Pax Silica
5 statements across 1 episodes · 5 bullish · 0 bearish · 1 people on the record · first statement May 14, 2026 by Jacob Helberg · said 6 times in 1 episodes since 2026 · across every show →
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brought up most by Elad Gil (4), Sarah Guo (1), Jacob Helberg (1)
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2026 6 mentions in 1 episode
Everything said about Pax Silica, oldest first
May 14, 2026 positive
Helberg: Philippines is granting 4,000 acres for forward-deployed industrial base
“We made this arrangement with them where they are granting us 4000 acres, which is obviously very substantial. It's a third of the size of Manhattan. To do a very large industrial build out that's one of a kind that, that helps combine the predictability and c…”
May 14, 2026 bullish
Helberg: Pax Silica targets June rollout with 4-5 major strategic lines
“We're thinking about making a big play in the logistics space in partnership with large, you know, corporates. And in June we're looking at potentially doing a broader rollout where we're going to roll out four or five different big lines of effort.”
May 14, 2026 positive
May 14, 2026 positive
Helberg: US foreign industrial bases will ultimately operate as commercial services
“The answer has been trying to work in lockstep with our private companies and our builders to build platforms that are commercially viable and that will can ultimately live outside of the government as a private service. And so the forward deployed industrial …”
May 14, 2026 bullish
Helberg: Pax Silica's private-sector model is more ethical than state-led alliances
“And because we're approaching it by putting our companies in the driver's seat it's actually, you know, in, in a lot of ways, it's much more ethical because the deal is structured in a way that's really meant to be you know, a true joint venture and one that w…”