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
Um, and about 10% has been manufacturing.
And we're starting to see those numbers move.
And um, the manufacturing makeup of our economy as a share of GDP.
Has remained as of now roughly the same, but that's a lagging indicator.
The more interesting one is we're seeing massive CapEx investment, as you guys know, that has really picked up in a statistically significant way.
Part of that is the result of tax incentives.
That is just making it easier to um to get permitting because as you guys know, a lot of this stuff boils down to how do you compress the window be when you want to make a CapEx investment, um, you know, it the business people make a decision about whether or not it's gonna take seven years or five years to actually get something up and running and compressing that window as much as possible actually.
I I've seen um analysis that has uh that basically says that it's added a full point of GDP um just for AI uh in the last year.
Um, which is a lot because the economy grew three percent.
So if a third of that came from AI infrastructure, that's that that's that's a lot.
Um energy infrastructure is is another really big one.
Um for the first time since two thousand eight, we're actually seeing an uptick in in uh
national demand for energy.
Um our total electricity supply has m remained f has flatlined since 2008, which is a just an interesting statistic that I've recently come across.
And and now we're seeing that trend change.
And um the other one is um raw industrials.
So things like mineral production.
The DOD has forged a strategic partnership with a firm called MP Materials for $750 million um uh to uh reboot domestic uh rare earth magnet production.
And um uh the last one is to, you know, one that you touched upon a lot, which is
We're seeing a global trend across the world where governments are spending a lot more on defense.
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