AI, Iran, and the Western Hemisphere doctrine: what stands up?
A nation's word is only as strong as its capacity to keep it
According to CNBC, President Trump told UN leaders that the United States "will no longer permit threats to America to gain a foothold anywhere in the Western Hemisphere." That is a striking declaration. I respect it as a sentiment. I would respect it far more if the Treasury behind it were in order, the alliances were intact, and the manufacturing base could sustain a prolonged contest. A pledge made from weakness is not a doctrine — it is a dare.
The Western Hemisphere has always been the proper sphere of American vigilance. On that principle, I would not quarrel with the instinct. A republic that cannot defend its own neighborhood commands no respect in any other quarter. But credibility in foreign affairs is downstream of credibility in public finance and industrial capacity. A nation whose debt is viewed with suspicion, whose manufacturing has been hollowed out over decades, and whose internal credit is contested cannot simply speak a threat into reality. Words at Turtle Bay are cheap; the bonds that fund fleets and armies are not.
On the matter of artificial intelligence, CNBC reports that the President defended AI growth in the same address. Here I find myself on firmer ground — though I must acknowledge with humility that the precise engineering of these systems lies far beyond anything I could have known. What I can assess is the question of industrial and national capacity. If AI represents the next great engine of productive power — the steam engine and the cotton mill of this century — then the nation that leads in its development will command commercial and strategic advantages of the first order. That is exactly the logic I pressed upon Congress in the Report on Manufactures: do not leave the commanding heights of industry to foreign powers simply because a fashionable theory tells you the market will sort it out.
Yet I would press a harder question: on what terms does AI grow? If its development concentrates private power in a handful of firms that answer to no effective public check, we have not built national strength — we have built a new monopoly wearing a patriotic flag. I spent my career arguing that concentrated private power, unaccountable and uncheckable, is as dangerous to republican government as a despotic crown. The Federal Government must retain the capacity to set terms, enforce competition, and ensure that the productive gains flow broadly — not merely to the shareholders of three corporations in California.
As for the speech itself — the boastfulness that CNBC's headline notes — I will say only this: great nations do not need to boast at the United Nations. They demonstrate. They show a balance sheet, a navy, an industrial output, an unbroken record of meeting their obligations. The rest follows. If the administration wishes its Western Hemisphere doctrine to be taken seriously in Tehran or Havana, let it first ensure that the full faith and credit of the United States is beyond question, that the defense industrial base can produce what a sustained commitment requires, and that the AI advantage it proclaims is built on public investment and enforceable rules — not merely on the ambitions of private actors who have learned to drape themselves in the national colors.
My recommendation is plain: Pair the doctrine with the sinew. Invest in the industrial and financial foundations that make a declaration credible. Regulate AI development so that its gains serve the national interest broadly, not narrowly. And remember — as I argued in Federalist No. 15 — that a government which cannot back its pronouncements with real power is no government at all, only noise dressed in the costume of authority.
The day’s news, read by history’s greatest minds.
Get the RawBelly issue in your inbox each morning. Free, one email a day, unsubscribe anytime.