Why Dario Amodei Might Be the 21st Century’s First Real Leader
Keen On America
IPO Race: Anthropic, OpenAI, xAI
They discuss expected AI IPOs, market pricing risks, and comparisons with recent public offerings.
“Whether you like Amodei or not, at least he’s a leader.” — Andrew Keen
Dario Amodei is the most interesting man in America right now. Not because he runs a $500 billion company or because he’s suing the Trump administration or because Anthropic’s Claude topped the iPhone charts. But because he’s doing something nobody else in Silicon Valley has the balls to do: he’s acting like a human being in public. He has principles, he states them, and he accepts the consequences. That’s leadership. It shouldn’t be remarkable. In 2026, it is.
This week’s That Was The Week is about how America both loves and hates AI. An NBC poll found 60–70% of Americans are concerned about AI — making it even less popular than the Democratic Party (quite an achievement). A hundred planned data centers have been cancelled because of local protests. 10,000 authors published an anti AI manifesto at the London Book Fair this week. Each week, in contrast, a billion people used ChatGPT, but these users often seem oblivious to its weaknesses. So Keith’s AI-generated video for the show was, by universal agreement (including his own), not going to win an Oscar tomorrow. Except for Most Sloppy AI generated video.
Every road this week led back to Amodei who is anything but sloppy. He’s become a Rorschach test for the entire industry. Tech progressives Kara Swisher and Scott Galloway are lauding him. The MAGA crowd — including David Sacks, Trump’s AI czar — on the All In podcast are doing the opposite. Keith thinks Dario is a naive CEO making bad business decisions — comparing him to his own doomed battle in the late Nineties against Microsoft’s Steve Ballmer. It’s a fair point. Should a tech CEO really be setting AI policy? Keith’s answer is no — that’s for people like David Sacks appointed by executive, legislative, and judicial branches. I’m not so sure. In an America defined by its dysfunctional political system, we need leaders like Amodei to take ethical stands. If not, then who?
The IPO race this year between Anthropic, OpenAI and xAI makes this particularly interesting. I wonder whether Amodei might use the IPO itself to force a public debate that nobody in government is willing to have. Not just about guardrails or weapons — but about what kind of society AI is building and who gets to decide what does and doesn’t get used. Musk, by publicly embracing white racists and other groups of hate, is making his politics clear. Sam Altman, as always, is wearing every hat simultaneously. Amodei, in contrast, knows his hat. Rather than MAGA, it should say: The Most Interesting Man in America. He’s got my vote. Even if he’s not running for office.
Five Takeaways
• AI Is Less Popular Than the Democrats: An NBC poll found 60–70% of Americans are concerned about AI. A hundred data centres have been cancelled due to local protests. 10,000 authors published an anti-AI manifesto at the London Book Fair. Close to a billion people use ChatGPT each week — but the haters are the non-users, and they outnumber the lovers by a wide margin.
• Amodei Is the 21st Century’s First Real Leader: He’s suing the Trump administration. He’s refusing to let Claude be used for autonomous weapons. He’s accepting the business consequences. Keith thinks he’s naive. I think he’s the only person in Silicon Valley acting like a human being in public. The debate between us is the show.
• Keith Compares Amodei to His Own Doomed Battle Against Ballmer: In the late Nineties, Keith fought Microsoft with RealNames and lost. He sees Amodei on the same trajectory — noble, principled, already finished. I compared Keith to Pete Hegseth declaring the Iranian regime defeated. The MAGA crowd on All In, including Trump’s AI czar David Sacks, agree with Keith. That alone should give him pause.
• The IPO Race Will Force the Debate: Anthropic, OpenAI and xAI are all expected to go public this year. Amodei could use the IPO to force a conversation about what kind of society AI is building — a conversation nobody in government is willing to have. Musk is making his politics clear by embracing white racists. Altman is wearing every hat. Amodei knows his.
• In the Absence of Leadership, Fear Thrives: Keith’s best point of the week. Nobody is setting AI policy. The politicians are clowns. The tech CEOs are children. In the vacuum, fear wins. Amodei is trying to fill it. Whether he succeeds or not, at least he’s trying. That’s more than anyone else can say.
About the Guest
Keith Teare is the publisher of That Was The Week and co-founder of SignalRank. He is a serial entrepreneur, former CEO of RealNames, and a regular sparring partner on Keen On America.
References:
• That Was The Week: AI Loved and Hated — Keith Teare’s editorial.
• Rex Woodbury, “Why Does Everybody Hate AI?” — Digital Native.
• Josh Dzieza, The Verge — on lawyers, PhDs, and scientists in the AI gig economy.
• Noah Smith — “Something Feels Weird About This Economy.”
• Meta’s acquisition of Moltbook — the AI agent social network.
About Keen On America
Nobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States — hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.
Chapters:
- (00:00) - Introduction: AI loved and hated
- (01:17) - NBC poll: AI less popular than the Democrats
- (03:10) - Rex Woodbury and the haters: is it really AI people hate?
- (04:21) - AI slop and Keith’s terrible video
- (07:28) - The adoption curve: AI companies are isolated from mainstream opinion
- (07:51) - Dario Amodei as the answer to both lovers and haters
- (10:14) - Keith vs Ballmer redux: why Amodei has already lost
- (12:09) - OpenAI and Google employees rush to Anthropic’s defense
- (14:24) - Woodbury, The Verge, and AI taking jobs
- (16:51) - Keith’s Apple TV app: vibe coded in a weekend
- (19:29) - AI will destroy universities: cheating at apocalyptic levels
- (21:41) - Noah Smith: something feels weird about this economy
- (27:00) - The IPO race: Anthropic, OpenAI, SpaceX
- (30:42) - Could Amodei blow up the IPO proce...
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