Jacob Helberg

I think it's an opportunity.

where there is nature abhors a vacuum.

We have got to fill the vacuum while we can.

We have the world's best technology and the worlds know that.

And ultimately, America has thrived when we allow our innovators to actually dominate market share.

And that's exactly why we launched PacSilica to make sure that we have a sensible approach to exporting our best technologies while protecting our most sensitive technologies.

We're having dual track conversations with our partners.

We want to protect our sensitive technologies, but we have got to have a path to gain market share.

And I think everyone's on the same page.

Everyone who joined PacSilica understands that the world's supply chains being concentrated in one country, no matter how you feel about that country, is too risky, is too brittle, and is ultimately a liability to the global economy.

And that's why we started this economic security coalition with the world's most advanced technology companies and countries in order to make sure that we diversify those supply chains.

So part of what we're looking for our roadmap in 2026 is we want to focus on policy coordination.

We want to expand membership of Pax Silica and we want to focus on infrastructure projects.

The way that we view infrastructure is we want to focus on the arteries of supply chains through advanced logistics.

We want to focus on the muscle might of industrial capacity.

particularly with fabs, factories and refineries.

And we also want to focus on the fuel, particularly capital and energy.

One of the things that's so interesting about talking with companies here is we can get to actually stress test a lot of these ideas with builders and with people who are the closest to these problems day to day.

So I think at the end of the day, one of the takeaways of the events the last few weeks is very clear that the world needs to know that the Trump administration says what it means and means what it says.

I think Secretary Rubio spoke very eloquently about where the U.S.