Reshoring

topic on 4 shows · 4 statements across 4 episodes

We Live to Build Capital Allocators the a16z Podcast All-In

4 statements about Reshoring, every show

a16z Prediction Not checkable as stated
Cass: Tariffs fail if manufacturing investment does not rebound within years
“If a couple of years from now you are not seeing the investment response, and either we can't do the workforce stuff, or for political economy reasons, It is not feasible for us to do that stuff. Then I would be the first to admit this is apparently not an eff…”
Oren Cass Aug 20, 2025 ▶ 1:11:34 Oren Cass & Noah Smith Debate the True Impact of Tariffs
ALL-IN Insight
Shapiro: Raising tariff revenues and reshoring manufacturing are mutually exclusive goals
“You can champion The amount of revenue that we're raising off of tariffs, but you can't do that at the same time that you're championing reshoring, because if you reshore, then that revenue is going to go away, presumably, right? You're not going to be buying …”
Ben Shapiro Aug 9, 2025 ▶ 1:14:44 OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
WE LIVE TO BUILD Prediction Not checkable as stated
Reshoring manufacturing will require less diverse, software-customized product lines
“And so what we are going probably to see also is that reshoring is not reshoring the same Factories, but it's also not reassuring the same products. And so you can reassure when you rethink the product line to make it less diverse, but more catered to each aud…”
Renan de Villiers Jul 8, 2025 ▶ 4:54 He Called Deal Making a Lie - Then Fell in Love With It
Gave: US workforce obesity and opioid use severely constrain manufacturing reshoring
“The whole lockdown thing made a couple of problems that are inherent to the US and to the US labor force worse, most notably obesity, which prevents a lot of people from holding the type of manufacturing jobs where you have to be sitting up and doing a lot of …”
Louis-Vincent Gave Oct 10, 2022 ▶ 32:26 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)

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