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
So you need to agree with the supplier, in this case, MP materials, on a floor.
For a price, because what happens when uh these big off-take agreements, um, when when a Western refinery tries to compete with China is China will artificially sink the price, the global price, depress it in order to put Western alternatives out of business, and then they raise the price again, which is classic monopolistic behavior.
Um, we can fix that with off-take.
take agreements and a price floor.
And I think the the MP DOD deal offers a good blueprint for that.
In school, they used to teach us that it was almost part of a natural evolutionary process that when you reach a mature stage in economic development, you know, you uh your economy evolves into a service economy, and it's just the natural order of things.
And and I actually think AI um offers advanced economies, so to speak, um uh a massive opportunity.
to to
Completely,
And I think I so I mean the fascinating thing is um, you know, as as you guys know, um in Peter Thiel's zero to one, he talks about how you can either compete vertically or horizontally.
Uh horizontally is globalization, vertical, vertical competition is um is uh innovation.
And I think the basic paradigm is um for a lot of the 2000s.
We were really growing our economy horizontally through globalization, and we weren't really growing a whole lot vertically.
And the interesting thing is the last seven years or so, I would argue vertical and vertical growth has actually picked up a lot.
And um and to really appreciate the potential impact that AI can have on protocols.
Productivity.
If we increase productivity, it will totally erode the competitive advantages in labor costs that developing countries have.
And we have an opportunity to reindustrialize.
And to appreciate the extent to which AI can give us that opportunity, I think you can look at history and the first industrial revolution when
Industrial output in Britain, because Britain industrialized, China at the time did not.
Showing 81–100 of 283 · page 5 of 15
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