AI doomers say that the technology will be the ultimate job-killer. But Jacob Helberg wants people to see AI as a tech that will boost, not replace, human workers and give them superpowers. Under Secretary of State for Economic Growth, Energy, and the Environment Jacob Helberg joins Sarah Guo and Elad Gil to talk about AI’s role in reshoring manufacturing in America, supply chain security, and transforming the US energy grid. He also discusses the CapEx revolution, why he sees opportunity for tech and energy partnerships in the Middle East, and the path to more nuclear energy for the US. Plus, the three explore what the “superintelligence century” could look like.

Chapters:

00:00 – Jacob Helberg Introduction

00:50 – Jacob’s Agenda for Capitol Hill

01:53 – Reshoring the American Supply Chain

04:38 – Areas of CapEx Growth

06:56 – Importance of Supply Chain Security

08:52 – Reshoring Rare Earth Minerals

11:12 – How AI Can Help America Reindustrialize

15:37 – AI and Productivity Gains

17:38 – The Superintelligence Century

22:56 – Creating an Open Source AI Ecosystem

24:41 – The Middle East and AI

26:24 – Growing Energy Resources in the US

28:28 – The Path to More Nuclear Energy in the US

35:50 – Essential Domains for Strategy and Security

38:20 – The Tech Industry and the Administration

40:29 – Conclusion