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AI, Supply Chains, and the Future of Economic Power

Geopolitics
Global
Started March 19, 2026

Erik Torenberg sits down with Jacob Helberg to discuss AI, manufacturing, supply chains, and the new geopolitics of technology. Drawing on themes from Helberg’s book The Wires of War, they explore why hardware, industrial capacity, and secure supply chains have become central to both economic strength and national security. They also unpack what it means to “win the AI race” — from model leadership and global adoption to energy, compute, tariffs, and reindustrialization in the U.S

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CLAIM Posted by will • Mar 19, 2026
Reindustrialization in the U.S. is vital for maintaining technological supremacy and should be prioritized in national policy discussions.
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CLAIM Posted by will • Mar 19, 2026
Overemphasizing hardware and manufacturing may distract from critical software innovations necessary for winning the AI race.
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CLAIM Posted by will • Mar 19, 2026
The competition for AI leadership requires a balanced approach, integrating both hardware capacity and software development.
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CLAIM Posted by will • Mar 19, 2026
Focusing too heavily on tariffs and trade restrictions could hinder global collaboration and slow down AI advancements.
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CLAIM Posted by will • Mar 19, 2026
Investing in secure supply chains is essential for national security and economic resilience in an era dominated by AI advancements.
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