Jared Cohen

In this discussion, Jared Cohen, co-head of the Goldman Sachs Global Institute and author of 'The New Wealth of Nations', delves into the transformation brought about by sovereign wealth funds, particularly in the Middle East. He explores how pivotal Gulf funds are shaping geopolitics and global markets, highlighting their investments in AI and infrastructure. Cohen contrasts the Gulf’s instrumental capital with traditional models, assesses global risks, and argues that U.S. industrial policy is more crucial than a sovereign fund for America. Intriguing insights on economic strategy abound!

Jared Cohen and George Lee from the Goldman Sachs Global Institute discuss the escalating AI rivalry between China and the United States. They explore how China's advancements in AI and its rare earths exports could shift the balance of power. The conversation dives into the unpredictability of the tech competition, U.S. export controls, and the impact on global supply chains. They also examine geopolitical dynamics, including the role of swing states like India and Vietnam, and emphasize the need for dialogue to set international AI norms.

Jared Cohen, president of global affairs at Goldman Sachs and a thought leader on AI's geopolitical landscape, dives into the fierce competition for dominance in the AI economy. He underscores the role of 'geopolitical swing states' in global power dynamics. The conversation explores vulnerabilities in AI infrastructure, including critical mineral supply chains and semiconductor demands, and the Middle East's potential as a major player in meeting energy needs for data centers. Cohen emphasizes the complex interplay between technology, resources, and global politics.