Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg

ℹ️ EPISODE INFO

Released

May 14, 2026

Duration

38m

Channel

No Priors

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

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.” Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @jacobhelberg | @UnderSecE Chapters: 00:00 – Cold Open 00:41 – Jacob Helberg Introduction 01:02 – Pax Silica’s Mission 03:51 – Investing in AI Chip Supply Chains 05:43 – Comparing Pax Silica to China’s Belt and Road Initiative 12:38 – Pax Silica’s Value Proposition 14:38 – US vs. Partnered Manufacturing 19:10 – Rare Earth Mineral Pricing 22:16 – Role of Venture Capital in Pax Silica 24:50 – Near vs. Long-Term Priorities 27:09 – Making AI Policy Durable 28:09 – How Policies Impact Entrepreneurs 31:00 – Trump’s Entrepreneurial Administration 33:00 – Why America is a Global Underdog 38:00 – Conclusion

🎤 SPEAKERS

• Jacob Helberg

  guest

  Under Secretary of State for Economic Affairs, discussing the Pax Silica initiative and U.S. economic-security strategy around AI supply chains.

🧾 EPISODE SUMMARY

In this episode of No Priors, featuring Jacob Helberg, Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg explores pax Silica aims to secure AI supply chains through alliances Pax Silica is positioned as an ecosystems-based coalition to reduce concentrated AI supply-chain dependence (especially on China) across thousands of non-chip inputs like magnets, actuators, motors, and precision components.

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