No Priors: Artificial Intelligence | Technology | Startups Reshaping America’s Economy for the Superintelligence Century with Jacob Helberg
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Aug 28, 2025 Jacob Helberg, Under Secretary of State for Economic Growth, Energy, and the Environment, discusses the transformative potential of AI in reshoring American manufacturing and enhancing supply chain security. He envisions AI as a powerful tool for productivity rather than a job-killer, promoting a tech and energy partnership in the Middle East. Helberg also tackles the path toward increased nuclear energy and highlights the importance of an open-source AI ecosystem. The conversation paints a vivid picture of the 'superintelligence century' and America’s economic evolution.
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Supply Chains Underpin Innovation
- The U.S. innovation ecosystem is strong but sits atop brittle, geopolitically exposed supply chains.
- Securing and reshoring critical supply chains is indispensable to sustain tech-led growth.
CapEx Is Driving Industrial Revival
- CapEx investment is surging and could double soon, driven by tax incentives and faster permitting.
- Major growth areas include AI infrastructure, energy, raw industrials, and defense-related manufacturing.
Use Offtake Deals To Rebuild Refining
- Use anchor buyers and offtake agreements with a price floor to revive Western rare-earth refining.
- That model prevents China from flooding markets and driving competitors out of business.
