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Jay Horine

Jay Horine

May 28, 2026

5:22
Can you give us a sense of who's helping you through this?
5:26
Well, I think, first of all, it shows, frankly, JP Morgan, but more Jamie's ability to convene.
5:34
If you're on the council, you're really going to participate.
5:37
And so we've seen that.
5:39
We have people from our own board.
5:42
Phoebe Novakovic, who's the CEO of General Dynamics.
5:46
Alex Gorski, the former CEO of Johnson & Johnson.

8 MINS LATER

14:02
How important are private companies in this story? I think
10:31
Mm-hmm.
10:32
What are the costs? What are the gating items, if you will? Uh, where would you want to do them and the like.
10:39
And so that's just one example.
10:41
I think the critical minerals is another example.
10:44
But you also then start to get into m- more manufacturing, making more and more things here, what we can do, what the cost differential is.
10:52
And I think that's where people like Michael Dell and Jeff Bezos and others...
10:57
Remember, this is-- we have 25 on our way to 30 people in our group, but we're tapped into the entire-- Jamie, the operating committee, the leaders across the firm have really embraced this and been super helpful at bringing all these companies to bear with their ideas and creativity.
12:34
Mm-hmm

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