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Elad Gil and Sarah Guo speak with leading AI engineers, researchers, and founders about model progress, markets at risk of disruption, and how commerce, culture, and society may change.
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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.