"Moment of Zen"

Energy, Education, Deregulation with David Friedberg, Shaun Maguire, and Todd Young at the Hill & Valley Forum

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May 6, 2025
David Friedberg, CEO of Ohalo, joins Todd Young, U.S. Senator, and Shaun Maguire, partner at Sequoia, to tackle critical discussions on American energy and education. Friedberg identifies the widening energy gap with China and calls for reform in industrial job education. Young emphasizes the need for government action in reshoring essential technologies. They delve into enhancing manufacturing capabilities, the significance of strategic innovation, and the role of modular nuclear energy in shaping a sustainable future.
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INSIGHT

Massive US-China Energy Gap

  • The U.S. is adding far less electricity capacity than China, with much higher costs per unit.
  • Energy cost and availability will critically determine competitiveness in manufacturing this century.
INSIGHT

Winning in New Industries

  • New dominant companies in emerging categories create supply chains and bring manufacturing back.
  • Picking emerging industries like drones and silicon photonics is crucial to catching up.
ADVICE

Strategic Reshoring Focus

  • Prioritize reshoring critical technologies vital for national and economic security.
  • We must accept paying a premium for secure supply chains and skilled labor.
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