U.S. Manufacturing

topic on 8 shows · 11 statements across 11 episodes

Acquired My First Million Sourcery Capital Allocators Catalyst the a16z Podcast All-In 20VC

11 statements about U.S. Manufacturing, every show

ACQUIRED Assertion Supported
Packaged Food Was One-Fifth of US Manufacturing by 1900
“By 1900, one-fifth of all U.S. Manufacturing is packaged food.”
Ben Gilbert Oct 27, 2025 ▶ 41:18 Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
SOURCERY Prediction Open · timeframe Dec 2028
Oetting: Trump Will Boost US Manufacturing Share, But Under 13.1% GDP
“I think that the Trump administration will bring, will make a big dent on that, that will improve, but I don't think it'll hit 13.1%.”
Drew Oetting Aug 22, 2025 ▶ 52:39 How 8VC Builds Billion-Dollar Companies | Palantir, Addepar, Saronic · Sourcery with Molly O'Shea
a16z Assertion Supported
Smith: US factory construction boomed under Biden after decades of stagnation
“But when you look at factory construction, real, real factory construction, you saw this enormous, you saw it basically flat at a flat level for decades and decades at a fairly low level. Then you saw this enormous boom during the Biden years and all the facto…”
Noah Smith Aug 20, 2025 ▶ 29:24 Oren Cass & Noah Smith Debate the True Impact of Tariffs
SOURCERY Opinion
Vulcan CEO John Maslin is bullish on manufacturing under Trump
“I'm bullish. I think he's already doing it. I can think of a couple of projects, you know, personally in the rare space where we can really put our thumb on the scale and make that happen. I think it's going to take an entire government and industry coalition …”
John Maslin Aug 11, 2025 ▶ 8:31 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
ALL-IN Prediction Not checkable as stated
Bessent: Tariffs and tax incentives could spark U.S. construction boom
“I think we could have this massive construction boom And then the factories get populated, and part of President Trump's one big beautiful bill, the most powerful part of that is the hundred percent immediate expensing of equipment, and we also did it for fact…”
Scott Bessent Jul 23, 2025 ▶ 11:00 Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
ALL-IN Prediction Not checkable as stated
Khanna: Strategic tariffs alone will not suffice to restore US manufacturing
“I just don't think that's going to be enough for us to Have pill factories here have the steel factories, aluminum factories to revitalize these areas and to look at what is the investment.”
Ro Khanna Jan 20, 2025 ▶ 1:13:47 Inauguration Interviews: Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna
a16z Opinion
Andreessen: Rebuilding US manufacturing requires AI and robotic factories
“The only prospect for rebuilding US manufacturing is advanced manufacturing. So the only potential is to climb the tech stack and build new kinds of factories that are fully robotic and fully AI enabled and where, you know, they are extremely advanced, sophist…”
Marc Andreessen May 16, 2024 ▶ 0:00 AI, Robotics & the Future of Manufacturing
CATALYST Opinion
Lubbershane: Major IRA manufacturing provisions will be politically difficult to rescind
“I think it would be very difficult, both, both from a pure political standpoint and from a political economy standpoint, to rescind some of the major features of the IRA at this point that are supporting development of new manufacturing facilities in many case…”
Andy Lubershane Mar 28, 2024 ▶ 44:57 The electricity gauntlet has arrived
Ryan Holiday: All Daily Stoic products are manufactured in the US
“I could get them done. We were talking about margins. They would be much cheaper for me to make them in, in large books, like from China. But we haven't done that. We've always used this original place. I wanted to do made in USA, but then, and then as it happ…”
Ryan Holiday Feb 8, 2022 ▶ 16:47 Ryan Holiday On The Economics Of Book Publishing
CAPITAL ALLOCATORS Assertion Supported
Inker: US manufacturing productivity has been net negative since 2011
“Productivity growth has been net negative. We are less productive making stuff than we were in 2011.”
Ben Inker Mar 30, 2020 ▶ 47:46 Ben Inker – Value Investing at GMO (First Meeting, EP.17)
20VC Assertion Partly supported
80% of US manufacturing job losses came from tech, not China
“80% of the jobs that disappeared in US manufacturing did not Go to China. They went to technology.”
Christian Lanng Mar 24, 2017 ▶ 4:26 20VC: How To Raise $200m In Any Economic Climate, Scale From Garage To Global In Record Time & The Biggest Startup You Have Not Heard About with Christian Lanng, Founder & CEO @ Tradeshift

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