On this episode of The Money Path, host Todd M. Schoenberger sits down with Jordan Blashek, Co-Founder and Chairman of Perimeter Group, for one of the most insightful discussions yet on America’s coming AI-driven industrial transformation.
Jordan explains why the United States is on the verge of its largest industrial build-out since World War II—fueled by breakthroughs in artificial intelligence, autonomy, material science, energy innovation, and next-generation manufacturing. Yet he warns that America faces two critical bottlenecks that threaten its competitiveness: energy capacity and critical mineral supply.
Blashek details why the U.S. must triple its power supply, address the national shortage of transformers, and accelerate energy infrastructure permitting. He also breaks down China’s dominance over critical minerals—both production and processing—and why securing supply chains or striking strategic trade agreements is now a national imperative.
In the national security arena, Jordan gives an insider’s look at the Pentagon’s historic shift toward commercial-first defense acquisition, opening the doors for a new generation of innovative defense companies. He explains how AI, autonomy, and precision technologies are reshaping future warfare, improving military safety, and enabling faster decision-making.
He even discusses how these innovations helped enable the recent U.S. precision strike against Iran’s nuclear capabilities—highlighting the future role of AI co-pilots and autonomous drones.
Finally, Jordan outlines Perimeter Group’s defense investment strategy, emphasizing why taking defense and industrial-tech companies public strengthens America’s national security, creates jobs, and fuels long-term economic growth. With bipartisan support for rebuilding the defense industrial base, he predicts sustained investment and stability in the sector for the next decade.
This is a must-watch conversation for investors, policymakers, business leaders, and anyone tracking the intersection of AI, security, energy, and the U.S. economy.
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