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
Insight
Fischer: Construction Uniquely Requires Managing Continuously Changing Physical Workspaces
“But in manufacturing, you don't have to deal with the workspace. In construction, you have to allow for the workspace that a work crew needs, and the space is changing over time.”
Martin Fischer Jan 2, 2019 ▶ 16:07 a16z Podcast | Construction Under Tech -- The Build
Jan 2, 2019 bullish
Prediction Not checkable as stated
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.”
Fred Wilson Jan 2, 2019 ▶ 6:27 a16z Podcast | Technological Trends, Capital, and Internet 'Disruption'
Oct 5, 2019 negative
Opinion
Tran: Manufacturing is an overlooked existential threat to gene therapy
“So once you've designed the perfect gene therapy, perhaps one of the most overlooked, but most existential threats to the industry is challenges in manufacturing.”
Andy Tran Oct 5, 2019 ▶ 19:23 CRISPR 2.0 and the Future of Gene Therapies
Jan 6, 2020 bearish
Prediction Not checkable as stated
Abernethy: Manufacturing consistency will be a major hurdle for gene therapies
“Manufacturing, I think, starts to become more and more of an issue across this space.”
FDA Chief Information Officer Jan 6, 2020 ▶ 18:05 Food, Drugs, and Tech: 100 years of Public Health
Nov 18, 2022
Insight
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.”
Chris Power Nov 18, 2022 ▶ 8:05 The Factory of the Future with Chris Power
Dec 12, 2024 positive
Prediction Not checkable as stated
Wickramasekara: Benchling will eventually expand into drug manufacturing software
“We've started to get our foothold in, in development. Like, someday we'll be in parts of manufacturing.”
Sajith Wickramasekara Dec 12, 2024 ▶ 24:30 Mastering Your Data with Sajith Wickramasekara
Jul 23, 2025
Insight
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…”
Turner Caldwell Jul 23, 2025 ▶ 8:38 The U.S. Can’t Build AI Without These Materials
Oct 6, 2025 neutral
Assertion Partly supported
Wang: China manufacturing is ~27% of GDP vs US 10-11%
“Right now, last I checked, China's share of its economy dedicated to manufacturing is about something like 26, 27%, and for the U.S. It is about 10, 11%.”
Dan Wang Oct 6, 2025 ▶ 30:28 The Lawyerly Society vs. The Engineering State: Who Owns the Future?
Jul 22, 2026 negative
Opinion
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…”
Ben Horowitz Jul 22, 2026 ▶ 1:27:07 Building a Company in Stealth | Travis Kalanick with a16z
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