Patriot Blog

Goldman Sachs expects the next wave of artificial intelligence investment to move beyond software and into the physical economy. For aerospace and defense manufacturers, the opportunity lies in connecting AI with factories, equipment, supply chains, and the skilled workers who produce mission-critical systems in the real world.

A recent Wall Street Journal opinion by Stephen Miran argues that tariffs should be viewed not only as trade policy, but also as a tool of tax and industrial policy. Drawing on his experience at the U.S. Department of Commerce and Patriot Industrial Partners, Alex Krutz examines what the argument means for American manufacturing, supply chain resilience, and long-term economic competitiveness.