Jacob Helberg
speaker
283 appearances
1 recordings
1 series
first heard Aug 2025
last heard Aug 2025
Jacob Helberg’s voice in public audio — every appearance, attributed to the second.
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Appearances
It also runs through natural gas, through clean coal, through I think we really need an all of the above approach, but nuclear just provides a massive amount of very low cost energy.
So uh whatever we can do to turbocharge that, I think would be very meaningful.
Yeah, and that's where I think you really um sort of start to see uh a picture of a totally new American economy where, you know, we used to be um consumption driven, very low investment.
um, you know, stagnant energy supply to uh and a GDP growth between one and three percent.
And we're moving to this new world where it's we're gonna be a high investment economy that's basically gonna invest between two and four percent of GDP in private capex investment, which is massive.
Um the growth ban could potentially you know a high productivity a country where productivity
Is actually increasing meaningfully in a way that compounds and starts to shift the GDP growth band from 1% to 3%, potentially somewhere between 3% and 5%.
According to a Goldman Sachs study, the makeup of GDP starting to shift from consumption and services back towards a healthier balance with manufacturing and industrial activity.
It's a totally new country.
Um and I find that super exciting.
Yeah, so I tend to think of of my work being very supply chain focused is because um it allows it gives me a mental framework for thinking about these issues holistically um by looking at the supply chain as a layered pyramid that uh includes energy, minerals, uh component manufacturing, semiconductor manufacturing, data centers, models, and apps.
And
And and I think you know you you as a country, we kind of need a s a strategy that is holistic at the different layers of the supply chain.
Um we're actually
in a really good position at most of them.
We have abundant energy, although we need to increase our supply.
Um we we're our our biggest exposure points are component manufacturing, semiconductor manufacturing, and minerals.
And you know, there's a lot that we can do to move the needle there.
Um but but transportation logistics is another really interesting um really interesting area.
Where a policy can actually help play play a role.
Showing 241–260 of 283 · page 13 of 15
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