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The US vs. China Manufacturing Debate My first debate between Sam D'Amico, founder of Impulse, and Aaron Slodov, founder of Atomic Industries. 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...

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Ti Morse

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227,937 просмотров • 5 месяцев назад •via X (Twitter)

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My first interview with Cameron Schiller (Cameron Schiller) co-founder & CEO of Rangeview 0:27 History of casting 2:01 Finding the American Dream in China 3:26 Never listen to McKinsey 7:26 Building America’s first Cyber Foundry 8:25 Manufacturing things in China as a kid 11:57 Made in China Initiative 14:28 Growing up doing robotics 20:53 Building factories 27:47 Manufacturing vs assembly 32:56 Charging bird scooters to fund his first business 39:55 Manufacturing is not fintech 47:18 SpaceX had to build their own foundry 50:55 Robotics competitions in China 53:13 New facility 59:30 Engineering emotions & beautiful spaces 1:02:25 Understanding a society through their cars 1:06:13 Why the GTI is an amazing car 1:09:27 Dropping out of college
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My first interview with US Secretary of Energy Secretary Chris Wright and Scott Nolan, Founder of General Matter. This conversation is on nuclear and how we're going to power the AI data center buildout. 0:07 Powering the AI data center boom 3:25 Biggest energy bottlenecks over the next five years 6:03 Ramping power generation before we have SMRs 16:06 Bridging the nuclear transition with natural gas 21:39 What if we’re underestimating how much power we’ll need for AI 27:10 Staying ahead of China 34:07 Why AI is hated + the fear of AI data centers driving up electricity prices 40:21 Increasing baseload capacity 42:50 Building hundreds of gigawatts by 2050 49:37 Copying the SpaceX playbook 53:14 Incentivizing founders to build ahead of demand 59:03 “If you want to build big things in America, come talk to the government”
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My first interview with Scott Nolan, Co-Founder and CEO of General Matter. 0:48 What if Russia stopped selling uranium to the US 4:47 The history of uranium enrichment 10:44 What if he was given $25 billion to turn on reactors as fast as possible 13:37 The US doesn’t have the capability to make fuel for Small Modular Reactors today 14:43 How Founders Fund decides to start companies 19:28 Why you shouldn’t start a company 26:02 Working at SpaceX in 2003 28:10 How Elon drove urgency in the early days of SpaceX 30:28 How it felt when the first three Falcon launches failed 32:41 Figuring out what to work on after leaving SpaceX 34:26 How Peter Thiel convinced him to join Founders Fund 38:53 The most unintuitive thing he learned from Peter Thiel 44:03 Lowering the cost of uranium enrichment 47:32 The idiot index for enrichment 50:18 Vertically integrating vs using existing supply chains 53:44 The idiot index for timelines 59:13 Taking risk to pull in schedule: current burn vs future revenue 1:02:44 Choosing where to put their first enrichment facility 1:05:42 Maintaining maniacal urgency with multi-decade timelines 1:09:10 How a war with China will impact our ability to produce energy 1:14:06 What conventional wisdom gets wrong about building this type of company 1:17:48 The AI data center boom requires nuclear 1:21:02 Why SpaceX switched from an ablative engine to a regeneratively cooled all metal engine 1:25:08 How Elon makes nonobvious decisions 1:29:59 Don’t focus on problems that are already getting solved
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Elon Musk Should Buy Apple (Seriously) with Larry Goldberg 0:00 Elon Musk Should Buy Apple 1:30 The Decline of Apple Post-Steve Jobs 3:29 Elon's Potential to Revitalize Apple 6:13 The Real Value of Apple: Data Privacy 9:07 Financial Feasibility of Elon Buying Apple 12:02 Rebellion Air: Sponsor Message 13:19 Strategic Control of Apple 16:29 Challenges and Opportunities in Manufacturing 18:12 The Future of AI and Apple's Role 21:51 Johnny Ive's Manufacturing Vision 22:08 Apple's Cash Flow Dilemma 24:36 The Potential of AI Integration 26:18 Elon Musk's Ambitious Plans 28:44 The Future of Apple Under Musk 35:32 The Power of Personalized AI 36:08 Google vs. Apple on Privacy 38:43 The Seamless Tesla Experience 39:56 Conclusion and Final Thoughts
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Dan Wang (Dan Wang) is one of the sharpest thinkers on China and its relationship with the US. Dan spent six years living in China studying its manufacturing and technology ecosystem, and his new book Breakneck is the best framework I’ve seen for understanding US-China competition. I’ve read his annual letters and research on China for years and they’re some of the most thoughtful writing on how the country really works. In this conversation, we explore why it’s far harder for the US to rebuild manufacturing than for China to improve scientific research – a dynamic with implications for AI, national security, and investing. Enjoy! Timestamps: 0:00 Intro 0:49 The Engineering State 2:41 Historical Roots of China's Mindset 4:25 Pluralism 7:42 US Spark vs. China's Prairie Fire 12:42 Who Will Adapt Faster? 15:09 How the US Can Revive Manufacturing 18:11 America's Many "Sputnik Moments" 27:42 China's Bleeding-Edge Cities 34:15 Comparing Work Ethic 38:27 ByteDance 51:00 The Lawyerly State vs. The Engineering State 59:56 China vs USSR 1:03:49 Fleeing China 1:14:18 The AI Race 1:19:33 Lessons from Huawei and Xiaomi 1:41:00 Kindest Thing

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Ti Morse

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My first interview with Eric Jorgenson 📚 ☀️, Author of The Book of Elon. 0:12 Why Elon outcompetes everyone 1:53 Not wanting to be CEO 6:15 Why there was a 1 in 100 chance of Tesla and SpaceX both succeeding 10:03 Thinking in lost future revenue 11:58 Living with a gun next to his bed 15:02 How Elon starts companies 19:23 Giving Larry Page an early demo of the Roadster 21:27 Why Elon calls people into the factory at 2am 25:01 The 20 people who execute Elon’s will autonomously - MrBeast clones 28:52 Working with Elon is doing a tour of duty 31:18 Creating a grand vision that people can believe in 36:42 How to thrive under Elon 37:30 The Algorithm - question every requirement, delete part or process, simplify and optimize, accelerate, automate 41:38 Setting up a tent factory in the Tesla Fremont parking lot 43:28 How Elon would play the game if he was born 300 years ago 45:10 Empathy for the individual vs empathy for the mission 46:57 Being feared vs being loved 48:38 The endless churn at Elon companies 50:49 Ruthlessness and having a willingness to be disliked 56:08 Creating enemies and chaos 58:37 Shifting SpaceX’s focus from Mars to building a base on the Moon 1:00:07 Justifying Tesla’s valuation by reseting the vision 1:02:21 The S-Curve of ambition - colonizing planets, Starlink, Terafab 1:04:44 Throwing billions of dollars behind new companies 1:06:22 A great team is just the sum of the individual vectors 1:11:09 The idiot index at an industry-scale 1:13:53 Why it’s critical for space companies to control launch 1:15:44 Thinking in limits 1:18:47 Expanding the vision until no one can measure it 1:23:41 Internalizing pain and dealing with setbacks 1:26:03 The evolution of Elon’s operating philosophy over the last 30 years 1:27:37 Effectiveness
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Ti Morse

126,252 просмотров • 3 месяцев назад

Sen. Eric Schmitt of Missouri was once an attorney general, so he understands that politicized judges are the real threat to American democracy. (0:00) Is the Senate Broken? (7:17) Why Congress Gave Away All Their Power to the Courts (16:54) How Joe Biden’s White House Colluded With Social Media Companies to Censor Conservatives (31:26) How Is Anthony Fauci Not in Jail? (42:09) Missouri’s Lawsuit Against China (45:44) Were US Tax Dollars Used to Create COVID? (51:35) Why Do We Import All Our Pharmaceuticals From China? (55:00) Why Americans No Longer Trust the System (57:24) Why Aren’t the DOJ and FBI Doing Their Jobs? (1:06:52) The Epstein Files (1:09:15) How Corrupt Politicians Are Radicalizing Young Voters (1:14:23) How Schmitt’s Faith in God Has Been Strengthened Through Struggle (1:21:26) Schmitt’s First Impression of the Senate (1:25:25) Is Donald Trump Changing the Republican Party? (1:29:37) The Future of the Democrat Party (1:32:49) The Real Reason Young Americans Are Interested in Zohran Mamdani (1:37:17) Which Democrats Will Run for President in 2028? Includes paid partnerships.
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Tucker Carlson

2,775,605 просмотров • 1 год назад

🚨 NEW: Marc Andreessen on China's manufacturing dominance "There's three industries that follow phones that the Chinese own the global market at: 1) Drones Something over 90% of all the consumer drones are made in China. Which is what the US Military also uses. It's the whole ecosystem, it's all of the componentry. The Biden FAA has been trying to kill the US drone industry as part of its war on tech. China is now sanctioning our own drone companies for batteries made in China. They have leverage. 2) Cars The drone supply chain is analogous to the car supply chain. The new Chinese cars that are coming out are really good and they have a giant advantage on cost 3) Robots The Chinese are 100% of us in Robots. We have the leading R&D but they have almost complete dominance in manufacturing capability. They have the 1000s of companies that make all the components that go in robots. Our Boston Dynamics SPOT robot cost $50,000. China has a similar product that looks and acts similar and is even hooked up to an LLM and it only costs $1,500. This is all upstream from all the military applications because it's all the same supply chain. We have to confront this. Having this fragmented approach where we hate tech and then somehow think we can develop a competitive response to tech is not coherent. We have no whole of government strategy on technology or China. Zero. It turns out the President matters.
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Autism Capital 🧩

452,709 просмотров • 1 год назад

First interview with Casey Handmer (Casey Handmer) Founder & CEO of Terraform Industries Industrializing Rome, terraforming Mars, chewing glass and staring into the abyss. 0:27 Terraforming Mars 3:14 Why solar will be our main power source long-term 5:42 How to create more Elon's 8:37 Starting companies that won't be built if you don't build them 19:55 Playing Factorio IRL 22:17 What role suffering plays in greatness 24:47 How to Succeed at MrBeast 34:21 How Elon makes things happen 50:58 Industrializing Rome 55:50 We are still using leaded gasoline 1:00:10 China's looming demographic catastrophe 1:07:42 Creating incentivizes to have more kids 1:12:16 O'Neill Cylinders, Building a Mars base 1:19:54 Government strangling innovation 1:33:48 Chewing glass for the love of it 1:39:17 Closer to critical infrastructure than hoped
1:45:25

First interview with Casey Handmer (Casey Handmer) Founder & CEO of Terraform Industries Industrializing Rome, terraforming Mars, chewing glass and staring into the abyss. 0:27 Terraforming Mars 3:14 Why solar will be our main power source long-term 5:42 How to create more Elon's 8:37 Starting companies that won't be built if you don't build them 19:55 Playing Factorio IRL 22:17 What role suffering plays in greatness 24:47 How to Succeed at MrBeast 34:21 How Elon makes things happen 50:58 Industrializing Rome 55:50 We are still using leaded gasoline 1:00:10 China's looming demographic catastrophe 1:07:42 Creating incentivizes to have more kids 1:12:16 O'Neill Cylinders, Building a Mars base 1:19:54 Government strangling innovation 1:33:48 Chewing glass for the love of it 1:39:17 Closer to critical infrastructure than hoped

Ti Morse

56,658 просмотров • 11 месяцев назад

My first interview with Lulu Cheng Meservey, Founder of Rostra. 0:07 How to Destroy a Terrorist Group 3:01 What Makes a Great Cult Leader 4:42 Unleashing Palmer Luckey 7:34 Why Elon Is Unpredictable 10:41 Demanding a Hardcore Culture After the X Acquisition 13:41 How Napoleon Rallied Troops to Volunteer for a Suicide Mission 18:24 Choosing Who to Alienate 20:59 Picking Someone to Fight For 22:59 Deterrence and Shaping Incentives 25:19 Why Google Had an Activist Problem 29:12 Tyrant Mode: Stopping a Leaky Culture 32:11 Building Loyalty 35:58 Why Visuals Are So Powerful 37:40 Time to Train AlexNet: Jensen Huang and Inventing Metrics 39:36 Why People Root for You 42:15 Recruit Based on the Spirit Not the Letter 43:20 The Three Levels of Story 51:01 Secret Truths and Trusting Yourself 55:25 Cicero’s Impossible Trial 58:11 Offense vs Defense 1:03:44 The Roman Concept of Auctoritas
1:05:25

My first interview with Lulu Cheng Meservey, Founder of Rostra. 0:07 How to Destroy a Terrorist Group 3:01 What Makes a Great Cult Leader 4:42 Unleashing Palmer Luckey 7:34 Why Elon Is Unpredictable 10:41 Demanding a Hardcore Culture After the X Acquisition 13:41 How Napoleon Rallied Troops to Volunteer for a Suicide Mission 18:24 Choosing Who to Alienate 20:59 Picking Someone to Fight For 22:59 Deterrence and Shaping Incentives 25:19 Why Google Had an Activist Problem 29:12 Tyrant Mode: Stopping a Leaky Culture 32:11 Building Loyalty 35:58 Why Visuals Are So Powerful 37:40 Time to Train AlexNet: Jensen Huang and Inventing Metrics 39:36 Why People Root for You 42:15 Recruit Based on the Spirit Not the Letter 43:20 The Three Levels of Story 51:01 Secret Truths and Trusting Yourself 55:25 Cicero’s Impossible Trial 58:11 Offense vs Defense 1:03:44 The Roman Concept of Auctoritas

Ti Morse

315,536 просмотров • 3 месяцев назад