Keen On America

Andrew Keen

Nobody asks sharper or more impertinent questions than Andrew Keen. In KEEN ON, Andrew cross-examines the world’s smartest people on politics, economics, history, the environment, and tech. If you want to make sense of our complex world, check out the daily questions and the answers on KEEN ON. Named as one of the "100 most connected men" by GQ magazine, Andrew Keen is amongst the world's best-known technology and politics broadcasters and commentators. In addition to presenting KEEN ON, he is the host of the long-running show How To Fix Democracy and the author of four critically acclaimed books about the future, including the international bestselling CULT OF THE AMATEUR. Keen On is free to listen to and will remain so. If you want to stay up-to-date on new episodes and support the show please subscribe to Andrew Keen’s Substack. Paid subscribers will soon be able to access exclusive content from our new series Keen On America. keenon.substack.com

  1. -10 H

    Sam Altman's Rigged Imperial Gambit: Too Important to Fail & Too Well-Financed to Go Public

    History rarely repeats itself, especially speculative bubbles. As it becomes increasingly obvious that today’s AI bubble will dramatically burst, the real question is not when but how. What makes this boom profoundly different from the DotCom crash of the nineties is OpenAI’s attempt to create an AI private monopoly by positioning itself at the center of trillions of dollars worth of self-serving “deals”. Sam Altman wants to simultaneously be the gambler, the slot machine owner, and the house. It’s a gamble that is, of course, brazenly rigged: he’s trying to simultaneously make OpenAI too important to fail and too well-financed to go public. That Was The Week’s Keith Teare cutely describes this imperial play as “Come To Daddy.” But it’s more complicated—and more dangerous. By weaving OpenAI into the heart of America’s AI economy, Altman isn’t just building a company; he’s constructing a systemic chokepoint not just for Silicon Valley and Wall Street, but possibly for an entire global economy dependent on AI exuberance for growth. If there’s a historical analogy, it’s the banking crisis of 2008. The US government bailed out the banks because they were supposedly too big to fail. The same will likely happen with the coming AI crash, especially given bipartisan American hysteria over the China threat —only this time, the crisis will center on OpenAI as both the dominant cause and the primary casualty of the crash. Here history might, indeed repeat itself: privatized gains during the boom, socialized losses during the bust. Sam is dealing. Heads he wins, tails we all lose. Yes, the house always wins, especially when it is powered by OpenAI chips and wearing a ChatGPT hoodie. 1. OpenAI’s Platform Play Is Eliminating Startups OpenAI’s developer day introduced an agent development platform, embedded ChatGPT applications, and Sora video generation—directly competing with dozens of startups. Keith Teare observed that over half of the 58 AI companies showcased at Andreessen Horowitz the next day had lost their competitive positioning overnight. OpenAI is no longer just a product company; it’s becoming a comprehensive platform that absorbs innovation opportunities across the AI landscape. 2. Potential Market Dominance Raises Competition Questions Statistics from SQ Magazine claim OpenAI controls 88% of global AI interactions, with Anthropic at 8% and Google under 3%. While these figures require verification, such concentration would represent one of technology’s most rapid consolidations and raise fundamental questions about competition and innovation in the AI sector. 3. “Industrial Policy by Private Contract” Signals New State-Corporate Partnership OpenAI’s relationship with the Trump administration suggests an emerging model of state capitalism without direct government funding. The state facilitates deals between major players and benefits through future taxation and ownership stakes in certain projects. OpenAI has become strategically essential for U.S. economic competitiveness against China—suggesting that no future administration, Republican or Democrat, could allow the company to fail. This creates an implicit government backstop without traditional public investment. 4. Infrastructure Funding Remains the Critical Challenge AI requires approximately 10 gigawatts of power annually for the next decade—translating to trillions in data centers, chips, and energy costs. Recent deals involving Nvidia, AMD, and Oracle’s $500 billion Stargate project are down payments, not solutions. Energy costs remain a key constraint, with nuclear and solar options still expensive relative to demand. 5. The Speculative Age Concentrates Wealth Andreessen Horowitz’s Alec Danco describes our current “speculative age” as defined by timing and short-term positioning. Unlike previous tech booms where retail investors could buy stock, OpenAI equity remains inaccessible to most, concentrating wealth among institutional investors and insiders while speculative energy redirects into prediction markets and gambling. Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

    45 min
  2. -1 J

    America's Most Wounded Generation: Returning Home after World War II

    Tom Brokaw famously described America’s World War II servicemen as the “Greatest Generation”. But according to the historian David Nasaw, the Americans who fought in the Second World War are better understood as The Wounded Generation. His eponymous new book describes the pain and hardships that 16 million veterans endured upon their return home - a tragic story of PTSD, racism and family breakup. Brokaw celebrated the nobility with which these ex-soldiers got on with civilian life without either complaining or even talking about the war. But for Nasaw, this silence wasn’t just stoicism—it was often undiagnosed and sometimes even untreatable trauma. 1. WWII Was America’s Longest and Most Brutal War The average soldier served nearly three years in uniform (compared to less than one year in WWI), with 75% deployed overseas. Combat on the European front was relentless, especially in the final year, with severe manpower shortages keeping GIs on the front lines for weeks or months without relief. 2. Millions Returned with Undiagnosed PTSD Veterans came home with what we now recognize as PTSD, but it was neither diagnosed nor treated. Unable to talk about their experiences, many self-medicated with alcohol. The silence wasn’t stoicism—it was trauma. Writers like Salinger and Vonnegut could only process their experiences through fiction years later. 3. The GI Bill Excluded Most Black Veterans While celebrated as transformative legislation, the GI Bill’s benefits were distributed by local officials. In the South, this meant Black veterans were systematically denied college access (segregated schools were full) and unemployment benefits (they were told to return to sharecropping). Only Northern Black veterans like Harry Belafonte, John Coltrane, and Tito Puente could fully access their benefits. 4. America Faced Its Worst Housing Crisis Ever No homes had been built during the Depression or the war years, creating unprecedented shortages when 16 million servicemen returned. This housing crisis, combined with fears of renewed economic depression, added to veterans’ anxiety about rebuilding their lives. Politicians like JFK and Jacob Javits fought hard for veterans’ housing subsidies. 5. The War’s Aftermath Lasted Decades 1946 saw record divorce rates and increased lynchings as racial tensions exploded. Veterans who liberated concentration camps or survived POW camps (especially in the Pacific) carried lifelong trauma. Nasaw’s central message: wars don’t end with peace treaties—the harm to soldiers and civilians lasts for generations. Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

    47 min
  3. -2 J

    AI Hype is a Feature, not a Bug: Why We Can't Trust Big Tech With Our Agentic Future

    According to the platform economist Sangeet Paul Choudary, author of Reshuffle, today’s AI hype is a feature rather than a bug in Silicon Valley. It’s a deliberate mechanism to attract capital in an “attention-poor, capital-heavy economy” while distracting from the lack of short-term business results. So who will ultimately win and who will lose in today’s AI arms race? While Choudary predicts power will concentrate around infrastructure players like Nvidia and enterprise workflow companies like Microsoft and Google, he warns that OpenAI risks becoming “the Cisco of this revolution” unless it moves beyond the commoditizing model layer. More troubling, for Choudary, is AI’s societal impact. We cannot trust Big Tech with our “agentic future,” he cautions—particularly as technologies like OpenAI’s Pulse preview eliminate the last vestige of user agency that we still possess. While pessimistic about US and Chinese models built on data hoarding and state-backed monopolies, the Dubai-based Choudary sees promise in India’s stack experiment, where digital public infrastructure allows users to own their data and get paid when AI trains on it. 1. The Algorithm Creates a New Class Divide The critical inequality today isn’t traditional capital vs. labor—it’s between those who work “above the algorithm” (designing systems, like Uber data scientists) and those working “below it” (controlled by systems, like Uber drivers whose rates and job access are algorithmically determined). 2. AI Hype is a Feature, Not a Bug In an attention-poor, capital-heavy economy, hype serves as a mechanism to attract investment. Companies selling distant AGI narratives and engaging in circular deals (OpenAI-Nvidia-Microsoft-Oracle) are propping up valuations while actual business results remain uncertain. A market correction is “long overdue.” 3. Power Will Concentrate at Two Layers of the AI Stack Winners will emerge at the infrastructure level (Nvidia for chips/inference) and the customer workflow level (likely Google or Microsoft with their enterprise relationships). The middle layer—the model itself—is already commoditizing. OpenAI risks becoming “the Cisco of this revolution” unless it successfully moves up to the workflow layer. 4. We Can’t Trust Big Tech with Our “Agentic Future” Today we still have agency to click, even if our attention is manipulated. But as AI agents make decisions for us (like OpenAI’s Pulse preview), we surrender that agency entirely, enabling even more extraction. Current business models are built on data hoarding—adding agent technology on top eliminates user agency completely. 5. Four Distinct Geopolitical AI Models Are Emerging The US favors private enterprise (increasingly intertwined with government), China lets innovation happen then absorbs it into state control, India is building digital public infrastructure where users own their data and get paid for AI training, and UAE is converting oil reserves into compute power to sell AI services globally. Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

    45 min
  4. -3 J

    Springtime for Charlatans: How Grifters, Swindlers and Hucksters are Bamboozling the Media, the Markets and the Masses

    It’s springtime for charlatans. At least according to Quico Toro, coauthor (with my old friend Moises Naim) of Charlatans, a new screed about how grifters, swindlers and hucksters are bamboozling the media, the markets and the masses. If you listen to Toro, you wouldn’t want to get out of bed in the morning. Everywhere - on our screens, in our churches, even in the White House - there lurk charlatans intent on stealing our souls. As you can tell from my rat-a-tat scepticism, I’m not totally convinced by such hysterical fearmongering. Though he’s probably right that social isolation and AI-powered scams are making us sitting ducks for scammers. Anyway, at least there’s no chapter about huckster podcasters in Charlatans. So you are safe here from bamboozlers of all stripes. 1. The Harm Standard Is Everything Quico’s core thesis: charlatans aren’t just persuasive people you disagree with - they leave a trail of destroyed lives. No harm = not a charlatan (even if you find them distasteful, like the astrology businesswoman he mentions). 2. Your Deepest Beliefs Are Your Biggest Vulnerabilities Charlatans don’t create new beliefs - they identify what you already passionately believe in (religion, crypto, politics, health) and exploit that commitment to manipulate you. The stronger your conviction, the easier you are to con. 3. Technology + Social Isolation = Charlatan Playground AI and algorithms can now identify and target “marks” with unprecedented precision. Combined with loneliness and screen-mediated relationships (no flesh-and-blood friends to reality-check you), we’re more vulnerable than ever. 4. Not All Grifters Are Criminals Motivations vary: money, sex, power - the “dark triad.” Some are outright thieves (Madoff, SBF), others are narcissists or sexual predators using their influence. But they share antisocial personality traits and lack of remorse. 5. Even Legitimate Movements Get Hijacked The Falwell Sr. vs Jr. example: sincere ideological movements (even ones you disagree with) can be credible, but charlatans infiltrate and weaponize them. Brexit, prosperity gospel, anti-vax - all started somewhere and got exploited. Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

    42 min
  5. -4 J

    Navigating around Christopher Columbus: The Nine Lives of the Genoese Sailor Who Became History's Greatest Saint and Sinner

    Next Monday is Columbus Day. Or should it be Indigenous People’s Day? According to the historian Matthew Restall we should be celebrating both Columbus and Indigenous People on Monday. The author of the timely The Nine Lives of Christopher Columbus, Restall places Genoa’s most famous sailor as a prisoner of history - endlessly protean to reflect each era’s changing values. The many lives of Columbus, then, is a mirror of how we have thought differently about him over the last 500 years. As history’s greatest saint and sinner, Christopher Columbus might be the ultimate Rorschach test. Tell me what you’ll be celebrating next Monday and I’ll tell you who you are. Happy hols! 1. Columbus Was a “Manic Narcissist” Who Believed He Was God’s Agent Restall discovered Columbus wasn’t likable—he descended into believing he was divinely chosen and could even be found in the Old Testament. This grandiosity was partly his undoing as a colonial administrator. 2. Columbus Failed as a Colonizer and Administrator Unlike the conquistadors who came after him, Columbus lacked political and diplomatic skills. He was “just a sailor”—son of a weaver, grandson of a cheesemaker—and Spanish authorities quickly sidelined him. He died in 1506, only 13 years after his first voyage, with a declining reputation. 3. The Columbus Day Debate Is About Different Columbuses Italian-Americans defend a 19th/20th century “Italian-American Columbus”—a symbol of immigrant achievement—while Indigenous Peoples’ Day supporters condemn the “historic Columbus” who began a colonization process that killed 70-90% of indigenous populations within a century. These groups are talking past each other about entirely different figures. 4. Conquistadors Were “Armed Entrepreneurs” Running Investment Companies Spanish conquistadors functioned like venture capital firms—assembling ships, soldiers, and supplies as investments, seeking returns through plunder and enslaved people, then winning authority positions to generate more profit while paying a 20% tax to the crown. 5. Columbus’s One Success: Founding a Noble Dynasty That Still Exists Despite his failures, Columbus achieved his main ambition—establishing an aristocratic dynasty. The title “Admiral of the Ocean Sea” granted in 1493 is still held today by the 20th admiral, a Spanish naval officer and businessman named Don Cristóbal Colón. Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

    46 min
  6. -5 J

    41 Years for a Crime He Didn't Commit: Gary Tyler's Journey from Death Row to Freedom

    Last weekend, the English reggae band UB 40 played in the Orpheum in Los Angeles and included in the set their 1980 song “Tyler”. Tyler is guilty white judges said soWhat right do we got to say it’s not soTyler is guilty white judges said soWhat right do we got to say it’s not soTyler is guilty white judges said soWhat right do we got to say it’s not soTyler is guilty white judges said soWhat right do we got to say it’s not so In the audience was the song’s muse Gary Tyler who, as a sixteen year old in 1974, was put on death row for a crime he didn’t commit: Appeal to the governor, of LouisianaYou may get an answer the process is slowFederal court won, too much to openHe’s been there for five years and they won’t let him go This week, Tyler released his autobiography, Stitching Freedom, in which he tells the story of the 41 years he spent in Angola high security prison for his “crime”. Yes, the process was slow - shamefully slow. It’s the shockingly true story of injustice, defiance and hope in Louisiana’s bloodiest prison. Tyler is free now, living in Los Angeles, having successfully stitched his life together. He doesn’t seem to have forgiven the system for this injustice (why should he?), yet the one thing that 41 years in Angola clearly didn’t destroy was Gary Tyler’s humanity. So I guess there’s hope in this tragic story. 1. A 16-Year-Old Scapegoat for Racial Violence Gary Tyler was arrested at age 16 during a racial confrontation at a newly integrated Louisiana school in 1974. After a 13-year-old white boy was fatally shot during the chaos, police brutally beat Tyler to extract a confession he never gave, then charged him with first-degree murder despite no evidence linking him to the crime. 2. Political Prisoners Saved His Life In Angola’s death row, Tyler found unexpected mentors - former Black Panthers and civil rights activists who recognized his case as part of systemic injustice. These older inmates taught him to channel his anger into education and activism, helping him write letters that would eventually bring national attention to his case through organizations like Amnesty International. 3. Finding Purpose in America’s Bloodiest Prison Despite facing execution, Tyler transformed his imprisonment into service. He became president of multiple prison organizations and, most meaningfully, a hospice volunteer caring for dying inmates - including some of the very men who had mentored him. This work became his “sense of redemption” and healing. 4. Justice Denied, Freedom Granted Tyler was never exonerated. Despite multiple appeals reaching the Supreme Court and three favorable parole board recommendations, politics kept him imprisoned. He was finally released in 2016 only because of new Supreme Court rulings against juvenile life sentences - not because the system admitted its mistake. 5. Stitching a Life Back Together Tyler discovered quilting in prison, initially resisting it as “feminine” before recognizing it as both a way to help dying inmates leave something for their families and a metaphor for his own healing. Now a professional artist in Pasadena, he literally and figuratively pieces together a life that was torn apart, remaining optimistic that struggle against injustice must continue. Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

    47 min
  7. -6 J

    Don't Be Yourself: Why the Cult of Authenticity Is Killing Not Just Your Career but Your Life

    Just be yourself many career coaches tell us. But for the psychologist and entrepreneur Tomas Chamorro-Premuzic, the reverse is true. Don’t Be Yourself Chamorro-Premuzic advises in his new book, arguing that authenticity Is overrated and what to do instead. Drawing from extensive behavioral science research, Chamorro-Premuzic contends that success comes not from unleashing your unfiltered self but from understanding where “the right to be you ends and your obligation to others begins.” Authenticity has not only become a privilege for the elite and a trap for everyone else, he argues, but increasingly impossible to distinguish from AI-generated fakery. So don’t be yourself, Chamorro-Premuzic suggests, in defiantly inauthentic advice for both our careers and our lives. 1. Strategic Self-Presentation Beats Radical Honesty Success comes from “strategic impression management” rather than authentic self-expression. The person who confidently claims “I’ve done this a hundred times” gets the job over the honest candidate who admits they’ll need to learn. 2. Authenticity Is a Luxury for the Powerful The more status and power you have, the less you need to care what others think. For everyone else, “telling women they can just be themselves” while incompetent male leaders act without restraint perpetuates inequality. 3. Self-Delusion Can Be a Competitive Advantage “B**********g others will be a lot easier if you can b******t yourself first.” While self-awareness helps build competence, overconfidence often wins in systems that confuse confidence with competence—though this benefits individuals at society’s expense. 4. AI Forces Us to Fake Authenticity As AI becomes better at mimicking humans, we’re paradoxically pressured to be more deliberately “human”—inserting typos in emails, swearing strategically, creating “artificial hallmarks of authenticity” to prove we’re not machines. 5. Focus on Your Obligations to Others, Not Your Right to Self-Expression The fundamental shift Chamorro-Premuzic advocates: stop asking “how can I be more myself?” and start asking “what do others find valuable?” Your freedom to be yourself ends where your responsibility to others begins. Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

    44 min
  8. 5 OCT.

    Two Freedoms and Two Americas: Barry Goldwater and Martin Luther King's Incompatible Versions of Liberty

    What unites America, it used to be said, is a common commitment to “freedom”. But in our disunited times, it's worth remembering that two incompatible versions of freedom have actually divided rather than brought the United States together. As the historian Nicholas Buccola notes in his intriguing new book One Man’s Freedom, these competing freedoms are represented in the thinking of the two icons of modern American conservatism and liberalism: Barry Goldwater and Martin Luther King. For Goldwater, freedom meant liberation from government interference—the right to be left alone to pursue economic success without federal meddling. For King, it meant empowerment—ensuring people had genuine capacity to participate fully in society. And as Buccola demonstrates, these competing visions persist in today’s debates over everything from healthcare to voting rights. When conservatives champion ‘medical freedom’ to refuse vaccines while liberals demand ‘reproductive freedom’ through government-protected abortion access, they’re not just disagreeing on policy—they’re wielding incompatible definitions of freedom itself. When some see voter ID laws as protecting electoral freedom while others view them as destroying it, they’re replaying the Goldwater-King divide: Is freedom merely the absence of federal interference, or does it require active measures to ensure everyone can meaningfully participate? Two freedoms, two Americas—no wonder the United States now feels so bitterly divided. 1. Freedom Isn’t One Thing Goldwater championed “negative freedom” (freedom from government interference), while King advocated “positive freedom” (empowerment to actually participate in society). Both men claimed to seek “authentic liberalism,” but their visions were fundamentally incompatible. You can’t just say you’re “for freedom” without specifying which kind. 2. Goldwater’s Consequential Silence Throughout his career, Goldwater had numerous opportunities to speak out on civil rights from his libertarian perspective but repeatedly chose silence. His refusal to use what King called “the moral power” of leadership to support racial justice—even while claiming personal opposition to segregation—helped set a pattern for the modern conservative movement’s approach to race. 3. The 1964 Pivot Point The 1964 Republican Convention was a watershed moment when race and “extremism” tore the party apart. When Goldwater sided with the far right and voted against the Civil Rights Act in the name of “freedom,” it drove Black Republicans like George Parker from the party and reshaped American political coalitions in ways that persist today. 4. Economics Was Central to the Divide King saw Goldwater’s economic philosophy as almost as dangerous as his stance on civil rights. While Goldwater focused on protecting economic freedom from “big government,” King advocated for an economic bill of rights that would address inequality across racial lines. This wasn’t just about race—it was about whether economic empowerment is necessary for genuine freedom. 5. These Divisions Persist in 2025 The Goldwater-King debate isn’t historical trivia. Today’s arguments about the role of government, economic inequality, and racial justice still break along these same philosophical lines. When politicians invoke “freedom,” they’re usually choosing sides in this 60-year-old debate without acknowledging that their opponents are using the same word to mean something entirely different. Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

    54 min
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À propos

Nobody asks sharper or more impertinent questions than Andrew Keen. In KEEN ON, Andrew cross-examines the world’s smartest people on politics, economics, history, the environment, and tech. If you want to make sense of our complex world, check out the daily questions and the answers on KEEN ON. Named as one of the "100 most connected men" by GQ magazine, Andrew Keen is amongst the world's best-known technology and politics broadcasters and commentators. In addition to presenting KEEN ON, he is the host of the long-running show How To Fix Democracy and the author of four critically acclaimed books about the future, including the international bestselling CULT OF THE AMATEUR. Keen On is free to listen to and will remain so. If you want to stay up-to-date on new episodes and support the show please subscribe to Andrew Keen’s Substack. Paid subscribers will soon be able to access exclusive content from our new series Keen On America. keenon.substack.com

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