PERSON DIRECTORY
Sarah Guo
Host of No Priors. Sarah Guo appears in 71 indexed conversations across No Priors, Invest Like the Best, Latent Space. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Reshaping America’s Economy for the Superintelligence Century with Jacob Helberg
Jacob HelbergSarah GuoElad Gil
Jacob Helberg argues that AI, deregulation, and abundant energy could shift the U.S. from consumption toward industrial investment, with CapEx above 2% of GDP and potentially doubling by next year.Critical minerals, semiconductors, nuclear permitting, and platform distribution remain decisive bottlenecks as America competes with China for supply-chain control and the Global South’s AI stack.
No Priors Ep. 98 | With Convective Capital Founder Bill Clerico
Wildfire is an adaptation and infrastructure problem: forests are roughly three times denser after a century of maximum suppression, while 98% of climate capital still targets mitigation.Prescribed fire, thinning, utility upgrades and risk-based insurance could reduce losses, but permitting delays, rate regulation and political resistance remain the central bottlenecks.