[{"@context":"https:\/\/schema.org\/","@type":"BlogPosting","@id":"https:\/\/blog.terabox.com\/insights\/securing-ai-supply-chain-pax-silica-jacob-helberg#BlogPosting","mainEntityOfPage":"https:\/\/blog.terabox.com\/insights\/securing-ai-supply-chain-pax-silica-jacob-helberg","headline":"Securing the AI Supply Chain: Jacob Helberg on Pax Silica","name":"Securing the AI Supply Chain: Jacob Helberg on Pax Silica","description":"\ud83d\udcfa Today&#8217;s recommended deep-dive video: https:\/\/www.youtube.com\/watch?v=xjlYpGaxIPA Pax Silica: Leveraging the Private Sector to Secure the AI FutureThe Blueprint for Pax SilicaPrivate Sector Superpowers vs. Central PlanningSolving the Mineral and Robotics BottleneckKey TakeawaysQ&amp;A Pax Silica: Leveraging the Private Sector to Secure... ","datePublished":"2026-06-25","dateModified":"2026-06-25","author":{"@type":"Person","@id":"https:\/\/blog.terabox.com\/author\/flextech-admin\/#Person","name":"flextech-admin","url":"https:\/\/blog.terabox.com\/author\/flextech-admin\/","image":{"@type":"ImageObject","@id":"https:\/\/secure.gravatar.com\/avatar\/ad516503a11cd5ca435acc9bb6523536?s=150&#038;d=mm&#038;r=gforcedefault=1","url":"https:\/\/secure.gravatar.com\/avatar\/ad516503a11cd5ca435acc9bb6523536?s=150&#038;d=mm&#038;r=gforcedefault=1","height":96,"width":96}},"publisher":{"@type":"Organization","name":"terabox","logo":{"@type":"ImageObject","@id":"http:\/\/blog.terabox.com\/wp-content\/uploads\/2021\/11\/logo\u4ea7\u54c1\u540d-\u7ad6\u7248.png","url":"http:\/\/blog.terabox.com\/wp-content\/uploads\/2021\/11\/logo\u4ea7\u54c1\u540d-\u7ad6\u7248.png","width":900,"height":900}},"image":{"@type":"ImageObject","@id":"https:\/\/img.youtube.com\/vi\/xjlYpGaxIPA\/maxresdefault.jpg","url":"https:\/\/img.youtube.com\/vi\/xjlYpGaxIPA\/maxresdefault.jpg","height":"","width":""},"url":"https:\/\/blog.terabox.com\/insights\/securing-ai-supply-chain-pax-silica-jacob-helberg","video":{"@context":"http:\/\/schema.org\/","@type":"VideoObject","@id":"https:\/\/www.youtube.com\/watch?v=xjlYpGaxIPA#VideoObject","contentUrl":"https:\/\/www.youtube.com\/watch?v=xjlYpGaxIPA","name":"Pax Silica: Inside the Trump Administration\u2019s Tech Strategy with Jacob Helberg","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 \u201ceconomic security zone.\u201d He also compares and contrasts Pax Silica with China\u2019s 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 \u201cglobal underdog.\u201d\nSign up for new podcasts every week. Email feedback to show@no-priors.com\n\nFollow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @jacobhelberg | @UnderSecE\n\nChapters:\n00:00 \u2013 Cold Open\n00:41 \u2013 Jacob Helberg Introduction\n01:02 \u2013 Pax Silica\u2019s Mission\n03:51 \u2013 Investing in AI Chip Supply Chains\n05:43 \u2013 Comparing Pax Silica to China\u2019s Belt and Road Initiative\n12:38 \u2013 Pax Silica\u2019s Value Proposition\n14:38 \u2013 US vs. Partnered Manufacturing\n19:10 \u2013 Rare Earth Mineral Pricing\n22:16 \u2013 Role of Venture Capital in Pax Silica\n24:50 \u2013 Near vs. Long-Term Priorities\n27:09 \u2013 Making AI Policy Durable\n28:09 \u2013 How Policies Impact Entrepreneurs\n31:00 \u2013 Trump\u2019s Entrepreneurial Administration\n33:00 \u2013 Why America is a Global Underdog\n38:00 \u2013 Conclusion","thumbnailUrl":["https:\/\/i.ytimg.com\/vi\/xjlYpGaxIPA\/default.jpg","https:\/\/i.ytimg.com\/vi\/xjlYpGaxIPA\/mqdefault.jpg","https:\/\/i.ytimg.com\/vi\/xjlYpGaxIPA\/hqdefault.jpg","https:\/\/i.ytimg.com\/vi\/xjlYpGaxIPA\/sddefault.jpg","https:\/\/i.ytimg.com\/vi\/xjlYpGaxIPA\/maxresdefault.jpg"],"uploadDate":"2026-05-14T10:01:32+00:00","duration":"PT38M1S","embedUrl":"https:\/\/www.youtube.com\/embed\/xjlYpGaxIPA","publisher":{"@type":"Organization","@id":"https:\/\/www.youtube.com\/channel\/UCSI7h9hydQ40K5MJHnCrQvw#Organization","url":"https:\/\/www.youtube.com\/channel\/UCSI7h9hydQ40K5MJHnCrQvw","name":"No Priors: AI, Machine Learning, Tech, & Startups","description":"Your guide to the AI revolution, co-hosts Elad Gil and Sarah Guo talk to the world's leading engineers, researchers and founders about the biggest questions:\n\nHow far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What\u2019s happening in state-of-the-art in research? Email feedback to show@no-priors.com.\n\nSarah 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.\n\nElad 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.\n","logo":{"url":"https:\/\/yt3.ggpht.com\/HQXIpkLms_iVMi_Ob5Cie3PNcZ3smOT7HeNLIAWvBO-lZMdiax2N5LH1blWMxUtMrJCcXyNZ=s800-c-k-c0x00ffffff-no-rj","width":800,"height":800,"@type":"ImageObject","@id":"https:\/\/www.youtube.com\/watch?v=xjlYpGaxIPA#VideoObject_publisher_logo_ImageObject"}},"potentialAction":{"@type":"SeekToAction","@id":"https:\/\/www.youtube.com\/watch?v=xjlYpGaxIPA#VideoObject_potentialAction","target":"https:\/\/www.youtube.com\/watch?v=xjlYpGaxIPA&t={seek_to_second_number}","startOffset-input":"required name=seek_to_second_number"},"interactionStatistic":[[{"@type":"InteractionCounter","@id":"https:\/\/www.youtube.com\/watch?v=xjlYpGaxIPA#VideoObject_interactionStatistic_WatchAction","interactionType":{"@type":"WatchAction"},"userInteractionCount":2720}],{"@type":"InteractionCounter","@id":"https:\/\/www.youtube.com\/watch?v=xjlYpGaxIPA#VideoObject_interactionStatistic_LikeAction","interactionType":{"@type":"LikeAction"},"userInteractionCount":45}]},"about":["Insights","\u300eEnglish\u300f"],"wordCount":1474},{"@context":"https:\/\/schema.org\/","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Insights","item":"https:\/\/blog.terabox.com\/insights\/#breadcrumbitem"},{"@type":"ListItem","position":2,"name":"Securing the AI Supply Chain: Jacob Helberg on Pax Silica","item":"https:\/\/blog.terabox.com\/insights\/securing-ai-supply-chain-pax-silica-jacob-helberg#breadcrumbitem"}]}]