Manufacturing

“Highly automated factories of the future. That's the only way the U.S. Is going to be competitive in building things in U.S. Soil. So you have to move to super automation there.”

“You can go into software companies and everyone kind of looks the same, but everybody at these manufacturing and factory jobs, they all have a role and they're all different.”

“When we figure out AI and robotics that allows us to do semi-autonomous manufacturing, energy will become the cost of all things, right? The cost of buying a thing will become the cost of energy used to make it.”

“So, you know, the energy sector, infrastructure, construction, manufacturing, fabrication a lot of these industries, 90% of the workforce, Is not really using a computer at that level.”

“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…”

“This skill is so rare because it sits between worlds. Software people often avoid hardware and hardware people sometimes avoid distribution and AI. So the person who could connect open source AI models, physical prototyping and manufacturing has a shot at buil…”

“So much of what dictates the performance of those alloys is actually in processing. How do you manufacture it? What techniques are you using post processing and manufacturing that push performance or change performance?”

“Just because you understand the microstructure, just because you see and can predict crack propagation does not mean you're necessarily going to perfectly nail manufacturing.”

“I think we look at our business much more akin to manufacturing than we look at it as construction, right? You think about, we are, we're trying to do this, a, the same activity a million times, and how do we do that just Slightly more efficient.”

“And while manufacturing still needs a lot of work, right? Construction was worse.”

“Manufacturing has grown leaps and bounds in their productivity. So they, their appetite has grown. That disruption is ready for construction. It's ready to happen in construction.”

“There is an over allocation of talent in finance and law. Too many smart people are going into finance. We should have fewer people doing that and more people making stuff.”

“Two things define manufacturing competitors, economies of scale and technology. If you maximize your level of technology and maximize your level of scale, That is obviously going to be the most competitive situation.”

“Like, a big problem for us, including on the battlefield, is our manufacturing just is not up to where we have to be, and that, by the way, requires reskilling”

“I actually think the biggest disruption you're gonna see is in, like, manufacturing, is in, like, healthcare, is in you know, think about, like, the companies that can figure out how to get drugs to market much faster than anybody else. Like, I think AI could …”

“To me, this is whatever happened in manufacturing in the last 20 to 40 years is gonna happen to white-collar knowledge work.”

“Strategically in robotics, I believe we'll see deployment of such systems first in areas where you don't want to send humans. So firefighting, I think is a very good example. So when the risk and benefit the risk of deploying the system is way under the benefi…”

“And so the same way we've been waiting for self-driving car for the last 15 years, we'll be probably waiting for like humanoid robotics in house for meaningful time. And before that, what we'll see is at scale deployment in manufacturing.”

“Without open source, as you know, startups would be challenged. Companies that are in, in different industries, whether it's manufacturing, or transportation, or it could be in healthcare. Without open source today, all of that AI work would be suffocated.”

“Even if there was complete labor cost parity, we still don't have the ability To just magically reshore a lot of these critical components that are going to be important to the next 50 or a hundred years.”

“Defense is a very unique world where you're going to build a lot of different products at relatively low volumes.”

“I think that's why we've lost, as countries, the ability to make things. Manufacturing is vanishing. From manufacturing made America great, it made Britain great.”

“I think we'll, we'll see billions of humanoids on the planet in our, in, like, our lifetime, and they will do everything for us from things at home, like, doing the laundry, washing dishes unpacking groceries cleaning up the house to, we will see billions in t…”

“I think this is one of the things that China really does well is that it takes manufacturing super seriously, and the US has not taken it super seriously since various points in the 19 eighties.”

“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%.”

“In order to actually use AI in an effective way in manufacturing, you have to lay down the structure first. You have to collect that tribal knowledge.”

“Has to, there's only one, and I think it's manufacturing. I'm saying, if it, if growth has to happen, I don't see, like, anything else.”

“Today the maximum number of billionaires in India today are manufacturing. About 200 billionaires in India today. About, I think, forty-odd are in manufacturing.”

“There are some fantastic manufacturing businesses that are going to be built especially in the next 10 years that have a whole other set of interesting problems to solve. Like, how do you solve a labor problem? How do you manufacture in certain countries? If, …”

“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…”

“When you disconnect production from design, you get very bad at design.”

“I also think it's going to take a decade of sustained policy to go do it properly. So it has to survive multiple terms of the sustained tariff or subsidy policy to really reinvigorate it.”

“You're not in China anymore for cheap labor. Like, you're there because they're the best at manufacturing things. Which is a really interesting story over the last 20 years that they became the highest quality manufacturer. Not just the, not, they're not the c…”

“I can tell you for certain that it is getting harder and harder to find a site to put any of that stuff because there are data center developers hunting around the entire country trying to find anywhere where that is possible. So it's making it, and that's dif…”

“And, you know, like, AI and robotics does give us a new possibility of a way to bring manufacturing back here and to bring sort of these complex industries here in a really important new way. And I would say that's at least worth trying.”

“Semiconductor doesn't create, you know, many, many jobs. Because it's very highly automated, especially manufacturing is very highly automated and so on.”

“Without manufacturing, right, you cannot create innovative products, you know, so you need that feedback and, you know you know, how, how they work together.”

“Think of it as in manufacturing, you want to drive out variation. And in innovation, you want to increase variation. And so process really is the language and model of driving out variation and getting to consistency. And if you're in a safety critical busines…”

“Overhyped in the sense that people over attribute data center load growth with electricity demand inside the United States. You know, manufacturing and EVs are a huge portion of that. So people think it's all data centers. It's not.”

“And actually that's way a lot of manufacturing is going to go in the future. We're not just going to be making individual parts and sub assembling them. We're going to be consolidating those processes into singular machines or maybe two or three machines that …”

“I think the question is, to your point, is it going to be, is the first application going to be in in manufacturing? I don't think so.”

“Those problems are worth solving, but I, I'm still not convinced that we have a, I think we have a huge labor problem trying to be competitive in manufacturing.”

“Forget about moving your manufacturing, which is a multi-year process that may not even work, by the way. Just like changing your, like sourcing from one place to another is, you know, six months to a year to get it up to scale.”

“I think if you are in a business in which running a business is a benefit, then experience matters a great deal. I think if you are in a business in which you look like Your customer. There was a reason why social, social networks were started by people right …”

“In the sectors that we care about the most when it comes to decarbonization, and really anything having to do with energy, which are, you know, basically manufacturing and construction, labor productivity is, has been flat really for the past 10 to 15 years, a…”

“24 months ago, electric vehicles were the biggest driver of electrification growth, and now it's a distant third, and that happened stunningly quickly.”

“Even if you haircut the forecast growth in data centers and manufacturing by 80 or 90%, you still double the grid. And something I think we need to say more as an industry is doubling the grid is not the high-end reference case here. It's not the sort of what …”

“Yes, I think that high load customers like manufacturing and data center operators can and will be a really big part of this moment in grid history. They will pay in Much of the incremental cost because of how they value time to power and total availability of…”

“We've started to get our foothold in, in development. Like, someday we'll be in parts of manufacturing.”

“I do think that AI will play a role in manufacturing and sort of 10 exiting or even a hundred exiting manufacturing so that we can actually outperform humans in other countries. I think that's the way it's going to look. Okay. So we will not have to reduce lab…”

“I think we're going to see this trend of much more of a globalized workforce. You know, I think we saw kind of globalization happen at the manufacturing low skill level, and I think we're starting to see that in pretty quick manner at high skill level.”

“So today, if we are trying to do manufacturing or industrialization, I think we are trying to catch a train which has long left the station. We may still waste our time in trying to do that, but better thing to do is that what is the current train on which we …”

“That's why, to my mind, it makes better sense, and I call the recent budget, which Is trying to still promote manufacturing and the industrial employment by those on employment oriented schemes as a 20th century budget precisely for this reason that you are tr…”

“I do think it's important that we onshore a lot of manufacturing. I think it's important, but there's going to be a period of pain there's going to be an investment needed, and it's not going to be simple and easy, and we may face quite a bit of inflation on t…”

“In 20, 24, the hardest part is authenticity of our brand and connecting with the demo. Yeah, that is the hardest part. Making products is easy. Like you just go to fucking China and press four buttons. You have your like normal CPG with nice branding.”

“Manufacturing is, a lot of people think it's very boring. It's a repetitive process. Actually, it, everything goes wrong every day. So it's a matter of solving problems all the time, whether it's a supplier who's not supplying or someone who supplies something…”

“And if we can make it efficiently, we can make it close to where it should be consumed and we shouldn't just be shipping it off to wherever it's cheapest in the world.”

“And also by being vertically focused on a couple of key verticals, you end up with a lot more standardization on like the technology that we're integrating with. So like, if you go after paper as one industry, they tend to look very similar and they tend to ha…”

“You know, LLM's not going to do much for you on a manufacturing floor. The LLM part. AI might but the LLM won't.”

“Anyone who's, you know, familiar with manufacturing, you know, it's a lot tougher than like, oh, hey, I just wrote an app, and now I'm generating some revenue or something. You basically invest billions of dollars or hundreds of millions of dollars up front An…”