Joe Lonsdale · 29 September 2026

Ep 163: John Jovanovic on Turning Around the U.S. Export-Import Bank, Trump’s $12B Critical Mineral Reserve, and "Revenge of the Physical World"

Joe Lonsdale, GP @ 8VC

John Jovanovic, newly confirmed president of the Export-Import Bank, discusses his turnaround strategy, a $12 billion critical mineral reserve to secure supply chains, and how AI is accelerating American reindustrialization and manufacturing revival.

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Topics: Energy & Climate · Manufacturing & Industrials · Government & Public Sector

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