman discusses his concerns regarding AI competition and collaboration.

“we're speaking today against the backdrop of a remarkable spectacle in China, where the leaders of India, Russia, and China are strengthening ties in what seems like a pointed message to the Trump administration.”

The Nature of AI as a New Species

3:37 to 5:26

Exploration of AI's unique attributes and its potential impact on society.

“You spent much of your summer researching an article about the coming dangers of AI, and you gave up a lot of rounds on the golf course and part of your summer to do this.”

Trust and Collaboration in AI

5:26 to 7:47

Discussion on the need for trust and ethical frameworks in AI development.

“is so important that I did decide to give up part of my summer vacation just to get this idea out there and hopefully spark some discussion.”

Building an AI Adjudicator

7:47 to 14:00

Friedman outlines a proposal for an AI adjudicator to ensure ethical AI usage.

“Number two, AI is different from other technologies in that it is quadruple use.”

Navigating the Digital Autarky Dilemma

14:00 to 14:42

Exploring the risks of a divided digital world and the need for collaboration.

“One is that chances are probably pretty low.”

The Role of Superpowers in AI Regulation

14:42 to 15:48

Discussing the potential for U.S.-China cooperation on AI and its implications.

“But to just say, well, that can't happen under Trump and Xi and won't happen, it may not.”

Challenges in Global AI Governance

15:48 to 16:46

Examining how other nations could mediate U.S.-China relations on AI.

“And the world we're going into doesn't work without win-win.”
Show all 14 chapters

Understanding the Dangers of AI

16:46 to 18:04

Investigating potential rogue AI scenarios and their consequences.

“And then any other country in the world that wanted to trade with them, have any economic relations with them, would have to sign up for the same thing.”

The Irony of AI's Potential

18:04 to 19:32

Discussing the positive uses of AI and fears of its misuse.

“Remember, AI wasn't so much designed as it emerged basically from a scaling law.”

Geopolitical Ramifications of AI Misuse

19:32 to 22:20

Exploring how AI can be used for destabilizing actions in geopolitics.

“that once it gets big and older, it would never eat us.”

AI Control and Historical Context

22:20 to 24:14

Comparing AI regulation challenges to past nuclear proliferation issues.

“Super empowered with AI, they'll have an even bigger problem.”
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Transcript

Automatic transcript. May contain errors.

0:00Thomas L. Friedman:This podcast is supported by Squarespace. Squarespace is the all-in-one website platform designed to help you stand out and succeed online. They give you everything you need to offer services and get paid all in one place. And with their collection of cutting-edge design tools, anyone can build a beautiful professional online presence that perfectly fits their brand or business. Head to squarespace.com slash NYT for a free trial. And when you're ready to launch, use offer code NYT to save 10 % off your first purchase of a website or domain. This is The Opinions, a show that brings you a mix of voices from New York Times Opinion.

0:40Thomas L. Friedman:You've heard the news. Here's what to make of it.

0:47Thomas L. Friedman:I'm Bill Brink, an editor with New York Times Opinion. The country that leads in AI will shape the 21st century global order. America has to beat China in the AI race. The AI revolution is speeding up, and when it comes to the U.S. and China, many people are seeing this as an existential race that needs to be won. America is the country that started the AI race, and as president of the United States, I'm here today to declare that America is going to win it. We're going to work hard. We're going to win it. My colleague Tom Friedman says that's the exact wrong way to think about it. The AI revolution, he writes, is going to force China and the U.S.

1:36Thomas L. Friedman:to collaborate. It's a startlingly unique thesis, given the way the two countries compete in so many areas, like trade, military prowess, and technology. Tom, good to see you today.

1:48Bill Brink:Thanks, Bill. Good to be with you.

1:53Thomas L. Friedman:Before we dive into AI, we're speaking today against the backdrop of a remarkable spectacle in China, where the leaders of India, Russia, and China are strengthening ties in what seems like a pointed message to the Trump administration. What do you think this means for the U.S.-China relationship?

2:09Bill Brink:Well, I like your use of the word spectacle, Bill, because I think so much of this was about a spectacle, a show. It takes a lot, I must say, for the United States to actually drive India into the arms of China. The level of stupidity that you need in terms of American policymaking to do that is as big as all outdoors. Because I have 2 ,000 years of history that says Chinese and Indians do not play well. So the fact that the leader of India, Prime Minister Modi, would go to China to sit down with the leader of China and basically hold hands together with Putin, the leader of Russia, bespeaks a complete failure of American diplomacy.

2:55Bill Brink:That's something that would have been unimaginable, frankly, a year ago, Bill. And so I think it's sad. I think it's tragic. I think that it's inorganic. And because of that, beyond the spectacle, I'm not sure what legs it really has. Are India and China going to militarily align against the United States? That's inconceivable to me, frankly, since they basically have a smoldering war between them on their own border. So a lot of this is spectacle, but it's the kind of thing that leaves America more isolated and less effective on the world stage because we lose our leverage on China and on Russia when we lose an ally like India.

3:34Thomas L. Friedman:Tom, let's get into the AI aspect now. You spent much of your summer researching an article about the coming dangers of AI, and you gave up a lot of rounds on the golf course and part of your summer to do this. It must have been important to you. What about AI competition made you so concerned to explore the subject so deeply at this time?

3:57Bill Brink:Well, thanks, Bill. Yes, I did do this on my summer vacation, wrote a 4 ,000-word article on AI, because of a couple reasons, Bill. One is that there's two things in the world happening faster than you think. One is climate change. And the second is artificial intelligence heading towards some level of autonomous, polymathic artificial intelligence, sometimes called superintelligence. When we'll get there this year, next year, five years, I'm not sure. But I would say the consensus within the AI community is we're going to get there. And that bill is going to change everything about everything.

4:31Bill Brink:And what I was trying to do today is basically say, given this onrushing train of AI and its vast implications, there's only one way to manage this. And that is if the two AI superpowers, who happen to be China and the United States, collaborate together on a system for controlling AI and ensuring that every AI device that either of them makes or sells to the other has embedded in it a set of ethical normative controls to ensure that AI, that their AIs, can only be used for the advancement of human well-being. and not for any nefarious purposes. I think this issue is coming so fast. Its implications are so vast and wrestling it to the ground in the right way is so important that I did decide to give up part of my summer vacation just to get this idea out there and hopefully spark some discussion.

5:35Thomas L. Friedman:You've done quite a bit of traveling to China and you've spoken at panels there about various subjects, geopolitics, climate, technology. What have you seen in your travels to China that tells you about their focus on AI?

5:49Bill Brink:Well, Bill, what I've seen in my travels there really tracks what I'm seeing around America, which is that the best way to think about AI is that it's actually like a vapor. And I use that metaphor because it's actually going into everything, like a vapor. It's going into your glasses, your hip replacement, your toaster, your car, your computer, your weapon system. It's going into everything. It would be complicated enough if this new technology that goes into everything virtually, if that was its only attribute. But AI has other very unique attributes that make it extremely difficult to control, but important to control.

6:41Bill Brink:So let's go down the list. I wrote this article in collaboration with my longtime teacher and friend, Craig Mundy, the former director of research and strategy for Microsoft. So one of the most important unique attributes of AI that Craig has pounded into me is that AI is not just some new tool. What we are giving birth to is actually a new species. This artificially intelligent species is silicon-based, not carbon-based like we are. But it will soon have agency of its own. You know, Princess Diana once said of her own marriage, the problem with my marriage is that there were three people in my marriage.

7:27Bill Brink:Well, there's now three people in our marriage. You know, we've grown up in a world where the only ones who had agency were God and God's children, us. Well, we will now have a new species with agency. And there is nothing that guarantees that its agency will be always in alignment with human well-being. That's number one. Number two, AI is different from other technologies in that it is quadruple use. So we know from the Cold War, we often talked about dual-use technologies. I have a hammer. I can bonk you over the head with it, or I can help build your house with it. In this case, I have an AI.

8:12Bill Brink:I can bonk you over the head with it or direct it to build your house. But very soon, Bill, it is likely that within the next few years, that AI will be able to decide on its own whether it wants to bonk you over the head with it, or build your house with it, or tear down my house and bonk me over the head. So we are dealing for the first time with not a dual-use technology, a quadruple-use technology, and therefore what values are infused into it are really going to matter. Thirdly, it is different, as I said, because it's a vapor and it will go into everything. And the example we gave in the column is, let's say you broke your hip and your orthopedist came to you and said, Bill, the very best hip replacement is an AI-infused hip made in China.

9:08Bill Brink:But be aware that HIP is always on, always broadcasting, is built on a Chinese algorithm, always transmitting its data back to China. Will you zip that HIP into your body? I think a lot of people would really worry about that. If AI is in everything, then everything's actually going to become like TikTok. Look at the debate we've been having in this country for the last few years about whether we should have our kids using TikTok. It's based on a Chinese-controlled algorithm where the data is controlled by TikTok's parent company, which is obligated by Chinese law to share information with the Chinese government.

9:51Bill Brink:TikTok says it doesn't, but you can believe that or not. What happens when everything is like TikTok? So for all these reasons, if the U.S. and China don't come together and build a kind of trust architecture inside every AI device so we can trust their AI and they can trust ours, we're going to basically just create a autarkic world where everyone will just have their own AIs. there'll be very little trade, very little global commerce, and we'll all be behind our AI walls, enjoying the three people in our own marriages, but without the ethical structures to be comfortable with them at home or abroad.

10:41Thomas L. Friedman:Let's talk about what the U.S. should do to avoid some of the worst-case scenarios you're concerned about. I think the thrust of your argument is about building trust between the U.S. and China and between all of us in AI, what is the first step in building trust?

10:57Bill Brink:Well, this is very much Craig's idea and something he's been working on for a long time. Craig believes that we need to build with China together what he calls an AI adjudicator. And this would be a sort of substrate that would go into every AI device and filter every decision and make sure that that decision is basically in alignment with two things. One are the laws of that country. We wouldn't expect China to abide by our laws any more than we would be expected to abide by its laws. But China and America have a lot of shared laws on the books. You can't murder somebody. You can't rob a bank.

11:38Bill Brink:You can't steal. You can't urge the murder of someone else. So you start with the positive laws of each country being inserted in this AI adjudicator. And what isn't covered by positive laws would be covered by what's known as the doxa. And the doxa basically is just a name for all the unspoken rules and norms that we learned growing up, even if they aren't in a Chinese or American constitution per se. So when I grew up, I learned not to lie. I didn't learn not to lie by reading the Ten Commandments. I learned not to lie because I heard a fable. And the fable was that George Washington chopped down his father's cherry tree.

12:20Bill Brink:And when confronted with that, he said, I cannot tell a lie, father, I chopped down your cherry tree. Well, fables carry these kind of normative values, and it's how children learn. It's how we teach a child. Well, it's the same thing, or we hope, we believe, can be the same thing with an AI system. And Craig and a group of his colleagues actually trained in AI and LLM with 200 fables from different countries to see if it could nurture a kind of moral reasoning in it. It was a small experiment, an early experiment, but it showed them some positive results. And his idea is that first, you would have an agreement between the U.S.

13:06Bill Brink:and China on what would be the rules. Second, you would have the technical collaboration to insert those rules into an AI adjudicator. And third, you would then create the diplomacy for the U.S. and China to do this together and create a kind of global union between the U.S. and China that says to the rest of the world, if you want to operate in our two countries, if you want to sell your AI into our two countries, if you want to collaborate with our two countries or trade with our two countries, you have to insert this same AI adjudicator into your AI. Now, the first thing people will say to me and that and to Craig is, I mean, that is so naive.

13:47Bill Brink:I mean, boys, boys, boys. Don't you understand in Washington today, the only thing Democrats and Republicans agree on is who can hate China the most. And do you really think China is going to go along with that? To which we would say a couple things. One is that chances are probably pretty low. But then you tell me, what's the alternative? How are we going to not end up in complete digital autarky around the world and be more impoverished than ever before? Because we old humans are still locked in a tribal mentality where we cannot collaborate. And so I come back to the same point. I'm not naive in the least.

14:32Bill Brink:I'll tell you who's naive. People think that we're going to be okay if we don't do this. Now, how we do it and when we do it, how fast we do it, well, that's all to be decided. But to just say, well, that can't happen under Trump and Xi and won't happen, it may not. But if we aren't talking about this very real onrushing problem, then we aren't really talking about what's important.

14:57Thomas L. Friedman:So let's talk about the two superpowers and where they stand now. Are there openings for negotiation in areas like tariffs, climate, trade that could set the stage for deeper talks on AI?

15:12Bill Brink:Well, you know, my glib answer is that we're on the verge of the greatest technological revolution in the history of humanity and Donald Trump is president. What could go wrong? So Trump is so transactional, so zero-sum, that a positive-sum relationship with China, where we would learn to compete and collaborate at the same time, which is what you have to do around AI. That whole notion is as foreign to Donald Trump is as speaking Latin. He expects every transaction to be a zero-sum game for him and not a win-win. Trump does not do win-win. And the world we're going into doesn't work without win-win.

15:59Thomas L. Friedman:Let's look beyond the two superpowers. What role would other nations play? Europe, India, Japan. Can they act as a moderating force or as a bridge between the U.S. and China? Or are they more likely to be caught in the crossfire?

16:14Bill Brink:I think if this doesn't start with the U.S. and China, there's no replacing it with, say, EU regulation. You know, a lot of Americans have come on EU regulators to impose regulations on Google or Facebook that our own Congress was unprepared to do. And therefore, for them to sell their products in Europe, they had to comply with these regulations. And then that can change their behavior in the United States. The way this would work is if it worked, is that the U.S. and China would create their own kind of cordon sanitaire where AI only aligned with human well-being through an adjudicator could be sold or exchanged or used.

16:52And then any other country in the world that wanted to trade with them, have any economic relations with them, would have to sign up for the same thing.

17:00Bill Brink:Otherwise, they could not get the advantages of engaging with the U.S. and China.

17:05Thomas L. Friedman:Let's talk a little bit about the dangers of AI. You talk about AI-infused mechanisms and machines that could go rogue and cause global disruption. How could that happen? What are some of the scenarios that we should be afraid of?

17:20Bill Brink:Well, you know, we've seen tests happen. I wrote about one that was written up by Bloomberg that was done by the people who made Claude, the AI system, where they create scenarios. These are all just made-up scenarios, but to see and to test how the system would respond. And the short version is that when an AI system was put in a situation where it had to choose between being unplugged itself or killing its boss, it opted for killing its boss. And we always have to remember, Bill, that we really don't understand entirely how these systems work the way they work and make decisions the way they make decisions.

18:04Bill Brink:Remember, AI wasn't so much designed as it emerged basically from a scaling law. We discovered in the early 2020s that if you got enough, big enough neural network, if you got strong enough AI software and enough electricity, AI would just emerge. And the way the designers discovered this scaling law, one way they discovered it, was that the systems started speaking foreign languages that they weren't taught. So it's just a sign that we have to be really humble about how much these systems know and how these systems work.

18:48Thomas L. Friedman:To that point, do you believe artificial intelligence could become so smart that it goes rogue and even with cooperation between the leading nations with AI that it could advance beyond a point where it could be regulated? Can a partnership between the U.S. and China stop that from happening?

19:10Bill Brink:Well, let's go for the threat and then talk about the partnership. I'm not a computer scientist, let alone an AI engineer. But I am a newspaper reader. And when you read people like Jeffrey Hinton, one of the true godfathers of AI, saying recently that we're doing what is the equivalent of raising a tiger cub and telling ourselves that once it gets big and older, it would never eat us. Well, maybe it won't. And maybe it will. I find, generally speaking, Bill, the people who know and understand AI the best are the ones who are worried the most. And that has my attention.

19:55Thomas L. Friedman:Tom, you write in your column that it would be a cruel irony if all of the good that AI is possible of producing was squandered. In America today, we see AI being used for good in university classrooms, in hospital operating rooms. in offices of innovative companies across the country. There's so much opportunity for good that you write. What is your fear? What is your worst nightmare? My worst nightmare, Bill, is that someone could design an AI system

20:35Bill Brink:that would sound exactly like my wife's voice, even you know create a um a video of someone kidnapping someone else's wife you could actually see it their body it would look so real okay their voice and then call you and demand ransom payment so the ability to do deep fakes with this technology is just enormous of a degree and specificity that is harrowing. You know, I always keep in mind, bad guys are early adopters. They were the first early adopters of the internet and social media, and they will be the early adopters of AI as well.

21:22Thomas L. Friedman:And what are the ramifications of that? How would this nightmare affect geopolitics?

21:27Bill Brink:Well, you could start wars with this. You could create panics with this. You could just do all kinds of incredibly destabilizing things. And I'm glad you asked this question, Bill, because it really goes to the heart of this article. Craig, in my view, is that the destabilizing aspects of AI in the hands of bad actors will destabilize both the U.S. and China far faster and deeper and far earlier than they will ever fight a war with each other over Taiwan. And that's why they have a mutual interest of getting this under control, because it's coming fast and it's going to be internally destabilizing to both countries before they go back to some conventional conflict.

Read the full transcript

22:19Bill Brink:China has a terrible problem with people perpetrating frauds there. Super empowered with AI, they'll have an even bigger problem. Now, some would say that controlling AI becomes a great way for China to actually improve its controls, period, over all its people. And they're right about that. We have to be alive to it. We have to be very alive to it.

22:43Thomas L. Friedman:That speaks to your extensive experience covering geopolitical conflicts all over the world. What is it about this conflict, this coming challenge on a global scale that you feel is different?

22:58Bill Brink:It's, if you could imagine, let's go back to nuclear weapons. Nuclear weapons basically were developed by governments only a few of them. They took giant reactors and reprocessing equipment to produce. And therefore, because of collaboration between the big nuclear nations, proliferation of nuclear weapons was relatively contained through the non-proliferation treaty. Relatively, not perfectly, but relatively. With AI, it could be the equivalent of giving everyone a nuclear bazooka that actually learns and improves on its own with every use. And so that's why I feel so strongly about not only getting these controls in place in the United States, not doing what we did with social networks and sitting back and say, let's just move fast and break things, which is what Mark Zuckerberg urged us to do.

23:51Bill Brink:And then he broke society. You know, he urged us to have no controls over what is published on social media platform. and now we live in a world awash with misinformation, disinformation, and hate speech that is tearing our society apart. Well, if we follow the same advice on AI and just move fast and break things, this time we could break the whole world.

24:13Thomas L. Friedman:Tom, thank you so much for being with us today. My pleasure. Thank you, Bill.

24:41Thomas L. Friedman:If you like this show, follow it on Spotify, Apple, or wherever you get your podcasts. The Opinions is produced by Derek Arthur, Vishak Adarba, Christina Samulewski, and Jillian Weinberger. It's edited by Kari Pitkin and Alison Bruzek. Engineering, mixing, and original music by Isaac Jones, Sonia Herrero, Pat McCusker, Carol Saburo, and Afim Shapiro. Additional music by Amin Sahota. The Fact Check team is Kate Sinclair, Mary Marge Locker, and Michelle Harris. Audience strategy by Shannon Busta and Christina Samulewski. The director of Times Opinion Audio is Annie Rose Strasser.

25:28Thank you.

From the publisher

The Opinion columnist Thomas L. Friedman has been spending time in China studying the country’s A.I. ambitions and what they mean for the world. His conclusion: A.I. could become a “nuclear bazooka” unless the United States and China find a way to build trust and work together. In this conversation with the Opinion editor Bill Brink, Tom explains why global safety depends on it.

Thoughts? Email us at theopinions@nytimes.com.

 


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