Issue No. 20Week ending Sunday, May 17, 2026624 episodes · 2751 articles
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Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg

With Sarah Guo, Elad Gil, Jacob Helberg · Sunday, May 17, 2026

Jacob Helberg, Under Secretary of State for Economic Affairs, discusses the Trump administration's "Pax Silica" initiative, a multi-nation coalition aimed at securing the AI supply chain for the US and its allies. He contrasts this private sector-led approach with China's Belt and Road Initiative, details the strategy for reindustrializing the US while leveraging global partnerships, and highlights the administration's entrepreneurial mindset.

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Key takeaways

  • Pax Silica is a 14-country economic security coalition focused on building a resilient, non-China-dependent AI supply chain for the US and its allies. Read more →
  • Jacob Helberg observed the Trump administration defying bureaucratic norms, operating with an unexpected entrepreneurial drive and a strong appetite for risk. Read more →
  • The US government, through the “Pax Silica” initiative, is actively pursuing a private sector-led strategy to secure critical AI minerals, directly contrasting China's state-heavy Belt and Road approach. Read more →

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