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X @Nick Szabo
Nick Szabo· 2025-10-21 07:37
RT Michael A. Arouet (@MichaelAArouet)Just in 2009 the US manufactured more than China, now China manufactures twice as much as the US.One simply cannot outsource critical products to a rival. Trump is right with his tariffs approach. https://t.co/PzK2hd4UL9 ...
Tensions With China Are Not Ending, Anduril CEO Says
Bloomberg Technology· 2025-10-10 15:50
WITH WAR FIGHTERS THIS. YEAR WE'RE REALLY MOVING INTO THIS MODE OF REALLY PRODUCING. ED: FOR GIVE ME.WE HAVE BREAKING NEWS. PRESIDENT TRUMP IS SAYING HE WAS DUE TO MEET CHINA'S PRESIDENT XI IN TWO WEEKS' TIME. HE NOW SAYS HE SEES NO REASON TO DO SO.THE TEAM IS GOING TO PUT HEADLINES UP ON THE SCREEN. A SIGNIFICANT PIECE OF NEWS BECAUSE PART OF WHAT WE WANTED TO DISCUSS TODAY WAS CHINA. THE PRESIDENT SAYING THAT HE'S CALCULATING INCREASED TARIFFS ON CHINESE PRODUCTS.AND BEAR WITH US. WE ARE SEEING THIS QUITE ...
X @Herbert Ong
Herbert Ong· 2025-10-09 15:39
RT Sawyer Merritt (@SawyerMerritt)NEWS: Figure has unveiling its 3rd generation humanoid robot.• Features a completely redesigned sensory suite and hand system. Wireless charging in feet.• Next-generation vision system engineered for high-frequency visuomotor control. Its new camera architecture delivers twice the frame rate, one-quarter the latency, and a 60% wider field of view per camera within a more compact form factor• Soft goods, wireless charging, improved audio system for voice reasoning, and batte ...
X @Bloomberg
Bloomberg· 2025-10-09 11:04
The past three days of German data releases have underscored just how torrid a situation manufacturing faces in Europe’s biggest economy https://t.co/5dza2xB1az ...
X @Bankless
Bankless· 2025-10-08 12:00
Industry Comparison - China's "engineers-in-charge" model contrasts with America's "lawyerly" governance, impacting infrastructure development and technological advancement [1] - US capital markets thrive while Chinese manufacturing dominates, highlighting different economic strengths [2] - The US needs approximately 20% more engineering talent, while China requires about 50% more rights-protecting legalism [2] Key Discussion Points - The discussion covers the impact of governance models on daily life and growth, including subways, high-speed rail, batteries, EVs, and drones [1] - Common Western misconceptions about China, such as surveillance, social credit, and "imminent collapse," are addressed [1] - The conversation explores potential for an American "abundance agenda" [2] Geopolitical & Economic Factors - The discussion touches upon the US's weakness relative to China and the potential for a US manufacturing comeback [2][3] - The panel considers whether China poses a security threat [2] - US global talent hub is mentioned as a factor [3]
Why China Builds Faster Than America & The Rest of the World
Bankless· 2025-10-08 10:45
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ Why does China build so much faster—and what does that reveal about two very different ways of running a society? Ryan and David sit down with Dan Wang, author of Breakneck: China’s Quest to Engineer the Future, to unpack China’s “engineers-in-charge” model versus America’s “lawyerly” governance. We cover how this shapes daily life and growth (from subways and high-speed rail to batteries, EVs, and drones), common wes ...
Nike CEO Elliott Hill: We've diversified our manufacturing portfolio away from China
CNBC Television· 2025-10-06 16:36
I mean, it also gets to the macro question. H how much tougher is it for you to pull off this turnaround right now given what's happening in the macroeconomic environment. Yeah.I here's what I always say to the our team. Uh I think if we get caught up in the noise, I I I think that becomes a distraction. And so trying to keep uh our team here really focus in on what we can control.And what we can control is being focused on sport and the athlete and then making certain we're bringing the most beautiful cove ...
X @The Economist
The Economist· 2025-10-02 20:40
Around the world, politicians are fixated on factories. But this obsession with factories is built on myths—and will be self-defeating https://t.co/GDOYNb8PtN ...
Walmart Board Member Steuart Walton talks the growth of Up.Summit
CNBC Television· 2025-09-30 20:59
UpSummit Overview - UpSummit 在 Bentonville 举办第五届,已从最初的“飞行汽车峰会”发展成为涵盖国防、能源、技术和教育等领域的综合性峰会 [2][3] - UpSummit 代表着远见、努力和激情,旨在创造原本不会自然发生的事物 [5] Technology and Investment - Commonwealth Fusion 在 UpSummit 上的会面推动了核聚变能源的发展,预计将在 30 个月内实现突破,对国防、人工智能和清洁能源具有重要意义 [6][7] - Beta Technologies 是一家电动垂直起降飞行器公司,在首届 UpSummit 上获得投资,目前正准备上市,并在国防和运输领域取得进展 [8][9] Manufacturing and Re-industrialization - Stuart Walton 共同创立了一家飞机制造公司,该公司目前已向全球客户交付约 115 架飞机,并正在开发消防飞机 [10][11] - Stuart Walton 对制造业的再工业化和回流充满热情,认为加强美国的整体制造能力至关重要 [12][13]
China Has Mass. Can America Catch Up?
a16z· 2025-09-29 13:00
Manufacturing & Industrial Base - US technological superiority is not sufficient for winning conflicts; industrial production has a deterrence factor and mass matters [1] - The US systematically outsourced key-scaled manufacturing, eroding skill sets, and now lags in mass manufacturing at scale [1] - The US needs to address the skilled labor replacement problem in manufacturing, as many skilled workers are nearing retirement [2] - China has strategically controlled rare earths and magnet-making technology, creating supply chain bottlenecks [3] - China's manufacturing autonomy is estimated to be 20 years ahead of the US due to a lack of pressure to put software engineering automation in manufacturing [3] Defense & National Security - US war games show that the US would run out of key high-end munitions in about 8 days, which is not a deterrence factor [1] - Russia is currently outproducing NATO on 155 munitions, highlighting the need for increased production capacity [4] - The US lacks a strategic plan for preserving supply in a catastrophic situation [4] - China has invested in technologies that push back the US and cripple the US war apparatus, such as space-based sensing and carrier killer missiles [20][21] - The US military is better at infusing technology into war fighting, but faces challenges in producing enough at scale and affording it [4] Policy & Economic Strategies - The US government should create large offtake agreements to support domestic manufacturing and create a commercial market [5] - The US needs to identify key supply chain constraints and implement strategies such as stockpiling and regulatory relaxation [5] - The US should leverage its capital market system to create incentives for industries to grow, such as low-cost loans and risk-sharing with banks [5][9] - China's success is due to subsidizing capex, energy, and export subsidies, creating an uneven playing field [7] - The US should counteract unfair practices from other countries and incentivize growth through targeted policies and protectionism [13]