Our models need to be superior than all the other models on Earth.

We need to have the world's best AI innovation on a qualitative basis, so we need to have the most market share.

If we have exquisite models that no one uses, we're kind of irrelevant.

Americans are positive some thinkers.

We don't see the world as a finite pie that needs to be subdivided into smaller slices.

We see a world where the pie expands, which is the lifeblood of starting a business.

What does it take to win the AI race?

At the A16Z American Dynamism Summit, I sat down with Jacob Helberg,

under Secretary of State for Economic Affairs, to discuss AI, manufacturing, supply chains, and the new geopolitics of technology.

Drawing on themes from his book, The Wires of War, we discussed why hardware, industrial capacity,

and secure supply chains are now essential to both economic strength and national security.

Jacob also unpacks what it means to lead in AI, from model innovation and global adoption to

energy, compute, tariffs, and the reindustrialization of the U.S.

Jacob, welcome to the podcast.

Thanks for having me. It's good to be here.

We're going to get into a lot of exciting conversation about future of economy, AI, manufacturing, supply chain.

But I want to start at some of your intellectual origin. You wrote a book, The Wires of War, came out in 2021.

I want you briefly explain the high-level thesis of the book.

And then I'm curious if you wrote an addendum today about how the last five years have played

out what you might have right. Yeah. So first of all, it's great to be here and it's great to see you.

I'm excited for this conversation and then have the opportunity to lay out some of the things

that the administration has been working on. In 2021, I came out with a book

...