The economy has started blinking red. President Trump’s tariffs have been roiling markets. Consumer sentiment was already down. G.D.P. forecasts are predicting slower growth. And on Tuesday night Trump declared to Congress and the nation that things had never been better.

Something was different about this speech. The level of baldfaced lying. The way Republicans cheered along. How uncomfortable and uncertain Democrats seemed. It was as if, watching it all, you could feel something rupturing.

My editor, Aaron Retica, joins me to talk through Trump’s fifth address to Congress.

This episode contains strong language.

Thoughts? Guest suggestions? Email us at [email protected].

You can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs.

This episode of “The Ezra Klein Show” was produced by our supervising editor, Claire Gordon. Fact-checking by Michelle Harris. Mixing by Isaac Jones, with Aman Sahota. The show’s production team also includes Rollin Hu, Elias Isquith, Kristin Lin and Jack McCordick. Original music by Pat McCusker. Audience strategy by Kristina Samulewski and Shannon Busta. The executive producer of New York Times Opinion Audio is Annie-Rose Strasser.

Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.

Artificial general intelligence — an A.I. system that can beat humans at almost any cognitive task — is arriving in just a couple of years. That’s what people tell me — people who work in A.I. labs, researchers who follow their work, former White House officials. A lot of these people have been calling me over the last couple of months trying to convey the urgency. This is coming during President Trump’s term, they tell me. We’re not ready.

One of the people who reached out to me was Ben Buchanan, the top adviser on A.I. in the Biden White House. And I thought it would be interesting to have him on the show for a couple reasons: He’s not connected to an A.I. lab, and he was at the nerve center of policymaking on A.I. for years. So what does he see coming? What keeps him up at night? And what does he think the Trump administration needs to do to get ready for the AGI — or something like AGI — he believes is right on the horizon?

This episode contains strong language.

Mentioned:

“Machines of Loving Grace” by Dario Amodei

“Ninety-five theses on AI” by Samuel Hammond

“What It Means to be Kind in a Cruel World” by The Ezra Klein Show with George Saunders

Book recommendations:

The Structure of Scientific Revolutions by Thomas Kuhn

Rise of the Machines by Thomas Rid

A Swim in a Pond in the Rain by George Saunders

Thoughts? Guest suggestions? Email us at [email protected].

You can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs.

This episode of “The Ezra Klein Show” was produced by Rollin Hu. Fact-checking by Michelle Harris, with Kate Sinclair and Mary Marge Locker. Mixing by Isaac Jones, with Efim Shapiro and Aman Sahota. Our supervising editor is Claire Gordon. The show’s production team also includes Elias Isquith, Kristin Lin and Jack McCordick. Original music by Pat McCusker. Audience strategy by Kristina Samulewski and Shannon Busta. The executive producer of New York Times Opinion Audio is Annie-Rose Strasser. Special thanks to Switch and Board Podcast Studio.

Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.

If you’re looking for a single-sentence summation of the change in America’s foreign policy under Donald Trump, you could do worse than what Trump said on Wednesday:

“The European Union was formed in order to screw the United States. That’s the purpose of it. And they’ve done a good job of it. But now I’m president.”

Trump seems to loathe America’s traditional European allies even as he warms relations with Russia. He’s threatened tariffs on Canada and Mexico while softening his rhetoric on China. And he seems fixated on the idea of territorial expansion — whether it’s the Panama Canal, Greenland or even Gaza.   

There is a “Trump doctrine” emerging here. It’s one that could be glimpsed dimly in Trump’s first term but is exploding to the fore in his second. What will it mean for the world? What will it mean for the United States?

Fareed Zakaria is the host of CNN’s “Fareed Zakaria GPS,” a columnist for The Washington Post and the author of the best-selling “Age of Revolutions.” He’s one of the clearest foreign policy thinkers around, and he doesn’t disappoint here. 

This episode contains strong language.

Mentioned:

“The Rise of Illiberal Democracy” by Fareed Zakaria

Book Recommendations:

The Jungle Grows Back by Robert Kagan

Diplomacy by Henry Kissinger

The Wise Men by Walter Isaacson and Evan Thomas

Thoughts? Guest suggestions? Email us at [email protected].

You can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs.

This episode of “The Ezra Klein Show” was produced by Elias Isquith. Fact-checking by Michelle Harris, with Mary Marge Locker and Kate Sinclair. Mixing by Isaac Jones, with Aman Sahota. Our supervising editor is Claire Gordon. The show’s production team also includes Rollin Hu, Kristin Lin and Jack McCordick. Original music by Pat McCusker. Audience strategy by Kristina Samulewski and Shannon Busta. The executive producer of New York Times Opinion Audio is Annie-Rose Strasser.

Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.

In a couple weeks, the archives of our show will only be available to subscribers. Here’s why that’s happening and what to expect. 

To learn more, go to nytimes.com/podcasts.

Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.

Every Tuesday and Friday, Ezra Klein invites you into a conversation about something that matters. How do we address climate change if the political system fails to act? Has the logic of markets infiltrated too many aspects of our lives? What is the future of the Republican Party? What do psychedelics teach us about consciousness? What does sci-fi understand about our present that we miss? Can our food system be just to humans and animals alike?

Subscribe wherever you listen to podcasts.

You can find transcripts (posted midday) and more episodes of "The Ezra Klein Show" at nytimes.com/ezra-klein-podcast, and you can find Ezra on Twitter @ezraklein.

Thoughts? Guest suggestions? Email us at [email protected].

“The Ezra Klein Show” is produced by Rogé Karma and Jeff Geld; fact-checking by Michelle Harris; original music by Isaac Jones; mixing by Jeff Geld.

Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.