manufacturing
9 statements across 9 episodes · 2 bullish · 3 bearish · 9 people on the record · first statement Jan 2, 2019 by Martin Fischer · across every show →
Everything said about manufacturing, oldest first
Jan 2, 2019
Jan 2, 2019 bullish
Wilson: Software revolution will unlock 10x to 1000x more value than manufacturing
“Total economic value that will be unlocked with the software revolution should be at least one, maybe two, maybe three orders of magnitude bigger than what we saw with manufacturing, automotive, you know, for the reasons you describe.”
Oct 5, 2019 negative
Jan 6, 2020 bearish
Nov 18, 2022
Chris Power: Offshoring cheap manufacturing destroys core industrial skillsets and culture
“And what people real, what people don't realize is that when you do that, you don't just lose that, you know, basically a manufacturing of the cheap stuff, you lose the skillset and the culture that people know how to manufacture things.”
Dec 12, 2024 positive
Jul 23, 2025
Caldwell: Mining pricing dynamics invert traditional manufacturing economies of scale
“Like in the mining industry, more demand, this is totally different than manufacturing, more demand if you have a higher volume, the expectation is that the price goes up. And because it's a, you know, constrained supply, and so the pricing dynamics are totall…”
Oct 6, 2025 neutral
Jul 22, 2026 negative
Horowitz: US lost manufacturing skill outside of Elon Musk's companies
“We were the best in the world by far. We taught the world how to do was manufacture, and now we've basically forgotten how to do it as a country other than like Elon. Like if you need somebody who knows how to manufacture, you literally have to get them from E…”