No Priors: Artificial Intelligence | Technology | Startups
Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg
At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to show@no-priors.com.
Sarah Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. She spent nearly a decade incubating and investing at venture firm Greylock Partners.
Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.
Show Notes
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Securing AI dominance requires more than just semiconductors; it demands a complete overhaul of how the West manages everything that goes into them, from rare earth minerals to actuators. Enter: Pax Silica. Sarah Guo and Elad Gil sit down with US Under Secretary of State for Economic Affairs Jacob Helberg to discuss the launch and expansion of Pax Silica, a 14-country economic security coalition designed to secure the entire AI supply chain. Jacob talks about the creation of a forward-deployed industrial base in the Philippines, where 4,000 acres will be developed into an “economic security zone.” He also compares and contrasts Pax Silica with China’s Belt and Road initiative, explains how the US plans to reindustrialize through automation and robotics, and explores how the Trump administration envisions making these policies durable across future presidencies. Plus, we hear why Jacob believes America to be a “global underdog.”
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Chapters:
– Cold Open
– Jacob Helberg Introduction
– Pax Silica’s Mission
– Investing in AI Chip Supply Chains
– Comparing Pax Silica to China’s Belt and Road Initiative
– Pax Silica’s Value Proposition
– US vs. Partnered Manufacturing
– Rare Earth Mineral Pricing
– Role of Venture Capital in Pax Silica
– Near vs. Long-Term Priorities
– Making AI Policy Durable
– How Policies Impact Entrepreneurs
– Trump’s Entrepreneurial Administration
– Why America is a Global Underdog
– Conclusion
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