No Priors: Artificial Intelligence | Technology | Startups
Introduction 01:02 – Pax Silica’s Mission 03:51 – Investing in AI Chip Supply Chains 05:43 – Comparing Pax Silica to China’s Belt and Road Initiative 12:38 – Pax Silica’s Value Proposition 14:38 – US vs. Partnered Manufacturing 19:10 – Rare Earth Mineral Pricing 22:16 – Role of Venture Capital in Pax Silica 24:50 – Near vs. Long-Term Priorities 27:09 – Making AI Policy Durable 28:09 – How Policies Impact Entrepreneurs 31:00 – Trump’s Entrepreneurial Administration 33:00 – Why America is a Global Underdog 38:00 – Conclusion