Stephen Sinofsky, partner at Andreessen Horowitz and former Microsoft executive, evaluates the state of American hardware manufacturing companies.
Opinion
Sinofsky: Restricting rural migrant movement enabled China's economic system to work
“In the factories in Shenzhen, there are the rural people, and they're not allowed to just move. Like, they can temporarily relocate for work, and then the state sort of requires them to go back, and in a sense, they are forced to repatriate what they earned as…”
Prediction Didn’t hold up
Sinofsky predicts cars sold in 2019 are the last requiring human drivers
“If you, I look at the automobiles today, and I think that the ones that are being sold today are the very last cars that are going to basically require a driver.”
Opinion
Sinofsky: The narrative of an AI-driven 'Sasspocalypse' is completely foolish
“So, I actually think it, that whole discussion about headless, for me, made the Sasspocalypse seem even dumber Than it was already, and it was already dumb.”
Opinion
Sinofsky: CHIPS Act attached unsolvable requirements making funds unspendable
“The CHIPS Act most recently is one where if you actually read the text of the CHIPS Act, the money came with, like, an unsolvable set of requirements. Like, there was no way you could actually spend the money.”
Assertion Not checkable as stated
Sinofsky: CCP members in Chinese offices can access company data centers freely
“When you do business in China, you don't have trade secret. And you're just in the office, and there's the CCP members that work in your office that you're forced to employ that report back to what's going on, and you have no say in that. Like, at the level of…”
Assertion Not checkable as stated
Sinofsky: PC laptops homogenized because design was outsourced to factory floors
“Like, all PC laptops basically became the same, because not just the manufacturing, but the design and the innovation and the origination all came from the factory.”