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The US vs. China Manufacturing Debate
My first debate between @sdamico, founder of @ImpulseLabs, and @aphysicist, founder of @atomic_inc.
Timestamps:
0:39 Introductions
11:34 Is it possible to reverse America’s manufacturing decline?
16:37 Where would Sam invest $100M in a factory today?
21:28 How California made it illegal to do chemistry w metals
25:43 Elon on Tesla's Shanghai Gigafactory
32:01 Using the data center boom to pull advanced capabilities onshore
36:51 Building Chinese level capacity in America
38:33 The US Gov hasn't incentivized companies to build base level capacity
42:54 Why space companies have to vertically integrate their supply chains
45:06 The advantage of building a Chinese supply chain
49:10 Why Apple manufactures all their products in China
59:42 Apple exports engineering expertise
1:02:19 Consumer electronics
1:07:55 How the advent of humanoid robots will shift the balance of power
1:12:29 Why Apple spent hundreds of billions building their supply chains in China
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