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We asked Saman Farid about reshoring American manufacturing. "Industrializing is a 20-year journey minimum and probably much more." "We have 250,000 factories in America but not the labor force to support them. Most factories are sitting around collecting dust." "It comes down to the fact that there aren't people... show more

TBPN

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22,059 просмотров • 1 год назад •via X (Twitter)

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Комментарии: 9

Фото профиля Saman Farid

Saman Farid1 год назад

Radical abundance requires radically faster robot adoption. LFG

Фото профиля The Washington Post

The Washington Post1 год назад

Here’s what could get more expensive with Trump’s new tariffs.

Фото профиля Paul Boris

Paul Boris1 год назад

@samanfarid This is the worst take, but logical from someone who is convinced the solution to labor is a humanoid form robot.

Фото профиля Juan P Ochoa

Juan P Ochoa1 год назад

@samanfarid I’m a H2B visa agent and have the ability to contract foreign workers and Bri g to travel USA jobs I’m all ears!!!

Фото профиля GregCostigan 📈

GregCostigan 📈1 год назад

@samanfarid You have to start sometime

Фото профиля Steve Place

Steve Place1 год назад

@Indian_Bronson @samanfarid 3 years

Фото профиля Steven Lurie

Steven Lurie1 год назад

@samanfarid Great insights

Фото профиля Nick

Nick1 год назад

@aphysicist @samanfarid How did China do it so quickly? They either did it very quickly, OR they had deals in place since the 80s to do it. Which would mean our politicians sold us out long before we thought.

Фото профиля Saman Farid

Saman Farid1 год назад

For anyone curious what the robot army is going to look like:

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People don't realize that factories in Asia and factories in the USA are totally different. I think AI is going to help the Asian factories much more than the American ones. Factories in Asia are high mix. Factories in the USA are low mix. This means that factories in the USA make significantly fewer products, whereas factories in Asia are way more flexible, mainly because of the huge differential in labor costs. The gigafactory in Austin, one of the biggest factories in the world, makes 2 products: Tesla Model Y The Cybertruck That's it. The factory in the video makes 1000s of different products every year. When you're making the same thing over and over again, maybe in a few different colors, you're much better off using normal automation which is lower error than AI and human design. But when you're making 1000s of different products, using AI to spin up product 1001 starts to kind of make sense. There is not time or logic to using traditional automation; you're better off using AI to make a fast quality control mechanism and then repair errors using your inexpensive human labor. People are viewing AI in factories like there is one type of factory, but the way factories run in high cost countries vs. low cost countries is wildly different. We're just at the beginning of what will be an epic change for not only manufacturing, but the cost and quality of the goods we consume. The real internet of things has arrived.

People don't realize that factories in Asia and factories in the USA are totally different. I think AI is going to help the Asian factories much more than the American ones. Factories in Asia are high mix. Factories in the USA are low mix. This means that factories in the USA make significantly fewer products, whereas factories in Asia are way more flexible, mainly because of the huge differential in labor costs. The gigafactory in Austin, one of the biggest factories in the world, makes 2 products: Tesla Model Y The Cybertruck That's it. The factory in the video makes 1000s of different products every year. When you're making the same thing over and over again, maybe in a few different colors, you're much better off using normal automation which is lower error than AI and human design. But when you're making 1000s of different products, using AI to spin up product 1001 starts to kind of make sense. There is not time or logic to using traditional automation; you're better off using AI to make a fast quality control mechanism and then repair errors using your inexpensive human labor. People are viewing AI in factories like there is one type of factory, but the way factories run in high cost countries vs. low cost countries is wildly different. We're just at the beginning of what will be an epic change for not only manufacturing, but the cost and quality of the goods we consume. The real internet of things has arrived.

molson 🧠⚙️

66,129 просмотров • 9 месяцев назад

Barry Sternlicht recently gave a VERY insightful interview about tariffs and what it means for real estate prices - what he said is troubling: "The promotion of American manufacturing is a great idea, but we are not a manufacturing nation... We only have 13 million jobs of 160 million in manufacturing, and we're running a 4% unemployment rate. So I'm not sure who's going to work in all these factories. We're going to need some really quick efforts from Musk and Zuckerberg in robotics to actually build, have people work in these factories. Americans don't want to do that. That's not the jobs that they're interested in taking today... I think the tariffs are super complicated... I do think the focus should be on China. We run a $250 billion trade deficit with China... China is [the] second largest economy in the world with a fixed currency. And that alone is not right. That currency should go up and down with trade flows like every other major currency. So you start there. And I don't think the tariffs are tactical. And the if you put them in place, as [Trump] just did with steel tariffs, American companies will raise prices. So it is very inflationary. And for real estate, it's really bad. [For example] we need [Canada's] lumber. Or we can chop down our own trees but it's a bad thing. We run an equal trade deficit with Canada other than oil but we use their oil... if we don't buy it, they're going to ship it to Asia. For existing owners [of real estate], it's good because to build a new building will be more expensive. So the existing office stock, the existing apartment stock is going to be worth more. But it's bad because the numbers won't work to create new [buildings]. You won't be able to build anything. We already have a four to five million unit housing shortage... And you're seeing it in the sentiment of the builders that they're nervous. Everyone's a little nervous."

Barry Sternlicht recently gave a VERY insightful interview about tariffs and what it means for real estate prices - what he said is troubling: "The promotion of American manufacturing is a great idea, but we are not a manufacturing nation... We only have 13 million jobs of 160 million in manufacturing, and we're running a 4% unemployment rate. So I'm not sure who's going to work in all these factories. We're going to need some really quick efforts from Musk and Zuckerberg in robotics to actually build, have people work in these factories. Americans don't want to do that. That's not the jobs that they're interested in taking today... I think the tariffs are super complicated... I do think the focus should be on China. We run a $250 billion trade deficit with China... China is [the] second largest economy in the world with a fixed currency. And that alone is not right. That currency should go up and down with trade flows like every other major currency. So you start there. And I don't think the tariffs are tactical. And the if you put them in place, as [Trump] just did with steel tariffs, American companies will raise prices. So it is very inflationary. And for real estate, it's really bad. [For example] we need [Canada's] lumber. Or we can chop down our own trees but it's a bad thing. We run an equal trade deficit with Canada other than oil but we use their oil... if we don't buy it, they're going to ship it to Asia. For existing owners [of real estate], it's good because to build a new building will be more expensive. So the existing office stock, the existing apartment stock is going to be worth more. But it's bad because the numbers won't work to create new [buildings]. You won't be able to build anything. We already have a four to five million unit housing shortage... And you're seeing it in the sentiment of the builders that they're nervous. Everyone's a little nervous."

Triple Net Investor

177,868 просмотров • 1 год назад

Elon: "In 20 years, I'd say Tesla's got factories on the moon." But short-term? "Hold on to your Tesla stock. It's going to be worth a lot." From moon factories to "extremely bright" 5-10 year future, Elon’s not just optimistic, he’s all-in. Who’s still holding? Source: Tesla Manufacturing

Elon: "In 20 years, I'd say Tesla's got factories on the moon." But short-term? "Hold on to your Tesla stock. It's going to be worth a lot." From moon factories to "extremely bright" 5-10 year future, Elon’s not just optimistic, he’s all-in. Who’s still holding? Source: Tesla Manufacturing

Mario Nawfal

41,859 просмотров • 6 месяцев назад

.Karoline Leavitt: "We have a $1.2T trade deficit and counting. We‘ve had 90k factories closed in the last couple of decades. Since 1997, Americans have been put out of 5 million manufacturing jobs. These are not just statistics. These are real American lives that have been impacted."

.Karoline Leavitt: "We have a $1.2T trade deficit and counting. We‘ve had 90k factories closed in the last couple of decades. Since 1997, Americans have been put out of 5 million manufacturing jobs. These are not just statistics. These are real American lives that have been impacted."

Trump War Room

366,190 просмотров • 1 год назад

#WATCH | Union Minister for Railways, I&B, Electronics & IT, Ashwini Vaishnaw says, "... Last year, we exported Rs 35,000 crore components to China. Already 75 factories for electronics components are under construction at this point in time, and about 250 component manufacturing factories will be set up in the coming two to three years..." Watch Full Episode Here:

#WATCH | Union Minister for Railways, I&B, Electronics & IT, Ashwini Vaishnaw says, "... Last year, we exported Rs 35,000 crore components to China. Already 75 factories for electronics components are under construction at this point in time, and about 250 component manufacturing factories will be set up in the coming two to three years..." Watch Full Episode Here:

ANI

20,134 просмотров • 3 месяцев назад

Elon Musk on why factories matter. "I love factories. Honestly. A lot of people these days don't love factories or haven't even been to one, but I've walked the line in every factory and I'm a big fan." Most people treat factories as a cost center. He treats them as the product. • Walk the line yourself • Make things with real utility • Build something people love Software scales on servers. Hardware scales on a line that works. "This is a great place to be. You make things that have good utility. People love the product. Building a product people love, that's great."

Elon Musk on why factories matter. "I love factories. Honestly. A lot of people these days don't love factories or haven't even been to one, but I've walked the line in every factory and I'm a big fan." Most people treat factories as a cost center. He treats them as the product. • Walk the line yourself • Make things with real utility • Build something people love Software scales on servers. Hardware scales on a line that works. "This is a great place to be. You make things that have good utility. People love the product. Building a product people love, that's great."

Tesla Owners Silicon Valley

46,054 просмотров • 7 дней назад

Sanders: The Wall Street Journal reported recently that Jeff Bezos wants to raise $100 billion to automate factories in America and around the world. In English, you know what that means? It means there will no longer be manufacturing jobs in the United States, or in warehouses. He wants to get rid of the 600,000 Amazon workers and replace them with robots.

Sanders: The Wall Street Journal reported recently that Jeff Bezos wants to raise $100 billion to automate factories in America and around the world. In English, you know what that means? It means there will no longer be manufacturing jobs in the United States, or in warehouses. He wants to get rid of the 600,000 Amazon workers and replace them with robots.

Acyn

49,866 просмотров • 5 месяцев назад

Etched CEO Gavin Uberti: "People don't realize how big of a market inference is going to be." "Right now, only a couple million people have access to the frontier models, and those are going to have to get deployed to 8 billion people across the globe. And that's not even counting AI agents that exist already, and will exist in the future." "There need to be way, way more tokens produced, and that requires much bigger assembly lines, many more factories, and some new technology."

Etched CEO Gavin Uberti: "People don't realize how big of a market inference is going to be." "Right now, only a couple million people have access to the frontier models, and those are going to have to get deployed to 8 billion people across the globe. And that's not even counting AI agents that exist already, and will exist in the future." "There need to be way, way more tokens produced, and that requires much bigger assembly lines, many more factories, and some new technology."

TBPN

63,607 просмотров • 2 месяцев назад

Mike Rowe: “We’ve got 7.6 million open jobs. Most of them don’t require four year degree.” “482,000 open jobs in manufacturing.” “We’ve got 7 million men in their prime who are … not only not working, but not looking.” “Gen Z got the memo.” “4-year degrees are trending down in that cohort and there’s a lot more interest in electricians and plumbers and steam fitters and welders and pipefitters.” “You’ve got the maritime industrial base trying to hire 140,000 tradespeople right now.” “I'm rooting for the President with the reshoring, reinvigoration of manufacturing.” “The skills gap is real, but there’s a will gap as well, and those two things combined are ugly.” The Real Mike Rowe

Mike Rowe: “We’ve got 7.6 million open jobs. Most of them don’t require four year degree.” “482,000 open jobs in manufacturing.” “We’ve got 7 million men in their prime who are … not only not working, but not looking.” “Gen Z got the memo.” “4-year degrees are trending down in that cohort and there’s a lot more interest in electricians and plumbers and steam fitters and welders and pipefitters.” “You’ve got the maritime industrial base trying to hire 140,000 tradespeople right now.” “I'm rooting for the President with the reshoring, reinvigoration of manufacturing.” “The skills gap is real, but there’s a will gap as well, and those two things combined are ugly.” The Real Mike Rowe

Holden Culotta

1,204,151 просмотров • 1 год назад

Trump: I will not be abandoning the farmers. We are strong on the borders and for the farmers and others in the hotel industry. We have similar situations and Kristi and I will be working with the states and we will work something where the farmers and be responsible. They have had people around for 10 or 15 years and they know them well, we will put them responsible, and issue a form of card or documents and the farmer will be responsible for these people. They will not have citizenship but they will be working and paying taxes. We need to get our farmers the people they need or else the farmers will not be able to do their land. It was tried when there was a very strong guy, and he got everybody out, and every farm almost in the country but every farm in California or Iowa went bankrupt and they had nobody to work and we do not want that situation. We will put our farmers and others in charge of the people that they have under them. They know the people and it will work out well. We will take care of our farmer but to get the criminals out. Go ahead.

Trump: I will not be abandoning the farmers. We are strong on the borders and for the farmers and others in the hotel industry. We have similar situations and Kristi and I will be working with the states and we will work something where the farmers and be responsible. They have had people around for 10 or 15 years and they know them well, we will put them responsible, and issue a form of card or documents and the farmer will be responsible for these people. They will not have citizenship but they will be working and paying taxes. We need to get our farmers the people they need or else the farmers will not be able to do their land. It was tried when there was a very strong guy, and he got everybody out, and every farm almost in the country but every farm in California or Iowa went bankrupt and they had nobody to work and we do not want that situation. We will put our farmers and others in charge of the people that they have under them. They know the people and it will work out well. We will take care of our farmer but to get the criminals out. Go ahead.

Acyn

282,154 просмотров • 1 год назад

Asmongold says America doesn't have the stomach to fix the justice system "The American public does not have the stomach for solving this problem. Not yet. They will. But they don't yet. And it's unfortunate that we allow these demons, these functional subhuman animals to run wild in our communities and literally sexually molest nine year old girls." "But there will come a day where it stops. There will. And it will stop." "Would I publicly execute, after a court trial, a corrupt judge who allows sex offenders to do that? I'm dead serious. I'd do it. Absolutely. I'm completely serious."

Asmongold says America doesn't have the stomach to fix the justice system "The American public does not have the stomach for solving this problem. Not yet. They will. But they don't yet. And it's unfortunate that we allow these demons, these functional subhuman animals to run wild in our communities and literally sexually molest nine year old girls." "But there will come a day where it stops. There will. And it will stop." "Would I publicly execute, after a court trial, a corrupt judge who allows sex offenders to do that? I'm dead serious. I'd do it. Absolutely. I'm completely serious."

Asmongold Updates

37,412 просмотров • 1 месяц назад

Charles Payne is loving not only the April jobs report but the massive amount of people coming back into the workforce. "500,000 people came back to the labor force. What is the thing we have been hearing the last few weeks? Nobody wants to work in America. Why would we bring manufacturing jobs back? Well last month alone 500,00 people stepped up to the plate and said I want to find a job." Never underestimate the charater and determination of the American people.

Charles Payne is loving not only the April jobs report but the massive amount of people coming back into the workforce. "500,000 people came back to the labor force. What is the thing we have been hearing the last few weeks? Nobody wants to work in America. Why would we bring manufacturing jobs back? Well last month alone 500,00 people stepped up to the plate and said I want to find a job." Never underestimate the charater and determination of the American people.

DeVory Darkins

80,761 просмотров • 1 год назад

Sarah Guo on why we need to rebuild American manufacturing to gain compute independence: "There is not a version of the world where we rebuild our industrial base without automation in the United States. If we don't import people, and our people are expensive, and we lack some of the skills but want to produce a lot more goods and have a more resilient supply chain, who's gonna produce this stuff? People in the United States do not want to work, and should not want to work, for $13 an hour doing a very inhuman job. I don't think it is inevitable that we are competitive, and I think we need to make that decision actively. One of the most important inputs is compute. If we don't have it, we're naturally not competitive, or we're at least not independent. I don't think that means it's all got to be created in the United States. But having more than one source is a position that everybody wants to be in."

Sarah Guo on why we need to rebuild American manufacturing to gain compute independence: "There is not a version of the world where we rebuild our industrial base without automation in the United States. If we don't import people, and our people are expensive, and we lack some of the skills but want to produce a lot more goods and have a more resilient supply chain, who's gonna produce this stuff? People in the United States do not want to work, and should not want to work, for $13 an hour doing a very inhuman job. I don't think it is inevitable that we are competitive, and I think we need to make that decision actively. One of the most important inputs is compute. If we don't have it, we're naturally not competitive, or we're at least not independent. I don't think that means it's all got to be created in the United States. But having more than one source is a position that everybody wants to be in."

Patrick OShaughnessy

29,076 просмотров • 15 дней назад

🇺🇸 Most tech CEOs have never set foot on a factory floor. Elon has walked the line in every single one of his. "I love factories. A lot of people these days don't love factories or haven't even been to one, but I'm a big fan."

🇺🇸 Most tech CEOs have never set foot on a factory floor. Elon has walked the line in every single one of his. "I love factories. A lot of people these days don't love factories or haven't even been to one, but I'm a big fan."

Mario Nawfal

78,891 просмотров • 4 месяцев назад

Zack Polanski, "The four wealthiest people in this country have more wealth than 20 million people" "Inequality in our society is absolutely huge" "There will be people who go to sleep tonight who can make more money than any of us can earn in an entire year" "We need to be taxing the super rich" "Not plumbers, not hairdressers, not people trying to get by, but those who have huge wealth" "Why is is always hard choices for working class communities? For people in poverty? For people working but not being paid enough?" "And why are these not tough choices for multimillionaires and billionaires?" "We need to tax wealth and not work" "It is time for a tax on the super rich"

Zack Polanski, "The four wealthiest people in this country have more wealth than 20 million people" "Inequality in our society is absolutely huge" "There will be people who go to sleep tonight who can make more money than any of us can earn in an entire year" "We need to be taxing the super rich" "Not plumbers, not hairdressers, not people trying to get by, but those who have huge wealth" "Why is is always hard choices for working class communities? For people in poverty? For people working but not being paid enough?" "And why are these not tough choices for multimillionaires and billionaires?" "We need to tax wealth and not work" "It is time for a tax on the super rich"

Farrukh

311,386 просмотров • 11 месяцев назад

We asked Tweets from Zach Weinberg if it's a good idea to re-shore U.S. drug manufacturing. "It's really stupid. All the strategic stuff is in drug discovery and development." "Drug manufacturing is not something that needs to be done in America." We recommend watching the full video if you are interested in healthcare, pharmaceutical science and economics.

We asked Tweets from Zach Weinberg if it's a good idea to re-shore U.S. drug manufacturing. "It's really stupid. All the strategic stuff is in drug discovery and development." "Drug manufacturing is not something that needs to be done in America." We recommend watching the full video if you are interested in healthcare, pharmaceutical science and economics.

TBPN

17,565 просмотров • 1 год назад